Employment Type : Full-Time
Introduction My client is a fully independent whole of market IFA firm based in the North Leeds areas, providing locally based individuals, HNW clients and business with sound Financial Planning services and advice. Position We are currently seeking a hybrid Paraplanner / Administrative member of staff to join an existing team of Paraplanners / Administrators who are supporting 6 Financial Advisers in their daily duties. Specifically, you will b...
Employment Type : Full-Time
Are you an experienced Paraplanner looking for a role where you can truly make an impact? Our client, a highly regarded boutique independent financial advisory firm, is seeking a dedicated Paraplanner to join their close-knit and friendly team. The Opportunity: This is a unique chance to work closely with the firm’s two Managing Partners, playing an integral role in the advice process from day one. You will have direct client exposure and the op...
Employment Type : Full-Time
Paraplanner Bristol area Hybrid working Up to 35k This role is best suited too candidates who have experience as a Paraplanner or an IFA Administrator with experience writing basic annual review reports. Level 4 Diploma or working towards is desirable. Progression potential to an Advisory role going forward. Hybrid working after probation. Salary up to 35k. The Business The business is a directly authorised Independent Financial Advisory firm wh...
Employment Type : Full-Time
Are you an experienced Paraplanner looking for a role where you can truly make an impact? Our client, a highly regarded boutique independent financial advisory firm, is seeking a dedicated Paraplanner to join their close-knit and friendly team. The Opportunity: This is a unique chance to work closely with the firm’s two Managing Partners, playing an integral role in the advice process from day one. You will have direct client exposure and the op...
Employment Type : Full-Time
Paraplanner Folkestone, Hybrid working 35,000 - 45,000 This role is best suited for experienced Paraplanners or IFA Administrators with at least three years of experience. You will benefit from working in a close-knit team, receiving direct mentorship, and gaining exposure to all aspects of financial planning. The firm is committed to supporting your professional development, including progression towards further industry qualifications. The sal...
Employment Type : Full-Time
Our client is a well-known Bristol-based financial planning company. They are seeking a Financial Planning Administrator to join their extremely social team. They are located in contemporary offices in the centre of the city. This position is a fantastic chance to work with a reputable, professionally operated financial advisory company that has a stellar reputation for being a caring, ethical, and all-encompassing wealth management service prov...
Employment Type : Full-Time
IFA Administrator/Paraplanner Cheltenham area Office based role Up to 30k This role is best suited for candidates who have experience as an IFA Administrator, writing basic annual review reports is desirable but not required. Progression potential to a Paraplanner and Advisor going forward. Salary up to 30k. The Business The business is a directly authorised Independent Financial Advisory firm who have been in operation for over 20 years and off...
Employment Type : Full-Time
Seeking an accomplished Mortgage Administrator for a market leading Financial Services Brokerage - Genuine Long Term Prospects and Fantastic Working Environment. Base salary generous bonus scheme. Our client is leading Advisory business that offers expertise across the full spectrum of financial services including commercial finance, wealth management, mortgages, protection and financial planning. With a friendly and successful environment, they...
Employment Type : Full-Time
IFA Administrator/Paraplanner (Part time available) Office based role South Cumbria Salary up to 32k Progression Potential The business are in search for someone who is looking to pursue a career in financial services. You’ll be joining a supportive, close-knit team that values growth and will provide you with hands-on training, study support, and the chance to develop skills in report writing and other administrative tasks. As you progress, thi...
Employment Type : Full-Time
Join a Leading Wealth Management Firm - Financial Administrator Opportunity! Salary : 30,000- 38,000 Bonus ( 2-3k) Study Support Hybrid Working (Part-Time Option Available) Are you ready to take the next step in your career with a well-established and highly respected wealth management firm? With almost 30 years of delivering trusted financial advice to the local community, this firm is looking to expand its team and bring in an experienced Fina...