This job listing has expired
Paraplanner
- Paraplanners
- Northampton
Posted 9 months ago - Applications have closed
Related Jobs
-
Paraplanner role – Junior paraplanners, IFA Admin or Diploma qualified considered
Job Type: Paraplanners
Location: London
Paraplanner
- Paraplanners
- Northampton
Posted 9 months ago - Applications have closed
This job listing has expired
Related Jobs
-
Job Type: Administrator
Location: Corsham
Wealth Planning Administrator
Based Corsham,
Hours 9 am-5pm
Salary up to £35000
Are you a Wealth Planning Administrator Looking for your next challenge?
Are you currently working for a smaller wealth planning practice and are looking to join a larger practice with established processes and procedures?
Or are you feeling like your career isn’t developing enough?
If so, we have the opportunity for you…..
The company and role:
Our client is a well established Wealth Management Practice, and is looking for their next wealth management administrator hire, both in their annual review department and also in their client services department.
They can consider a wide range of experience – any previous direct wealth panning support experience is desirable but not essential.
They are currently consisting of 50 within the company based over four offices. They have expanded rapidly in the last few years, and so this has opened up opportunities for employee growth and development, and the practice manager is hugely passionate about encouraging and developing employees, as well as managing processes and procedures and work flow to ensure a highly desirable working environment, with great staff retention.
They offer a structured career development and exam plan based around your goals – whether that be working towards a paraplanning position, an Adviser role or to progress within administration. They also offer pay rises for each exam passed and full financial support with these too.
Although growing, they have been very conscious to keep the ‘family feel’ of their practice. Cultural fit is key as they are an integral part of each of the communities their office is based in.
Please note due to the rural location you will need to be a driver.
They operate 5 days in the office working week.
So, if you are thinking you need a fresh start and to gain more technical experience and a route to paraplanning, or want to be part of a well established, growing and hugely supportive team – then please apply and then we can run through the role in more detail.
-
Trainee Financial Planner / IFA – Graduate or Equivalent Programme.
Job Type:
Location: London
Trainee Financial Planner / IFA – Graduate or Equivalent Programme.
Based London, City
Salary £30000 – £35000 – depending on skills and experience + bonus
- Are you a graduate or equivalent motivated to build a career in Wealth Planning?
- Do you know that becoming an Adviser within wealth planning is your ambition
- Would you thrive in an environment that can offer a clear progression road map and is goal orientated?
Our client, a dynamic and ever-growing award-winning financial planning company, is now looking for its next selection of Trainee Financial Planners, after several successful years of hiring at this level and nurturing these individuals
into successful advisers. This is an exceptional opportunity for an ambitious and high-achieving individual to
work with a focussed and friendly team and relish the chance to cultivate a career within Financial Planning.
The company are a Chartered firm, standing at around 90 employees and one of the other fantastic benefits with this role, is the team itself. Highly Supportive, encouraging, driven, and social – A perfect environment to learn and grow.
With this role, comes clear structure and markers for progression, and would suit anyone who thrives on achieving milestones and is serious about learning all aspects of financial planning and progression through to Adviser.
Beginning as a Trainee Financial Planner, firstly learning the ropes with administration, having full study support to achieve the CII Diploma in Financial Planning and progressing through to Adviser. Ideal for someone who is
and outgoing with a strong commitment to self-leadership.
Benefits of the role:
- Full progression through to adviser – but also with opportunities to branch out into other areas of the business as you develop your career and experience if desired.
- Full time, office-based role for probationary period of 6 months – then moving to a hybrid set up with 2 days from home
- Bonus scheme of up to 12% per year
- A dedicated academy manager to keep you on track and support you through the dedicated milestones.
- Clear financial milestones to achieve with pay rises for exams passed.
To be considered for this role, you must have:
- Degree educated (or equivalent)
- Passion for Financial Planning
- Have superb attention to detail and excellent numerical skills
- Desirable aspects for the role include:
- Any completed exams towards the Diploma in financial planning (or equivalent)
- Any prior experience working within financial services, or a wealth planning environment.
Please note that due to the high level of response, only shortlisted candidates will be contacted. If you are not contacted within 7 days of your application, please assume you have not been successful. However, please keep applying as we work with some great local clients.
-
Paraplanner role – Junior paraplanners, IFA Admin or Diploma qualified considered
Job Type: Paraplanners
Location: London
Job Title: Paraplanner role – Junior paraplanners, IFA Admin or Diploma qualified considered
Location: London, City Salary: DOE – Ranging between £36000 and £44000 plus up to 12% bonus
- Are you an IFA Administrator looking for your next step into Paraplanning and a company that will recognise your ability to step up into this role?
- Or perhaps you have begun your paraplanning career and are looking for a company that will truly support and encourage further and continued development
- If you are Diploma qualified, have paraplanning experience, and want to be part of a well establish company, with multiple progression options – then this role is also for you.
Our client, a chartered financial planning company based in London close to Cannon street station, is a forward-thinking holistic financial planning company offering whole of market advice for pensions, investments, mortgages, protection and estate planning.
This is truly a fantastic opportunity to join a company that we have worked with for many years. It is a varied and dynamic team of around 80 employees currently, with an enthusiastic, social and highly supportive team atmosphere. Staff retention is fantastic, and we as an agency have placed multiple people into the company, many of which are still there and thriving.
They are now looking for an ambitious individual to join their paraplanning department, and can consider multiple levels of experience for this exciting role. You will work alongside other Paraplanners, and receive whatever mentoring and support is needed to harness your development.
This is a company that pride themselves on their clear progression paths and structures. They encourage development, provide clear milestones to keep you motivated and have an excellent management system to keep you on track – progression opportunities include moving through to Chartered, Senior Paraplanner, subject matter expert, Manager or Adviser. Other benefits include:
- Hybrid working between home and office – after probationary period – 2 days from home
- This is a company that truly take huge pride in their employees and recognise their value through A generous and highly attainable bonus scheme of up to 12%
- Highly Social and supportive team and various team incentives and team events.
Desirable experience includes previous experience of working within a wealth management environment, supporting financial panners and/or paraplanners and someone who is working towards their Diploma in Financial Planning, or has a strong desire to start this study.
If this role sounds as though it aligns with your desire to have a career within Financial Services / Wealth Planning that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV now. If this role isn’t of interest, then please contact us as we have a number of active roles at the moment that may be more suitable.
-
IFA Administrator / Wealth Planning Administrator
Job Type: IFA Administration
Location: Reading
Paraplanner
- Paraplanners
- Northampton
Posted 9 months ago - Applications have closed
This job listing has expired
Related Jobs
-
Paraplanner role – Junior paraplanners, IFA Admin or Diploma qualified considered
Job Type: Paraplanners
Location: London
Job Title: Paraplanner role – Junior paraplanners, IFA Admin or Diploma qualified considered
Location: London, City Salary: DOE – Ranging between £36000 and £44000 plus up to 12% bonus
- Are you an IFA Administrator looking for your next step into Paraplanning and a company that will recognise your ability to step up into this role?
- Or perhaps you have begun your paraplanning career and are looking for a company that will truly support and encourage further and continued development
- If you are Diploma qualified, have paraplanning experience, and want to be part of a well establish company, with multiple progression options – then this role is also for you.
Our client, a chartered financial planning company based in London close to Cannon street station, is a forward-thinking holistic financial planning company offering whole of market advice for pensions, investments, mortgages, protection and estate planning.
This is truly a fantastic opportunity to join a company that we have worked with for many years. It is a varied and dynamic team of around 80 employees currently, with an enthusiastic, social and highly supportive team atmosphere. Staff retention is fantastic, and we as an agency have placed multiple people into the company, many of which are still there and thriving.
They are now looking for an ambitious individual to join their paraplanning department, and can consider multiple levels of experience for this exciting role. You will work alongside other Paraplanners, and receive whatever mentoring and support is needed to harness your development.
This is a company that pride themselves on their clear progression paths and structures. They encourage development, provide clear milestones to keep you motivated and have an excellent management system to keep you on track – progression opportunities include moving through to Chartered, Senior Paraplanner, subject matter expert, Manager or Adviser. Other benefits include:
- Hybrid working between home and office – after probationary period – 2 days from home
- This is a company that truly take huge pride in their employees and recognise their value through A generous and highly attainable bonus scheme of up to 12%
- Highly Social and supportive team and various team incentives and team events.
Desirable experience includes previous experience of working within a wealth management environment, supporting financial panners and/or paraplanners and someone who is working towards their Diploma in Financial Planning, or has a strong desire to start this study.
If this role sounds as though it aligns with your desire to have a career within Financial Services / Wealth Planning that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV now. If this role isn’t of interest, then please contact us as we have a number of active roles at the moment that may be more suitable.
-
Job Type:
Location: Northampton
Paraplanner
Based Northampton
Salary: £37,000 – £42,000 + discretionary bonus
Are you a Diploma qualified Paraplanner who is looking for your next move?
- Are you looking to work closely with an Advisers and to build and develop strong relationships with the clients?
- Do you feel that you are not using your technical skills as much as you should be?
- Would you like to work in a truly collaborative environment where you are part of the whole process – including full research, bespoke reports and cash flow modelling?
- Would you like to work for a larger practice with full admin support provided?
If so, we have the opportunity for you…..
The company and role:
- Our client is a Chartered Independent IFA who are now looking for a Paraplanner to join their team of 60
- This is working with 1-2 Advisers looking after their specific client bank, so you will be building up close relationships with the clients
- There are 16 Advisers, and over 30 on the support side within the company
- They offer a structured career development and exam plan based around your goals, whether that be working towards an Advisory position or continuing to be Chartered.
Further information and Benefits:
- Full time, office-based role – with the option for 1 day from home after 6 month probation period
- 7.5hrs per day – flexibly to work these hours anytime between 8am-6pm
- DIS, Health cash plan, enhanced company pension contribution (after qualifying period)
- 25 days Holiday
- Discretionary staff bonuses paid half yearly in May and October
Key Responsibilities:
- Conduct comprehensive financial analysis for clients, including evaluating their current financial situation, goals, and risk tolerance.
- Assist in the development of investment strategies and recommendations for clients, specifically pension transfers, ISA transfers and inheritance tax planning.
- Prepare cash flow reports and presentations for client meetings.
- Research and stay up to date on industry trends, products, and regulations.
- Collaborate with financial advisors to implement and execute client strategies.
- Maintain accurate and detailed records of client information and communications.
- Support protection recommendations, provide research, liaise with providers, manage underwriting expectations, and support the client journey through application.
Skills and Qualifications:
- Level 4 Diploma qualified.
- Minimum of 3 years of experience in an IFA firm.
- A detailed understanding of pensions, investments, protection, and tax planning
- Strong analytical and problem-solving skills
- Excellent attention to detail and organizational abilities
- Proficiency in financial planning software and Microsoft Office Suite
- Ability to work independently and as part of a team.
- Excellent communication and interpersonal skills
So, if you are thinking you need a fresh start and to gain more technical experience anda route through the business then please apply and then we can run through the role in more detail.
-
IFA Administrator / Wealth Planning Administrator
Job Type: IFA Administration
Location: Reading
IFA Administrator / Wealth Planning Administrator
Based near Winnersh, outskirts of Reading
Salary up to £32,000 + bonus
Are you currently working as an IFA Administrator / Wealth Planning Administrator in
financial services and looking for your next challenge?
Then we have the role for you…
The role/company:
Our client is a boutique, chartered independent wealth planning company with gorgeous barn conversion offices.
They are now looking for an IFA Administrator / Wealth Planning Administrator to join their team of 15.
The role is hugely varied, offering collaboration with the Paraplanners and Advisers and the opportunity to be trained to take on more technical aspects such as Basic suitability reports and cash flow modelling.
Other key responsibilities of the role:-
- Organising the Advisers diary
- Managing the Advisers inbox
- Planning ahead and getting everything ready for their client meetings
- Working closely with the Advisers to ensure clients are offered exceptional care
- Contacting existing clients to organize their annual reviews and booking into theAdvisers diary
Benefits and Additional information:
- The Hours are 9am-5pm
- Salary up to £32,000 + discretionary bonus
- Pension – 6% employer contribution
- Holiday – 25 days + BH
- Dedicated Operations Manager who truly values employee welfare and helping everyone to feel supported
- Full study support and ample opportunity for progression into Paraplanning down the line.
Who this role would suit….
- This would suit someone who is already working as a IFA Administrator / Wealth Planning Administrator who loves the client contact / admin side of the role
- Someone who loves organising, planning, supporting the Advisers making sure that they are free to spend their time with their clients
- Someone who is looking for the opportunity to continue professional development
If you are looking for a role where you will be a key member of the team and be part of a boutique-chartered firm, then please apply.
-
Job Type:
Location: Northampton
Paraplanner
- Paraplanners
- Northampton
Posted 9 months ago - Applications have closed
This job listing has expired
Related Jobs
-
Job Type:
Location: Northampton
Paraplanner
Based Northampton
Salary: £37,000 – £42,000 + discretionary bonus
Are you a Diploma qualified Paraplanner who is looking for your next move?
- Are you looking to work closely with an Advisers and to build and develop strong relationships with the clients?
- Do you feel that you are not using your technical skills as much as you should be?
- Would you like to work in a truly collaborative environment where you are part of the whole process – including full research, bespoke reports and cash flow modelling?
- Would you like to work for a larger practice with full admin support provided?
If so, we have the opportunity for you…..
The company and role:
- Our client is a Chartered Independent IFA who are now looking for a Paraplanner to join their team of 60
- This is working with 1-2 Advisers looking after their specific client bank, so you will be building up close relationships with the clients
- There are 16 Advisers, and over 30 on the support side within the company
- They offer a structured career development and exam plan based around your goals, whether that be working towards an Advisory position or continuing to be Chartered.
Further information and Benefits:
- Full time, office-based role – with the option for 1 day from home after 6 month probation period
- 7.5hrs per day – flexibly to work these hours anytime between 8am-6pm
- DIS, Health cash plan, enhanced company pension contribution (after qualifying period)
- 25 days Holiday
- Discretionary staff bonuses paid half yearly in May and October
Key Responsibilities:
- Conduct comprehensive financial analysis for clients, including evaluating their current financial situation, goals, and risk tolerance.
- Assist in the development of investment strategies and recommendations for clients, specifically pension transfers, ISA transfers and inheritance tax planning.
- Prepare cash flow reports and presentations for client meetings.
- Research and stay up to date on industry trends, products, and regulations.
- Collaborate with financial advisors to implement and execute client strategies.
- Maintain accurate and detailed records of client information and communications.
- Support protection recommendations, provide research, liaise with providers, manage underwriting expectations, and support the client journey through application.
Skills and Qualifications:
- Level 4 Diploma qualified.
- Minimum of 3 years of experience in an IFA firm.
- A detailed understanding of pensions, investments, protection, and tax planning
- Strong analytical and problem-solving skills
- Excellent attention to detail and organizational abilities
- Proficiency in financial planning software and Microsoft Office Suite
- Ability to work independently and as part of a team.
- Excellent communication and interpersonal skills
So, if you are thinking you need a fresh start and to gain more technical experience anda route through the business then please apply and then we can run through the role in more detail.
-
Paraplanner role – Junior paraplanners, IFA Admin or Diploma qualified considered
Job Type: Paraplanners
Location: London
Job Title: Paraplanner role – Junior paraplanners, IFA Admin or Diploma qualified considered
Location: London, City Salary: DOE – Ranging between £36000 and £44000 plus up to 12% bonus
- Are you an IFA Administrator looking for your next step into Paraplanning and a company that will recognise your ability to step up into this role?
- Or perhaps you have begun your paraplanning career and are looking for a company that will truly support and encourage further and continued development
- If you are Diploma qualified, have paraplanning experience, and want to be part of a well establish company, with multiple progression options – then this role is also for you.
Our client, a chartered financial planning company based in London close to Cannon street station, is a forward-thinking holistic financial planning company offering whole of market advice for pensions, investments, mortgages, protection and estate planning.
This is truly a fantastic opportunity to join a company that we have worked with for many years. It is a varied and dynamic team of around 80 employees currently, with an enthusiastic, social and highly supportive team atmosphere. Staff retention is fantastic, and we as an agency have placed multiple people into the company, many of which are still there and thriving.
They are now looking for an ambitious individual to join their paraplanning department, and can consider multiple levels of experience for this exciting role. You will work alongside other Paraplanners, and receive whatever mentoring and support is needed to harness your development.
This is a company that pride themselves on their clear progression paths and structures. They encourage development, provide clear milestones to keep you motivated and have an excellent management system to keep you on track – progression opportunities include moving through to Chartered, Senior Paraplanner, subject matter expert, Manager or Adviser. Other benefits include:
- Hybrid working between home and office – after probationary period – 2 days from home
- This is a company that truly take huge pride in their employees and recognise their value through A generous and highly attainable bonus scheme of up to 12%
- Highly Social and supportive team and various team incentives and team events.
Desirable experience includes previous experience of working within a wealth management environment, supporting financial panners and/or paraplanners and someone who is working towards their Diploma in Financial Planning, or has a strong desire to start this study.
If this role sounds as though it aligns with your desire to have a career within Financial Services / Wealth Planning that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV now. If this role isn’t of interest, then please contact us as we have a number of active roles at the moment that may be more suitable.
-
Trainee Financial Planner / IFA – Graduate or Equivalent Programme.
Job Type:
Location: London
Trainee Financial Planner / IFA – Graduate or Equivalent Programme.
Based London, City
Salary £30000 – £35000 – depending on skills and experience + bonus
- Are you a graduate or equivalent motivated to build a career in Wealth Planning?
- Do you know that becoming an Adviser within wealth planning is your ambition
- Would you thrive in an environment that can offer a clear progression road map and is goal orientated?
Our client, a dynamic and ever-growing award-winning financial planning company, is now looking for its next selection of Trainee Financial Planners, after several successful years of hiring at this level and nurturing these individuals
into successful advisers. This is an exceptional opportunity for an ambitious and high-achieving individual to
work with a focussed and friendly team and relish the chance to cultivate a career within Financial Planning.
The company are a Chartered firm, standing at around 90 employees and one of the other fantastic benefits with this role, is the team itself. Highly Supportive, encouraging, driven, and social – A perfect environment to learn and grow.
With this role, comes clear structure and markers for progression, and would suit anyone who thrives on achieving milestones and is serious about learning all aspects of financial planning and progression through to Adviser.
Beginning as a Trainee Financial Planner, firstly learning the ropes with administration, having full study support to achieve the CII Diploma in Financial Planning and progressing through to Adviser. Ideal for someone who is
and outgoing with a strong commitment to self-leadership.
Benefits of the role:
- Full progression through to adviser – but also with opportunities to branch out into other areas of the business as you develop your career and experience if desired.
- Full time, office-based role for probationary period of 6 months – then moving to a hybrid set up with 2 days from home
- Bonus scheme of up to 12% per year
- A dedicated academy manager to keep you on track and support you through the dedicated milestones.
- Clear financial milestones to achieve with pay rises for exams passed.
To be considered for this role, you must have:
- Degree educated (or equivalent)
- Passion for Financial Planning
- Have superb attention to detail and excellent numerical skills
- Desirable aspects for the role include:
- Any completed exams towards the Diploma in financial planning (or equivalent)
- Any prior experience working within financial services, or a wealth planning environment.
Please note that due to the high level of response, only shortlisted candidates will be contacted. If you are not contacted within 7 days of your application, please assume you have not been successful. However, please keep applying as we work with some great local clients.
Paraplanner role – Junior paraplanners, IFA Admin or Diploma qualified considered
Job Type: Paraplanners
Location: London
Paraplanner
- Paraplanners
- Northampton
Posted 9 months ago - Applications have closed
This job listing has expired
Related Jobs
-
Job Type: Administrator
Location: Corsham
Wealth Planning Administrator
Based Corsham,
Hours 9 am-5pm
Salary up to £35000
Are you a Wealth Planning Administrator Looking for your next challenge?
Are you currently working for a smaller wealth planning practice and are looking to join a larger practice with established processes and procedures?
Or are you feeling like your career isn’t developing enough?
If so, we have the opportunity for you…..
The company and role:
Our client is a well established Wealth Management Practice, and is looking for their next wealth management administrator hire, both in their annual review department and also in their client services department.
They can consider a wide range of experience – any previous direct wealth panning support experience is desirable but not essential.
They are currently consisting of 50 within the company based over four offices. They have expanded rapidly in the last few years, and so this has opened up opportunities for employee growth and development, and the practice manager is hugely passionate about encouraging and developing employees, as well as managing processes and procedures and work flow to ensure a highly desirable working environment, with great staff retention.
They offer a structured career development and exam plan based around your goals – whether that be working towards a paraplanning position, an Adviser role or to progress within administration. They also offer pay rises for each exam passed and full financial support with these too.
Although growing, they have been very conscious to keep the ‘family feel’ of their practice. Cultural fit is key as they are an integral part of each of the communities their office is based in.
Please note due to the rural location you will need to be a driver.
They operate 5 days in the office working week.
So, if you are thinking you need a fresh start and to gain more technical experience and a route to paraplanning, or want to be part of a well established, growing and hugely supportive team – then please apply and then we can run through the role in more detail.
-
Trainee Financial Planner / IFA – Graduate or Equivalent Programme.
Job Type:
Location: London
Trainee Financial Planner / IFA – Graduate or Equivalent Programme.
Based London, City
Salary £30000 – £35000 – depending on skills and experience + bonus
- Are you a graduate or equivalent motivated to build a career in Wealth Planning?
- Do you know that becoming an Adviser within wealth planning is your ambition
- Would you thrive in an environment that can offer a clear progression road map and is goal orientated?
Our client, a dynamic and ever-growing award-winning financial planning company, is now looking for its next selection of Trainee Financial Planners, after several successful years of hiring at this level and nurturing these individuals
into successful advisers. This is an exceptional opportunity for an ambitious and high-achieving individual to
work with a focussed and friendly team and relish the chance to cultivate a career within Financial Planning.
The company are a Chartered firm, standing at around 90 employees and one of the other fantastic benefits with this role, is the team itself. Highly Supportive, encouraging, driven, and social – A perfect environment to learn and grow.
With this role, comes clear structure and markers for progression, and would suit anyone who thrives on achieving milestones and is serious about learning all aspects of financial planning and progression through to Adviser.
Beginning as a Trainee Financial Planner, firstly learning the ropes with administration, having full study support to achieve the CII Diploma in Financial Planning and progressing through to Adviser. Ideal for someone who is
and outgoing with a strong commitment to self-leadership.
Benefits of the role:
- Full progression through to adviser – but also with opportunities to branch out into other areas of the business as you develop your career and experience if desired.
- Full time, office-based role for probationary period of 6 months – then moving to a hybrid set up with 2 days from home
- Bonus scheme of up to 12% per year
- A dedicated academy manager to keep you on track and support you through the dedicated milestones.
- Clear financial milestones to achieve with pay rises for exams passed.
To be considered for this role, you must have:
- Degree educated (or equivalent)
- Passion for Financial Planning
- Have superb attention to detail and excellent numerical skills
- Desirable aspects for the role include:
- Any completed exams towards the Diploma in financial planning (or equivalent)
- Any prior experience working within financial services, or a wealth planning environment.
Please note that due to the high level of response, only shortlisted candidates will be contacted. If you are not contacted within 7 days of your application, please assume you have not been successful. However, please keep applying as we work with some great local clients.
-
Paraplanner role – Junior paraplanners, IFA Admin or Diploma qualified considered
Job Type: Paraplanners
Location: London
Job Title: Paraplanner role – Junior paraplanners, IFA Admin or Diploma qualified considered
Location: London, City Salary: DOE – Ranging between £36000 and £44000 plus up to 12% bonus
- Are you an IFA Administrator looking for your next step into Paraplanning and a company that will recognise your ability to step up into this role?
- Or perhaps you have begun your paraplanning career and are looking for a company that will truly support and encourage further and continued development
- If you are Diploma qualified, have paraplanning experience, and want to be part of a well establish company, with multiple progression options – then this role is also for you.
Our client, a chartered financial planning company based in London close to Cannon street station, is a forward-thinking holistic financial planning company offering whole of market advice for pensions, investments, mortgages, protection and estate planning.
This is truly a fantastic opportunity to join a company that we have worked with for many years. It is a varied and dynamic team of around 80 employees currently, with an enthusiastic, social and highly supportive team atmosphere. Staff retention is fantastic, and we as an agency have placed multiple people into the company, many of which are still there and thriving.
They are now looking for an ambitious individual to join their paraplanning department, and can consider multiple levels of experience for this exciting role. You will work alongside other Paraplanners, and receive whatever mentoring and support is needed to harness your development.
This is a company that pride themselves on their clear progression paths and structures. They encourage development, provide clear milestones to keep you motivated and have an excellent management system to keep you on track – progression opportunities include moving through to Chartered, Senior Paraplanner, subject matter expert, Manager or Adviser. Other benefits include:
- Hybrid working between home and office – after probationary period – 2 days from home
- This is a company that truly take huge pride in their employees and recognise their value through A generous and highly attainable bonus scheme of up to 12%
- Highly Social and supportive team and various team incentives and team events.
Desirable experience includes previous experience of working within a wealth management environment, supporting financial panners and/or paraplanners and someone who is working towards their Diploma in Financial Planning, or has a strong desire to start this study.
If this role sounds as though it aligns with your desire to have a career within Financial Services / Wealth Planning that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV now. If this role isn’t of interest, then please contact us as we have a number of active roles at the moment that may be more suitable.
Job Type: Administrator
Location: Corsham
Wealth Planning Administrator
Based Corsham,
Hours 9 am-5pm
Salary up to £35000
Are you a Wealth Planning Administrator Looking for your next challenge?
Are you currently working for a smaller wealth planning practice and are looking to join a larger practice with established processes and procedures?
Or are you feeling like your career isn’t developing enough?
If so, we have the opportunity for you…..
The company and role:
Our client is a well established Wealth Management Practice, and is looking for their next wealth management administrator hire, both in their annual review department and also in their client services department.
They can consider a wide range of experience – any previous direct wealth panning support experience is desirable but not essential.
They are currently consisting of 50 within the company based over four offices. They have expanded rapidly in the last few years, and so this has opened up opportunities for employee growth and development, and the practice manager is hugely passionate about encouraging and developing employees, as well as managing processes and procedures and work flow to ensure a highly desirable working environment, with great staff retention.
They offer a structured career development and exam plan based around your goals – whether that be working towards a paraplanning position, an Adviser role or to progress within administration. They also offer pay rises for each exam passed and full financial support with these too.
Although growing, they have been very conscious to keep the ‘family feel’ of their practice. Cultural fit is key as they are an integral part of each of the communities their office is based in.
Please note due to the rural location you will need to be a driver.
They operate 5 days in the office working week.
So, if you are thinking you need a fresh start and to gain more technical experience and a route to paraplanning, or want to be part of a well established, growing and hugely supportive team – then please apply and then we can run through the role in more detail.
Trainee Financial Planner / IFA – Graduate or Equivalent Programme.
Job Type:
Location: London
Trainee Financial Planner / IFA – Graduate or Equivalent Programme.
Based London, City
Salary £30000 – £35000 – depending on skills and experience + bonus
- Are you a graduate or equivalent motivated to build a career in Wealth Planning?
- Do you know that becoming an Adviser within wealth planning is your ambition
- Would you thrive in an environment that can offer a clear progression road map and is goal orientated?
Our client, a dynamic and ever-growing award-winning financial planning company, is now looking for its next selection of Trainee Financial Planners, after several successful years of hiring at this level and nurturing these individuals
into successful advisers. This is an exceptional opportunity for an ambitious and high-achieving individual to
work with a focussed and friendly team and relish the chance to cultivate a career within Financial Planning.
The company are a Chartered firm, standing at around 90 employees and one of the other fantastic benefits with this role, is the team itself. Highly Supportive, encouraging, driven, and social – A perfect environment to learn and grow.
With this role, comes clear structure and markers for progression, and would suit anyone who thrives on achieving milestones and is serious about learning all aspects of financial planning and progression through to Adviser.
Beginning as a Trainee Financial Planner, firstly learning the ropes with administration, having full study support to achieve the CII Diploma in Financial Planning and progressing through to Adviser. Ideal for someone who is
and outgoing with a strong commitment to self-leadership.
Benefits of the role:
- Full progression through to adviser – but also with opportunities to branch out into other areas of the business as you develop your career and experience if desired.
- Full time, office-based role for probationary period of 6 months – then moving to a hybrid set up with 2 days from home
- Bonus scheme of up to 12% per year
- A dedicated academy manager to keep you on track and support you through the dedicated milestones.
- Clear financial milestones to achieve with pay rises for exams passed.
To be considered for this role, you must have:
- Degree educated (or equivalent)
- Passion for Financial Planning
- Have superb attention to detail and excellent numerical skills
- Desirable aspects for the role include:
- Any completed exams towards the Diploma in financial planning (or equivalent)
- Any prior experience working within financial services, or a wealth planning environment.
Please note that due to the high level of response, only shortlisted candidates will be contacted. If you are not contacted within 7 days of your application, please assume you have not been successful. However, please keep applying as we work with some great local clients.
Paraplanner role – Junior paraplanners, IFA Admin or Diploma qualified considered
Job Type: Paraplanners
Location: London
Job Title: Paraplanner role – Junior paraplanners, IFA Admin or Diploma qualified considered
Location: London, City Salary: DOE – Ranging between £36000 and £44000 plus up to 12% bonus
- Are you an IFA Administrator looking for your next step into Paraplanning and a company that will recognise your ability to step up into this role?
- Or perhaps you have begun your paraplanning career and are looking for a company that will truly support and encourage further and continued development
- If you are Diploma qualified, have paraplanning experience, and want to be part of a well establish company, with multiple progression options – then this role is also for you.
Our client, a chartered financial planning company based in London close to Cannon street station, is a forward-thinking holistic financial planning company offering whole of market advice for pensions, investments, mortgages, protection and estate planning.
This is truly a fantastic opportunity to join a company that we have worked with for many years. It is a varied and dynamic team of around 80 employees currently, with an enthusiastic, social and highly supportive team atmosphere. Staff retention is fantastic, and we as an agency have placed multiple people into the company, many of which are still there and thriving.
They are now looking for an ambitious individual to join their paraplanning department, and can consider multiple levels of experience for this exciting role. You will work alongside other Paraplanners, and receive whatever mentoring and support is needed to harness your development.
This is a company that pride themselves on their clear progression paths and structures. They encourage development, provide clear milestones to keep you motivated and have an excellent management system to keep you on track – progression opportunities include moving through to Chartered, Senior Paraplanner, subject matter expert, Manager or Adviser. Other benefits include:
- Hybrid working between home and office – after probationary period – 2 days from home
- This is a company that truly take huge pride in their employees and recognise their value through A generous and highly attainable bonus scheme of up to 12%
- Highly Social and supportive team and various team incentives and team events.
Desirable experience includes previous experience of working within a wealth management environment, supporting financial panners and/or paraplanners and someone who is working towards their Diploma in Financial Planning, or has a strong desire to start this study.
If this role sounds as though it aligns with your desire to have a career within Financial Services / Wealth Planning that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV now. If this role isn’t of interest, then please contact us as we have a number of active roles at the moment that may be more suitable.
IFA Administrator / Wealth Planning Administrator
Job Type: IFA Administration
Location: Reading
Paraplanner
- Paraplanners
- Northampton
Posted 9 months ago - Applications have closed
This job listing has expired
Related Jobs
-
Paraplanner role – Junior paraplanners, IFA Admin or Diploma qualified considered
Job Type: Paraplanners
Location: London
Job Title: Paraplanner role – Junior paraplanners, IFA Admin or Diploma qualified considered
Location: London, City Salary: DOE – Ranging between £36000 and £44000 plus up to 12% bonus
- Are you an IFA Administrator looking for your next step into Paraplanning and a company that will recognise your ability to step up into this role?
- Or perhaps you have begun your paraplanning career and are looking for a company that will truly support and encourage further and continued development
- If you are Diploma qualified, have paraplanning experience, and want to be part of a well establish company, with multiple progression options – then this role is also for you.
Our client, a chartered financial planning company based in London close to Cannon street station, is a forward-thinking holistic financial planning company offering whole of market advice for pensions, investments, mortgages, protection and estate planning.
This is truly a fantastic opportunity to join a company that we have worked with for many years. It is a varied and dynamic team of around 80 employees currently, with an enthusiastic, social and highly supportive team atmosphere. Staff retention is fantastic, and we as an agency have placed multiple people into the company, many of which are still there and thriving.
They are now looking for an ambitious individual to join their paraplanning department, and can consider multiple levels of experience for this exciting role. You will work alongside other Paraplanners, and receive whatever mentoring and support is needed to harness your development.
This is a company that pride themselves on their clear progression paths and structures. They encourage development, provide clear milestones to keep you motivated and have an excellent management system to keep you on track – progression opportunities include moving through to Chartered, Senior Paraplanner, subject matter expert, Manager or Adviser. Other benefits include:
- Hybrid working between home and office – after probationary period – 2 days from home
- This is a company that truly take huge pride in their employees and recognise their value through A generous and highly attainable bonus scheme of up to 12%
- Highly Social and supportive team and various team incentives and team events.
Desirable experience includes previous experience of working within a wealth management environment, supporting financial panners and/or paraplanners and someone who is working towards their Diploma in Financial Planning, or has a strong desire to start this study.
If this role sounds as though it aligns with your desire to have a career within Financial Services / Wealth Planning that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV now. If this role isn’t of interest, then please contact us as we have a number of active roles at the moment that may be more suitable.
-
Job Type:
Location: Northampton
Paraplanner
Based Northampton
Salary: £37,000 – £42,000 + discretionary bonus
Are you a Diploma qualified Paraplanner who is looking for your next move?
- Are you looking to work closely with an Advisers and to build and develop strong relationships with the clients?
- Do you feel that you are not using your technical skills as much as you should be?
- Would you like to work in a truly collaborative environment where you are part of the whole process – including full research, bespoke reports and cash flow modelling?
- Would you like to work for a larger practice with full admin support provided?
If so, we have the opportunity for you…..
The company and role:
- Our client is a Chartered Independent IFA who are now looking for a Paraplanner to join their team of 60
- This is working with 1-2 Advisers looking after their specific client bank, so you will be building up close relationships with the clients
- There are 16 Advisers, and over 30 on the support side within the company
- They offer a structured career development and exam plan based around your goals, whether that be working towards an Advisory position or continuing to be Chartered.
Further information and Benefits:
- Full time, office-based role – with the option for 1 day from home after 6 month probation period
- 7.5hrs per day – flexibly to work these hours anytime between 8am-6pm
- DIS, Health cash plan, enhanced company pension contribution (after qualifying period)
- 25 days Holiday
- Discretionary staff bonuses paid half yearly in May and October
Key Responsibilities:
- Conduct comprehensive financial analysis for clients, including evaluating their current financial situation, goals, and risk tolerance.
- Assist in the development of investment strategies and recommendations for clients, specifically pension transfers, ISA transfers and inheritance tax planning.
- Prepare cash flow reports and presentations for client meetings.
- Research and stay up to date on industry trends, products, and regulations.
- Collaborate with financial advisors to implement and execute client strategies.
- Maintain accurate and detailed records of client information and communications.
- Support protection recommendations, provide research, liaise with providers, manage underwriting expectations, and support the client journey through application.
Skills and Qualifications:
- Level 4 Diploma qualified.
- Minimum of 3 years of experience in an IFA firm.
- A detailed understanding of pensions, investments, protection, and tax planning
- Strong analytical and problem-solving skills
- Excellent attention to detail and organizational abilities
- Proficiency in financial planning software and Microsoft Office Suite
- Ability to work independently and as part of a team.
- Excellent communication and interpersonal skills
So, if you are thinking you need a fresh start and to gain more technical experience anda route through the business then please apply and then we can run through the role in more detail.
-
IFA Administrator / Wealth Planning Administrator
Job Type: IFA Administration
Location: Reading
IFA Administrator / Wealth Planning Administrator
Based near Winnersh, outskirts of Reading
Salary up to £32,000 + bonus
Are you currently working as an IFA Administrator / Wealth Planning Administrator in
financial services and looking for your next challenge?
Then we have the role for you…
The role/company:
Our client is a boutique, chartered independent wealth planning company with gorgeous barn conversion offices.
They are now looking for an IFA Administrator / Wealth Planning Administrator to join their team of 15.
The role is hugely varied, offering collaboration with the Paraplanners and Advisers and the opportunity to be trained to take on more technical aspects such as Basic suitability reports and cash flow modelling.
Other key responsibilities of the role:-
- Organising the Advisers diary
- Managing the Advisers inbox
- Planning ahead and getting everything ready for their client meetings
- Working closely with the Advisers to ensure clients are offered exceptional care
- Contacting existing clients to organize their annual reviews and booking into theAdvisers diary
Benefits and Additional information:
- The Hours are 9am-5pm
- Salary up to £32,000 + discretionary bonus
- Pension – 6% employer contribution
- Holiday – 25 days + BH
- Dedicated Operations Manager who truly values employee welfare and helping everyone to feel supported
- Full study support and ample opportunity for progression into Paraplanning down the line.
Who this role would suit….
- This would suit someone who is already working as a IFA Administrator / Wealth Planning Administrator who loves the client contact / admin side of the role
- Someone who loves organising, planning, supporting the Advisers making sure that they are free to spend their time with their clients
- Someone who is looking for the opportunity to continue professional development
If you are looking for a role where you will be a key member of the team and be part of a boutique-chartered firm, then please apply.
Paraplanner role – Junior paraplanners, IFA Admin or Diploma qualified considered
Job Type: Paraplanners
Location: London
Job Title: Paraplanner role – Junior paraplanners, IFA Admin or Diploma qualified considered
Location: London, City Salary: DOE – Ranging between £36000 and £44000 plus up to 12% bonus
- Are you an IFA Administrator looking for your next step into Paraplanning and a company that will recognise your ability to step up into this role?
- Or perhaps you have begun your paraplanning career and are looking for a company that will truly support and encourage further and continued development
- If you are Diploma qualified, have paraplanning experience, and want to be part of a well establish company, with multiple progression options – then this role is also for you.
Our client, a chartered financial planning company based in London close to Cannon street station, is a forward-thinking holistic financial planning company offering whole of market advice for pensions, investments, mortgages, protection and estate planning.
This is truly a fantastic opportunity to join a company that we have worked with for many years. It is a varied and dynamic team of around 80 employees currently, with an enthusiastic, social and highly supportive team atmosphere. Staff retention is fantastic, and we as an agency have placed multiple people into the company, many of which are still there and thriving.
They are now looking for an ambitious individual to join their paraplanning department, and can consider multiple levels of experience for this exciting role. You will work alongside other Paraplanners, and receive whatever mentoring and support is needed to harness your development.
This is a company that pride themselves on their clear progression paths and structures. They encourage development, provide clear milestones to keep you motivated and have an excellent management system to keep you on track – progression opportunities include moving through to Chartered, Senior Paraplanner, subject matter expert, Manager or Adviser. Other benefits include:
- Hybrid working between home and office – after probationary period – 2 days from home
- This is a company that truly take huge pride in their employees and recognise their value through A generous and highly attainable bonus scheme of up to 12%
- Highly Social and supportive team and various team incentives and team events.
Desirable experience includes previous experience of working within a wealth management environment, supporting financial panners and/or paraplanners and someone who is working towards their Diploma in Financial Planning, or has a strong desire to start this study.
If this role sounds as though it aligns with your desire to have a career within Financial Services / Wealth Planning that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV now. If this role isn’t of interest, then please contact us as we have a number of active roles at the moment that may be more suitable.
Job Type:
Location: Northampton
Paraplanner
Based Northampton
Salary: £37,000 – £42,000 + discretionary bonus
Are you a Diploma qualified Paraplanner who is looking for your next move?
- Are you looking to work closely with an Advisers and to build and develop strong relationships with the clients?
- Do you feel that you are not using your technical skills as much as you should be?
- Would you like to work in a truly collaborative environment where you are part of the whole process – including full research, bespoke reports and cash flow modelling?
- Would you like to work for a larger practice with full admin support provided?
If so, we have the opportunity for you…..
The company and role:
- Our client is a Chartered Independent IFA who are now looking for a Paraplanner to join their team of 60
- This is working with 1-2 Advisers looking after their specific client bank, so you will be building up close relationships with the clients
- There are 16 Advisers, and over 30 on the support side within the company
- They offer a structured career development and exam plan based around your goals, whether that be working towards an Advisory position or continuing to be Chartered.
Further information and Benefits:
- Full time, office-based role – with the option for 1 day from home after 6 month probation period
- 7.5hrs per day – flexibly to work these hours anytime between 8am-6pm
- DIS, Health cash plan, enhanced company pension contribution (after qualifying period)
- 25 days Holiday
- Discretionary staff bonuses paid half yearly in May and October
Key Responsibilities:
- Conduct comprehensive financial analysis for clients, including evaluating their current financial situation, goals, and risk tolerance.
- Assist in the development of investment strategies and recommendations for clients, specifically pension transfers, ISA transfers and inheritance tax planning.
- Prepare cash flow reports and presentations for client meetings.
- Research and stay up to date on industry trends, products, and regulations.
- Collaborate with financial advisors to implement and execute client strategies.
- Maintain accurate and detailed records of client information and communications.
- Support protection recommendations, provide research, liaise with providers, manage underwriting expectations, and support the client journey through application.
Skills and Qualifications:
- Level 4 Diploma qualified.
- Minimum of 3 years of experience in an IFA firm.
- A detailed understanding of pensions, investments, protection, and tax planning
- Strong analytical and problem-solving skills
- Excellent attention to detail and organizational abilities
- Proficiency in financial planning software and Microsoft Office Suite
- Ability to work independently and as part of a team.
- Excellent communication and interpersonal skills
So, if you are thinking you need a fresh start and to gain more technical experience anda route through the business then please apply and then we can run through the role in more detail.
IFA Administrator / Wealth Planning Administrator
Job Type: IFA Administration
Location: Reading
IFA Administrator / Wealth Planning Administrator
Based near Winnersh, outskirts of Reading
Salary up to £32,000 + bonus
Are you currently working as an IFA Administrator / Wealth Planning Administrator in
financial services and looking for your next challenge?
Then we have the role for you…
The role/company:
Our client is a boutique, chartered independent wealth planning company with gorgeous barn conversion offices.
They are now looking for an IFA Administrator / Wealth Planning Administrator to join their team of 15.
The role is hugely varied, offering collaboration with the Paraplanners and Advisers and the opportunity to be trained to take on more technical aspects such as Basic suitability reports and cash flow modelling.
Other key responsibilities of the role:-
- Organising the Advisers diary
- Managing the Advisers inbox
- Planning ahead and getting everything ready for their client meetings
- Working closely with the Advisers to ensure clients are offered exceptional care
- Contacting existing clients to organize their annual reviews and booking into theAdvisers diary
Benefits and Additional information:
- The Hours are 9am-5pm
- Salary up to £32,000 + discretionary bonus
- Pension – 6% employer contribution
- Holiday – 25 days + BH
- Dedicated Operations Manager who truly values employee welfare and helping everyone to feel supported
- Full study support and ample opportunity for progression into Paraplanning down the line.
Who this role would suit….
- This would suit someone who is already working as a IFA Administrator / Wealth Planning Administrator who loves the client contact / admin side of the role
- Someone who loves organising, planning, supporting the Advisers making sure that they are free to spend their time with their clients
- Someone who is looking for the opportunity to continue professional development
If you are looking for a role where you will be a key member of the team and be part of a boutique-chartered firm, then please apply.
Job Type:
Location: Northampton
Paraplanner
- Paraplanners
- Northampton
Posted 9 months ago - Applications have closed
This job listing has expired
Related Jobs
-
Job Type:
Location: Northampton
Paraplanner
Based Northampton
Salary: £37,000 – £42,000 + discretionary bonus
Are you a Diploma qualified Paraplanner who is looking for your next move?
- Are you looking to work closely with an Advisers and to build and develop strong relationships with the clients?
- Do you feel that you are not using your technical skills as much as you should be?
- Would you like to work in a truly collaborative environment where you are part of the whole process – including full research, bespoke reports and cash flow modelling?
- Would you like to work for a larger practice with full admin support provided?
If so, we have the opportunity for you…..
The company and role:
- Our client is a Chartered Independent IFA who are now looking for a Paraplanner to join their team of 60
- This is working with 1-2 Advisers looking after their specific client bank, so you will be building up close relationships with the clients
- There are 16 Advisers, and over 30 on the support side within the company
- They offer a structured career development and exam plan based around your goals, whether that be working towards an Advisory position or continuing to be Chartered.
Further information and Benefits:
- Full time, office-based role – with the option for 1 day from home after 6 month probation period
- 7.5hrs per day – flexibly to work these hours anytime between 8am-6pm
- DIS, Health cash plan, enhanced company pension contribution (after qualifying period)
- 25 days Holiday
- Discretionary staff bonuses paid half yearly in May and October
Key Responsibilities:
- Conduct comprehensive financial analysis for clients, including evaluating their current financial situation, goals, and risk tolerance.
- Assist in the development of investment strategies and recommendations for clients, specifically pension transfers, ISA transfers and inheritance tax planning.
- Prepare cash flow reports and presentations for client meetings.
- Research and stay up to date on industry trends, products, and regulations.
- Collaborate with financial advisors to implement and execute client strategies.
- Maintain accurate and detailed records of client information and communications.
- Support protection recommendations, provide research, liaise with providers, manage underwriting expectations, and support the client journey through application.
Skills and Qualifications:
- Level 4 Diploma qualified.
- Minimum of 3 years of experience in an IFA firm.
- A detailed understanding of pensions, investments, protection, and tax planning
- Strong analytical and problem-solving skills
- Excellent attention to detail and organizational abilities
- Proficiency in financial planning software and Microsoft Office Suite
- Ability to work independently and as part of a team.
- Excellent communication and interpersonal skills
So, if you are thinking you need a fresh start and to gain more technical experience anda route through the business then please apply and then we can run through the role in more detail.
-
Paraplanner role – Junior paraplanners, IFA Admin or Diploma qualified considered
Job Type: Paraplanners
Location: London
Job Title: Paraplanner role – Junior paraplanners, IFA Admin or Diploma qualified considered
Location: London, City Salary: DOE – Ranging between £36000 and £44000 plus up to 12% bonus
- Are you an IFA Administrator looking for your next step into Paraplanning and a company that will recognise your ability to step up into this role?
- Or perhaps you have begun your paraplanning career and are looking for a company that will truly support and encourage further and continued development
- If you are Diploma qualified, have paraplanning experience, and want to be part of a well establish company, with multiple progression options – then this role is also for you.
Our client, a chartered financial planning company based in London close to Cannon street station, is a forward-thinking holistic financial planning company offering whole of market advice for pensions, investments, mortgages, protection and estate planning.
This is truly a fantastic opportunity to join a company that we have worked with for many years. It is a varied and dynamic team of around 80 employees currently, with an enthusiastic, social and highly supportive team atmosphere. Staff retention is fantastic, and we as an agency have placed multiple people into the company, many of which are still there and thriving.
They are now looking for an ambitious individual to join their paraplanning department, and can consider multiple levels of experience for this exciting role. You will work alongside other Paraplanners, and receive whatever mentoring and support is needed to harness your development.
This is a company that pride themselves on their clear progression paths and structures. They encourage development, provide clear milestones to keep you motivated and have an excellent management system to keep you on track – progression opportunities include moving through to Chartered, Senior Paraplanner, subject matter expert, Manager or Adviser. Other benefits include:
- Hybrid working between home and office – after probationary period – 2 days from home
- This is a company that truly take huge pride in their employees and recognise their value through A generous and highly attainable bonus scheme of up to 12%
- Highly Social and supportive team and various team incentives and team events.
Desirable experience includes previous experience of working within a wealth management environment, supporting financial panners and/or paraplanners and someone who is working towards their Diploma in Financial Planning, or has a strong desire to start this study.
If this role sounds as though it aligns with your desire to have a career within Financial Services / Wealth Planning that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV now. If this role isn’t of interest, then please contact us as we have a number of active roles at the moment that may be more suitable.
-
Trainee Financial Planner / IFA – Graduate or Equivalent Programme.
Job Type:
Location: London
Trainee Financial Planner / IFA – Graduate or Equivalent Programme.
Based London, City
Salary £30000 – £35000 – depending on skills and experience + bonus
- Are you a graduate or equivalent motivated to build a career in Wealth Planning?
- Do you know that becoming an Adviser within wealth planning is your ambition
- Would you thrive in an environment that can offer a clear progression road map and is goal orientated?
Our client, a dynamic and ever-growing award-winning financial planning company, is now looking for its next selection of Trainee Financial Planners, after several successful years of hiring at this level and nurturing these individuals
into successful advisers. This is an exceptional opportunity for an ambitious and high-achieving individual to
work with a focussed and friendly team and relish the chance to cultivate a career within Financial Planning.
The company are a Chartered firm, standing at around 90 employees and one of the other fantastic benefits with this role, is the team itself. Highly Supportive, encouraging, driven, and social – A perfect environment to learn and grow.
With this role, comes clear structure and markers for progression, and would suit anyone who thrives on achieving milestones and is serious about learning all aspects of financial planning and progression through to Adviser.
Beginning as a Trainee Financial Planner, firstly learning the ropes with administration, having full study support to achieve the CII Diploma in Financial Planning and progressing through to Adviser. Ideal for someone who is
and outgoing with a strong commitment to self-leadership.
Benefits of the role:
- Full progression through to adviser – but also with opportunities to branch out into other areas of the business as you develop your career and experience if desired.
- Full time, office-based role for probationary period of 6 months – then moving to a hybrid set up with 2 days from home
- Bonus scheme of up to 12% per year
- A dedicated academy manager to keep you on track and support you through the dedicated milestones.
- Clear financial milestones to achieve with pay rises for exams passed.
To be considered for this role, you must have:
- Degree educated (or equivalent)
- Passion for Financial Planning
- Have superb attention to detail and excellent numerical skills
- Desirable aspects for the role include:
- Any completed exams towards the Diploma in financial planning (or equivalent)
- Any prior experience working within financial services, or a wealth planning environment.
Please note that due to the high level of response, only shortlisted candidates will be contacted. If you are not contacted within 7 days of your application, please assume you have not been successful. However, please keep applying as we work with some great local clients.
Job Type:
Location: Northampton
Paraplanner
Based Northampton
Salary: £37,000 – £42,000 + discretionary bonus
Are you a Diploma qualified Paraplanner who is looking for your next move?
- Are you looking to work closely with an Advisers and to build and develop strong relationships with the clients?
- Do you feel that you are not using your technical skills as much as you should be?
- Would you like to work in a truly collaborative environment where you are part of the whole process – including full research, bespoke reports and cash flow modelling?
- Would you like to work for a larger practice with full admin support provided?
If so, we have the opportunity for you…..
The company and role:
- Our client is a Chartered Independent IFA who are now looking for a Paraplanner to join their team of 60
- This is working with 1-2 Advisers looking after their specific client bank, so you will be building up close relationships with the clients
- There are 16 Advisers, and over 30 on the support side within the company
- They offer a structured career development and exam plan based around your goals, whether that be working towards an Advisory position or continuing to be Chartered.
Further information and Benefits:
- Full time, office-based role – with the option for 1 day from home after 6 month probation period
- 7.5hrs per day – flexibly to work these hours anytime between 8am-6pm
- DIS, Health cash plan, enhanced company pension contribution (after qualifying period)
- 25 days Holiday
- Discretionary staff bonuses paid half yearly in May and October
Key Responsibilities:
- Conduct comprehensive financial analysis for clients, including evaluating their current financial situation, goals, and risk tolerance.
- Assist in the development of investment strategies and recommendations for clients, specifically pension transfers, ISA transfers and inheritance tax planning.
- Prepare cash flow reports and presentations for client meetings.
- Research and stay up to date on industry trends, products, and regulations.
- Collaborate with financial advisors to implement and execute client strategies.
- Maintain accurate and detailed records of client information and communications.
- Support protection recommendations, provide research, liaise with providers, manage underwriting expectations, and support the client journey through application.
Skills and Qualifications:
- Level 4 Diploma qualified.
- Minimum of 3 years of experience in an IFA firm.
- A detailed understanding of pensions, investments, protection, and tax planning
- Strong analytical and problem-solving skills
- Excellent attention to detail and organizational abilities
- Proficiency in financial planning software and Microsoft Office Suite
- Ability to work independently and as part of a team.
- Excellent communication and interpersonal skills
So, if you are thinking you need a fresh start and to gain more technical experience anda route through the business then please apply and then we can run through the role in more detail.
Paraplanner role – Junior paraplanners, IFA Admin or Diploma qualified considered
Job Type: Paraplanners
Location: London
Job Title: Paraplanner role – Junior paraplanners, IFA Admin or Diploma qualified considered
Location: London, City Salary: DOE – Ranging between £36000 and £44000 plus up to 12% bonus
- Are you an IFA Administrator looking for your next step into Paraplanning and a company that will recognise your ability to step up into this role?
- Or perhaps you have begun your paraplanning career and are looking for a company that will truly support and encourage further and continued development
- If you are Diploma qualified, have paraplanning experience, and want to be part of a well establish company, with multiple progression options – then this role is also for you.
Our client, a chartered financial planning company based in London close to Cannon street station, is a forward-thinking holistic financial planning company offering whole of market advice for pensions, investments, mortgages, protection and estate planning.
This is truly a fantastic opportunity to join a company that we have worked with for many years. It is a varied and dynamic team of around 80 employees currently, with an enthusiastic, social and highly supportive team atmosphere. Staff retention is fantastic, and we as an agency have placed multiple people into the company, many of which are still there and thriving.
They are now looking for an ambitious individual to join their paraplanning department, and can consider multiple levels of experience for this exciting role. You will work alongside other Paraplanners, and receive whatever mentoring and support is needed to harness your development.
This is a company that pride themselves on their clear progression paths and structures. They encourage development, provide clear milestones to keep you motivated and have an excellent management system to keep you on track – progression opportunities include moving through to Chartered, Senior Paraplanner, subject matter expert, Manager or Adviser. Other benefits include:
- Hybrid working between home and office – after probationary period – 2 days from home
- This is a company that truly take huge pride in their employees and recognise their value through A generous and highly attainable bonus scheme of up to 12%
- Highly Social and supportive team and various team incentives and team events.
Desirable experience includes previous experience of working within a wealth management environment, supporting financial panners and/or paraplanners and someone who is working towards their Diploma in Financial Planning, or has a strong desire to start this study.
If this role sounds as though it aligns with your desire to have a career within Financial Services / Wealth Planning that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV now. If this role isn’t of interest, then please contact us as we have a number of active roles at the moment that may be more suitable.
Trainee Financial Planner / IFA – Graduate or Equivalent Programme.
Job Type:
Location: London
Trainee Financial Planner / IFA – Graduate or Equivalent Programme.
Based London, City
Salary £30000 – £35000 – depending on skills and experience + bonus
- Are you a graduate or equivalent motivated to build a career in Wealth Planning?
- Do you know that becoming an Adviser within wealth planning is your ambition
- Would you thrive in an environment that can offer a clear progression road map and is goal orientated?
Our client, a dynamic and ever-growing award-winning financial planning company, is now looking for its next selection of Trainee Financial Planners, after several successful years of hiring at this level and nurturing these individuals
into successful advisers. This is an exceptional opportunity for an ambitious and high-achieving individual to
work with a focussed and friendly team and relish the chance to cultivate a career within Financial Planning.
The company are a Chartered firm, standing at around 90 employees and one of the other fantastic benefits with this role, is the team itself. Highly Supportive, encouraging, driven, and social – A perfect environment to learn and grow.
With this role, comes clear structure and markers for progression, and would suit anyone who thrives on achieving milestones and is serious about learning all aspects of financial planning and progression through to Adviser.
Beginning as a Trainee Financial Planner, firstly learning the ropes with administration, having full study support to achieve the CII Diploma in Financial Planning and progressing through to Adviser. Ideal for someone who is
and outgoing with a strong commitment to self-leadership.
Benefits of the role:
- Full progression through to adviser – but also with opportunities to branch out into other areas of the business as you develop your career and experience if desired.
- Full time, office-based role for probationary period of 6 months – then moving to a hybrid set up with 2 days from home
- Bonus scheme of up to 12% per year
- A dedicated academy manager to keep you on track and support you through the dedicated milestones.
- Clear financial milestones to achieve with pay rises for exams passed.
To be considered for this role, you must have:
- Degree educated (or equivalent)
- Passion for Financial Planning
- Have superb attention to detail and excellent numerical skills
- Desirable aspects for the role include:
- Any completed exams towards the Diploma in financial planning (or equivalent)
- Any prior experience working within financial services, or a wealth planning environment.
Please note that due to the high level of response, only shortlisted candidates will be contacted. If you are not contacted within 7 days of your application, please assume you have not been successful. However, please keep applying as we work with some great local clients.