Ifa Administrator/paraplanner to Advisor

**plus bonus and excellent benefits** **The Opportunity** **The Role** As an experienced IFA Administrator or junior Paraplanner, duties will include (but are not limited to): - Acting as a point of contact for clients - Preparing suitability report packs and ensuring all regulatory and internal firm requirements are met - Product and fund research -...

**IFA Administrator/Paraplanner - route to Advisor** **London with flexible working** **Up to £35k plus bonus and excellent benefits** **The Opportunity** **The Role** As an experienced IFA Administrator or junior Paraplanner, duties will include (but are not limited to): - Acting as a point of contact for clients - Preparing suitability report packs...

Plus bonus and excellent benefits including study **Overview** This opportunity will offer an ambitious and proactive Financial Administrator or junior Paraplanner to take on a progressive role with a definite path to a future Advisor role. **The Opportunity** Our client, a growing and ambitious firm based in prestigious offices in central London,...

A dynamic and forward-thinking Independent Wealth Management Firm require an IFA Administrator/Junior Paraplanner to join their team in London. My client offers a structured career path for their employees, and you are encouraged to study your industry qualifications to become diploma qualified. As a Graduate IFA Administrator/Junior Paraplanner, you will...

A dynamic and forward-thinking Independent Wealth Management Firm require an IFA Administrator/Junior Paraplanner to join their team in London. You must be working towards your diploma qualification and client will provide you with full study support. My client offers a structured career path for their employees, and you are encouraged to study your...

**Job Title/Location**: IFA Administrator, North London - **Salary**: To £35,000 - **Working Dynamics**: 100% office based initially, with some flex for 1-2 days WFH long-term - **Requirements**: IFA administration experience is vital - happy to consider people who want to progress into paraplanning or advising long-term - **Role Snapshot**: Providing admin...

**Plus bonuses, benefits, study support, hybrid working** This particular role offers the opportunity to work alongside and learn from an established, professional Financial Advisor who has a reputation of training and developing individuals within his team. He takes the opinion that the IFA administrators thatthey hire today will be their company’s IFAs...

An Independent, Boutique Wealth Management IFA client is looking for an IFA Administrator/ Junior Paraplanner to join their team in London. The role will be based 3 days in the office and 2 days from home. They are very well respected in the Wealth Managementspace and due to continuous growth are now looking for an IFA Administrator/ Junior Paraplanner to...

**IFA Admin/ IFA Support** **Location: London** **Minimum Requirements: IFA admin experience** **Employed role: £25,000- £35,000 basic, plus benefits** **YOUR NEW COMPANY** A leading Financial Planning business is currently seeking an IFA Administrator to join their growing team. The role will be to provide support to a friendly team of Financial...

**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...

Due to increased enquiries, my client, a well-established prestigious Private London Bank, is looking to offer this amazing progressive opportunity to an experienced IFA Administrator/Junior Paraplanner. Opportunity Highlights-- Be part of a dynamic team - Hybrid working - Must be actively studying towards the CII Diploma ( RO exams) - Current IFA...

We are presently recruiting for an Independent Wealth Management Firm who require an ambitious Graduate who is looking to carve out a career within Wealth Management. My client offers a structured career path for their employees, and you are encouraged to study your industry qualifications to become diploma qualified. As a Graduate IFA Administrator you...

My client is a dynamic and forward-thinking Independent 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 offer full careerprogression and support you in becoming a Paraplanner. You will be supporting the advisers in the...

A Multi Award winning, Chartered Wealth Management Firm who are fully independent and provide advice to UHNW City professionals, across pensions, investments, protection, IHT, and estate planning are looking for an experienced IFA Administrator. Companyoffers full study support and training to become a Paraplanner. You will be working alongside a highly...

Paraplanner Central London, leading Independent Financial Advisor £30,000 - £35,000 + bonus + excellent benefits package As a well-established Wealth Management firm that provides corporate and private client wealth management advice to individuals, business owners, trustees and professionals, this group is one of the UK's fastest-growing Independent...

**Job Title: Senior IFA Administrator - progression through to paraplanner** **Location: City of London** **Salary: Negotiable depending on experience** Are you an IFA Administrator looking for your next challenge within IFA Administration? Do you enjoy a varied role that can involve technical administrative aspects such as cash flow, valuations and...

Are you an ambitious and driven Financial Administrator working in wealth management? My client, is a Chartered Independent Financial Advisor (IFA) based in Central London and has a large book of HNW clients, over £1bn AUM. They provide a variety of wealthmanagement services to their clients and are revered across the UK but a large proportion of their...

**Job Title: IFA Administrator** **Location: London, City** **Salary £30,000 to £34,000 depending on experience.** Are you an IFA Administrator looking for your next career move? Would you relish the opportunity to join a company that encourages all employees to continue professional development and focus on building and developing their skill set,...

**Technical IFA Administrator / Trainee Paraplanner** **Based City - 2 x days office based/3 x days home based** **Hours 9am-5pm - 25 x days holiday + BH** **Salary £30,000 - £35,000 + Bonus** **Are you a Technical IFA Administrator who wants to progress your technical skills?** - Do you feel frustrated in your current role as you are not having the...

Our client, a very successful and chartered financial planning firm in the city of London are looking to appoint an experienced IFA/ Financial Services Administrator to join their experienced team on a permanent basis. This truly is a first-class opportunity to join one of the most reputable and prestigious financial planning firms in the city. **Our...