Financial Services Administrator
4 weeks ago
We are seeking an experienced Paraplanner to join our team at Page Personnel Finance in Grantham, Nottinghamshire. As a Paraplanner, you will play a crucial role in supporting our Financial Planners with administration tasks to deliver exceptional client service.
Key Responsibilities- Prepare and process new business and client review packs
- Produce client portfolio valuations and reports
- Collaborate with Wealth Advisers to interpret and communicate advice based on client needs
- Make recommendations and create suitability reports
- Obtain information from providers and conduct money laundering checks
- Communicate with clients and arrange appointments with advisers
- Stay up-to-date with relevant product, legislative, and technical changes
- Experience working as a Paraplanner, ideally with a diploma qualification
- Background in an IFA/wealth environment, with knowledge of supporting advisers in a technical administration setting
- Understanding of investments and related products
As a Paraplanner at Page Personnel Finance, you will have the opportunity to work with a dynamic team and contribute to the growth of our wealth management firm. We offer a supportive environment, opportunities for professional development, and a competitive salary package.
-
Senior Financial Planner
1 month ago
Grantham, Lincolnshire, United Kingdom Burgh Recruitment Ltd (Financial Services) Full timeSenior Paraplanner RoleWe are seeking an experienced Senior Paraplanner to join our team at Burgh Recruitment Ltd (Financial Services). As a Senior Paraplanner, you will play a key role in providing technical expertise to support our Financial Advisors / Partners in delivering high-quality financial planning solutions to our clients.Key...
-
Senior Financial Planner
1 month ago
Grantham, Lincolnshire, United Kingdom Burgh Recruitment Ltd (Financial Services) Full timeSenior Paraplanner RoleWe are seeking an experienced Senior Paraplanner to join our team at Burgh Recruitment Ltd (Financial Services). As a Senior Paraplanner, you will play a key role in providing technical expertise to support our Financial Advisors / Partners in delivering high-quality financial planning solutions to our clients.Key...
-
Senior Administrative Professional
1 week ago
Grantham, Lincolnshire, United Kingdom Burgh Recruitment Ltd (Financial Services) Full timeJob Title: Office ManagerJob Summary: We are seeking a highly skilled and experienced Office Manager to join our team at Burgh Recruitment Ltd (Financial Services). As an Office Manager, you will be responsible for the day-to-day operations of our practice, including managing staff, client relationships, and marketing initiatives.Key Responsibilities:Provide...
-
Financial Services Coordinator
2 weeks ago
Grantham, Lincolnshire, United Kingdom Brook Street Full timeFinancial Services RoleWe are seeking an experienced Financial Services Administrator to join our team at Brook Street. This is a fantastic opportunity to work in a dynamic environment and contribute to the success of our clients.Key Responsibilities:- Provide administrative support to Financial Planners- Manage office tasks, client reports, and database...
-
Financial Planning Assistant
2 weeks ago
Grantham, Lincolnshire, United Kingdom Burgh Recruitment Ltd (Financial Services) Full timeBurgh Recruitment Ltd (Financial Services) is seeking a skilled Paraplanner to join their team in Grantham. The ideal candidate will have experience in financial planning and a strong background in report writing. **Job Summary:** We are looking for a highly motivated and organized individual to provide technical expertise in financial planning and support...
-
Financial Planning Specialist
3 weeks ago
Grantham, Lincolnshire, United Kingdom Burgh Recruitment Ltd (Financial Services) Full timeFinancial ParaplannerLocation: Grantham (NG31)Job Type: Full-timeSalary: Highly CompetitiveAbout the Role:We are seeking an experienced Paraplanner to join our team at Burgh Recruitment Ltd (Financial Services). As a Financial Paraplanner, you will play a crucial role in supporting our Financial Advisors / Partners in providing high-quality financial...
-
Financial Planning Specialist
3 weeks ago
Grantham, Lincolnshire, United Kingdom Burgh Recruitment Ltd (Financial Services) Full timeFinancial ParaplannerLocation: Grantham (NG31)Job Type: Full-timeSalary: Highly CompetitiveAbout the Role:We are seeking an experienced Paraplanner to join our team at Burgh Recruitment Ltd (Financial Services). As a Financial Paraplanner, you will play a crucial role in supporting our Financial Advisors / Partners in providing high-quality financial...
-
Financial Planning Specialist
2 weeks ago
Grantham, Lincolnshire, United Kingdom Burgh Recruitment Ltd (Financial Services) Full timeGrantham OpportunityWe are seeking an experienced Paraplanner to join our team at Burgh Recruitment Ltd (Financial Services). The successful candidate will be responsible for providing technical expertise to support our Financial Advisors / Partners in delivering high-quality financial planning solutions to our clients.Key Responsibilities:Undertake detailed...
-
Financial Services Assistant
1 month ago
Grantham, Lincolnshire, United Kingdom Reflect Recruitment Group Full timeAccounts Assistant Job DescriptionWe are seeking a highly organized and motivated Accounts Assistant to join our team at Reflect Recruitment Group. As an Accounts Assistant, you will play a vital role in supporting our client's financial services environment.Key Responsibilities:Assist Company Directors and General Manager with accountancy and general...
-
Financial Services Assistant
1 month ago
Grantham, Lincolnshire, United Kingdom Reflect Recruitment Group Full timeAccounts Assistant Job DescriptionWe are seeking a highly organized and motivated Accounts Assistant to join our team at Reflect Recruitment Group. As an Accounts Assistant, you will play a vital role in supporting our client's financial services environment.Key Responsibilities:Assist Company Directors and General Manager with accountancy and general...
-
Financial Services Assistant
1 month ago
Grantham, Lincolnshire, United Kingdom Reflect Recruitment Group Full timeAccounts Assistant Job DescriptionWe are seeking a highly organized and motivated Accounts Assistant to join our team at Reflect Recruitment Group. As an Accounts Assistant, you will play a crucial role in supporting our client's financial services environment.Key Responsibilities:Assist Company Directors and General Manager with accountancy and general...
-
Financial Services Assistant
1 month ago
Grantham, Lincolnshire, United Kingdom Reflect Recruitment Group Full timeAccounts Assistant Job DescriptionWe are seeking a highly organized and motivated Accounts Assistant to join our team at Reflect Recruitment Group. As an Accounts Assistant, you will play a crucial role in supporting our client's financial services environment.Key Responsibilities:Assist Company Directors and General Manager with accountancy and general...
-
Financial Services Coordinator
2 weeks ago
Grantham, Lincolnshire, United Kingdom Ambitions Personnel Full timeWe are seeking a highly skilled and experienced Paraplanner to provide comprehensive administrative support to our Financial Advisers at Ambitions Personnel.Key Responsibilities:Prepare new business documentation and client review packs, ensuring accuracy and attention to detail.Assist in producing and updating client portfolio valuations and reports,...
-
Financial Services Director
3 weeks ago
Grantham, Lincolnshire, United Kingdom South Kesteven District Council Full timeFinancial Services Director OpportunityWe are seeking an experienced Financial Services Director to join our team at South Kesteven District Council. As a key member of our senior leadership team, you will play a crucial role in shaping the finance function of the Council.About the RoleThe successful candidate will be responsible for leading the efficient...
-
Financial Services Director
3 weeks ago
Grantham, Lincolnshire, United Kingdom South Kesteven District Council Full timeFinancial Services Director OpportunityWe are seeking an experienced Financial Services Director to join our team at South Kesteven District Council. As a key member of our senior leadership team, you will play a crucial role in shaping the finance function of the Council.About the RoleThe successful candidate will be responsible for leading the efficient...
-
Financial Services Director
1 month ago
Grantham, Lincolnshire, United Kingdom South Kesteven District Council Full timeFinancial Services Director Opportunity at South Kesteven District CouncilWe are seeking an experienced Financial Services Director to join our team at South Kesteven District Council. As a key member of our senior leadership team, you will be responsible for leading the efficient delivery of our financial services, including the annual budget cycle.About...
-
Financial Services Director
1 month ago
Grantham, Lincolnshire, United Kingdom South Kesteven District Council Full timeFinancial Services Director Opportunity at South Kesteven District CouncilWe are seeking an experienced Financial Services Director to join our team at South Kesteven District Council. As a key member of our senior leadership team, you will be responsible for leading the efficient delivery of our financial services, including the annual budget cycle.About...
-
Financial Services Director
3 weeks ago
Grantham, Lincolnshire, United Kingdom South Kesteven District Council Full timeFinancial Services Director OpportunityWe are seeking an experienced Financial Services Director to join our team at South Kesteven District Council. As a key member of our senior leadership team, you will play a crucial role in shaping the finance function of the Council.Located in the heart of Grantham, our modern open-plan office offers a hybrid working...
-
Financial Services Director
3 weeks ago
Grantham, Lincolnshire, United Kingdom South Kesteven District Council Full timeFinancial Services Director OpportunityWe are seeking an experienced Financial Services Director to join our team at South Kesteven District Council. As a key member of our senior leadership team, you will play a crucial role in shaping the finance function of the Council.Located in the heart of Grantham, our modern open-plan office offers a hybrid working...
-
Financial Services Director
2 weeks ago
Grantham, Lincolnshire, United Kingdom Ad Warrior Ltd Full timeJob Title: Assistant Director of FinanceLocation: Flexible, with the possibility of working from home or other locations as required.Salary: £80,265 - £83,679 per annum, depending on experience.The Council is a forward-thinking and modern organization, delivering effective and efficient public services to enhance the well-being of residents, promote...