financial administrator - route to paraplanner - uxbridge/ hybrid - 35k and bonus Jobs - 6349

Vero HR - PE36AB

Employment Type : Full-Time

About the opportunity: We are working as an internal recruitment partner for an established and reputable firm within the financial services sector. We are presenting an exciting opportunity for a meticulous Financial Administrator/Trainee Paraplanner to join the friendly and supportive team based in Peterborough. As the Trainee Paraplanner/Financial Planning Administrator , you will work closely with the Financial Planners and Advisors to provi...

GBWM - BR31AG

Employment Type : Full-Time

We are a Wealth Management practice providing bespoke face to face financial advice to individuals and businesses throughout the UK. We are an appointed representative of St. James’s Place Wealth Management. Location: Beckenham (South East London) - Office based position Paraplanner Ideally qualified to Level 4 Diploma in Financial Planning 4 years' experience. Essential skills required: The ability to produce comprehensive, accurate and clear S...


Chase de Vere Independent Financial Advisers - M53EJ

Employment Type : Full-Time

PRIVATE CLIENT ADMINISTRATOR Fast paced, varied and demanding. Our private client 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 training to ensure their knowledge is of a high standard. Th...

Service Service Employment Agency Limited - NR147XP

Employment Type : Full-Time

My client is a boutique advice practice based in southeast rural Norfolk. My client is currently looking for an experienced financial services administrator/trainee paraplanner to join their already experienced team of admin staff and paraplanners supporting the businesses current team of advisers. Key duties • Liaising with advisers and colleagues in all aspects of the business process • Speaking with insurance companies and investment companie...

YOPA - LE101YG

Employment Type : Full-Time

Yopa's purpose is to become the Estate Agent of choice by proudly and sustainably delivering for our customers, our local communities, and each other. We are delighted to be expanding our teams during an exciting time of growth. Here at Yopa, our customers receive a bespoke, high-end service, with the added benefit of easy-to-use and market-leading technology that helps them see every step of their sale as it happens. Our service also includes p...

CB3 Associates Ltd - Guiseley

Employment Type : Full-Time

The Company: Extremely well-respected, client-centric focused IFA firm based in North Leeds looking to add a Paraplanner to their adviser support team: Office Location: Guiseley, North Leeds Hybrid/Home Working: 100% office based Package: 34-37k base DOE bonus & full company benefits Benefits: Standard contributory pension, death in service plus medical/healthcare scheme Holidays: 25 days holiday stats Working week: 35hrs p/w The Role: A bro...

CB3 Associates Ltd - Leeds

Employment Type : Full-Time

The Company: An expanding Independent Financial Planning practice based in Leeds and looking to recruit a Paraplanner coming from a private wealth advice background. An ambitious firm currently looking to grow both organically and through acquisition. Office Location: Central Leeds Hybrid Working: Yes - 4 days office | 1 day WFH Package: 32-40k base DOE bonus and full company benefits (below): Includes 25 days holiday plus stats, 5% pension, 4xD...

Brevere Group - SW1H0AE

Employment Type : Full-Time

Due to continued success in delivering bespoke Wealth Management solutions to their expanding client base, this innovative and successful Financial Planning firm is keen to attract a dedicated and enthusiastic Administrator/ Junior Paraplanner to join their team. Based in state of the art offices, you will join an established team who provide support to experienced Advisors and Paraplanners. You will provide full support to the Consultants ensur...

Saffron Building Society - CB101HX

Employment Type : Full-Time

Do you love helping customers? Are you a natural people person who loves being on the phone? Being a Customer Service Officer working remotely most of the time for the Saffron Building Society will allow you to be yourself. By assisting people in a positive and patient way, you can ensure they finish a call with you with a smile on their face. The people are the beating heart of the Saffron Building Society, and it takes everyone to provide the ...

Kings Permanent Recruitment for Estate Agents & Financial Services Professionals - CM164NQ

Employment Type : Full-Time

Mortgage Administrator / Paraplanner 30,000 Basic Salary 5 day working week (Monday - Friday) The first 3 months will be fully office based whilst you work closely with the Director. Thereafter, subject to circumstances, there may be an option to work 1 day per week from home. A high performing independent Mortgage Brokerage is expanding their operation and they require an additional Mortgage Administrator / Para planner to join their flourishin...