Trainee Paraplanner and IFA Administrator Position
4 days ago
Key Tasks:
- 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.
Requirements: The ideal candidate will have previous administrative experience and a strong desire to progress into a paraplanning role. You will be supporting experienced advisors and developing your knowledge of financial planning products. Estimated salary £25,750 - £26,000 per annum, based on experience.
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Leicester, Leicester, United Kingdom CV-Library Full timeJoin 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...
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Graduate IFA Administrator Role
4 days ago
Leicester, Leicester, United Kingdom CV-Library Full timeJob 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...
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Financial Services Administrator
4 weeks ago
Leicester, Leicester, United Kingdom Premier Jobs UK Limited Full timeIFA 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...
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Financial Planning Administrator Opportunity
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Financial Planning Assistant
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Financial Planning Assistant
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Leicester, Leicester, United Kingdom Pertemps Bond Full timeRole 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...
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SIPP Administrator Position
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Project Management Trainee
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Leicester, Leicester, United Kingdom Bagnalls Group of Companies Full timeBagnalls Group of Companies is committed to helping individuals build long-term careers in the contracting industry. We are currently seeking a highly motivated Project Management Trainee to join our team.Key ResponsibilitiesIn this role, you will have the opportunity to work closely with experienced project managers, learning the intricacies of contract...
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