Paraplanning Professional

About the RoleWe are seeking a highly skilled and experienced Financial Services Professional to join our team as an Independent Financial Adviser. As a key member of our Paraplanning and Advice team, you will be the first point of contact for clients and product providers, providing invaluable support and ensuring regulatory requirements are met.Key...

About the RoleWe are seeking a highly skilled and experienced Financial Services Professional to join our team as an Independent Financial Adviser. As a key member of our Paraplanning and Advice team, you will be the first point of contact for clients and product providers, providing invaluable support and ensuring regulatory requirements are met.Key...

About the RoleWe are seeking a highly skilled and experienced Financial Services Professional to join our team at Capio Recruitment. As an Administrator for Independent Financial Advisers, you will be the first point of contact for clients and product providers, providing invaluable support to the Paraplanning and Advice team.Key ResponsibilitiesPrioritise...

Paraplanning RoleThis role involves providing dedicated support to a team of experienced Financial Advisors in South Leicester.As a key member of the team, you will focus on conducting in-depth financial planning research, analysis, and report writing on behalf of the Financial Advisors.You will have the opportunity to work on complex cases and manage them...

Job Title: IFA Administrator/ Trainee ParaplannerJob Summary: We are seeking a talented IFA Administrator/ Trainee Paraplanner to join our team at Medlock Partners. As a key member of our team, you will be responsible for providing administrative support to our top-performing Financial Planners.Key Responsibilities:Process new business applications and...

Company OverviewPertemps Bond is a dynamic financial services company committed to delivering exceptional client service.

About the RoleWe are seeking an experienced Administrator to join our team at Capio Recruitment. As the first point of contact for clients and product providers, you will play a vital role in supporting our Paraplanning and Advice team.Key ResponsibilitiesPrioritise and organise workload to meet deadlines and ensure regulatory requirements are...

About the RoleWe are seeking an experienced Administrator to join our team at Capio Recruitment. As the first point of contact for clients and product providers, you will play a vital role in supporting our Paraplanning and Advice team.Key ResponsibilitiesPrioritise and organise workload to meet deadlines and ensure regulatory requirements are...

About the RoleWe are seeking a highly skilled and experienced Administrator to join our team as the first point of contact for clients and product providers. As a key member of our Paraplanning and Advice team, you will play a vital role in ensuring regulatory requirements are met and business risk is mitigated throughout the journey.Key...

Role: IFA AdministratorLocation: LeicesterSalary: £24,000 - £28,000 (experience dependent)Capio Recruitment is working with a well-respected IFA firm in Leicester. For 40 years, they have provided client-centered excellence, deeply understanding client needs, and delivering solutions that suit them. They believe in thriving together, creating an enjoyable...

Job DescriptionRole: IFA AdministratorLocation: LeicesterSalary: £24,000 - £28,000 (experience dependent)Capio Recruitment are currently working with a well respected IFA Firm within Leicester. For the last 40 years, they have provided Client-Centred excellence, deeply understanding their needs, providing education around their financial matters and...

Financial Administrator OpportunityWe are seeking an experienced Financial Administrator to join our client's expanding team in Leicester. As a dynamic wealth management firm, we offer holistic financial advice to clients worldwide.Key Responsibilities:Manage client information on Salesforce with accuracy and precision.Prepare client meeting packs and...

We are an established and growing Independent Financial Advisory Firm, looking for an experienced Administrator to join our team and support our Financial Advisers, contributing to our quality service and playing an integral part in the smooth day to day running of our business. **BASIC SALARY**: £28,000 - £33,000 **BENEFITS**: - 25 Days Annual Leave...

Key Responsibilities:As a Paraplanning Professional, you will provide support to a team of Financial Advisors who offer financial planning advice to clients. Your focus will be on conducting thorough financial planning research, analysis, and report writing on behalf of the Financial Advisors. This may involve handling complex cases and overseeing them from...

IFA Administrator/ Trainee ParaplannerLeicestershire based Salary up to £26,000 (Experience dependant)Exam support and Funding We are proud to be representing a Firm of Independent Financial Planners who have grown year on year and are currently seeking a talented IFA Administrator/ Trainee Paraplanner. Our Client operate a family culture within the...

IFA Administrator/ Trainee ParaplannerLeicestershire based Salary up to £26,000 (Experience dependant)Exam support and Funding We are proud to be representing a Firm of Independent Financial Planners who have grown year on year and are currently seeking a talented IFA Administrator/ Trainee Paraplanner. Our Client operate a family culture within the...

IFA Administrator/ Trainee ParaplannerLeicestershire based Salary up to £26,000 (Experience dependant)Exam support and Funding We are proud to be representing a Firm of Independent Financial Planners who have grown year on year and are currently seeking a talented IFA Administrator/ Trainee Paraplanner. Our Client operate a family culture within the...

IFA Administrator/ Trainee ParaplannerLeicestershire based Salary up to £26,000 (Experience dependant)Exam support and Funding We are proud to be representing a Firm of Independent Financial Planners who have grown year on year and are currently seeking a talented IFA Administrator/ Trainee Paraplanner. Our Client operate a family culture within the...

Job Description IFA Administrator/ Trainee Paraplanner Leicestershire based Salary up to £26,000 (Experience dependant) Exam support and Funding We are proud to be representing a Firm of Independent Financial Planners who have grown year on year and are currently seeking a talented IFA Administrator/ Trainee Paraplanner. Our Client operate a family...

IFA Administrator/ Trainee ParaplannerLeicestershire based Salary up to £26,000 (Experience dependant)Exam support and FundingWe are proud to be representing a Firm of Independent Financial Planners who have grown year on year and are currently seeking a talented IFA Administrator/ Trainee Paraplanner. Our Client operate a family culture within the business...

IFA Administrator/ Trainee ParaplannerLeicestershire based Salary up to £26,000 (Experience dependant)Exam support and FundingWe are proud to be representing a Firm of Independent Financial Planners who have grown year on year and are currently seeking a talented IFA Administrator/ Trainee Paraplanner. Our Client operate a family culture within the business...

IFA Administrator/ Trainee ParaplannerLeicestershire based Salary up to £26,000 (Experience dependant)Exam support and FundingWe are proud to be representing a Firm of Independent Financial Planners who have grown year on year and are currently seeking a talented IFA Administrator/ Trainee Paraplanner. Our Client operate a family culture within the business...

IFA Administrator/ Trainee ParaplannerLeicestershire based Salary up to £26,000 (Experience dependant)Exam support and Funding We are proud to be representing a Firm of Independent Financial Planners who have grown year on year and are currently seeking a talented IFA Administrator/ Trainee Paraplanner. Our Client operate a family culture within the...

IFA Administrator/ Trainee ParaplannerLeicestershire based Salary up to £26,000 (Experience dependant)Exam support and FundingWe are proud to be representing a Firm of Independent Financial Planners who have grown year on year and are currently seeking a talented IFA Administrator/ Trainee Paraplanner. Our Client operate a family culture within the business...