Paraplanning Professional
12 hours ago
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 Engagement: Assist senior paraplanners and advisors with client meetings and follow-ups, ensuring excellent customer service.
- Analysis and Research: Assist in the analysis of clients' financial positions, goals, and objectives to provide informed recommendations.
- Compliance and Risk Management: Ensure compliance with industry regulations and company procedures at all times.
A salary of £27,000 (reviewed annually) is available for this role, which is based in Leicester. The successful candidate will have strong analytical skills, a keen eye for detail, and excellent communication skills.
This position offers the chance to work in a dynamic and growing team, supporting senior team members and contributing to the success of Pertemps Leicester.
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Paraplanning Professional
14 hours ago
Leicester, Leicester, United Kingdom Ascot Lloyd group Full timeAbout the RoleWe are currently seeking an experienced Paraplanning Professional to join our Ascot Lloyd Group team. As a key member of our paraplanning team, you will play a vital role in supporting our Financial Advisers and IFA Administrators to deliver exceptional client service.Your primary responsibility will be to provide high-quality paraplanning...
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Senior Paraplanning Professional
31 minutes ago
Leicester, Leicester, United Kingdom Medlock Partners Full timeMedlock Partners is a professional services recruitment specialist operating across the Northwest of England.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.This is an excellent opportunity to work for a vibrant and growing firm...
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Trainee Paraplanning Professional
15 hours ago
Leicester, Leicester, United Kingdom Pertemps Full timeJob 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...
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Trainee Financial Services Professional
14 hours ago
Leicester, Leicester, United Kingdom Pertemps Full timeParaplanning Career Path:Pertemps invites applications from talented individuals seeking a challenging and rewarding Trainee Paraplanner role in Leicester. In this position, you will work alongside experienced professionals to deliver exceptional client service, while developing your skills and expertise in financial planning.About the Job:As a Trainee...
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Financial Services Paraplanner
12 hours ago
Leicester, Leicester, United Kingdom Ascot Lloyd group Full timeRole OverviewWe are seeking a highly skilled Financial Services Paraplanner to join our team at Ascot Lloyd Group. As a key member of our paraplanning team, you will play a vital role in supporting our Financial Advisers and IFA Administrators to deliver exceptional client service.Your primary responsibility will be to provide high-quality paraplanning...
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Paraplanning Associate
17 hours ago
Leicester, Leicester, United Kingdom Pertemps Full timeJob 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...
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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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Senior Administrator
6 months ago
Leicester, United Kingdom Wallace Hind Selection Full timeWe 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...
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Ifa Administrator/ Trainee Paraplanner
7 days ago
Leicester, United Kingdom Medlock Partners Full timeJob 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 culture...
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Ifa Administrator/ Trainee Paraplanner
7 days ago
Leicester, United Kingdom Medlock Partners Full timeIFA 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 culture within the...
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IFA Administrator/ Trainee Paraplanner
1 week ago
Leicester, United Kingdom Medlock Partners Full time €26,000IFA 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 culture within the...
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IFA Administrator/ Trainee Paraplanner
2 months ago
Leicester, United Kingdom Medlock Partners Full timeIFA 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...
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Trainee Financial Adviser
2 weeks ago
Leicester, United Kingdom Regional Recruitment Services Full timeTrainee Financial Adviser We are seeking driven and ambitious individuals to join our upcoming Trainee Adviser Programme. This fully funded 12-month training initiative offers the opportunity to gain valuable financial knowledge and achieve the Level 4 Diploma in Regulated Financial Planning. This programme is designed to kickstart your career in...
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IFA Administrator/ Trainee Paraplanner
2 months ago
Leicester, United Kingdom Medlock Partners Full timeIFA 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...
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Trainee Financial Adviser
2 weeks ago
Leicester, United Kingdom CV-Library Full timeTrainee Financial Adviser We are seeking driven and ambitious individuals to join our upcoming Trainee Adviser Programme. This fully funded 12-month training initiative offers the opportunity to gain valuable financial knowledge and achieve the Level 4 Diploma in Regulated Financial Planning. This programme is designed to kickstart your career in...
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IFA Administrator/ Trainee Paraplanner
2 months ago
Leicester, United Kingdom Medlock Partners Full timeIFA 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...
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IFA Administrator/ Trainee Paraplanner
2 months ago
Leicester, United Kingdom Medlock Partners Full timeIFA 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...
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IFA Administrator
1 month ago
Leicester, United Kingdom Medlock Partners Full timeIFA 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...
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IFA Administrator
1 month ago
Leicester, United Kingdom Medlock Partners Full timeIFA 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...
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IFA Administrator
1 month ago
Leicester, United Kingdom Medlock Partners Full timeIFA 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...
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IFA Administrator/ Trainee Paraplanner
1 month ago
Leicester, United Kingdom Medlock Partners Full timeJob 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...
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IFA Administrator/ Trainee Paraplanner
2 months ago
Leicester, UK, Leicestershire, United Kingdom Medlock Partners Full timeIFA 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...
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IFA Administrator
1 month ago
Leicester, UK, Leicestershire, United Kingdom Medlock Partners Full timeIFA 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...