Paraplanner

I am working with a leading financial planning firm with a fantastic local reputation, that host a diverse team of tax, mortgage, investment and pension specialists in their offices in Cardiff, London, & Bristol. They are looking for a Trainee Paraplanner to join their team in the Cardiff area, to provide support to the Paraplanners and Advisers in the firm...

My client is a high profile IFA organisation who are continuing to grow and as part of their growth plans they require an additional Paraplanner to join their successful team. Brief description of role and responsibilities: Qualifications: This is a fantastic opportunity to join a professional company who offer a supportive working environment and career...

**Paraplanner Manager** **Location**:Cardiff** **Salary: Highly Competitive + benefits** A unique opportunity has arisen for a Chartered Paraplanner to join a highly successful specialist Practice who are an Appointed Representative of St. James Place Plc You will be managing the planning and review process for around just 60 High Net Worth private and...

We are working with a Chartered Financial Planners who have the requirement for an additional IFA Administrator to join their friendly team based just on the outskirts of Cardiff centre. The business has a fantastic reputation and have grown consistentlyover the past 5 years. They are looking for an experienced Administrator who can provide support to the...

We are working with a Chartered Financial Planners who have the requirement for an additional IFA Administrator to join their friendly team on the outskirts of Cardiff. The business has a fantastic reputation and have grown consistently over the past 5 years. They are looking for an experienced Administrator who can provide support to the firms Paraplanners,...

We are working with a Chartered Financial Planners who have the requirement for an additional IFA Administrator to join their friendly team based just on the outskirts of Cardiff centre. The business has a fantastic reputation and have grown consistently over the past 5 years. They are looking for an experienced Administrator who can provide support to the...

**Administrative Assistant** A leading Wealth Management firm which helps to secure the financial future of families and individuals by advising them through investment, pension and tax choices is looking for an Administrator to support the Advisors and Paraplanners in this busy office environment. **Responsibilities**: The role involves day to day...

Mbf recruitment are working with an established and well respected Independent Financial Advisers based in the centre of Cardiff to recruit an additional IFA Administrator. The Financial Planning division is part of a much larger and very successful organisation, the two divisions work closely together which has resulted in excellent growth. They are now...

MVPR Ltd are working with a highly successful, privately owned boutique Financial Advisory practice to recruit Trainee IFA's. The client works with HNW & UHNW individual and families, and they are an established and growing business. They are now seekingto recruit a Trainee/Junior Financial Adviser who will work directly with the existing IFA's of the...

**Responsibilities**: - Assist financial advisers and paraplanners with administrative tasks. - Collaborate with the team to optimise internal efficiency and enhance the overall client experience. **Requirements**: - Initiative, dynamism, and a strong work ethic are essential traits. - Dedication and self-motivation are key, as the business operates on a...

We are working with a well-established, boutique firm of Independent Financial Advisers just north of Cardiff to recruit an IFA Administrator. Our client is very successful & growing, they provide fully independent and personalised advice to a portfolio of clients across Wales & the South West. As a business they have a unique approach to advice, knowing...

Our client offers a holistic solution to legal, financial & accountancy sectors. Based in the City of London, we are currently looking to add to their team within the mortgage sector and seeking an experience Mortgage Broker. Our client is a dynamic and innovative provider of professional services across legal, financial and accountancy fields, dedicated to...

This directly authorised, award winning firm of Financial Planners are looking for a new adviser to join the firm. They offer tailored financial advice to families and businesses across London, Southwest and Wales.  Responsibilities To conduct in-depth reviews of clients' financial circumstances, current provision and future aims based on their...

**One of the UKs most successful Financial Planning & Investment Management organisations are seeking to recruit a Trainee Financial Planner to join their Cardiff team.** This is an exceptional opportunity for an aspiring Financial Adviser who is looking to join a forward thinking, market leader who will provide you with first class training & support....

**Job Title: Senior IFA Administrator** **Salary: £ 33,000 - £ 38,000** **Location: Cardiff** Capio Recruitment is working with an award-winning wealth management business who have a national presence providing industry leading services. With a client first approach, they understand that money is just one element to wealth management industry. They...

This directly authorised, award winning firm of Financial Planners are looking for a new adviser to join the firm. They offer tailored financial advice to families and businesses across London, Southwest and Wales.  Responsibilities To conduct in-depth reviews of clients' financial circumstances, current provision and future aims based on their...