Paraplanner
5 days ago
Recruit Wealth are delighted to be representing one of the fastest growing, national Financial Planning businesses in the UK. Our client provides a truly holistic service across financial planning, wealth management, investment management and professional services. They are award winning, regularly in the financial press and are PE backed for further growth & expansion, there has never been a better time to join them than now. This newly created Paraplanner role is located for their Worthing regional hub, one of 50+ national offices. Responsibilities Compiling detailed financial planning reports for the Financial Planners to present to clients Support the Financial Planners by conducting research on products and helping find the right solutions for clients Assisting with reviews and requests, acting as a point of contact for clients technical day-to-day queries Arranging for plans to be submitted to company providers Maintain client records on company software, ensuring all files are well-presented, accurate and compliant. Prepare client review packs and conduct Illustration requests. Keep up to date with financial products and legislation. Comply with all firm and industry guidelines, rules and regulations. Role Requirements Experience in a financial advice firm and paraplanne... #J-18808-Ljbffr
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Paraplanner
2 weeks ago
Worthing, United Kingdom ARC Full time**Job Title/Location**: Paraplanner, West Sussex/WFH - **Salary**: £35,000 - £45,000 plus c.£2,000 bonus - **WFH**: Role initially office based, eventually 3 days office & 2 days WFH - **Requirements**: A Diploma qualified Paraplanner, someone keen on developing themselves towards chartered status - **Role Snapshot**: Product research, calculations,...
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Senior Paraplanner
3 weeks ago
Worthing, United Kingdom Ortus PSR Full timeParaplanner – Independent Financial Adviser Firm (Hybrid) A well-established and forward-thinking Independent Financial Advisory firm is seeking an experienced Paraplanner to join their growing team. Known for delivering bespoke financial planning and holistic wealth solutions to a diverse client base, the firm blends modern technology with personalised...
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Paraplanner
1 week ago
Worthing, United Kingdom Perspective Financial Group Ltd Full timeOverviewWe have a fantastic vacancy for a Paraplanner to join our Worthing Office. This is an integral and varied role and your experience in providing high quality support will be invaluable to the whole team. You will work closely with our Financial Planners by providing technical support in the process of servicing our Clients’ Financial Advice needs,...
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Senior Paraplanner
1 week ago
Worthing, United Kingdom Appointed ltd Full time**A chartered financial planners locally are seeking a Senior Paraplanner to work closely to support a team of advisers managing £600m of client assets and trading for 33 years.** - Competitive salary range between £35,000pa-£45,000pa _ - Full time position 9-5.30pm, flexible working is an option but initially the role would be permanent in the office....
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Financial Planning Administrator
5 days ago
Worthing, United Kingdom Recruit Wealth Ltd Full timeRecruit Wealth are representing one of the UK's fastest growing and largest national Financial Planning businesses who are currently recruiting for several experienced Administrators to join their regional Worthing offices, one of 50 nationwide. The business is a modern, highly ethical and rewarding employer. They deal with individuals, relating to their...
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Ifa Administrator
5 days ago
Worthing, United Kingdom Ortus PSR Full timeWe are working with a reputable firm, based locally, looking to add to their Financial Planning Support team. The firm in question are looking to add an Financial Planning Support Administrator to the team, to provide high-quality support to the firm's Financial Advisers to ensure their clients are serviced with the utmost attention. You will receive a...
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Ifa Administrator
7 days ago
Worthing, United Kingdom Appointed Ltd Full time**Whole of market financial planning practice with a longstanding client bank of nearly 15 years are recruiting in their busy close knit team for a experienced IFA Administrator to join their team.** As the IFA Administrator you will have a key role of supporting the businesses financial planners with administration and being a key point of contact for...
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Independent Financial Adviser Ifa
7 days ago
Worthing, United Kingdom Carlton Mays Full time**Independent Financial Adviser | £45,000 - £65,000 Basic + bonus + commissions + benefits. ALL CLIENTS PROVIDED** Carlton Mays are seeking an Independent Financial Adviser / Financial Planner for our client based at their office in Worthing. The successful applicant must hold their Level 4 qualification and preferably hold CAS although this is not...
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Ifa Administrator
5 days ago
Worthing, United Kingdom ARC Full time**Job Title/Location**: IFA Administrator, West Sussex - **Salary**:£25,000 - £32,000 - **Requirements**: An experienced IFA or Wealth Management Administrator - **Role Snapshot**:Extremely varied role, producing client portfolio valuations and quotations, process all new business and Letters of Authority, as well as ensuring compliance **_Excellent...
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Ifa Administrator
1 week ago
Worthing, United Kingdom Cranleigh Personnel Full time**Job title: IFA Administrator - Hybrid working options** **Salary - £22,000 to £35,000 - depending on experience.** Are you Currently working within Wealth planning or similar, and are looking for an opportunity to join a growing, Chartered wealth planners - where you can relish a varied role and ample opportunity for progression into either...