Paraplanner
1 week ago
Job Description Paraplanner – With potential to become Financial Advisor Average Client £AUM between £750k-£1m
Hybrid Working – Based in Bagshot, Surrey Up to £48-55k basic salary + revenue related salary increases My client are a well-established Independent Financial Advice firm with offices based near Bagshot in Surrey.
They offer whole of market advice on Pensions, Investments, Tax Planning, IHT, Mortgages and some Protections to wealthy clients across the Southeast of England.
They also offer Wills and Trusts as well as Powers of Attorney assistance and a string of other services.
They have a 30 year history in financial planning and have an established book of clients that continues to grow organically.
This practice requires an experienced Paraplanner (Ideally with Chartered Status) who is client facing, and willing to nurture and develop relationships with existing clients overseeing their complete wealth management requirements alongside an IFA.
This position is suitable to Paraplanners who are interested in the service and technical side of the job, and will appeal to those that prefer the offering of complete, holistic wealth management advice and truly working with the client's best interests in mind.
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Paraplanner
7 days ago
South Heath, United Kingdom Exchange Street Executive Search Full timeSome companies take retaining their staff seriously.They're more walk than talk.Take this firm.They're an acquisitive, growing financial planning business.And as they grow so do the opportunities they can offer their employees.People like you.We've worked with them on a range of positions.And a common theme has been that vacancies have arisen because of...
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Trainee Paraplanner
2 weeks ago
Dickens Heath, United Kingdom CV-Library Full timeWe have the exciting opportunity for a Trainee Paraplanner to join an established and thriving organisation in the Solihull area. The ideal candidate will be coming from a financial services (IFA) background within an administrative or client support position. There is the potential for further growth & educational support within the financial services...
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Paraplanning and Administration Professional
2 weeks ago
Cradley Heath, Sandwell, United Kingdom Eden Resourcing Full timeJob Description:We are seeking a skilled Wealth Management Administrator to join our team at Eden Resourcing. As a key member of our wealth management practice, you will provide administrative support to our Paraplanners, assisting with report writing, paraplanning, and other tasks. This role requires strong IT skills, knowledge of FCA regulations, and...
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Wealth Management Administrator
2 weeks ago
Cradley Heath, Sandwell, United Kingdom Eden Resourcing Full timeAbout the Role:We are looking for a highly skilled Paraplanning and Administration Professional to join our team at Eden Resourcing. As a key member of our wealth management practice, you will be responsible for providing administrative support to our Paraplanners, assisting with report writing, paraplanning, and other tasks. This role requires strong IT...
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Financial Services Support Specialist
1 week ago
Cradley Heath, Sandwell, United Kingdom Eden Resourcing Full timeJob Overview:We are seeking a skilled Financial Services Support Specialist to join our team at Eden Resourcing. As a key member of our wealth management practice, you will provide administrative support to our Paraplanners, assisting with report writing, paraplanning, and other tasks. This role requires strong IT skills, knowledge of FCA regulations, and...
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Ifa Administrator
6 months ago
Haywards Heath, United Kingdom Cranleigh Personnel Full time**Job title: IFA Administrator / Wealth Planning Administrator** **Location: Haywards Heath** **Salary: £25,000 - £35,000 depending upon experience** Are you an IFA Administrator / Wealth Planning Administrator who loves supporting and being part of a team? If so, we may have the perfect opportunity for you. **Information on the role/company** Our...
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Ifa Administrator
6 months ago
Haywards Heath, United Kingdom Cranleigh Personnel Full time**Job title: IFA Administrator / Wealth Planning Administrator** **Location: Haywards Heath** **Salary: £25,000 - £35,000 depending upon experience** Are you an IFA Administrator / Wealth Planning Administrator who loves supporting and being part of a team? If so, we may have the perfect opportunity for you. **Information on the role/company** Our...
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Financial Planning Coordinator Position
4 weeks ago
Haywards Heath, West Sussex, United Kingdom Enable Recruitment Full timeWe are thrilled to partner with a well-established independent financial advice firm looking to expand its support team.If you're a detail-oriented professional with a passion for financial planning and client service, we'd love to hear from you.Prepare and process business for new and existing clientsProvide administrative support for our paraplanners and...
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Financial Planning Assistant
1 day ago
Haywards Heath, West Sussex, United Kingdom Enable Recruitment Full timeWe are excited to partner with a well-established financial advice firm seeking to expand their support team in the UK.This role is ideal for a detail-oriented professional passionate about financial planning and client service, with a strong foundation in administrative tasks.Prepare and process business documents for new and existing clients.Provide...
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Support Team Member
1 day ago
Haywards Heath, West Sussex, United Kingdom Enable Recruitment Full timeThis is an exciting opportunity to join a respected financial advice firm's support team, contributing to their growth and success.You will play a critical role in providing administrative support, utilizing your exceptional organizational skills and attention to detail to drive results.Prepare and process business documents for new and existing clients,...
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Administrator (Financial Adviser Support)
6 months ago
Stockton Heath, United Kingdom Cheetham Jackson Ltd Full time**Administrator (Financial Adviser Support) Role based in Stockton Heath** **Up to £18,400 (Full time equivalent up to £23,000)** **About us**: Cheetham Jackson is a well-respected financial services company. Our focus is on helping clients achieve their aims, goals and objectives, we do this by providing financial advice delivered in a way that makes...
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Trainee Ifa Administrator
2 weeks ago
South Heath, United Kingdom Get Staffed Online Recruitment Limited Full timeTrainee IFA Administrator - Adviser Support £25,500 per annum Gerrards Cross Full Time, Permanent This is a full-time role, based in our client's office in Gerrards Cross.Due to internal promotion, our client is seeking a mature and professional minded individual looking to begin their career in Financial Services.Initially, your role will be to provide...