Paraplanner - IFA Team

ParaplannerUp to £35,000Hybrid workingCardiff Responsibilities Manage and maintain relationships with your clients and respond effectively Ensure T&Cs are maintained and money laundering processes are adhered toMeet client service standards and service levels agreements Provide a service to ensure clients are retained k Establish good lines of communication...

We are seeking an experienced Paraplanner to join our IFA team at Brook Street, where you will have the opportunity to work with a large organisation in the financial services industry.This full-time role offers a competitive salary range of £35,000 - £45,000 per annum, depending on experience, and a minimum of 25 days holiday plus bank holidays.Key...

Your New ChallengeThis is an excellent opportunity for an experienced Paraplanner to join a dynamic IFA team and contribute to the success of a leading financial services firm. As a key member of the team, you will be responsible for producing high-quality reports, conducting thorough fund research, and implementing service standards to meet client...

Become a key member of our IFA team at Brook Street, playing a vital role in delivering exceptional client experiences.This Paraplanner position offers a unique blend of challenge and reward, with opportunities to develop your skills and advance your career in the financial services sector.Key Responsibilities:Produce high-quality client reports that clearly...

Job Title: IFA AdministratorLocation: CardiffSalary Range: £25,000 - £32,000 per annum (depending on experience)About the Role:Our client is seeking a detail-oriented and experienced IFA Administrator to join their team, providing critical support in financial planning and investment services. The ideal candidate will have at least 5 years of experience in...

About Heat RecruitmentWe are recruiting a Senior Paraplanner to support our growing team at Heat Recruitment. As a key member of our team, you will play a vital role in delivering exceptional services to our clients.Job OverviewThis exciting opportunity is perfect for an experienced Paraplanner looking to take their career to the next level. You will be...

About Heat RecruitmentWe are seeking a highly skilled Paraplanner to join our team at Heat Recruitment, a leading recruitment agency specializing in financial services. Job SummaryThe successful candidate will be responsible for managing and maintaining relationships with clients, ensuring that all terms and conditions are met and money laundering processes...

We are seeking an Administrative Professional for IFA Support at Templegate Recruitment Limited to join our team. This role requires a highly organized individual with a passion for finance and administration. The successful candidate will have at least 5 years of experience in an IFA administrative role and will be responsible for providing administrative...

Pension Administration Specialist OpportunityWe are seeking an experienced Paraplanner to fill a challenging yet rewarding role at Heat Recruitment. As a Pension Administration Specialist, you will be responsible for ensuring that all pension schemes are administered efficiently and effectively.Key ResponsibilitiesManage pension scheme administration to...

Salary: Up to £33,000 per annumAbout the Role:Support new member onboarding for internal and FCA purposesDeal with client novation with product providersCommunicate with product providers to ascertain requirements and action themSupport the Letter of Authority process within network migrationAbout Us:Finlink Ltd is a leading IFA Network, providing robust...

Company OverviewBrook Street NMR is a leading employment agency partnering with large organisations to find talented professionals like you. Our client, a well-established financial services firm, is seeking an experienced Paraplanner to join their IFA team.Job DescriptionThe successful candidate will be responsible for producing high-quality reports,...

We are seeking a skilled Paraplanner to join our IFA team at Brook Street, working closely with a large organisation in the financial services industry.The role is full-time, Monday - Friday, 9-5. This is an exciting opportunity for a motivated individual to contribute to the success of our clients and grow their career in a dynamic environment.Key...

About Brook Street UK:We are a large organisation looking for a skilled Paraplanner to join our IFA team in the UK.Key Responsibilities:Produce high-quality client reports outlining investment recommendations and suitability.Maintain strong relationships with key stakeholders through effective communication.Conduct thorough research on investment funds to...

The company, Finlink Ltd, is an FCA-regulated IFA Network that provides robust and supportive services. This role is ideal for individuals with experience in novation's within Financial Services, as well as those familiar with IFA Administration, letter of authority process, and communicating with product providers.This position involves working within the...

About the Role:We are seeking a skilled IFA Administrator to join our team in Cardiff. As an IFA Administrator, you will provide critical support to our Financial Advisers, ensuring exceptional service quality.Key responsibilities include processing new business cases from initial client contact through to onboarding, handling client and provider...

About the CompanyTemplegate Recruitment Limited is a reputable Financial Services Specialist Recruiters with a strong presence in Cardiff.We are seeking an experienced IFA Administrator to join our team, providing critical support in financial planning and investment services.The ideal candidate will have at least 5 years of experience in an IFA...

Finlink Ltd is a rapidly growing IFA Network, backed by institutions and boasting a diverse, experienced team. We are looking for a talented individual to fill the role of Agency Coordinator, supporting new member onboarding and client novation processes.In this position, you will work closely with product providers to understand their requirements, action...

About Finlink Ltd">We are a rapidly growing IFA Network, regulated by the FCA and backed by strong institutions.">Your Role">In this dynamic position as Agency Coordinator, you will be an integral part of our onboarding process for internal and FCA purposes.">You will work closely with product providers to understand their requirements, communicate...

We are looking for a skilled Paraplanner to join our team at IDEX Consulting Ltd in Cardiff on a fixed-term basis.As a Paraplanner, you will be responsible for preparing pre-approval documentation and utilizing technology to produce accurate solutions for clients. You will also provide timely and compliant suitability reports, ensuring all advice...

Brook Street UK is a leading recruitment agency with a strong focus on delivering exceptional candidates to its clients. As an Investment Strategist, you will be part of the IFA team at a large organisation.The salary for this role is estimated to be around £40,000 - £60,000 per annum, depending on experience.Job DescriptionProduce Quality Reports: You...