IFA Paraplanning Support Specialist

About 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...

Job DescriptionThis dynamic opportunity involves various administrative tasks, including processing new business applications, staying up-to-date with product and legislative changes, and providing professional client service. As an IFA Administrator/Trainee Paraplanner, you will have the chance to develop your skills and progress towards a fully-fledged...

Job SummaryWe are seeking a dedicated Support Specialist 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 support, ensuring that clients receive...

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...

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...

Medlock 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...

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...

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...

About the JobMedlock Partners is seeking an experienced Leicestershire IFA Support Assistant to join their team. As a key member of the IFA team, you will provide administrative support, ensuring compliance with regulatory requirements and delivering exceptional customer service. Responsibilities and RequirementsAssist the IFA team in ensuring compliance...

Role 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...

Job Title: IFA AdministratorWe are seeking an organized and motivated individual to join our team as an IFA Administrator in Leicestershire, UK.Compensation: Up to £26,000 per annum, dependent on experience.ResponsibilitiesComply with regulatory requirements, ensuring the highest standards of ethics and integrity.Develop expertise in product, legislative,...

About the RoleThe Ascot Lloyd Group is seeking a highly skilled and motivated Senior IFA Administrator to join their team in providing exceptional support to Financial Advisers.Job DescriptionAs a key member of the IFA Administration team, you will be responsible for providing pre and post-sales support, ensuring client documentation is processed accurately...

About the RoleWe are seeking a highly organized and motivated IFA Administration Team Lead to join our team in Ascot Lloyd Group.Job DescriptionAs a key member of the IFA Administration team, you will be responsible for overseeing daily operations, ensuring accurate and efficient processing of client documentation.You will work closely with the IFA Admin...

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...

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...

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...

First Class Support offers a unique opportunity for a Specialist Mentor to join our team and provide top-notch academic support to students in receipt of disabled student allowance (DSA). As a member of our team, you will play a crucial role in helping students overcome mental health barriers that hinder their learning. Your specialist knowledge and skills...

Are you looking for a challenging role in Financial Services? Premier Jobs UK Limited is seeking a highly skilled T&C Supervisor / Compliance Support professional to join their team in South Leicester.The ideal candidate will have the opportunity to assist the Senior Compliance Manager by providing training and competence support to a small team of...

About the RoleThis is a unique opportunity to join Premier Jobs UK Limited as a Financial Services Specialist in South Leicester.As T&C Supervisor, you will assist our Senior Compliance Manager by providing training and competence support to our team of Independent Financial Advisors and working on compliance projects.You will be required to support new and...

We are seeking a skilled IFA Administrator/ Trainee Paraplanner to join our team at Medlock Partners.This is a fantastic opportunity to develop your career in financial planning and work with a dynamic and growth-oriented firm.As a successful applicant, you will possess industry-related experience and/or be studying towards relevant qualifications.Key...