Junior Paraplanner or Ifa Administrator

2 weeks ago


London, United Kingdom Financial Divisions Full time

**Excellent Benefits + Study Package, **partial remote (3 days WFH if required)**

**The Opportunity**

This opportunity exists within our client, a leading, long established and highly respected wealth management firm with a new division based in Hammersmith. They are looking for an experienced IFA Administrator with a couple of RO exams who is ready to takethe step into Paraplanning, or alternatively a junior Paraplanner who is currently studying and looking for a supportive environment to grow into a diploma qualified paraplanner role in the near future.

**The Role**

As a junior Paraplanner, duties will include (but not be limited to):

- Assisting with the preparation of outstanding financial advice on investments, pension planning,
- inheritance tax and estate planning, in an efficient manner
- Supporting the advisory teams to execute client relationship strategy
- Supporting the Client Relationship Manager and Senior Financial Planners/Financial Planners, to
- maintain strong relationships with clients, driving engagement and positive client outcomes
- Always ensuring that the work undertaken complies with the regulatory and legal environment

**About you**

To be considered for this role you will ideally possess a number of the following:

- At least 5 good GCSE passes, including maths, or equivalent qualification
- A minimum of 12 months financial services experience - preferably in wealth management
- A genuine interest in financial markets/personal financial planning
- An interest in studying for the Diploma in financial services
- Good organisational skills
- Excellent communicative and interpersonal skills
- A positive and engaged attitude with a willingness to learn and develop skills
- The ability to work effectively as a member of a team
- The ability to work under pressure and to tight deadlines
- Live within a commutable distance of Hammersmith

**In summary**

This is a fantastic opportunity for a talented, professional IFA administrator or junior Paraplanner to join a leading organisation and fully develop their career potential. My client can offer career progression, excellent benefits and generous bonusesand most importantly a long term career path.

If this is opportunity is of interest, please contact Ryan Wootten


  • Technical Ifa Admin

    4 days ago


    London, United Kingdom Cranleigh Personnel Full time

    **Technical IFA Admin / Junior Paraplanner** **Location: City, London** **Hybrid working - 2 days per week in the office** **Salary: £30,000 - £40,000 + Bonus** **Are you a Technical IFA Administrator or Junior Paraplanner looking for your next job move ?** Are you looking to work 1-1 with an Adviser so you can build and develop strong relationships...

  • IFA Administrator

    1 week ago


    London, United Kingdom Heat Recruitment Ltd Full time

    A boutique, and well-renowned independent financial planning practice is looking for a Technical IFA Administrator to directly support a Senior Adviser with the view to move to Paraplanning in the medium term. This would suit an experienced IFA Administrator and ideally someone who has made a start with the R0 Financial Planning exams,. You will join a...


  • London, United Kingdom Financial Divisions Full time

    Junior Paraplanner/Associate - Route to Adviser Junior Paraplanner/Associate – Route to Adviser Central London/Hybrid c £38,000 and bonuses/Study support/Benefits A superb opportunity to join a successful, expanding boutique IFA practice and take full responsibility for a key client support function within the business, ensuring the success of a...


  • London, United Kingdom Heat Recruitment Ltd Full time

    A boutique, and well-renowned independent financial planning practice is looking for a Technical IFA Administrator to directly support a Senior Adviser with the view to move to Paraplanning in the medium term. This would suit an experienced IFA Administrator and ideally someone who has made a start with the R0 Financial Planning exams,. You will join a...


  • London, United Kingdom The Recruiter Ltd Full time

    IFA Support Administrator Paraplanner Hybrid Working Salary: Not specified Location: London, Essex Job Type: Permanent Ref: SJP230727 HNW Independent Financial Services Broker Independent IFA is seeking to recruit an IFA Support Administrator/Paraplanner. Dealing with a variety of administration in respect of client’s requirements. Established HNW...


  • London, United Kingdom Heat Recruitment Ltd Full time

    A boutique, and well-renowned independent financial planning practice is looking for a Technical IFA Administrator to directly support a Senior Adviser with the view to move to Paraplanning in the medium term. This would suit an experienced IFA Administrator and ideally someone who has made a start with the R0 Financial Planning exams,. You will join a...

  • Ifa Administrator

    4 days ago


    London, United Kingdom Financial Divisions Full time

    **Wealth Management** **Excellent Benefits + Study Package Office / partially remote (2 days WFH if required)** **The Opportunity** Our client is an Ealing based wealth management company, with a long established and highly respected history. They have a client base set out all across the West of London, Berkshire, the home counties, and beyond. In their...


  • London, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Type of Position: Junior Paraplanner - London (1) Junior Paraplanner - London We are looking for a Junior Paraplanner to join our client's wealth management company in London. Your role will be to assist Financial Advisers in financial research for their clients, writing up suitability letters and reports, ensuring work is technically accurate, dealing...

  • Ifa Administrator

    2 weeks ago


    London, United Kingdom mbf. Full time

    A leading Wealth Management organisation with offices in Mayfair currently seek to recruit an experienced Administrator to join their Wealth Planning team. As part of the Wealth Planning team you will be working alongside Advisers who provide whole of market financial advice to HNW private clients. You will be working within a small team consisting of...

  • Junior Paraplanner

    4 weeks ago


    London, United Kingdom Premier Jobs UK Limited Full time

    This Junior Paraplanner job in London provides the opportunity to join a modern business, that was founded on the belief that everyone should have access to high quality financial advice. You will be joining a team of 3 other Paraplanners, who actively support their Financial Advisors. Your responsibilities will include: - Producing key documentation such...


  • London, United Kingdom Financial Divisions Full time

    My client is a dynamic and forward-thinking Independent Chartered IFA Firm in London, who due to expansion are looking to take on a versatile and experienced IFA Administrator/Junior Paraplanner who is passionate about what they do. This role will offerfull career progression and support you in becoming a Paraplanner. You will be supporting the adviser in...

  • Ifa Administrator

    4 days ago


    London, United Kingdom Reed Insurance Full time

    REED Finncial Services are proud to be representing a vastly experienced IFA client who are based in a stunning converted barn in the rural village of Doynton Bristol, conveniently situated just 5 minutes from the M4. Due to growth they seek 2 xIFA Administratorto join their successful team and in return a competitive salary plus benefits can be offered plus...

  • Ifa Administrator

    4 weeks ago


    City of London, United Kingdom Ortus PSR Full time

    A excellent Chartered IFA practice, based in Central London are hiring for an IFA Administrator to join their team. **Role Function**: Working directly alongside one of the Senior Partners and their two Paraplanners, delivering to the higher standard the technical and data led aspects of the client journey and to deliver all periodic MI reports to...

  • Ifa Administrator

    4 weeks ago


    London, United Kingdom Cranleigh Personnel Full time

    **IFA Administrator / Wealth Planning Administrator** **Location: City, London** **Hybrid Working - 3-4 x days office** **Salary: £30,000 - £36,000** **Are you an IFA Administrator looking for your next role?** - Are you looking for a role where you can develop your career? - Would you like to work for a boutique wealth planning firm who have been...

  • Ifa Administrator

    7 days ago


    London, United Kingdom Cranleigh Personnel Full time

    **IFA Administrator / Wealth Planning Administrator** **Location: City, London** **Hybrid Working - 3-4 x days office** **Salary: £30,000 - £36,000** **Are you an IFA Administrator looking for your next role?** - Are you looking for a role where you can develop your career? - Would you like to work for a boutique wealth planning firm who have been...

  • Ifa Administrator

    4 weeks ago


    London, United Kingdom Financial Divisions Full time

    A well established and professional Wealth Management Firm are currently recruiting for an IFA Administrator to join their team in London. They are a well-established and dynamic IFA firm in the city and provide advice to UHNW City professionals, acrosspensions, investments, protection, IHT, and estate planning. You will be supporting Advisers and...

  • Junior Paraplanner

    3 weeks ago


    London, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Type of Position: Junior Paraplanner - London (1) Pay: £25k - £30k Junior Paraplanner - London We are looking for a Junior Paraplanner to join our client's wealth management company in London. Your role will be to assist Financial Advisers in financial research for their clients, writing up suitability letters and reports, ensuring work is technically...

  • Paraplanner

    4 days ago


    London, United Kingdom Cranleigh Personnel Full time

    **Paraplanner** **Location: City, London** **Hybrid working - 2 days per week in the office** **Salary: £40,000- £50,000 + Bonus** **Are you an experienced Diploma Qualified Paraplanner looking for your next 1-1 role?** Are you looking to work 1-1 with an Adviser so you can build and develop strong relationships with the clients? Do you feel that you...


  • London, United Kingdom Financial Divisions Full time

    **The Opportunity** A superb opportunity to join a successful, expanding IFA practice and take a fundamentally vital and leading role in the development of the practice from an administrative perspective. Whilst this is a smaller business at this moment in time, you will activelybe encouraged to participate in the development of administrative processes to...

  • Paraplanner

    1 week ago


    London, United Kingdom Financial Divisions Full time

    Financial Administrator/ Trainee Paraplanner Vacancy - London offices - £35k - £40k + bonus, Full study support - Chartered IFA firm My client are a Chartered independent wealth planning firm in Haywards Heath who offer whole of market financial advice to HNW private clients who are retirees, accumulators, local families and SME owners based across...