Pension Paraplanner

Job OverviewMattioli Woods is seeking a highly skilled Paraplanner to join our team. This is a fantastic opportunity for someone looking to develop their skills and progress in their career.Job DescriptionAs a Paraplanner, you will work as part of a collective to assist our directors and senior consultants in providing technical wealth management support for...

About the RoleWe are currently recruiting for a Paraplanner to join our team on a full-time, permanent basis. The successful applicants will be expected to work from home with a requirement to work from a local office on a regular basis.ResponsibilitiesThe successful applicants will be expected to support our clients with information gathering and planning,...

Job description Job role: Trainee Paraplanner Salary: 27,000( Within 12 months of being qualified this will be reviewed ) Location: Leicester Join Our Team as a Trainee Paraplanner! Are you looking to kick-start your career in financial planning? Do you have a keen eye for detail, strong analytical skills, and a passion for helping others? We are...

Pure Resourcing are working with small, yet highly respected Wealth Management / IFA Practice based in Leicester. **Overview**: As Paraplanner, you will be working closely with a highly experienced Wealth Manager / IFA, providing high level support in areas such as wealth planning, pensions and protection insurance. You will ensure high-worth investment...

PARAPLANNER **Salary**: £28,000 - £40,000 depending on experience and qualifications. About Us Our client is a well-known and respected firm specialising in the management of pensions and investments, and mortgages and protection, based in Leicester. About the role We are currently looking for an experienced paraplanner to join the existing team on a full...

PARAPLANNER **Salary**: £25,000 - £40,000 depending on experience and qualifications. About Us Our clients specialise in the management of pensions and investments, and mortgages and protection, and are based in Leicester. About the role We are currently looking for an experienced paraplanner to join our existing team on a full time basis, providing...

**Job Title**: Paraplanner/Trainee Financial Adviser **Industry**: Financial Planning **Location**:Leicester **Salary**:£35,000-£45,000 **Job Reference**:5104 Are you a paraplanner, looking to transition into a financial adviser role? Recruit UK are working on an excellent opportunity for a financial adviser to join a firm based in the heart of...

**Salary: £28,000 - £40,000 depending on experience** **Location: Leicester** Our client is a well-established Financial Advice Firm based in Leicester who specialise in the management of pensions, investments, Mortgages and Protection who are now looking to expand and add a paraplanner to their growing team! **Purpose of the role**: To provide...

**Mortgage Administrator/Paraplanner** Our client who is based in Leicester are seeking a **Mortgage Administrator/Paraplanner**on an employed desk-based role, to provide sales and administration support for two Mortgage and Protection Advisers in a small, friendly IFA firm. As **Mortgage Administrator/Paraplanner** you must ensure all converted cases are...

Senior IFA Administrator Location: Leicester, LE2 **Salary**: Competitive DOE, with a starting point of £26,000 per annum Hours: Monday - Friday 36.25 hours per week Permanent Vacancy Are you an experienced Pensions/Investments Administrator looking to progress up the ladder? Are you already a Team Leader looking for a new challenge within a small,...

Providing technical research services, and ensuring the preparation of client advice is of the highest quality and delivered efficiently; while mitigating any risks to the business and assisting the business to achieve its goals. **Client Details** A well-known and respected financial services firm specialising in the management of pensions and...

Support the paraplanner and adviser, by providing successful delivery of operational and administrative support in the financial services industry. **Client Details** A well-known and respected financial services firm specialising in the management of pensions and investments, and mortgages and protection, based in Leicester. **Description** - Preparing...

**Salary: £24,000 - £30,000 depending on experience** **Location: Leicester** Our client is a well-established family oriented Firm of Independent Financial Planners who are based in the Leicester area who specialise in the management of pensions, investments, Mortgages and Protection who are now looking to expand and add an administratorto the...

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...

**Wealth Management Administrator** **Leicester City Centre (our Ref AL1166) - office based, full time** **Salary £18,000 - £24,000 dep on exp + benefits** My client is an established and reputable Wealth Management organisation and they now have an excellent new opportunity for an Administrator to join their City Centre based team. The Role of Wealth...

IFA Administrator **Salary**: 23,000 - 28,000 depending on experience Location: Leicester Our client is a well-established family oriented Financial Advice Firm based in Leicester who specialise in the management of pensions, investments, Mortgages and Protection who are now looking to expand and add an administrator to the team! Purpose of the role: To...

**IFA Administrator** **Salary: £23,000 - £28,000 depending on experience** **Location: Leicester** Our client is a well-established family oriented Financial Advice Firm based in Leicester who specialise in the management of pensions, investments, Mortgages and Protection who are now looking to expand and add an administrator to the team! Purpose of...

**A new and exciting role in a very well-established firm of independent Financial Advisers who hold an excellent reputation within the industry.** Your priority will be to ensure your team supports the Financial Advisers to provide excellent customer outcomes and achieve this by improving processes and procedures and improving staff performance. **Daily...

SIPP Administrator Leicester, Up to £32,000+ Benefits + Exam Support 24 Days Holiday, 2 Days Remote, Health Cash Plan, Free Parking 5% Pension, X2 Life Assurance Our Client are a leading Firm of Pension Specialists who offer a boutique family orientated working environment, who have been offering bespoke Pension's Advice for the past 39 years and hold and...

**SIPP Administrator** **Leicester,** **Up to £32,000+ Benefits + Exam Support** **24 Days Holiday, 2 Days Remote, Health Cash Plan, Free Parking 5% Pension, X2 Life Assurance** Our Client are a leading Firm of Pension Specialists who offer a boutique family orientated working environment, who have been offering bespoke Pension's Advice for the past...

We are looking for an **experienced Financial Services Administrator** who will support the paraplanner and adviser working Monday - Friday 9am - 5pm based in the Leicester office being part of a small team, by providing successful delivery of operational and administrative support in the financial services industry. It is essentialfor the applicant to have...

**SIPP Administrator** **Leicester,** **Up to £32,000+ Benefits + Exam Support** **24 Days Holiday, 2 Days Remote, Health Cash Plan, Free Parking 5% Pension, X2 Life Assurance** Our Client are a leading Firm of Pension Specialists who offer a boutique family orientated working environment, who have been offering bespoke Pension's Advice for the past 39...