Employment Type : Full-Time
SSAS Administrator 26,000 to 30,000 plus benefits SSAS Administrator required by this specialist consultancy that distributes their products directly with clients and via the intermediary channel. Growth in new business and further investment in the company has resulted in the expansion of the existing team. You will be responsible for the ongoing servicing of a portfolio of clients, dealing with the investment and drawdown elements. Duties incl...
Employment Type : Full-Time
Senior Paraplanner 44,000 to 50,000 plus benefits Paraplanner required by this regional wealth manager that works closely with its HNW Private Clients operating within a niche sector. Advice is across the board financial planning including Retirement and Investments though some work is highly specialist and complex. Due to your high level of experience in paraplanning and excellent initial training you will very quickly be responsible for - repo...
Employment Type : Full-Time
Financial Planner 55,000 to 65,000 plus bonus and benefits Financial Planner required by this prominent regional IFA that provides personal advice to HNW individuals within a niche sector. As the Financial Planner you will operate in an environment that is advice first, focused on the long-term financial success of the client portfolio. As the Financial Planner you will - Provide independent advice as part of the Private Client team Operate acro...
Employment Type : Full-Time
Financial Planner 65,000 to 75,000 plus bonus and benefits Financial Planner required by this prominent regional IFA that provides personal advice to HNW individuals within a niche sector. As the Financial Planner you will operate in an environment that is advice first, focused on the long-term financial success of the client portfolio. As the Financial Planner you will - Provide independent advice as part of the Private Client team Operate acro...
Employment Type : Full-Time
Financial Planner 65,000 to 75,000 plus bonus and benefits Financial Planner required by this prominent regional IFA that provides personal advice to HNW individuals within a niche sector. As the Financial Planner you will operate in an environment that is advice first, focused on the long-term financial success of the client portfolio. As the Financial Planner you will - Provide independent advice as part of the Private Client team Operate acro...
Employment Type : Full-Time
Financial Planner 65,000 to 75,000 plus bonus and benefits Financial Planner required by this prominent regional IFA that provides personal advice to HNW individuals within a niche sector. As the Financial Planner you will operate in an environment that is advice first, focused on the long-term financial success of the client portfolio. As the Financial Planner you will - Provide independent advice as part of the Private Client team Operate acro...
Employment Type : Full-Time
Paraplanner 42,000 to 48,000 plus benefits Paraplanner required by this wealth manager that operates within a niche market, to work with the firm’s Private Clients across the full range of financial planning including Investments, Retirement, Cashflow Modelling and Protection, working with complex advice for HNW individuals. Operating as a Paraplanner you will provide support to the Financial Planners including - research and portfolio analysis ...
Employment Type : Full-Time
Paraplanner 42,000 to 48,000 plus benefits Paraplanner required by this wealth manager that operates within a niche market, to work with the firm’s Private Clients across the full range of financial planning including Investments, Retirement, Cashflow Modelling and Protection, working with complex advice for HNW individuals. Operating as a Paraplanner you will provide support to the Financial Planners including - research and portfolio analysis ...
Employment Type : Full-Time
Paraplanner 44,000 to 50,000 plus benefits Paraplanner required by this wealth manager that operates within a niche market, to work with the firm’s Private Clients across the full range of financial planning including Investments, Retirement, Cashflow Modelling and Protection, working with complex advice for HNW individuals. Operating as a Paraplanner you will provide support to the Financial Planners including - research and portfolio analysis ...
Employment Type : Full-Time
Paraplanner 35,000 to 42,000 plus benefits and exam support Paraplanner required by this well-known regional wealth manager to provide paraplanning, technical and client management support to a senior IFA. The firm operates across a range of Private Client advice including retirement planning and investments with advice conducted on a retained basis. Working with wealthier clients regarding complex advice your duties will include - portfolio ana...