Paraplanning Assistant

Pertemps Leicester is seeking a highly motivated Paraplanning Professional to join our financial planning team. This role offers an excellent opportunity to gain valuable experience and training in a fast-paced environment.Key Responsibilities:Document Management: Maintain accurate and up-to-date financial planning documentation and reports.Client...

IFA Administrator/ Trainee Paraplanner RoleWe are proud to represent a family-run Firm of Independent Financial Planners who have grown consistently year-over-year. As a key member of our team, you will work closely with esteemed Advisors and Paraplanners. Key responsibilities include providing administrative support to top-performing Financial Planners and...

Key ResponsibilitiesAs a Financial Planning Assistant, you will be responsible for providing administrative support to the Financial Advisers and IFA Administrators in the delivery of high-quality financial planning services to clients.The job involves:Reviewing client information and conducting research and analysis to support the preparation of suitability...

Job Overview:Pertemps is seeking a highly motivated Trainee Paraplanner to join its dynamic financial planning team in Leicester. As a key support role, you will assist senior paraplanners and advisors with preparing high-quality reports, research, and recommendations for clients.About the Role:In this Trainee Paraplanner position, you will gain invaluable...

About the RoleThis position offers an exciting opportunity to develop your career in financial services and work within a family-orientated business that encourages development and growth.You will be responsible for providing administrative support to two top-performing financial planners, including LOA administration and processes, valuations and...

Job Description: As a Trainee Paraplanner at Pertemps Leicester, you will be responsible for providing administrative support to our financial planning team, including preparing reports, conducting research, and developing recommendations for clients. This is an exciting opportunity to gain invaluable hands-on experience and training in a dynamic and...

Key ResponsibilitiesAs an IFA Administrator/Trainee Paraplanner, you will be responsible for:Providing administrative support to our financial planning teamAssisting with LOA administration and processesPreparing valuations and illustrationsWriting letters and reportsYou will also provide general administrative support to the team when required.We are a firm...

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...

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...

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...