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Paraplanner
£30,000- £38,000
Paraplanning/ Report writing & IFA admin experience
Home Based
Level 4 Diploma qualified
YOUR NEW COMPANY
A leading Financial Planning business is currently seeking a Paraplanner to join their growing team.
The role will be to provide support to a friendly team of Financial Advisors. Working as part of a team you will h
Paraplanner
£40,000 - £55,000 |
Paraplanning/ Report writing & IFA admin experience
Londonon
Level 4 Diploma qualified
YOUR NEW COMPANY
A leading Financial Planning business is currently seeking a Paraplanner to join their growing team.
The role will be to provide support to a friendly team of Financial Advisors. Working as part of a team you will
Role: IFA Administrator Location: City of London Salary: Up to £35,000 2-3 days a week in the officeThis is an award winning financial planning and investment company that has an excellent reputation within the industry. Specialising in proving a wide range of services to private clients, corporations, HNW individuals and financial services profe
My client is a dynamic and forward-thinking Independent, IFA Firm in London, who due to expansion are looking to take on a versatile IFA Administrator who is looking for a new opportunity in Wealth Management. The role sits within a Top Accountancy practice who have a very successful Wealth Management division.
You will be supporting a team of hig
A boutique, and well-renowned independent financial planning practice is looking for an IFA Administrator to directly support a Senior Adviser with PA and IFA Administrator duties on a part time basis.This role is 20 hours a week (9am - 1pm Monday to Friday) with some flexibility around this. This would suit an experienced IFA Administrator seeking
Role: IFA Administrator
Location: City of London
Salary: Up to £35,000
2-3 days a week in the office
This is an award winning financial planning and investment company that has an excellent reputation within the industry. Specialising in proving a wide range of services to private clients, corporations, HNW individuals and financial services prof
My client is a dynamic and forward-thinking Independent, IFA Firm in London, who due to expansion are looking to take on a versatile IFA Administrator who is looking for a new opportunity in Wealth Management. The role sits within a Top Accountancy practice who have a very successful Wealth Management division.
You will be supporting a entrepreneu
My client is a dynamic and forward-thinking Independent, Chartered IFA Firm in London, who due to expansion are looking to take on an experienced IFA Administrator who has gained at least 6 months experience either in an internship or work placement during university or as 1st/2nd jobber, working in Wealth Management.
Working for a well-establishe
Job Source: Financial Divisions
Wealth Management Consultant/IFA
London
Are you an accomplished Wealth Manager with experience of delivering holistic Financial Planning solutions to HNW Clients? Are you seeking a new environment where professionalism and Client Service are paramount? Are you looking for a company that can offer you introductions to enable you to build your portfolio? If the answer to these questions is yes, we would like to speak to you.
Our client is an innovative and expanding Wealth Management firm who are seeking to increase their offering to HNW Clients. They focus on delivering Wealth Management services to sophisticated Clients covering the full spectrum of Financial Planning tools. Your role will be to play a major part in this growth and provide ideas and guidance on the future direction of the business. You will benefit from full administrative, technical, Paraplanning, marketing and compliance support to enable you to deliver first class advice and service to Clients.
The successful applicant will be a skilled Wealth Manager who has a proven track record in holistic Financial Planning gained within a Wealth Management Firm, IFA or Private Bank. You will have achieved Chartered Status and be able to demonstrate in depth technical skills covering Retirement, Investment, Estate and Tax Planning.
This is an excellent opportunity to join an ambitious firm where you can help mould the business for future success.
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