Paraplanner
1 week ago
My Client, a well-respected, independent and established firm of Chartered Financial planning professionals are looking to recruit a Paraplanner. My client has been trading for all most two decades, they are a regional firm currently covering London, East Anglia and the South East advising on a whole of market basis. All levels of experience will be considered, whether you are a partly qualified administrator with exposure to paraplanning duties such as report writing and research or a level four qualified career paraplanner with several years of experience to bring to the business. Core Duties You will write suitability reports for clients of the firm s IFAs. These reports are often of a technical nature. You will conduct whole of market research via FE Analytics, O&M Pension Profiler, Assureweb, Firm Due Diligence and current Systems You will be expected to competently use my clients CRM system to ensure clients records are kept accurately You will be expected to complete administrative duties as and when required e.g. application Forms, illustrations, covering letters and sign up packs etc. You will carry out file reviews You will carry out platform work wizards, setting clients up and arranging payments and switches where there are tax implications involved You will ensure clients are correctly invested every time. You will adhere to consumer duty principles and the delivery of correct client outcomes You will carry out client contact when required You will assist with IC project work You will carry out adhoc Project work when required BENEFITS Group DIS x 4 Exam Sponsorship (aim to pass 2 exams per year) Group income protection (After 2 years) Pensions scheme 5 & 5% 23 days holiday (max 30 days holidays with length of service) + between Christmas and New Year off (including Christmas Eve) this is to be taken from annual leave. WFH/hybrid working post probation dependent on experience and location #J-18808-Ljbffr
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Paraplanner
2 weeks ago
Essex, United Kingdom The Coast Partnership Ltd Full timeAn outstanding ( Fully remote) new role has arisen for an experienced Paraplanner to join a respected IFA . This is a superb IFA Paraplanner opportunity within one of the most friendly and long established HNW practices we have dealt with in over 20 years. Key Responsibilities Dealing with Wealthy private clients portfolio's. Attend client meetings and...
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Paraplanner
1 week ago
Essex, United Kingdom Finlink Ltd Full timeAn excellent opportunity to join an IFA firm as a Paraplanner. Earn up to £45k and join the firm in a exciting period of growth. There is absolutely the opportunity to progress within the company - one of the directors/advisers began doing part time administration. This company are an independent financial advisory firm who are directly authorised and have...
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Essex, United Kingdom Service Service Full timeA well-respected financial planning firm in the United Kingdom seeks a Paraplanner to join their team. This role involves writing suitability reports, conducting market research, and maintaining client records through effective use of CRM systems. Suitable candidates may come from various experience levels, whether partly qualified or fully qualified with...
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Essex, United Kingdom The Coast Partnership Ltd Full timeA respected financial advisory firm is seeking an experienced Paraplanner to join their fully remote team in the United Kingdom. In this role, you will manage a portfolio of wealthy clients, attend meetings, draft compliant reports, and assist in complex planning. The ideal candidate will hold a Level 4 Diploma and have previous experience in an IFA setting....
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Independent Financial Adviser
1 week ago
Essex, United Kingdom Financial Divisions Full timeAre you a Financial Planner with an extensive background in private client wealth management? Are you looking for a new opportunity in a boutique IFA firm but with the opportunity to step into a more senior position in the business in the future? This IFArole will involve the management of an existing portfolio of clients, and new business brought in by the...
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Client Relationship Manager
2 weeks ago
Stansted, Essex, United Kingdom Eden Rose Full timeClient Relationship Manager Award-Winning Wealth Management Firm Hybrid £Full-time or Part-time An award-winning and highly respected Wealth Management firm, is seeking an Experienced Client Manager (Senior IFA Administrator / Technical Admin) to join their collaborative and forward-thinking team. Known for delivering tailored investment management...
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Client Relationship Manager
2 weeks ago
Stansted, Essex, United Kingdom Eden Rose Full timeClient Relationship Manager Award-Winning Wealth Management Firm Hybrid £30,000 – £40,000 Full-time or Part-time An award-winning and highly respected Wealth Management firm, is seeking an Experienced Client Manager (Senior IFA Administrator / Technical Admin) to join their collaborative and forward-thinking team. Known for delivering tailored investment...
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Financial Adviser
3 days ago
Mile End, Essex, United Kingdom Service Care Solutions Full timeFinancial Adviser Location: Essex Contract: Permanent Salary: £60,000 - £80,000 per annum + bonuses Start Date: ASAP Contact: (url removed) *Hybrid Working* Job Description Service Care Solutions are recruiting on behalf of a leading nationwide Independent Financial Advisory firm for an experienced Financial Adviser to join their growing team...
