Paraplanning Administration

We are a dynamic and fast-growing financial planning paraplanning firm seeking a highly motivated and efficient Paraplanning Administrator to join our team. Job Responsibilities: - Provide administrative support to financial advisors and paraplanners - Manage client files and ensure they are up-to-date - Liaise with product providers and other third-party...

We are a dynamic and fast-growing financial planning paraplanning firm seeking a highly motivated and efficient Paraplanning Administrator to join our team. Job Responsibilities: - Provide administrative support to financial advisors and paraplanners - Manage client files and ensure they are up-to-date - Liaise with product providers and other third-party...

We are looking for someone that has experience working in an IFA environment to provide a first class administration and Paraplanning support service to Financial Services Consultants, where you will be meeting and exceeding the expectations of the clients. **Responsibilities**: - Producing suitability reports for new business and writing client review...

Due to growth within the business we are looking to recruit a further individual to join our small friendly team. You must have good knowledge of Word and Excel, and a good telephone manner. You must also be able to work to deadlines and be self motivated. Part of this role will involve producing reports detailing financial and confidential...

We are pleased to be recruiting on behalf a long standing client of ours for a Senior Pensions Administrator, on a part time basis, due to increased business volumes but offering home / hybrid working. **Experience**: - Strong IT stills, including Microsoft Office and a high attention to detail - Ability to work well with colleagues - Strong numerical and...

**Are you an experienced administrator, looking for a new role in a dynamic and supportive environment, offer genuine long term career opportunities?** Due to continued success in providing fee based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide support to...

Financial Planner / IFA / CII / CISI / CAS / SPS / Wealth Management / Financial Adviser / Financial Advisor / Wealth Manager / Pensions / Investments / Financial Consultant / Financial Planning / HNW Location - Leicester, UK Salary - dependent on experience Duration - permanent, full time A firm with a strong coverage across the whole of the Midlands, who...