Financial Services Administrator/ Paraplanner

Job Title: Financial Services Administrator / ParaplannerSalary: Starting from £25,000 (rising subject to experience and qualifications)Location: Penrith, CumbriaA fantastic opportunity for an organised and enthusiastic Paraplanner to join a highly reputable business founded over 20 years ago.Professional Financial Centre Cumbria Ltd is a local Chartered...

Job Description Job Title: Financial Services Administrator / Paraplanner Salary: Starting from £25,000 (rising subject to experience and qualifications) Location: Penrith, Cumbria A fantastic opportunity for an organised and enthusiastic Paraplanner to join a highly reputable business founded over 20 years ago. Professional Financial Centre Cumbria...

Job Title: Financial Services Administrator / ParaplannerSalary: Starting from £25,000 (rising subject to experience and qualifications)Location: Penrith, CumbriaA fantastic opportunity for an organised and enthusiastic Paraplanner to join a highly reputable business founded over 20 years ago.Professional Financial Centre Cumbria Ltd is a local Chartered...

Hays are partnering with a local, Chartered Financial Planning firm based in Penrith, established over 20 years ago. They are a friendly and welcoming team, based in a beautiful office that welcomes dogs! Offering excellent benefits and priding themselves on caring for their employees and candidates alike, providing a high level of quality and expertise. ...

Your new company Hays are partnering with a local, Chartered Financial Planning firm based in Penrith, established over 20 years ago. This organisation has an excellent reputation, with the majority of their business coming from referrals and word of mouth. They are a friendly and welcoming team, based in a beautiful office that welcomes dogs! Offering...

Your new company Hays are partnering with a local, Chartered Financial Planning firm based in Penrith, established over 20 years ago. This organisation has an excellent reputation, with the majority of their business coming from referrals and word of mouth. They are a friendly and welcoming team, based in a beautiful office that welcomes dogs! Offering...

Your new company Hays are partnering with a local, Chartered Financial Planning firm based in Penrith, established over 20 years ago. This organisation has an excellent reputation, with the majority of their business coming from referrals and word of mouth. They are a friendly and welcoming team, based in a beautiful office that welcomes dogs! Offering...

Your new company Hays Accounts and Finance is partnering with a local, Chartered Financial Planning firm based in the area. This organisation has an excellent reputation, built on referrals and word of mouth. They are a friendly and welcoming team, working from a beautiful office that welcomes dogs. With excellent benefits and a focus on employee care, they...

About the RoleThis client is seeking a motivated and enthusiastic individual to join their small team as a Paraplanner. The successful candidate will work closely with another Paraplanner, the wider team, and in conjunction with local Solicitors and Accountants to provide holistic financial planning for clients.Duties include:Collaborating with Financial...

Key RequirementsTo be successful in this role, previous experience as a Paraplanner or Administrator within a Financial Advisory organisation is essential. A dedicated and motivated individual who is passionate about delivering exceptional results will thrive in this position.The ideal candidate should possess strong organisational skills, attention to...

About the RoleWe are seeking an experienced Administrative Support Specialist to join our team in Penrith. This is a fantastic opportunity for someone looking to work closely with financial planners, paraplanners, and other professionals to deliver exceptional client service.The successful candidate will be responsible for providing administrative support to...

Your new company Hays are partnering with a local, Chartered Financial Planning firm based in Penrith, established over 20 years ago. This organisation has an excellent reputation, with the majority of their business coming from referrals and word of mouth. They are a friendly and welcoming team, based in a beautiful office that welcomes dogs! Offering...

Your new company Hays are partnering with a local, Chartered Financial Planning firm based in Penrith, established over 20 years ago. This organisation has an excellent reputation, with the majority of their business coming from referrals and word of mouth. They are a friendly and welcoming team, based in a beautiful office that welcomes dogs! Offering...

Your new company Hays are partnering with a local, Chartered Financial Planning firm based in Penrith, established over 20 years ago. This organisation has an excellent reputation, with the majority of their business coming from referrals and word of mouth. They are a friendly and welcoming team, based in a beautiful office that welcomes dogs! Offering...

Hays Accounts and Finance is proud to partner with a leading Chartered Financial Planning firm in the area. With a strong reputation built on referrals and word of mouth, they offer a unique opportunity for a motivated individual to join their small team. As a Fiscial Services Administrator/Paraplanner, you will work closely with the team and contribute to...

We are seeking a highly organised and motivated Receptionist Administrator to join our client's small team in Penrith. The successful candidate will work closely with Paraplanners, Accountants, Financial Planners, and Compliance specialists to provide holistic financial planning for clients.Job ResponsibilitiesThe key responsibilities of this role...

A leading Chartered Financial Planning firm, based in the region, is seeking an experienced administrative assistant to join their team. With a strong focus on employee well-being and a commitment to excellence, they offer a supportive and dynamic work environment. Key Responsibilities:Providing exceptional customer service by answering phone calls and...

Key ResponsibilitiesWorking with Financial Planners to arrange and prepare for client meetings.Using various IT systems to process new business.Contribution to the client review process.Ensuring accuracy of client records, data entry, and calculations.The ideal candidate will have previous experience as a Paraplanner or Administrator within a Financial...

Your new company Hays are partnering with a local, Chartered Financial Planning firm based in Penrith, established over 20 years ago. This organisation has an excellent reputation, with the majority of their business coming from referrals and word of mouth. They are a friendly and welcoming team, based in a beautiful office that welcomes dogs! Offering...

Your new company Hays are partnering with a local, Chartered Financial Planning firm based in Penrith, established over 20 years ago. This organisation has an excellent reputation, with the majority of their business coming from referrals and word of mouth. They are a friendly and welcoming team, based in a beautiful office that welcomes dogs! Offering...