Our client, is a reputable and successful firm of Independent Financial Advisers. This is a well established business working within a friendly environment. Due to continued growth, the company requires an experienced Paraplanner to join them, working on a one to one basis with an adviser, specialising in pensions and investments. The job holder will be dealing with research, report writing, recommendations and liaising with clients and providers. This is a busy and responsible role. Candidates must have Paraplanning experience and ideally possess Diploma Level 4 in regulated financial planning (or be close towards it) Our client will support either a "career paraplanner" or somebody that wishes to progress to advising over time. This is a full time role offering a long term career path. Interviews available immediately, initially via zoom or similar
20 Jan, 2021
Full Time
Our client, is a reputable and successful firm of Independent Financial Advisers. This is a well established business working within a friendly environment. Due to continued growth, the company requires an experienced Paraplanner to join them, working on a one to one basis with an adviser, specialising in pensions and investments. The job holder will be dealing with research, report writing, recommendations and liaising with clients and providers. This is a busy and responsible role. Candidates must have Paraplanning experience and ideally possess Diploma Level 4 in regulated financial planning (or be close towards it) Our client will support either a "career paraplanner" or somebody that wishes to progress to advising over time. This is a full time role offering a long term career path. Interviews available immediately, initially via zoom or similar
A great new opportunity have arisen for experienced IFA Support Administrator to join an exciting Private Client Practice. It's an exciting practice, set up by a successful team including a Chartered Wealth Manager. They require experienced IFA Administrator to join a practice who has experienced with Intelligent office. You will work in a supporting team and will have the chance to expand your skills and knowledge, providing a great opportunity for career development. They have a positive, dynamic and very supportive approach to individual employee development and will encourage Diploma study. Interviews are available immediately ! The role is ideal for IFA support administrators who would like something new with a fresh approach to wealth management
20 Jan, 2021
Full Time
A great new opportunity have arisen for experienced IFA Support Administrator to join an exciting Private Client Practice. It's an exciting practice, set up by a successful team including a Chartered Wealth Manager. They require experienced IFA Administrator to join a practice who has experienced with Intelligent office. You will work in a supporting team and will have the chance to expand your skills and knowledge, providing a great opportunity for career development. They have a positive, dynamic and very supportive approach to individual employee development and will encourage Diploma study. Interviews are available immediately ! The role is ideal for IFA support administrators who would like something new with a fresh approach to wealth management
