This job listing has expired
Paraplanner – Diploma qualified
- Gloucestershire
Posted 10 months ago - Applications have closed
Related Jobs
-
Senior IFA Administrator/Client services Administrator
Job Type: Sales Support
Location: Leighton Buzzard
Paraplanner – Diploma qualified
- Gloucestershire
Posted 10 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.
-
IFA Administrator/Client services representative
Job Type: Sales Support
Location: London
Job Title: IFA Administrator/Client services representative
Location: London, City
Salary: DOE – ranging between £30000 and £34000 plus up to 12% bonus
Are you an IFA Administrator looking for your next challenge?
Or, perhaps you have experience from other areas of financial services and are keen to move into a financial planning role?
Would you relish the opportunity for genuine career progression options within a supportive structured environment.
We have just the role 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. They are looking for an IFA administrator with a passion for the industry to join their wonderful team.The company was founded on a belief that a deeper understanding of financial services is essential to offering the right bespoke advice.
It is a varied and dynamic team of around 100 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.
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%
This is a company that pride themselves on their clear progression paths and structures so the opportunities for progression within the admin department, and through to other areas of the business such as paraplanning are genuine.
Other Benefits include various team incentives and social events.
Desirable experience includes previous experience of working within a wealth management environment, supporting financial panners and/or paraplanners – although not essential as long as there is a desire to build a career within the wealth management space.
Someone who is working towards their Diploma in Financial Planning or has a strong desire to start this is also highly desirable.
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 Admin role (experience from other areas of financial services considered)
Job Type: Sales Support
Location: London
Job Title: IFA Admin role (experience from other areas of financial services considered)
Location: London, City
Salary: DOE – ranging between £30000 and £34000 plus up to 12% bonus
Are you looking for a role within Wealth Planning
Do you have experience from other areas of financial services and are keen to move into a financial planning role?
Would you relish the opportunity to join a company with exceptional training mentoring and management and the opportunity for structured career progression options within a supportive social environment.
We have just the role 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.
They are looking for an IFA administrator with a passion for the industry to join their wonderful team.
The company was founded on a belief that a deeper understanding of financial services is essential to offering the right bespoke advice.
It is a varied and dynamic team of around 100 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 enthusiastic individual to join their client servicing team, and play a key role in supporting financial advisers with back office administration.
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%
- This is a company that pride themselves on their clear progression paths and structures so the opportunities for progression within the admin department, and through to other areas of the business such as paraplanning are genuine.
- Other Benefits include various team incentives and social events.
Desirable experience includes previous experience of working within a wealth management environment, supporting financial planners and/or paraplanners – however experience from other areas of financial services, such as experience with pensions, working within a provider, accountancy experience, or mortgage experience for example is also highly considered.
The main requirement is an understanding of a role within Financial Planning and a desire to build a career in this industry – and someone who is working towards their Diploma in Financial Planning or has a strong desire to start this is also highly desirable.
If this role sounds as though it aligns with your desire to have a career within Wealth Planning that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV now.
-
IFA Administrator/Client services representative
Job Type: Sales Support
Location: London
Paraplanner – Diploma qualified
- Gloucestershire
Posted 10 months ago - Applications have closed
This job listing has expired
Related Jobs
-
IFA Admin role (experience from other areas of financial services considered)
Job Type: Sales Support
Location: London
Job Title: IFA Admin role (experience from other areas of financial services considered)
Location: London, City
Salary: DOE – ranging between £30000 and £34000 plus up to 12% bonus
Are you looking for a role within Wealth Planning
Do you have experience from other areas of financial services and are keen to move into a financial planning role?
Would you relish the opportunity to join a company with exceptional training mentoring and management and the opportunity for structured career progression options within a supportive social environment.
We have just the role 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.
They are looking for an IFA administrator with a passion for the industry to join their wonderful team.
The company was founded on a belief that a deeper understanding of financial services is essential to offering the right bespoke advice.
It is a varied and dynamic team of around 100 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 enthusiastic individual to join their client servicing team, and play a key role in supporting financial advisers with back office administration.
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%
- This is a company that pride themselves on their clear progression paths and structures so the opportunities for progression within the admin department, and through to other areas of the business such as paraplanning are genuine.
- Other Benefits include various team incentives and social events.
Desirable experience includes previous experience of working within a wealth management environment, supporting financial planners and/or paraplanners – however experience from other areas of financial services, such as experience with pensions, working within a provider, accountancy experience, or mortgage experience for example is also highly considered.
The main requirement is an understanding of a role within Financial Planning and a desire to build a career in this industry – and someone who is working towards their Diploma in Financial Planning or has a strong desire to start this is also highly desirable.
If this role sounds as though it aligns with your desire to have a career within Wealth Planning that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV now.
-
IFA Administrator/Client services representative
Job Type: Sales Support
Location: London
Job Title: IFA Administrator/Client services representative
Location: London, City
Salary: DOE – ranging between £30000 and £34000 plus up to 12% bonus
Are you an IFA Administrator looking for your next challenge?
Or, perhaps you have experience from other areas of financial services and are keen to move into a financial planning role?
Would you relish the opportunity for genuine career progression options within a supportive structured environment.
We have just the role 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. They are looking for an IFA administrator with a passion for the industry to join their wonderful team.The company was founded on a belief that a deeper understanding of financial services is essential to offering the right bespoke advice.
It is a varied and dynamic team of around 100 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.
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%
This is a company that pride themselves on their clear progression paths and structures so the opportunities for progression within the admin department, and through to other areas of the business such as paraplanning are genuine.
Other Benefits include various team incentives and social events.
Desirable experience includes previous experience of working within a wealth management environment, supporting financial panners and/or paraplanners – although not essential as long as there is a desire to build a career within the wealth management space.
Someone who is working towards their Diploma in Financial Planning or has a strong desire to start this is also highly desirable.
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.
-
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.
-
Paraplanner role – Junior paraplanners, IFA Admin or Diploma qualified considered
Job Type: Paraplanners
Location: London
Paraplanner role – Junior paraplanners, IFA Admin or Diploma qualified considered
- Paraplanners
- London
Posted 4 weeks ago
Overview
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.
Senior IFA Administrator/Client services Administrator
Job Type: Sales Support
Location: Leighton Buzzard
Paraplanner – Diploma qualified
- Gloucestershire
Posted 10 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.
-
IFA Administrator/Client services representative
Job Type: Sales Support
Location: London
Job Title: IFA Administrator/Client services representative
Location: London, City
Salary: DOE – ranging between £30000 and £34000 plus up to 12% bonus
Are you an IFA Administrator looking for your next challenge?
Or, perhaps you have experience from other areas of financial services and are keen to move into a financial planning role?
Would you relish the opportunity for genuine career progression options within a supportive structured environment.
We have just the role 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. They are looking for an IFA administrator with a passion for the industry to join their wonderful team.The company was founded on a belief that a deeper understanding of financial services is essential to offering the right bespoke advice.
It is a varied and dynamic team of around 100 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.
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%
This is a company that pride themselves on their clear progression paths and structures so the opportunities for progression within the admin department, and through to other areas of the business such as paraplanning are genuine.
Other Benefits include various team incentives and social events.
Desirable experience includes previous experience of working within a wealth management environment, supporting financial panners and/or paraplanners – although not essential as long as there is a desire to build a career within the wealth management space.
Someone who is working towards their Diploma in Financial Planning or has a strong desire to start this is also highly desirable.
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 Admin role (experience from other areas of financial services considered)
Job Type: Sales Support
Location: London
Job Title: IFA Admin role (experience from other areas of financial services considered)
Location: London, City
Salary: DOE – ranging between £30000 and £34000 plus up to 12% bonus
Are you looking for a role within Wealth Planning
Do you have experience from other areas of financial services and are keen to move into a financial planning role?
Would you relish the opportunity to join a company with exceptional training mentoring and management and the opportunity for structured career progression options within a supportive social environment.
We have just the role 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.
They are looking for an IFA administrator with a passion for the industry to join their wonderful team.
The company was founded on a belief that a deeper understanding of financial services is essential to offering the right bespoke advice.
It is a varied and dynamic team of around 100 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 enthusiastic individual to join their client servicing team, and play a key role in supporting financial advisers with back office administration.
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%
- This is a company that pride themselves on their clear progression paths and structures so the opportunities for progression within the admin department, and through to other areas of the business such as paraplanning are genuine.
- Other Benefits include various team incentives and social events.
Desirable experience includes previous experience of working within a wealth management environment, supporting financial planners and/or paraplanners – however experience from other areas of financial services, such as experience with pensions, working within a provider, accountancy experience, or mortgage experience for example is also highly considered.
The main requirement is an understanding of a role within Financial Planning and a desire to build a career in this industry – and someone who is working towards their Diploma in Financial Planning or has a strong desire to start this is also highly desirable.
If this role sounds as though it aligns with your desire to have a career within Wealth Planning that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV now.
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/Client services representative
Job Type: Sales Support
Location: London
Job Title: IFA Administrator/Client services representative
Location: London, City
Salary: DOE – ranging between £30000 and £34000 plus up to 12% bonus
Are you an IFA Administrator looking for your next challenge?
Or, perhaps you have experience from other areas of financial services and are keen to move into a financial planning role?
Would you relish the opportunity for genuine career progression options within a supportive structured environment.
We have just the role 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. They are looking for an IFA administrator with a passion for the industry to join their wonderful team.The company was founded on a belief that a deeper understanding of financial services is essential to offering the right bespoke advice.
It is a varied and dynamic team of around 100 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.
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%
This is a company that pride themselves on their clear progression paths and structures so the opportunities for progression within the admin department, and through to other areas of the business such as paraplanning are genuine.
Other Benefits include various team incentives and social events.
Desirable experience includes previous experience of working within a wealth management environment, supporting financial panners and/or paraplanners – although not essential as long as there is a desire to build a career within the wealth management space.
Someone who is working towards their Diploma in Financial Planning or has a strong desire to start this is also highly desirable.
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 Admin role (experience from other areas of financial services considered)
Job Type: Sales Support
Location: London
Job Title: IFA Admin role (experience from other areas of financial services considered)
Location: London, City
Salary: DOE – ranging between £30000 and £34000 plus up to 12% bonus
Are you looking for a role within Wealth Planning
Do you have experience from other areas of financial services and are keen to move into a financial planning role?
Would you relish the opportunity to join a company with exceptional training mentoring and management and the opportunity for structured career progression options within a supportive social environment.
We have just the role 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.
They are looking for an IFA administrator with a passion for the industry to join their wonderful team.
The company was founded on a belief that a deeper understanding of financial services is essential to offering the right bespoke advice.
It is a varied and dynamic team of around 100 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 enthusiastic individual to join their client servicing team, and play a key role in supporting financial advisers with back office administration.
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%
- This is a company that pride themselves on their clear progression paths and structures so the opportunities for progression within the admin department, and through to other areas of the business such as paraplanning are genuine.
- Other Benefits include various team incentives and social events.
Desirable experience includes previous experience of working within a wealth management environment, supporting financial planners and/or paraplanners – however experience from other areas of financial services, such as experience with pensions, working within a provider, accountancy experience, or mortgage experience for example is also highly considered.
The main requirement is an understanding of a role within Financial Planning and a desire to build a career in this industry – and someone who is working towards their Diploma in Financial Planning or has a strong desire to start this is also highly desirable.
If this role sounds as though it aligns with your desire to have a career within Wealth Planning that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV now.
IFA Administrator/Client services representative
Job Type: Sales Support
Location: London
Paraplanner – Diploma qualified
- Gloucestershire
Posted 10 months ago - Applications have closed
This job listing has expired
Related Jobs
-
IFA Admin role (experience from other areas of financial services considered)
Job Type: Sales Support
Location: London
Job Title: IFA Admin role (experience from other areas of financial services considered)
Location: London, City
Salary: DOE – ranging between £30000 and £34000 plus up to 12% bonus
Are you looking for a role within Wealth Planning
Do you have experience from other areas of financial services and are keen to move into a financial planning role?
Would you relish the opportunity to join a company with exceptional training mentoring and management and the opportunity for structured career progression options within a supportive social environment.
We have just the role 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.
They are looking for an IFA administrator with a passion for the industry to join their wonderful team.
The company was founded on a belief that a deeper understanding of financial services is essential to offering the right bespoke advice.
It is a varied and dynamic team of around 100 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 enthusiastic individual to join their client servicing team, and play a key role in supporting financial advisers with back office administration.
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%
- This is a company that pride themselves on their clear progression paths and structures so the opportunities for progression within the admin department, and through to other areas of the business such as paraplanning are genuine.
- Other Benefits include various team incentives and social events.
Desirable experience includes previous experience of working within a wealth management environment, supporting financial planners and/or paraplanners – however experience from other areas of financial services, such as experience with pensions, working within a provider, accountancy experience, or mortgage experience for example is also highly considered.
The main requirement is an understanding of a role within Financial Planning and a desire to build a career in this industry – and someone who is working towards their Diploma in Financial Planning or has a strong desire to start this is also highly desirable.
If this role sounds as though it aligns with your desire to have a career within Wealth Planning that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV now.
-
IFA Administrator/Client services representative
Job Type: Sales Support
Location: London
Job Title: IFA Administrator/Client services representative
Location: London, City
Salary: DOE – ranging between £30000 and £34000 plus up to 12% bonus
Are you an IFA Administrator looking for your next challenge?
Or, perhaps you have experience from other areas of financial services and are keen to move into a financial planning role?
Would you relish the opportunity for genuine career progression options within a supportive structured environment.
We have just the role 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. They are looking for an IFA administrator with a passion for the industry to join their wonderful team.The company was founded on a belief that a deeper understanding of financial services is essential to offering the right bespoke advice.
It is a varied and dynamic team of around 100 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.
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%
This is a company that pride themselves on their clear progression paths and structures so the opportunities for progression within the admin department, and through to other areas of the business such as paraplanning are genuine.
Other Benefits include various team incentives and social events.
Desirable experience includes previous experience of working within a wealth management environment, supporting financial panners and/or paraplanners – although not essential as long as there is a desire to build a career within the wealth management space.
Someone who is working towards their Diploma in Financial Planning or has a strong desire to start this is also highly desirable.
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.
-
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 Admin role (experience from other areas of financial services considered)
Job Type: Sales Support
Location: London
Job Title: IFA Admin role (experience from other areas of financial services considered)
Location: London, City
Salary: DOE – ranging between £30000 and £34000 plus up to 12% bonus
Are you looking for a role within Wealth Planning
Do you have experience from other areas of financial services and are keen to move into a financial planning role?
Would you relish the opportunity to join a company with exceptional training mentoring and management and the opportunity for structured career progression options within a supportive social environment.
We have just the role 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.
They are looking for an IFA administrator with a passion for the industry to join their wonderful team.
The company was founded on a belief that a deeper understanding of financial services is essential to offering the right bespoke advice.
It is a varied and dynamic team of around 100 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 enthusiastic individual to join their client servicing team, and play a key role in supporting financial advisers with back office administration.
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%
- This is a company that pride themselves on their clear progression paths and structures so the opportunities for progression within the admin department, and through to other areas of the business such as paraplanning are genuine.
- Other Benefits include various team incentives and social events.
Desirable experience includes previous experience of working within a wealth management environment, supporting financial planners and/or paraplanners – however experience from other areas of financial services, such as experience with pensions, working within a provider, accountancy experience, or mortgage experience for example is also highly considered.
The main requirement is an understanding of a role within Financial Planning and a desire to build a career in this industry – and someone who is working towards their Diploma in Financial Planning or has a strong desire to start this is also highly desirable.
If this role sounds as though it aligns with your desire to have a career within Wealth Planning that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV now.
IFA Administrator/Client services representative
Job Type: Sales Support
Location: London
Job Title: IFA Administrator/Client services representative
Location: London, City
Salary: DOE – ranging between £30000 and £34000 plus up to 12% bonus
Are you an IFA Administrator looking for your next challenge?
Or, perhaps you have experience from other areas of financial services and are keen to move into a financial planning role?
Would you relish the opportunity for genuine career progression options within a supportive structured environment.
We have just the role 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. They are looking for an IFA administrator with a passion for the industry to join their wonderful team.The company was founded on a belief that a deeper understanding of financial services is essential to offering the right bespoke advice.
It is a varied and dynamic team of around 100 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.
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%
This is a company that pride themselves on their clear progression paths and structures so the opportunities for progression within the admin department, and through to other areas of the business such as paraplanning are genuine.
Other Benefits include various team incentives and social events.
Desirable experience includes previous experience of working within a wealth management environment, supporting financial panners and/or paraplanners – although not essential as long as there is a desire to build a career within the wealth management space.
Someone who is working towards their Diploma in Financial Planning or has a strong desire to start this is also highly desirable.
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.
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.
Paraplanner role – Junior paraplanners, IFA Admin or Diploma qualified considered
Job Type: Paraplanners
Location: London
Paraplanner role – Junior paraplanners, IFA Admin or Diploma qualified considered
- Paraplanners
- London
Posted 4 weeks ago
Overview
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.