Junior Paraplanner/financial Administrator
2 weeks ago
**Junior Paraplanner/Financial Administrator - City of London - £35k + bonus of 15%**
My client are a dynamic boutique Chartered wealth planning practice. The business has circa 20 staff across all departments and have maintained an excellent reputation providing the highest levels of financial advice to HNW private clients who are City professionals,retirees, accumulators, SME owners and families across London & the home counties. The business operates independently and does not intend to join a large network or be acquired.
My client has a highly experienced team of Chartered Advisers who are supported by a pooled environment of administrators and paraplanners. The company has a very forward thinking and dynamic approach to their staff development. They use the latest technologyand systems to complement their culture to ensure all work is done as effectively and smoothly as possible.
My client are happy to offer between £35k plus a 15% bonus which has never not been paid in the companies history. If you are working within a Private Client Wealth Management role, providing holistic paraplanning support, then my client would like to talkto you. If this role sounds of interest or any other roles I am working on please get in touch.
Contact Peter Fozard at Financial Divisions with a CV to be considered.
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Junior Paraplanner or Ifa Administrator
6 days 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...
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Junior Paraplanner or Paraplanner
7 days ago
London, United Kingdom Artemis Recruitment Consultants Ltd Full timeType 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...
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Junior Paraplanner
3 weeks ago
London, United Kingdom Premier Jobs UK Limited Full timeThis 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...
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Junior Paraplanner
1 day ago
London, United Kingdom Financial Divisions Full timeDue 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, perfect for personal development **Hybrid working **Must be actively studying towards the CII Diploma...
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Junior Paraplanner
4 days ago
London, United Kingdom Premier Jobs UK Limited Full timeThis Junior Paraplanner job in London provides the opportunity to work closely with a respected Financial Advisor. As a Junior Paraplanner, you will be supporting with providing paraplanning and administrative duties, including: - Producing suitability reports for presentation - Ensure advice provided is fully compliant - Prepare client financial plans and...
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Junior Paraplanner
6 days ago
London, United Kingdom Truestar Talent Ltd Full timeMy client a chartered financial planning practice based in The City of London. Founded in 2008 and boasting a team of highly qualified and experienced specialists. is currently looking for a Junior Paraplanner to join the team and support some of the FinanceAdvisers in this busy expanding practice. Package £ 30,000 - £38,000 (depending on experience and...
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Junior Paraplanner
7 days ago
London, United Kingdom Artemis Recruitment Consultants Ltd Full timeType 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...
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Administrator - Financial Administrator
Found in: Jooble UK C2 - 2 days ago
Uxbridge, Greater London, United Kingdom Financial Divisions Full timeFinancial Administrator – route to Paraplanner Hillingdon, Middlesex - Hybrid Working - £35k + Bonus. Our client, a well-established Independent Financial Advice firm based near Hillingdon, offers an exceptional opportunity for you to transition into a Paraplanner role. With a rich history of providing whole-of-market financial advice on Pensions,...
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Administrator - Financial Administrator
2 days ago
Uxbridge, Greater London, United Kingdom Financial Divisions Full timeFinancial Administrator – route to Paraplanner Hillingdon, Middlesex - Hybrid Working - £35k + Bonus. Our client, a well-established Independent Financial Advice firm based near Hillingdon, offers an exceptional opportunity for you to transition into a Paraplanner role. With a rich history of providing whole-of-market financial advice on Pensions,...
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Financial Administrator
Found in: Jooble UK C2 - 2 days ago
Uxbridge, Greater London, United Kingdom Financial Divisions Full timeFinancial Administrator – route to Paraplanner Hillingdon, Middlesex - Hybrid Working - £35k + Bonus. Our client, a well-established Independent Financial Advice firm based near Hillingdon, offers an exceptional opportunity for you to transition into a Paraplanner role. With a rich history of providing whole-of-market financial advice on Pensions,...
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Financial Administrator
2 days ago
Uxbridge, Greater London, United Kingdom Financial Divisions Full timeFinancial Administrator – route to Paraplanner Hillingdon, Middlesex - Hybrid Working - £35k + Bonus. Our client, a well-established Independent Financial Advice firm based near Hillingdon, offers an exceptional opportunity for you to transition into a Paraplanner role. With a rich history of providing whole-of-market financial advice on Pensions,...
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Senior Paraplanner
4 days ago
City of London, United Kingdom Westminster Wealth Management Full time**Are you a senior paraplanner wanting to take the next step into financial advising?** Would you like to build on your paraplanning experience in a role offering variety, responsibility, support and training to move into financial advising? We have a rare opportunity to carve out an exceptional career as a financial planner and take over a high-net-worth...
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Trainee Paraplanner
4 days ago
City of London, United Kingdom Premier Jobs UK Limited Full timeThis Trainee Paraplanner job in London provides the opportunity for you to expand your knowledge and skills as a Paraplanner As a Trainee Paraplanner, you will be supporting their Chartered Financial Advisor to provide high quality, compliant financial planning. Following the factfind meeting being undertaken, the Financial Advisor will handover the notes...
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Junior Paraplanner
6 days ago
London, United Kingdom mbf. Full timeOur client which is a highly reputable Private Banking organisation, is looking to add a Wealth Junior Paraplanner to their team. Our client is a family-owned private bank with a strong ethos of doing the right thing for clients and providing really outstanding client service. The Investment & Wealth Advice team is small, driven and upbeat. It creates and...
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London, United Kingdom Financial Divisions Full timeWe focus on assisting - **IFA / Senior IFA Administrators **Junior Paraplanners ( with RO exam success) **Diploma Qualified & Chartered Paraplanners **Team Leaders/Paraplanning Managers **Career Paraplanners **Paraplanner to Advisers **Compliance professionals **Mortgage Administrators **Employed Financial Advisers
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Mortgage Paraplanner
2 days ago
London, United Kingdom Kings Permanent Recruitment for Estate Agents & Financial Services Professionals Full time**Mortgage Paraplanner /**Mortgage Administrator** A high performing independent Mortgage Brokerage is expanding their operation and they require an additional Mortgage Administrator to join their flourishing team, in order to support this exciting period of company growth. The successful applicant willcover the administration of several active mortgage...
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Entry Level/ Junior Ifa Administrator
4 days ago
City of London, United Kingdom Taylor James Professional Recruitment Full timeTaylor James are partnered with one of London’s most exclusive firms of financial planners to appoint an **entry level/ junior administrator** to join the team on a permanent basis. Our client offers true holistic financial planning to HNW clientele, delivered by a highly impressive team of professionals. Duties & responsibilities will include**:Full job...
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Administrator or Trainee Paraplanner
3 weeks ago
London, United Kingdom Artemis Recruitment Consultants Ltd Full timeParaplanner / Technical Administrator - London - Artemis Recruitment Consultants Financial Services We are looking for both trainee and experienced Paraplanners for our clients based in the heart of London. Research products, financial planning solutions and investment strategies • Must show some CII exam results or hold Level 4 qualified in...
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Financial Services Administrator
4 days ago
London, United Kingdom Financial Divisions Full time**Position leading to IFA Administration Manager’s role** We have an opportunity for an experienced IFA Administrator who is interested in working towards their diploma in financial planning working towards becoming an administration manager. This boutique IFA practice based in London offers a comfortable workingenvironment in their new offices where you...
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Financial Planning Administrator
5 days ago
City of London, United Kingdom Premier Jobs UK Limited Full timeThis Financial Planning Administrator job is well suited to career minded individuals with ambitions to become a Paraplanner and then a Financial AdviserYou will be supporting a busy Financial Adviser with ambitions to increase his funds under management by £5m every 6 months. The plan is for you to initially join as a Financial Planning Administrator and...