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Optima Recruitment
Reading
A fantastic opportunity has arisen with a well-established IFA practice for an ambitious individual looking to pursue career either as a Paraplanner or IFA in the future Job Description: Working alongside current paraplanner who is now a qualified IFA ready to take on advising clients Research, recommendations, fact finds, report writing Assisting
Job Source: Optima RecruitmentOptima Recruitment
Newbury
Trainee Paraplanner A fantastic opportunity has arisen with a well-established IFA practice for an ambitious individual looking to pursue career either as a Paraplanner or IFA in the future Job Description: * Working alongside current paraplanner who is now a qualified IFA ready to take on advising clients * Research, recommendations, fact find
Job Source: Optima RecruitmentOptima Recruitment
Newbury, West Berkshire
Trainee Paraplanner A fantastic opportunity has arisen with a well-established IFA practice for an ambitious individual looking to pursue career either as a Paraplanner or IFA in the future Job Description: * Working alongside current paraplanner who is now a qualified IFA ready to take on advising clients * Research, recommendations, fact find
Job Source: Optima RecruitmentOptima Recruitment
Marlborough
A fantastic opportunity has arisen with a well-established IFA practice for an ambitious individual looking to pursue career either as a Paraplanner or IFA in the future Job Description: Working alongside current paraplanner who is now a qualified IFA ready to take on advising clients Research, recommendations, fact finds, report writing Assisting
Job Source: Optima RecruitmentPremier Jobs UK Limited
Marlborough, Wiltshire
This Paraplanner job in Marlborough is seeking an experienced Paraplanner to join their growing team You will be providing technical support to assist the financial planning service to clients, through undertaking detailed research and analysis of financial planning solutions. Plus, producing compliant financial planning reports for the Financial A
Job Source: Premier Jobs UK LimitedAlderley Park Recruitment
Marlborough
Our client is looking to employ a Paraplanner on a salary from £27,000 to £32,000 depending on experience. This is an integral and varied role and your experience in providing high quality support will be invaluable to the whole team. You will work closely with their Financial Planners by providing technical support in the process of servicing thei
Job Source: Alderley Park RecruitmenttPS Recruitment
Marlborough
The Role Our client is seeking a Paraplanner for this is a critical role, working and supporting a high-performing Advisers as a part of a small support team. You will perform all the expected paraplanner duties within a fun and dynamic team. The Business Our client is a great Financial Planning firm with a good reputation the whole team take pride
Job Source: tPS RecruitmentPremier Jobs UK
Marlborough
This Paraplanner job in Marlborough is seeking an experienced Paraplanner to join their growing team You will be providing technical support to assist the financial planning service to clients, through undertaking detailed research and analysis of financial planning solutions. Plus, producing compliant financial planning reports for the Financial
Job Source: Premier Jobs UKNewbury
A fantastic opportunity has arisen with a well-established IFA practice for an ambitious individual looking to pursue career either as a Paraplanner or IFA in the future
Job Description:
Working alongside current paraplanner who is now a qualified IFA ready to take on advising clients
Research, recommendations, fact finds, report writing
Assisting the IFA with preparation for meetings
Spending time with the IFA Support Administration team, processing new and existing business, supporting the IFAs, liaising with providers
Ensuring all work is carried out adhering to FCA legislation
Compliance administration
Liaising with clients
Ensuring all information is recorded correctly
Using Intelligent Office back-office system
Involved with HNW clients; dealing with pensions and investments as well as protection cases
Working towards the Level 4 Diploma in financial planning
Person Specification:
Ideally somebody with 2-3 years’ experience of working in an IFA support role and looking for career progression
Graduates that can demonstrate a desire for a career within wealth management will be considered
Organised, efficient, professional, team player
Strong communication, client relationship skills
Somebody that works to a high standard, ensuring clients receive an exceptional service
Numerate, ambitious, happy to work towards the level 4 Diploma in financial planning
Additional Information:
Newbury based, 2 days working from home
Salary depending on experience, likely to be £28-35k
9-6pm Monday to Friday
Full support to acquire Level 4 Diploma in Financial Planning (including materials, study leave, exam costs)
Refer a friend and earn £100! If you have a friend who is also searching for a new opportunity in the local area, recommend Optima and if we place them (providing they complete their 3-month probation period), you will receive a £100 retail voucher of your choice!
Please note that if you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted.
By applying for this vacancy, you accept Optima Recruitment Limited’s Privacy and GDPR Policy which can be found on our website and therefore gives us consent to contact you.Optima Recruitment Limited are acting as a recruitment agency in relation to this vacancy and are an equal opportunities employer.
Email Alert for Trainee Paraplanner jobs in Newbury
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