Paraplanner: Financial Planning with Study Support

A Chartered IFA in Bury St Edmunds is seeking a Financial Planning Administrator to support their Paraplanners and Financial Advisors. The ideal candidate will have an understanding of the financial planning industry and ideally be working towards a Level 4 Diploma. Strong administration skills and a willingness to learn are essential, alongside a strong...

My client is an award winning advice firm with offices in Norfolk and Suffolk, they have been established for over 35 years. Their Bury St. Edmunds based team are looking for a Technical Financial Planning Administrator (Paraplanner) to join their team of successful Financial Planning Support professionals. The successful candidate will benefit from a market...

Financial Planning Administrator – Bury St Edmunds – Up to £33,000 My client is a Chartered IFA in East-Anglia looking for a Financial planning administrator to support the Paraplanners and Financial Advisors. They are open to experience from a few months up to 5+ years, and financial exams are a bonus. The role is based out of their head office in Bury...

My client is an award winning advice firm with offices in Norfolk and Suffolk, they have been established for over 35 years. Their Bury St. Edmunds based team are looking for a Technical Financial Planning Administrator (Paraplanner) to join their team of successful Financial Planning Support professionals. The successful candidate will benefit from a market...

Full-Time | Hybrid Working | Full Study Support | Excellent Benefits | Career ProgressionAre you a Diploma-qualified Paraplanner or actively working towards your Level 4 qualification and seeking the next step in your career?An exceptional opportunity has arisen with a highly respected, independent financial advisory firm based in St Albans, known for its...

LocationBury St Edmunds Salary £26000 - £33000 TypePermanent WorkplaceHybrid Ref89437 Recruiter Managing This Role Financial Planning Administrator Bury St Edmunds Up to £33,000 My client who are a Chartered IFA in East-Anglia are looking for a Financial planning administrator to help with administration for the Paraplanners and Financial Advisors within...

Full-Time, Career Progression, Full study support plus excellent benefits and hybrid working My client based in St Albans is a well-established independent financial advice business who have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages, and some...

Are you a current Paraplanner looking to join a people-based business that works at a fast pace? Also, this is ideal if you are seeking progression from Paraplanner to become a Financial Advisor, as they would support your development! In your role as a Paraplanner, you will be directly supporting one of their Financial Advisors and freeing up their time to...

Are you a current Paraplanner looking to join a people-based business that works at a fast pace? Also, this is ideal if you are seeking progression from Paraplanner to become a Financial Advisor, as they would support your development! In your role as a Paraplanner, you will be directly supporting one of their Financial Advisors and freeing up their time to...

Financial Divisions are presently recruiting for Boutique Wealth Management firm based in St Albans who due to growth, they now require an experienced IFA Administrator/Junior Paraplanner to join their friendly and sociable team. IFA Administrator duties include on-boarding new clients, producing illustrations, letters of valuations as well as dealing with...