Paraplanner - Hybrid Working
3 weeks ago
mbf. is a highly regarded, privately owned Independent Financial Planning & Investment Management organisation seeking an experienced Paraplanner to join their team.
The Role: Due to increased business demand, we are looking for a Paraplanner to provide full technical support to Chartered Financial Planners and Financial Planners. This role will focus on delivering comprehensive technical assistance, allowing advisors to focus on client-facing activities.
Requirements:
- You must hold a Diploma in Regulated Financial Planning (CII Level 4) as a minimum.
- Progress towards Chartered status, or any additional qualifications, would be highly advantageous.
What's on Offer:
Our client takes pride in their low staff turnover, which is attributed to exceptional on-the-job training, a supportive working environment, and extensive opportunities for career progression.
The company provides a highly competitive package, including:
- Basic salary up to \u00a345,000 (dependent on experience)
- Discretionary bonus
- Pension scheme
- Private medical insurance (PMI)
- Generous holiday entitlement
- Group income protection
- Health cash plans
- Life cover
- And more
Work-Life Balance: Recognising the importance of flexibility, the company offers a hybrid working model, with 2 days in the office and 3 days working from home.
Why Choose mbf.? This is a fantastic opportunity to become part of a leading financial planning firm that truly values its employees. You'll be joining a dynamic, forward-thinking organisation where your contribution will be recognised and valued.
", "bullet_points": ["Diploma in Regulated Financial Planning (CII Level 4) as a minimum", "Progress towards Chartered status, or any additional qualifications, would be highly advantageous"]}-
Financial Planning Assistant
3 weeks ago
Fareham, Hampshire, United Kingdom Finlink Ltd Full timeJob Title: ParaplannerJoin Finlink Ltd, a well-established financial services company, as a Paraplanner and contribute to the success of our team. As a Paraplanner, you will play a vital role in supporting our financial advisors and clients by providing high-quality paraplanning services.About the Role:We are seeking an experienced Paraplanner to join our...
-
Financial Planning Assistant
3 weeks ago
Fareham, Hampshire, United Kingdom Finlink Ltd Full timeJob Title: ParaplannerJoin Finlink Ltd, a well-established financial services company, as a Paraplanner and contribute to the success of our team. As a Paraplanner, you will play a vital role in supporting our financial advisors and clients by providing high-quality paraplanning services.About the Role:We are seeking an experienced Paraplanner to join our...
-
Financial Planning Assistant
4 weeks ago
Fareham, Hampshire, United Kingdom Finlink Ltd Full timeAbout the RoleWe are seeking an experienced Paraplanner to join our team at Finlink Ltd. As a Paraplanner, you will play a key role in supporting our financial planning team by providing high-quality administrative support and analysis.Key ResponsibilitiesAnalyse client information and existing investments to provide detailed reports and recommendationsCarry...
-
Financial Planning Assistant
3 weeks ago
Fareham, Hampshire, United Kingdom Finlink Ltd Full timeAbout the RoleWe are seeking an experienced Paraplanner to join our team at Finlink Ltd. As a Paraplanner, you will play a key role in supporting our financial planning team by providing high-quality administrative support and analysis.Key ResponsibilitiesAnalyse client information and existing investments to provide detailed reports and recommendationsCarry...
-
Client Service Coordinator, Asset Management
2 months ago
Fareham, Hampshire, United Kingdom Saltus Partners LLP Full timeClient Service Administrator RoleWe are seeking a highly skilled Client Service Administrator to provide exceptional support to our clients and internal teams.Key ResponsibilitiesDeliver outstanding client service by effectively onboarding new clients and servicing existing ones.Develop strong relationships with customers, advisers, and paraplanners through...
-
Client Service Coordinator
1 month ago
Fareham, Hampshire, United Kingdom Saltus Partners LLP Full timeClient Service Administrator, Asset ManagementWe are seeking a highly skilled client services administrator to provide exceptional support to our clients in the asset management sector.Key ResponsibilitiesDeliver outstanding client service by effectively onboarding new clients and servicing existing ones.Develop strong relationships with customers, advisers,...
-
Client Service Coordinator, Asset Management
2 months ago
Fareham, Hampshire, United Kingdom Saltus Partners LLP Full timeClient Service Administrator RoleWe are seeking a highly skilled Client Service Administrator to provide exceptional support to our clients and internal teams.Key ResponsibilitiesDeliver outstanding client service by effectively onboarding new clients and servicing existing ones.Develop strong relationships with customers, advisers, and paraplanners through...
-
Wealth Management Administrator Position
5 days ago
Fareham, Hampshire, United Kingdom Michael Page Finance Full time**Michael Page Finance** is seeking a skilled Wealth Management Administrator to join their team in Whiteley.The ideal candidate will have a strong understanding of the firm's core values and be able to provide exceptional service to clients.Onboard new clients efficiently and effectivelyBuild strong relationships with customers, advisers, and...
-
Client Service Coordinator
1 month ago
Fareham, Hampshire, United Kingdom Saltus Partners LLP Full timeClient Service Administrator, Asset ManagementWe are seeking a highly skilled client services administrator to provide exceptional support to our clients in the asset management sector.Key ResponsibilitiesDeliver outstanding client service by effectively onboarding new clients and servicing existing ones.Develop strong relationships with customers, advisers,...
-
Client Service Coordinator
1 month ago
Fareham, Hampshire, United Kingdom Saltus Partners LLP Full timeClient Service Administrator, Asset ManagementWe are seeking a highly skilled client services administrator to provide exceptional support to our clients in the asset management sector.Key ResponsibilitiesDeliver outstanding client service by effectively onboarding new clients and servicing existing ones.Develop strong relationships with customers, advisers,...
-
Client Services Coordinator
2 weeks ago
Fareham, Hampshire, United Kingdom Saltus Partners LLP Full timeWe are seeking a highly skilled client services professional to provide exceptional support to our clients. The successful candidate will be responsible for delivering a high level of service, learning about our core values and products, and effectively onboarding new clients and servicing existing ones.Key ResponsibilitiesProviding exceptional client...
-
Client Services Coordinator
1 month ago
Fareham, Hampshire, United Kingdom Saltus Partners LLP Full timeClient and Service Delivery AssistantWe are seeking a highly skilled client services administrator to provide exceptional support to our clients and internal teams.Key ResponsibilitiesDevelop a deep understanding of Saltus Core Values and products/services to effectively communicate with clients.Efficiently onboard new clients and deliver exceptional service...
-
Client Services Coordinator
3 weeks ago
Fareham, Hampshire, United Kingdom Saltus Partners LLP Full timeClient and Service Delivery AssistantWe are seeking a highly skilled client services administrator to provide exceptional support to our clients and internal teams.Key ResponsibilitiesDevelop a deep understanding of Saltus Core Values and products/services to effectively communicate with clients.Efficiently onboard new clients and deliver exceptional service...
-
Client Services Coordinator
1 month ago
Fareham, Hampshire, United Kingdom Saltus Partners LLP Full timeClient and Service Delivery AssistantWe are seeking a highly skilled client services administrator to provide exceptional support to our clients and internal teams.Key ResponsibilitiesDevelop a deep understanding of Saltus Core Values and products/services to effectively communicate with clients.Efficiently onboard new clients and deliver exceptional service...
-
Client Services Coordinator
3 weeks ago
Fareham, Hampshire, United Kingdom Saltus Partners LLP Full timeClient and Service Delivery AssistantWe are seeking a highly skilled client services administrator to provide exceptional support to our clients and internal teams.Key ResponsibilitiesDevelop a deep understanding of Saltus Core Values and products/services to effectively communicate with clients.Efficiently onboard new clients and deliver exceptional service...
-
Client Service Coordinator, Asset Management
1 month ago
Fareham, Hampshire, United Kingdom Reed Full timeClient Services AdministratorWe are seeking a highly organized and delivery-oriented Client Services Administrator to join our team in Whiteley. As a key member of our financial planning and discretionary investment management house, you will be responsible for providing exceptional customer service and supporting the onboarding and servicing of new and...
-
Client Service Coordinator, Asset Management
1 month ago
Fareham, Hampshire, United Kingdom Reed Full timeClient Services AdministratorWe are seeking a highly organized and delivery-oriented Client Services Administrator to join our team in Whiteley. As a key member of our financial planning and discretionary investment management house, you will be responsible for providing exceptional customer service and supporting the onboarding and servicing of new and...
-
Client Service Coordinator, Financial Planning
1 month ago
Fareham, Hampshire, United Kingdom Reed Full timeClient Services Administrator OpportunityWe are proud to be representing a privately owned financial planning and discretionary investment management house, seeking a Client Services Administrator to join their team in Whiteley.The firm manages and advises on over £3 billion of client assets, acquired through a combination of organic business growth and...
-
Client Service Coordinator, Financial Planning
1 month ago
Fareham, Hampshire, United Kingdom Reed Full timeClient Services Administrator OpportunityWe are proud to be representing a privately owned financial planning and discretionary investment management house, seeking a Client Services Administrator to join their team in Whiteley.The firm manages and advises on over £3 billion of client assets, acquired through a combination of organic business growth and...
-
Financial Planning Assistant
1 month ago
Fareham, Hampshire, United Kingdom Reed Full timeClient Services AdministratorReed Specialist Recruitment is proud to represent a privately owned financial planning and discretionary investment management house, seeking a Client Services Administrator to join their team in Whiteley.The firm has grown organically and through carefully integrated acquisitions since its founding in 2004, developing a strong...