IFA Administrator and Paraplanner Trainee Opportunity

4 days ago


Leicester, Leicester, United Kingdom CV-Library Full time
Join Our Team: As a Trainee Paraplanner and IFA Administrator, you will play a vital role in our team, supporting the development of our clients' financial plans. This is an excellent opportunity to learn from experienced professionals and build a successful career in financial services.

Key Responsibilities:
  • Administer LOA processes.
  • Conduct valuations and illustrations.
  • Write letters working closely with Advisors and Paraplanners, developing towards a Paraplanning role.
  • Support two top Financial Planners.
You will work closely with our experienced team to deliver high-quality results and meet the needs of our clients.

What We Offer: Salary up to £26,000 dependent on experience. Exam support and funding provided. This is an excellent opportunity to develop your skills and career in financial services.

How to Apply: If you are a motivated and enthusiastic individual looking to start your career in financial services, please apply now for this exciting opportunity.

About Us: We are a leading provider of job listings, including this IFA Administrator/Trainee Paraplanner role in Leicestershire. Our platform connects top employers with talented candidates like you.

  • Leicester, Leicester, United Kingdom CV-Library Full time

    Overview: We are seeking a talented IFA Administrator/Trainee Paraplanner in Leicestershire. This is an excellent opportunity to develop your skills and career in financial services. Salary up to £26,000 dependent on experience. Exam support and funding provided.Key Tasks: Administer LOA processes.Conduct valuations and illustrations.Write letters working...


  • Leicester, Leicester, United Kingdom CV-Library Full time

    Job Title: Graduate IFA Administrator RoleAbout the Company: We are a leading provider of job listings, including this IFA Administrator/Trainee Paraplanner role in Leicestershire. Our platform connects top employers with talented candidates like you.Salary and Benefits: Salary up to £26,000 dependent on experience. Exam support and funding provided. This...


  • Leicester, Leicester, United Kingdom Medlock Partners Ltd Full time

    About the RoleMedlock Partners Ltd is seeking an experienced Financial Planning Administrator to join their dynamic team. As a key member of the team, you will be responsible for providing administrative support to the Financial Planners and Paraplanners.Key ResponsibilitiesProvide administrative support to the Financial Planners and Paraplanners, including...


  • Leicester, Leicester, United Kingdom Premier Jobs UK Limited Full time

    IFA Administrator Job DescriptionThis role provides an excellent opportunity to join a local Financial Services firm and contribute to their growing team. As an IFA Administrator, you will be responsible for providing administrative support to their team of Financial Advisers.Key Responsibilities:Liaising with Financial Advisers to discuss tasks and client...


  • Leicester, Leicester, United Kingdom Pertemps Bond Full time

    Job Role: Trainee ParaplannerWe are seeking an ambitious individual to join our dynamic team as a Trainee Paraplanner and support our financial advisers in delivering exceptional client service. The role involves assisting with preparing financial reports, researching products, and collaborating with advisers to ensure all documentation meets regulatory...

  • Pension Administrator

    1 month ago


    Leicester, Leicester, United Kingdom CleverHR Full time

    Pension Administration RoleCleverHR is seeking a skilled Pension Administrator to manage a portfolio of SSAS and SIPP schemes. The ideal candidate will have experience in pension administration and possess strong organizational skills, analytical abilities, and excellent communication skills.Key Responsibilities:Day-to-day administration of SSAS schemes...


  • Leicester, Leicester, United Kingdom Leicestershire Partnership NHS Trust Full time

    Job OverviewWe are seeking a Finance Trainee to join our Financial Management team at Leicestershire Partnership NHS Trust.The successful candidate will have the opportunity to develop their skills and knowledge in finance while working towards a Level 3 AAT - Assistant Accountant qualification.This is an excellent entry-level position for someone looking to...


  • Leicester, Leicester, United Kingdom Pertemps Bond Full time

    Role OverviewPertemps Bond is seeking a highly motivated Trainee Paraplanner to support our financial advisers in delivering exceptional client service. As a Trainee Paraplanner, you will assist with preparing financial reports, recommendations, and analysis for clients, while also researching products and financial solutions that meet clients' needs.Key...


  • Leicester, Leicester, United Kingdom Leicestershire Partnership NHS Trust Full time

    About UsLeicestershire Partnership NHS Trust is a leading provider of community health, mental health and learning disability services. Our 6,500 staff serve over 1 million people living in Leicester, Leicestershire and Rutland.Job OverviewWe are seeking two Financial Analyst Trainees to join our friendly Financial Management team. This is an exciting...

  • Trainee Dental Nurse

    4 weeks ago


    Leicester, Leicester, United Kingdom Leicester - Lavender Dental & Implant Clinic Full time

    About the RoleWe are seeking a highly motivated and enthusiastic Trainee Dental Nurse to join our team at the Lavender Dental & Implant Clinic in Leicester.No prior dental experience is required for this role, as we provide comprehensive training and support to help you develop your skills and knowledge.As a Trainee Dental Nurse, you will have the...


  • Leicester, Leicester, United Kingdom Galliford Try Holdings plc Full time

    About UsGalliford Try Holdings plc is a well-established construction and civil engineering company in the East Midlands region. We pride ourselves on offering a comprehensive apprenticeship programme for individuals looking to start their career in the industry.CompensationThe estimated salary for this role is £19,000-£21,000 per annum, depending on...


  • Leicester, Leicester, United Kingdom Premier Jobs UK Limited Full time

    Financial Services Coordinator OpportunityThis role provides the chance to work with a local Financial Services firm in South Leicester, offering the chance to join a supportive team of Financial Advisers.This Financial Services Coordinator position involves working closely with the Financial Advisers to discuss tasks and responsibilities for each...


  • Leicester, Leicester, United Kingdom ITonlinelearning Full time

    Company OverviewWe are ITonlinelearning, a leading provider of training and development programs in the field of cyber security. Our mission is to equip individuals with the skills and knowledge needed to succeed in this rapidly evolving industry.Salary: £25,000 - £30,000 per annum (dependent on experience)Job DescriptionWe are seeking a highly motivated...


  • Leicester, Leicester, United Kingdom NEXT Full time

    Unlock Your Potential as a Trainee MerchandiserWe are seeking a highly motivated and detail-oriented individual to join our Merchandising team as a Trainee Merchandiser. In this role, you will play a vital part in supporting the Merchandising team to drive sales and growth.Key Responsibilities:Support the Merchandising team in analyzing sales history,...


  • Leicester, Leicester, United Kingdom Bagnalls Group of Companies Full time

    Are you looking for a challenging and rewarding career in the contracting industry? Look no further! Bagnalls Group of Companies is seeking a skilled Contracting Office Administrator to join our team as a Project Management Trainee.Job DescriptionIn this role, you will have the opportunity to work behind the scenes, supporting our experienced project...


  • Leicester, Leicester, United Kingdom The New Homes Group Full time

    Trainee Mortgage Adviser OpportunityWe are seeking a highly motivated and customer-focused individual to join our team as a Trainee Mortgage Adviser. As a Trainee Mortgage Adviser, you will have the opportunity to develop a long-term career in Financial Services, working with a leading mortgage provider.Key Responsibilities:Provide quality advice and sales...

  • Management Trainee

    4 weeks ago


    Leicester, Leicester, United Kingdom Enterprise Holdings Full time

    OverviewAt Enterprise Holdings, we're a family-owned, world-class portfolio of brands that includes household names such as Enterprise Rent-A-Car. With a $35 billion turnover and nearly 90,000 team members across 95 countries, we've grown from a pioneering idea over 65-years ago, to the global mobility leader we are today.As a Management Trainee, you'll have...

  • Merchandising Trainee

    3 weeks ago


    Leicester, Leicester, United Kingdom NEXT Full time

    About the RoleWe are seeking a Trainee Merchandiser to join our friendly and forward-thinking Merchandising department. In this role, you will support the Merchandising team to land the stock strategy, in line with the planning of the Business/Trading teams.Key Responsibilities:Supporting in analysing previous sales history, reviewing size ratios and...


  • Leicester, Leicester, United Kingdom NEXT Full time

    Transform Your Career with JoulesWe're on the lookout for a talented Trainee Merchandiser to join our dynamic team at Joules HQ.About the RoleAs a Trainee Merchandiser, you'll play a vital role in supporting our Merchandising team to drive stock strategy and business growth. Your primary responsibility will be to assist in analysing previous sales data,...


  • Leicester, Leicester, United Kingdom Premier Jobs UK Limited Full time

    Job Summary:As a Compliance and Training Support Specialist at Premier Jobs UK Limited, you will assist the Senior Compliance Manager in ensuring the compliance of IFAs with regulations. This role involves supporting the team on various projects, providing training and competence support to IFAs, and working closely with the Senior Compliance Manager.Key...