Paraplanner

2 weeks ago

Nottingham, United Kingdom Brevere Group Full time

In order to maintain their position as an innovative and well respected IFA, our client is keen to attract a skilled and experienced Paraplanner to join their wealth management operation.

Working as part of the team focused on providing innovative holistic solutions to HNW clients, you will work closely with Consultants, providing wide ranging support including technical research and analysis. You will be involved with clients from the outsetof the process and have regular client contact. You will ensure that the financial planning process runs smoothly, ensuring that documentation and information are properly managed and maintained as well as dealing with technical queries from Consultants andClients.

The successful applicant will have a proven record as a Paraplanner, ideally gained within an IFA. You will be able to produce comprehensive reports and have wide ranging technical knowledge covering Pension and Investment business. You will have successfullyattained Diploma status and be keen to further your knowledge through further professional development. Knowledge of industry specific IT systems is also required.

This is an excellent opportunity to join a progressive and innovative firm who continue to grow and develop. The successful applicant can expect a generous package and the chance to further their career, skills and expertise.

Paraplanner, Wealth Management, Financial Advice, IFA, Pensions, Investments, Financial Services, Private Clients

  • Ifa Administrator

    3 days ago

    Nottingham, United Kingdom Ortus PSR Full time

    The opportunity for a brilliant Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients. The firm has a fantastic reputation and offers exceptional study support to sustain their Chartered status. **Responsibilities**: - Assisting with preparing documents for the...

  • Ifa Administrator

    16 hours ago

    Nottingham, United Kingdom Independent Resourcing Consultancy Ltd Full time

    Our client is a Chartered Financial Planning firm that is recognised as being in the Top 100 of financial planning companies in the UK. They focus on goals-based holistic financial planning, often for people with complex circumstances or approaching retirement. They are also one of the top financial planning companies to work for in their region. They are...

  • Administrator

    52 minutes ago

    Nottingham, United Kingdom fabric recruitment Full time

    **Financial Planning Administrator** **Nottingham** **£24,000 - £26,000 DOE** Our client is looking to recruit a highly organised and meticulous individual for the role of Administrator to join their Financial Planning department. **Description of the role**: - Processing authority letters and gathering financial data for new clients and annual...

  • Financial Service Planner

    2 weeks ago

    Nottingham, United Kingdom CleverHR Full time

    Provide full holistic wealth advice to new private clients/business owners that you acquire through your own activities with networking/webinars/events assisted by the inhouse marketing team at as well as referrals you receive. Your new portfolio may also include some existing clients. The focus of the role will be to develop financial plans for all clients...

  • Head of Administration

    Found in: beBee S GB - 2 weeks ago

    Nottingham, United Kingdom Fram Search Full time

    Hybrid managing admin Team in NottinghamIndependent Financial PlannerDevelopment to cover admin team across other sites Fram are working with an independent financial planning firm with offices in across the UK. Due to a growth within the firm, they are looking for a Head of Administration to take responsibility for the management and centralisation of the...

  • Head of Administration

    Found in: beBee jobs GB - 2 weeks ago

    Nottingham, Nottingham, United Kingdom Fram Search Full time

    Hybrid managing admin Team in NottinghamIndependent Financial PlannerDevelopment to cover admin team across other sites Fram are working with an independent financial planning firm with offices in across the UK. Due to a growth within the firm, they are looking for a Head of Administration to take responsibility for the management and centralisation of the...

  • Administrator

    Found in: Talent UK 2A C2 - 2 weeks ago

    Nottingham, United Kingdom Eaton Syalon Ltd Full time

    Exclusive RoleIFA AdministratorRemote working model – Occasional travel required to East Midlands(Candidates should live within commutable distance)£25-35kOur client is seeking an experienced IFA Administrator to join their team at an incredibly exciting time for their businesses growth. The IFA Administrator is pivotal in providing operational support to...

  • Financial Planner

    2 weeks ago

    Nottingham, United Kingdom CleverHR Full time

    Provide full holistic wealth advice to new private clients/business owners that you acquire through your own activities with networking/webinars/events assisted by the inhouse marketing team at as well as referrals you receive. Your new portfolio may also include some existing clients. The focus of the role will be to develop financial plans for all clients...