Paraplanner Assistant

3 weeks ago

Bracknell, United Kingdom Heat Recruitment Ltd Full time
Required Skills and Qualifications:
To be considered for this Technical IFA Administrator opportunity, you will need previous experience within an IFA setting, knowledge of FCA regulations, effective communication skills, and whole-of-market experience. A proactive, positive attitude and a commitment to delivering exceptional results are also essential.

  • Paraplanner - Chartered Firm

    2 weeks ago

    Bracknell, United Kingdom Robinson Financial Careers Full time

    An excellent opportunity has been created for a Paraplanner at a national, Chartered Independent Financial Planning firm at their Ascot offices. Working in collaboration with a Financial Adviser and other colleagues, you will assist the Financial Adviser in preparing recommendations in line with company policy including preparing and maintaining client...

  • Administrator

    2 weeks ago

    Bracknell, United Kingdom Resource Matters Ltd Full time

    My client is dedicated to improving the financial wellbeing of its clients by developing financial planning and investment strategies that meet their personal objectives. Working as part of an administrative team you will play an active role in supporting both the paraplanners and financial advisers. With excellent IT and communication skills and the...

  • Ifa Administrator

    3 months ago

    Bracknell, United Kingdom CV-Library Full time

    We are assisting a Bracknell-based company with a Senior IFA administrator position. You will be working closely with an IFA who has been with the company for a number of years and has built some fantastic relationships with clients during this time. The position has become available due to an internal promotion so you will benefit from a handover and still...

  • Associate Financial Planner

    2 weeks ago

    Bracknell, United Kingdom Recruit UK Full time

    **Job Title**:Associate Financial Planner **Industry**:Financial Services **Location**:Bracknell **Salary**:£45,000 - £60,000 **Reference Number**: 16219 **Are you someone that is looking for the opportunity to work alongside a highly successful financial planner?** **If so, we’ve a unique opportunity available for an individual that will receive...