spectrum wealth group Jobs - 8
Paraplanner
NJR Recruitment - Manchester
Employment Type : Full-Time
Our client is currently recruiting for several Trainee Paraplanners to join their National Paraplanning Team on a full-time, permanent basis. These roles are available as: Hybrid, Remote and Office based to suit the individual's needs. THE ROLE: Our Clients Paraplanners contribute to group-wide requirements by taking an active role in supporting primarily our consultants along with other teams when required. As a Paraplanner, you will work as pa...
Paraplanner
Spectrum Wealth Group - G22LB
Employment Type : Full-Time
Join Our Team as a Paraplanner Are you looking to join a supportive, family-oriented financial planning firm where client care and excellence are at the heart of everything we do? Spectrum Wealth Group is Glasgow's only Vouched For top-rated IFA firm, and we are looking for a qualified Paraplanner to help us deliver bespoke wealth management services. This is so much more than just a standard report writing role. You will be working closely with...
Senior IFA Administrator (Guildford/Godalming)
ARC - GU24DZ
Employment Type : Full-Time
Job Title/Location: Senior IFA Administrator, Surrey/WFH Salary: To 40,000 bonus average of 2,000 - 2,500 Office/WFH: 4 days office 1-day WFH is available Requirements: Ideally administration experience within an IFA/wealth management business Role Snapshot: Preparing new business & client review packs, preparing protection quotes, liaising with/chasing providers, conducting electronic checks for new/existing clients The Company: A well-esta...
Paraplanner
Recruit UK - SN138AA
Employment Type : Full-Time
Our client is seeking a driven and detail-oriented Paraplanner to play a pivotal role in delivering high-quality financial advice to their Clients. You’ll be joining one of their vibrant 'Pods,’ each made up of Financial Planners, Paraplanners, and Relationship Managers. In this role, you will be responsible for conducting in-depth analysis, preparing comprehensive reports, and ensuring that every recommendation they make for their Clients is bo...
Recruitment Consultant Accountancy & Finance
CMA Recruitment Group - GU28XG
Employment Type : Full-Time
About us CMA has an outstanding reputation for developing talented individuals by supporting continuous learning and personal growth, enabling you to progress and increase earning potential. CMA also won “Best Workplace Environment” in the 2020 national Recruiter - Investing in Talent Awards, and was shortlisted for “Most Inclusive Workplace” in the 2024 Includability Awards. We are looking to expand our Accountancy & Finance tea...
Paraplanner
Hartsfield Financial Services - SN138AA
Employment Type : Full-Time
What You’ll Be Doing As A Paraplanner As a Paraplanner at Hartsfield, you will be involved in a broad spectrum of financial planning areas, including but not limited to: Life insurance, critical illness cover, income protection, group protection and business protection, ensuring our clients have adequate protection in place. Estate planning and mitigation strategies, including the use of appropriate trust structures to help our clients preserve ...
Senior Java Developer - Citi
eFinancialCareers - Belfast
Employment Type : Full-Time
About Citi Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. Our core activities are safeguar...
Client Associate
eFinancialCareers - London
Employment Type : Full-Time
About the Role: Client Relationship and Services - triMargin-German Speaking The Post-Trade Client Relationship and Services (CRS) Team for triResolve Margin is the client-facing function serving a growing global triResolve Margin client base. triResolve is a network community service that provides counterparty exposure management services including proactive portfolio reconciliation of OTC derivative portfolios, collateral management, and dispu...