Average salary: £41,395 /yearly
More stats ...the IFA Financial Services Administration skills linked to both pensions and Investments and the ability to support the Advisors, Paraplanners and also the Clients on doing the Administrative which you MUST BE SKILLED AT.
Key Responsibilities :-
•New business submission...
Suggested
Permanent employment
Work at office
Holiday work
£40k - £47k per annum
...This Paraplanner job is available within an award winning firm that truly cares about their team. You will be joining their growing team of Paraplanners who support their team of Holistic Financial Advisors. Your responsibilities will include:
Reviewing factfinds and meeting...
Suggested
Work at office
Remote job
Holiday work
£50k per annum
...Paraplanner – Route to Advisor with clients provided Hybrid Working – Based in Uxbridge, Middlesex
£50k and bonus
My client is a well-established Independent Financial Advice firm with offices based in Uxbridge. They offer whole of market advice on Pensions, Investments...
Suggested
Side job
Work at office
Local area
Work from home
Hybrid work
£35k - £47k per annumEstimated
...A fantastic opportunity has arisen for an experienced Paraplanner to join a thriving financial advice practice near Amersham. They are looking for someone who is flexible and confident to provide their input as the team continues to develop and grow.
I am looking for a...
Suggested
Flexible hours
IDEX Consulting
Chesham Bois, Buckinghamshire
2 days ago
£50k per annum
Paraplanner - Route to Advisor with clients provided Hybrid Working - Based in Uxbridge, Middlesex
£50k and bonus
My client is a well-established Independent Financial Advice firm with offices based in Uxbridge. They offer whole of market advice on Pensions, Investments...
Suggested
Side job
Work at office
Local area
Work from home
Hybrid work
We are currently working with a national Wealth Management organisation to recruit an experienced Paraplanner. As a leading employer in the Financial Planning market, this company recognise the importance of offering flexibility to their staff and as such, they are happy to...
Suggested
Work at office
Work from home
£50k per annum
...over 60 years providing Financial Planning to both individuals and corporate clients.
Due to on going success require a qualified Paraplanner to join the team in St Albans.
Duties:
Prepare suitability reports in line with client objectives and as agreed with the adviser....
Suggested
£28k - £37k per annumEstimated
...Paraplanner
Our client is a borderless independent financial advisory consultancy unrelenting in its commitment to safeguarding its clients financial future. Offering a fresh approach with a dynamic energy that sets it apart from its competitors in the offshore marketplace...
Suggested
Traineeship
Remote job
Offshore
£55k per annum
...providing independent financial advice to individual and corporate clients since 1990’s. Due to on going success require a further senior Paraplanner.
This is an amazing opportunity to join a truly dynamic team.
Role and Responsibilities
·Responsible for all paperwork,...
Suggested
Traineeship
£32k - £35k per annum
...Senior Administrator / Paraplanner
Office based in Fleet, Hampshire
A negotiable salary of £32,000 - £35,000 plus benefits
Growth and Development opportunities available
We are recruiting for one of our partnership businesses based in their Fleet, Hampshire offices...
Suggested
Permanent employment
Work at office
£32k - £35k per annum
Senior Administrator / Paraplanner
Office based in Fleet, Hampshire
Growth and Development opportunities available
We are recruiting for one of our partnership businesses based in their Fleet, Hampshire offices. Due to expansions and demand they are on the hunt for...
Suggested
Permanent employment
Work at office
...This Paraplanner Team Leader job in Farnborough provides the opportunity for you to actively support the Paraplanner Manager through managing the team on a day-to-day basis
As Paraplanner Team Leader, circa 60% of your function will be managing the pipeline and progressing...
Suggested
Traineeship
£38k per annum
...A well-established IFA based in Uxbridge is now looking for a Paraplanner to join their team.
The firm has the flexibility to mould the Paraplanner opportunity around each person’s specific skillset and support with progression to Financial Adviser as this pathway tends...
Suggested
Permanent employment
Traineeship
Local area
2 days week
£24k - £32k per annumEstimated
...Type of Position: Trainee Paraplanner - Farnborough
Pay: £25k - £32k
Trainee Paraplanner - Farnborough
Our client is looking for a Trainee Paraplanner to join their team in Farnborough.
Key responsibilities:
To review and quality check Private Client fact finds...
Suggested
Traineeship
Artemis Recruitment Consultants Ltd
Farnborough, Hampshire
2 days ago
£38k per annum
...Financial Advisors placed in beautiful surrounding just outside of town providing Paraplanning Support.Ideally, they are looking for a paraplanner – but are also open to a junior dependent onability and current experience - someone who has :-
Recent IFA paraplanning...
Suggested
Work at office
Hybrid work
Flexible hours
2 days week
£45k - £52k per annum
...development to build the team to a competent status
Continuously introduce improvements within processes and systems, liaising with the Paraplanner Manager to implement them.
Working with the Paraplanner Manager to maintain an effective Paraplanning team
To review and...
Immediate start
£50k per annum
Paraplanner – Berkshire - £35K - £50K
The Opportunity:
I’m working with an IFA Firm who are looking for a Paraplanner to join a rapidly expanding Financial Services Practice which provides highly personalised financial planning and investment management service.
This...
Permanent employment
Employment trial period
£35k per annum
...Financial Administrator – route to Paraplanner Hillingdon, Middlesex - Hybrid Working - £35k + Bonus.
Our client, a well-established Independent Financial Advice firm based near Hillingdon, offers an exceptional opportunity for you to transition into a Paraplanner role...
Permanent employment
Hybrid work
...will:
Manage relationship with Partners and become their first point of contact on any queries
Coordinate with Partners and Paraplanners to ensure that we are able to deliver against a clients expectations and underline any concerns or potential issues
Collate all...
Full time
Work at office
Hybrid work
£28k - £37k per annum
...37,000 + Excellent Training + Hybrid working available + Supportive Culture + Great Holiday Package + Progression Opportunities to Paraplanner
Are you an administrator with experience in finance and working with Financial Advisors, looking for an exciting new role within...
Permanent employment
Temporary work
Work at office
Remote job
Hybrid work
Holiday work
Working Monday to Friday
£41k - £53k per annumEstimated
...mortgages, equity release or employee benefits.
The Financial Adviser will generally work in unison with a Financial Administrator and Paraplanner to ensure that clients receive a high level of service. The Financial Adviser should have the skills to work without support. The...
Work at office
Local area
Hybrid work
£45k per annum
...we assist them in securing a new career.
#LI-LW1 #LI-Hybrid
Job Synonyms: Team Leader, Manager, Technical Manager, Senior IFA administrator, Financial planning administrator, private client support, paraplanner assistant, IFA support, Technical Support, Adviser Support
Permanent employment
Summer work
Hybrid work
Weekend work
£55k per annum
...management, including mentoring, support, training, and recruitment within the team.
You will be responsible for managing a team of paraplanners to deliver an exceptional level of service to both our financial planners and clients. The role is incredibly varied and demanding,...
Permanent employment
£40k per annum
...pension advice, prioritizing Defined Benefit Transfer advice files.
- Provide clear, consistent, and constructive feedback to advisers/paraplanners.
- Monitor rework and sign off on cases upon completion.
- Drive excellent client outcomes through precise, high-quality advice...
Worldwide
Offshore