Junior Paraplanner/ifa Administrator
2 weeks ago
**Overview**
We are actively recruiting experienced financial administrators who is keenly searching for a role that offers the next step within their financial services career. We are looking for financial services administrators that are looking for amove into a paraplanning role with a company that will train and develop your skills, and offer study support towards your Diploma in Financial Planning. The employer is a well-established name within the financial services market and has a reputation foroffering professional services and support to its clients as well as reputation for nurturing and developing the staff within its ranks.**
**About the Role
**As a Trainee Paraplanner, duties will include (but not be limited to):
- Assisting with the preparation of outstanding financial advice on investments, pension planning,
- inheritance tax and estate planning, in an efficient manner
- Supporting the advisory teams to execute client relationship strategy
- Supporting the Client Relationship Manager and Senior Financial Planners/Financial Planners, to maintain strong relationships with clients, driving engagement and positive client outcomes
- Always ensuring that the work undertaken complies with the regulatory and legal environment
**About You
This is an exciting opportunity for a financial administrator who is looking to take the leap into a financial services paraplanning role with the safety net and support of your new work colleagues as you learn your trade. You will alreadyhave had some experience in the wealth management market and an understanding of financial services jargon, processes and the market place in general. You may also have already taken a number of RO exams as you work towards a diploma in Financial Planning.For more information on this exciting opportunity, please contact Ryan Wootten at Financial Divisions.
-
Ifa Administrator/trainee Paraplanner
1 week ago
London, United Kingdom Financial Divisions Full timeA dynamic and forward-thinking Independent Wealth Management Firm require an IFA Administrator/Junior Paraplanner to join their team in London. You must be working towards your diploma qualification and client will provide you with full study support. My client offers a structured career path for their employees, and you are encouraged to study your...
-
Technical Ifa Administrator
2 weeks ago
London, United Kingdom Cranleigh Personnel Full time**Technical IFA Administrator / Junior Paraplanner** **Location: City, London** **Salary:£30,000 - £40,000 depending upon experience** Are you a Technical IFA Administrator / Junior Paraplanner looking for your next career move? - You have been promised multiple times that you can have more mentoring, exam support or pay rises, however it just hasn’t...
-
London, United Kingdom Financial Divisions Full timeMy client is a dynamic and forward-thinking Independent IFA Firm in London, who due to expansion are looking to take on a versatile and experienced IFA Administrator/Junior Paraplanner who is passionate about what they do. This role will offer full careerprogression and support you in becoming a Paraplanner. You will be supporting the advisers in the...
-
Ifa Administrator/paraplanner
6 days ago
London, United Kingdom Financial Divisions Full time**IFA Administrator/Paraplanner - route to Advisor** **London with flexible working** **Up to £35k plus bonus and excellent benefits** **The Opportunity** **The Role** As an experienced IFA Administrator or junior Paraplanner, duties will include (but are not limited to): - Acting as a point of contact for clients - Preparing suitability report packs...
-
Junior Paraplanner
6 days ago
London, United Kingdom Financial Divisions Full timeJunior Paraplanner - Bank - £35k A prestigious private bank is looking for a Junior Paraplanner to join their team in London. They are very well respected in the Wealth Management space and due to continuous growth are now looking for a Junior Paraplanner to join their team. Ideally you will have sat a couple of RO exams and have experience as an IFA...
-
JUNIOR PARAPLANNER
2 days ago
City Of London, United Kingdom Artemis Recruitment Consultants Ltd Full timeOur client is looking for a commercially-minded and articulate individual to join their IFA Firm in its Paraplanning Team as a Junior Paraplanner based in London. You will support 3 Financial Advisers, along with a team of support staff and administrators. This position will be office based and will support training development and provide funding for RO...
-
Junior Paraplanner
1 week ago
London, United Kingdom Financial Divisions Full timeA dynamic and forward-thinking Independent Wealth Management Firm require an IFA Administrator/Junior Paraplanner to join their team in London. You must be working towards your diploma qualification and client will provide you with full study support tocomplete your diploma and develop your skills as a Paraplanner. My client offers a structured career path...
-
Junior Paraplanner
1 week ago
London, United Kingdom Financial Divisions Full timeA prestigious private bank is looking for a Junior Paraplanner to join their team in London. They are very well respected in the Wealth Management space and due to continuous growth are now looking for a Junior Paraplanner to join their team. Ideally you will have sat a couple of RO exams and have experience as an IFA Administrator/Junior Paraplanner,...
-
Junior Paraplanner
1 week ago
London, United Kingdom Financial Divisions Full timeMy client is a prestigious Private Bank based in London who due to expansion are looking for an experienced IFA Administrator/Junior Paraplanner to join their dynamic team. You must be working towards your diploma qualification, educated to degree levelor equivalent and have excellent communication skills. My client will provide you with full study support...
-
Junior Paraplanner
6 days ago
London, United Kingdom Financial Divisions Full timevery well respected in the Wealth Management space and due to continuous growth are now looking for a Junior Paraplanner to join their team. Ideally you will have sat a couple of RO exams and have experience as an IFA Administrator/Junior Paraplanner, processing Letters of Authorities and Valuations, liaising with product providers, preparing meeting packs...
