ifa administrator/junior paraplanner Jobs - 183

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...

CooperGrey Recruitment Ltd - B169NY

Employment Type : Full-Time

A chartered firm of IFA’s is now seeking to appoint a Junior Paraplanner/Sales Support to work with and support a Chartered Financial Planner. Junior Paraplanner/Sales Support will be required to carry out all aspects of preparing for client meetings including completion of reviews, product analysis and writing suitability reports. Hybrid/Flex working. Onsite parking. Further responsibilities include… Ensure the Financial Planners requirements a...


The Burford Recruitment Company - Bicester

Employment Type : Full-Time

Are you looking for an opportunity to progress your career in Paraplanning? Maybe you are a Trainee Paraplanner or are an ambitious Financial Planning Administrator looking for a step up? If so, this opportunity could be a great way to achieve your Financial Planning career goals! An independent Financial Advisers based a few miles outside of Bicester, Oxfordshire, are seeking a client focused Paraplanner to provide full Paraplanning support to ...

Premier Jobs UK Limited - M225LW

Employment Type : Full-Time

This Junior Paraplanner role would be well suited to a Senior Administrator looking to take the next step in their career. As a Junior Paraplanner you will be joining the Paraplanning team to help support their growing team of Financial Advisors. You will be responsible for: Preparing and writing Suitability Reports Detailed research on a full range of financial planning products Undertaking Fund analysis Day to day support for their team of Fin...

IDEX Consulting Ltd - Cheltenham

Employment Type : Full-Time

If you are an individual looking to kick start your career within Paraplanning then this is an opportunity not to be missed! This Junior Paraplanning opportunity will see you being responsible for supporting the paraplanning team, developing your knowledge and skills in report writing and research! If you have just started your journey to obtain your level 4 diploma, have IFA administration or Trainee Paraplanning experience and you are wanting ...

Blakemore Recruitment - St. Albans

Employment Type : Full-Time

We are currently recruiting for a Financial Planning practice based near St. Albans who are looking for a Junior Paraplanner to join their team. The main purpose of this role is to provide the highest level possible of support to the Financial Services Sales Team. To deliver the agreed strategy and procedural objectives regarding compliance standards. Providing vital support to the Consultants, expected to act as the technical interface between ...

Blakemore Recruitment - London

Employment Type : Full-Time

Location - London Salary - 45,000 Blakemore Recruitment are currently recruiting for Junior Paraplanner on behalf of out award winning Independent Financial Advisory firm in London. You will be working as part of a productive, high performing team to provide full support to the Paraplanners within the Advice Delivery Team. You will work alongside a Paraplanner on specific cases throughout the advice process, assisting in conducting research wher...

Exchange Street Claims & Financial Services - LL302RH

Employment Type : Full-Time

You might not want to be a financial planner but that doesn't mean you don't enjoy working with clients. But all too often people aren't trusted with client relationships. You might take the odd call but more often than not you're very much behind the scenes. Out of sight and out of mind. This modern IFA firm is set up in a way that's different to most. It's not adviser heavy with an overworked support team frantically whirring away in the backg...

Cavendish Maine Recruitment - BS16QF

Employment Type : Full-Time

Junior Paraplanner Progress further in your Wealth Management career with a highly reputable Chartered organisation. Pathway to step up from providing administration support into becoming a Paraplanner. Offering full exam, qualification, study and membership support. Job Description: Providing ongoing administrative support to the Advisers and technical support to other staff. Compilation of recommendation paperwork, including writing suitabilit...

IDEX Consulting Ltd - Bath

Employment Type : Full-Time

If you are an individual looking to kick start your career within Paraplanning then this is an opportunity not to be missed! This Junior Paraplanning opportunity will see you being responsible for supporting the paraplanning team, developing your knowledge and skills in report writing and research! If you have just started your journey to obtain your level 4 diploma, have IFA administration or Trainee Paraplanning experience and you are wanting ...