Current jobs related to Administrator/Paraplanner - Bath UK, Bath & N E Somerset - Synthesis Wealth Management

  • Pension Administration Specialist

    4 weeks ago

    Bath, Bath and North East Somerset, United Kingdom CV-Library Full time

    Our client, a leading Wealth Management firm, is seeking an experienced Paraplanner to join their team on a permanent basis.Key Responsibilities:Interpret data obtained by advisers during client meetings.Analyse data and utilise research tools to provide solutions that meet client needs and objectives.Consolidate client needs and objectives, together with...

  • Financial Services Coordinator

    4 weeks ago

    Bath, Bath and North East Somerset, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Client Services Administrator - BathWe are seeking a highly organized and detail-oriented individual to join our client services team. As a Client Services Administrator, you will play a crucial role in supporting our senior paraplanners and financial advisers in delivering exceptional client service.The RoleYou will be responsible for providing a high level...

  • Financial Services Coordinator

    4 weeks ago

    Bath, Bath and North East Somerset, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Client Services Administrator - BathWe are seeking a highly organized and detail-oriented Client Services Administrator to join our team at Artemis Recruitment Consultants Ltd. As a key member of our client services team, you will play a vital role in supporting our senior paraplanners and financial advisers in delivering exceptional client service.Key...

  • Financial Services Coordinator

    4 weeks ago

    Bath, Bath and North East Somerset, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Client Services Administrator - BathWe are seeking a highly organized and detail-oriented Client Services Administrator to join our team at Artemis Recruitment Consultants Ltd. As a key member of our client services team, you will play a vital role in supporting our senior paraplanners and financial advisers in delivering exceptional client service.Key...

  • Senior Administrator/Junior Paraplanner

    2 weeks ago

    Oakham, UK, Rutland, United Kingdom St. James’s Place Full time

    Senior Administrator / Junior Paraplanner Location: Oakham - Office BasedSalary: Up to £35,000 (Dependent on Experience)An excellent and very interesting opportunity has arisen for a Senior Administrator / Junior Paraplanner to work within a highly successful Practice. You will be based in their High Street offices, ensuring the business generated by the...

  • IFA Administrator/ Trainee Paraplanner

    1 month ago

    Leicester, UK, Leicestershire, United Kingdom Medlock Partners Full time

    IFA Administrator/ Trainee ParaplannerLeicestershire based Salary up to £26,000 (Experience dependant)Exam support and Funding We are proud to be representing a Firm of Independent Financial Planners who have grown year on year and are currently seeking a talented IFA Administrator/ Trainee Paraplanner. Our Client operate a family culture within the...

  • Paraplanner - Hybrid Working

    5 days ago

    UK, UK, United Kingdom mbf Full time

    We working with the Financial Planning arm of a prestigious Investment Management organisation. Our client is a true market leader, they are a leading business that have an exceptional reputation. The client works at the top end of the industry dealing exclusively with HNW & UHNW clients.Due to continued organic growth, they now have the requirement for an...

  • Paraplanner

    3 months ago

    UK, UK, United Kingdom Ferguson Dean Full time

    A rapidly expanding regional IFA firm in Sale are looking to recruit an additional paraplanner. The firm are at the cutting edge of technology, fully embracing AI to smooth the client experience and assist in reports and administration. The role will have a large degree of client contact and interaction and there is a direct path to advice in the firm, in...

  • Paraplanner

    2 weeks ago

    Leeds, UK, West Yorkshire, United Kingdom Intellect Group Full time

    Job title ParaplannerLocation Onsite only - LeedsJob Type Full time and PermanentSalary £30,000 (flexible)Benefits: Pension; 6 weeks holiday plus bank holidays; Private Medical InsuranceRole OverviewThis position supports our Independent Financial Advisors (IFAs) and Senior Paraplanners by preparing high-quality, client-focused suitability reports. It...

  • Paraplanner

    2 months ago

    UK, UK, United Kingdom Bond Rec Full time

    Bond Recruitment is delighted to be recruiting for an experienced Paraplanner, on behalf of our client, a leading IFA practice in Wilmslow, Cheshire.The role of the Paraplanner is to support the Financial Planners and other staff when informing and advising Clients on their financial strategies, plans, products and investments.General accountabilitiesComply...

  • Paraplanner , Diploma Qualified , Wealth Management , Financial Planning

    3 months ago

    London, UK, UK, United Kingdom JJ SEARCH LIMITED Full time

    The Company: A highly regarded boutique Investment ManagementThe Role:The Paraplanner will support a team of Wealth Managers / Wealth Planners in the administrative management of client portfolios as well as assisting in the growth of the business whilst providing a high level of client service and support.The Paraplanner will prepare and implement...

  • Home Based Paraplanner

    2 weeks ago

    UK, UK, United Kingdom mbf Full time

    We’re currently partnering with a global financial services business, with offices across the UK, to recruit for an experienced Paraplanner to join their team. This role offers the flexibility of remote work, allowing you to support high-quality financial advice from the comfort of your home.Our client is a globally recognised leader in financial services,...

  • Senior Paraplanner

    3 weeks ago

    Hertfordshire, UK, Eastern England, United Kingdom FS Talent Group Full time

    Job - Senior ParaplannerIndustry - Wealth ManagementLocation - HertfordshireSalary - CompetitiveBusinessAn award winning Wealth Manager with circa £1.5b AUM are continuing their expansions plans and are looking for Paraplanners to join their Bishops Stortford team. This is a great opportunity to work in a collaborative team that trains, supports and...

  • Senior Paraplanner

    2 months ago

    UK, UK, United Kingdom Stratton Wealth Management Full time

    As a business with big ambition, we are looking to build on our success to date and further expand, onboarding new advisers to grow our client bank and funds under management. As such we are looking for an experienced and highly analytical senior paraplanner to join our existing paraplanning team within our Manchester head office.You will be responsible for...

  • Paraplanner

    2 months ago

    Manchester, UK, Greater Manchester, United Kingdom Stratton Wealth Management Full time

    Job Title: ParaplannerSalary: CompetitiveLocation: ManchesterStandard Hours: 35 hours per weekResponsible to: Director of Financial PlanningMain duties and responsibilities:· Carry out research and analysis· Write suitability reports and letters· Carry out annual review analysis and reporting· Client and adviser contact· ...

  • IFA Administrator

    4 days ago

    Leicester, UK, Leicestershire, United Kingdom Medlock Partners Full time

    IFA Administrator/ Trainee ParaplannerLeicestershire based Salary up to £26,000 (Experience dependant)Exam support and FundingWe are proud to be representing a Firm of Independent Financial Planners who have grown year on year and are currently seeking a talented IFA Administrator/ Trainee Paraplanner. Our Client operate a family culture within the business...

  • Client Support Administrator

    5 months ago

    Bath, United Kingdom Chase de Vere Full time

    Fast paced, varied and demanding. Our client support administration teams work closely with the financial advisers and paraplanners to ensure that we deliver the best possible service to both new and existing clients. Supported by our experienced operations management and learning and development team, our client support administrators receive full industry...

  • Financial Planning Assistant/Paraplanner

    3 days ago

    Lytham St Anne's, UK, UK, United Kingdom Burton Recruitment Limited Full time

    Paraplanner – Lytham - £30-40KOur client a reputable and long-established financial planning firm based in Lytham are currently expanding their team due to ongoing growth and success. They are actively seeking an experienced and dedicated Paraplanner. This is an exciting opportunity for a detail-oriented professional to contribute meaningfully to a...

  • Mortgage Administrator

    2 weeks ago

    Stanmore, UK, North West London, United Kingdom NRG Resourcing Full time

    Experienced Mortgage Administrator looking for a Mortgage Brokerage you can build a long lasting career with?Would you love to work for a company that supports and funds your career based training?Look no further! This is the role for you...About the CompanyA leading brokerage that provides unbiased whole of market tailored advice, working to ensure that...

  • Financial Administrative Assistant

    2 weeks ago

    Alderley Edge, UK, Cheshire, United Kingdom Bond Rec Full time

    Our client is an a Cheshire based Chartered Financial Planning firm that focuses on goals-based holistic financial planning, for high net worth individuals and families.They are currently recruiting an experienced Adviser Support Administrator to join their growing team. About you· Administration experience in a financial planning company for at least two...

  • IFA Administration Team Leader

    2 weeks ago

    Cheltenham, UK, Gloucestershire, United Kingdom mbf Full time

    We are working with an award-winning financial planning organisation to recruit an IFA Administration Team Leader. Our client is a reputable business who are currently undergoing a sustained period of growth, they are a well-known name in the industry and pride themselves on providing exceptional financial planning services to clients across to UK.Due to...

  • Bath Careers Fair

    7 months ago

    Bath, United Kingdom Chase de Vere Full time

    Thank you for stopping by our booth at the Bath Careers Fair! At our company, we offer a wide range of exciting roles. From Client Support Administrators, Paraplanners, and Financial Advisers to our dedicated teams in IT, Legal & Regulatory, Finance, and HR, there are plenty of opportunities to explore. If you’re interested in joining our team in the...

  • Bristol University Careers Fair

    6 months ago

    Bath, United Kingdom Chase de Vere Full time

    Thank you for stopping by our booth at the Bristol University Careers Fair! At our company, we offer a wide range of exciting roles. From Client Support Administrators, Paraplanners, and Financial Advisers to our dedicated teams in IT, Legal & Regulatory, Finance, and HR, there are plenty of opportunities to explore. If you’re interested in joining our...

  • Client Relations and Operational Support

    5 months ago

    Bath, United Kingdom JUICE RECRUITMENT Full time

    Are you looking for your next challenge in Financial Services? Do you have a keen eye for detail and are looking to join an organisation with great training and progression opportunities? Juice is pleased to be supporting a reputable professional services company based in Bath, in their search for an experienced individual to join their Client Relations and...

Administrator/Paraplanner

2 months ago

Bath UK, Bath & N E Somerset, United Kingdom Synthesis Wealth Management Full time

Company Description

Synthesis Wealth Management is an independent wealth management firm based in Bath that offers collaborative financial planning solutions to help clients make informed decisions and enhance their life choices. The firm values the trust clients place in them to safeguard their future.


Role Description

This is a full-time hybrid role for an Administrator/Paraplanner at Synthesis Wealth Management. The role involves assisting with administrative tasks, preparing client reports, conducting research, and supporting the financial planning process. We offer flexibility in the work environment.


Qualifications

  • Administrative support and report preparation skills
  • Research and data analysis skills
  • Knowledge of financial planning concepts
  • Proficiency in Report Writing
  • Excellent organizational and time management abilities
  • Strong attention to detail and accuracy
  • Proficiency in Microsoft Office Suite
  • Effective communication and interpersonal skills
  • Experience in the finance or wealth management industry
  • Ability to work well in a team environment
  • Relevant certification or degree in Finance or related field