Our long term client is now seeking an experienced Paraplanner to join the Financial Services Team. This is a fantastic opportunity. You would be responsible for providing a professional and all round support service not only to the Financial Planners, but also to their clients. Your role will include product research and production of high quality and compliant recommendation reports across the spectrum of financial planning product...
A fantastic position has arisen for an experienced IFA Sales Support Administrator to join this highly respected Chartered Wealth Management, and Independent Financial Planning Advisory Group based in their Norwich office. This position will provide full administrative support to two senior consultants within the wealth planning and corporate team, and will involve obtaining new business illustrations, new business processing, the pre...
A fantastic position has arisen for an experienced IFA Sales Support Administrator to join this highly respected Chartered Wealth Management, and Independent Financial Planning Advisory Group based in their Norwich office. This position will provide full administrative support to two senior consultants within the wealth planning and corporate team, and will involve obtaining new business illustrations, new business processing, the pre...
Our long standing client is a successful Wealth Management and Financial Planning Practice, offering specialist solutions in Inheritance Tax, Investment and Pension Planning to their high net worth clients. They are located in Norwich. To bolster their client offering, they require an additional Sales Support Administrator to join the Practice. The main objective of this role will be to support the advisers in the pre and post ...
Our long standing client is a successful Wealth Management and Financial Planning Practice, offering specialist solutions in Inheritance Tax, Investment and Pension Planning to their high net worth clients. They are located in Norwich. To bolster their client offering, they require an additional Sales Support Administrator to join the Practice. The main objective of this role will be to support the advisers in the pre and post ...
A fantastic position has arisen for an experienced IFA Sales Support Administrator to join this highly respected Wealth Management, and Independent Financial Planning Advisory Group based in their Gerrards Cross office. This position will provide full administrative support to two senior consultants within the wealth planning and corporate team, and will involve obtaining new business illustrations, new business processing, the prepar...
We are pleased to be working on behalf of a highly regarded wealth management and advisory firm operating from beautiful offices in London. They are extremely successful and have been established in excess of 15 years and offer a family based relationship based service, managing in excess of £70 million of client assets. They are now embarking on a very clear growth programme which will involve expanding the advisory team as well as op...
Our long term City of London based client is an Independent fee based Boutique Wealth Management firm which provides holistic financial planning to a highly selective group of clients and their families for example, titled individuals/families, Aristocracy, City based Fund Managers, Entrepreneurs and senior business people. In essence they will all have a minimum of £2m net investable assets. The firm’s emphasis is on offering a c...
Our long term City of London based client is an Independent fee based Boutique Wealth Management firm which provides holistic financial planning to a highly selective group of clients and their families for example, titled individuals/families, Aristocracy, City based Fund Managers, Entrepreneurs and senior business people. In essence they will all have a minimum of £2m net investable assets. The firm’s emphasis is on offering a c...
A fantastic career opportunity has arisen for a Paraplanner to join this multi award winning wealth management/Independent Financial Advisory firm in Norwich. The firm offers the full spectrum of holistic financial advice to both personal and corporate clients. The Paraplanner will provide vital support to their team of Financial Planners, undertaking the researching of products, investment strategies and financial planning solutions....
A fantastic position has arisen for an experienced IFA Sales Support Administrator to join this highly respected Chartered Wealth Management, and Independent Financial Planning Advisory Group based in their City of London office. This position will provide full administrative support to one of the firms Chartered Financial Planners and will involve obtaining new business illustrations, new business processing, the preparation of files...
A fantastic position has arisen for an experienced IFA Sales Support Administrator to join this highly respected Chartered Wealth Management, and Independent Financial Planning Advisory Group based in their City of London office. This position will provide full administrative support to a Chartered Financial Planner and will involve obtaining new business illustrations, new business processing, the preparation of files for appointment...
A fantastic position has arisen for an experienced IFA Sales Support Administrator to join this highly respected Chartered Wealth Management, and Independent Financial Planning Advisory Group based in their City of London office. This position will provide full administrative support to one of the firms Chartered Financial Planners and will involve obtaining new business illustrations, new business processing, the preparation of files...
5 jobs matching this search were posted in the last week
A fantastic career opportunity has arisen for a Senior Technical Paraplanner to join this multi award winning wealth management/Independent Financial Advisory firm in Norwich. The firm offers the full spectrum of holistic financial advice to both personal and corporate clients. This is a highly technical role - the Paraplanner will provide vital support to their team of Financial Planners, undertaking the researching of products, inv...
A fantastic position has arisen with a true wealth management firm in Edinburgh. Our client is an extremely highly qualified firm of Wealth Managers and Independent Financial Advisers, and as a result of a key individual relocating abroad a position has arisen for a Chartered Financial Planner to take over a sizeable portfolio of existing wealthy HNW clients. At the outset there is a minimum of 200K of fees to be serviced this year alone an...
Our client is a successful firm of IFA's offering professional, informed and independent financial services and employee benefit advice. They currently require an experienced IFA Support Administrator to join their busy and vibrant office. Duties will include day to day administration i.e. processing applications; photocopying; filing; chasing outstanding information; answering the telephone; dealing with Insurance Companies; ass...
Our client is a well-respected and growing professional services IFA firm based near Amersham, Buckinghamshire. They are keen to recruit an experienced Paraplanner to join their highly successful team. The role will play a key part in the development of the office. Supporting their Financial Advisers you will be confident liaising with clients and other third parties as well as report writing and carrying out research. <br /...
An excellent opportunity exists for an experienced IFA consultant to join a leading single branded accountancy and law firm in their offices in East Sussex. This highly reputable and focused Practice is looking to appoint a further consultant to their team who will be dealing with business that is extremely high net worth, the majority of which will come from existing clients, marketing campaigns and seminars. The team offers advice to corp...
Our client is a specialist firm of IFA’s with a strong reputation throughout East Anglia and who are now focusing on an aggressive growth plan. They have just moved to superb offices on the outskirts of Norwich. The firm has excellent introducers to the business and as such there is a need to develop business from a well known accountancy practice and to work closely with a solicitors firm in Norwich. In addition there is the opportunity to...
Our client is a true wealth management practice with the majority of their business being investment led, and involving IHT, taxation and trusts work. Reporting to the Practice Director, this is a technical paraplanning role requiring experience of (and confidence in) dealing in the high net worth market. They are based in North London. Attention to detail, ability to work unsupervised, under pressure and to tight deadlines are all e...
Our client is a medium sized firm of Independent Financial Advisers based in beautiful offices in Norwich. They are fully RDR compliant, have been established in excess of 30 years and have a loyal, long standing client following. In order to bolster their client offering, they are keen to recruit a sales support administrator/junior paraplanner to help with administrative and paraplanning duties on behalf of the adviser team. This is...
Our client is a true wealth management firm based in Norwich. They have an exciting opportunity for an IFA Administrator / Trainee Paraplanner to join them. They pride themselves on providing an excellent service to their clients whilst organically growing their business and they are seeking an individual they can train within the role to develop their career within the Wealth Management industry. This is a very rare opportunity...
A brilliant opportunity has arisen for an experienced IFA Sales Support Administrator/junior paraplanner, to join this medium sized progressive firm of Independent Financial Advisers in Norwich. The firm has been established for many years - has an excellent track record with the FSA and is now completely RDR ready. The job involves all aspects of a first class administrative/support service to the team of IFA’s and Paraplanners - yo...
Our client is a medium sized, highly profitable, RDR compliant firm of Independent Financial Advisers based near Norwich. They have a long standing loyal client following, and are now embarking on a steady growth plan. As a result, they have reviewed their client bank and have a portfolio of clients to offer, and in addition to this, they are keen to develop and build upon an already existing introducer relationship with a local solicitor’s...
Our newly acquired wealth management/accountancy client is urgently seeking an experienced Technical Paraplanner/Technical Report Writer, to work within their highly technical financial planning team assisting them in providing financial planning advice to their HNW client base predominately senior consultants/surgeons within the medical sector. The duties will include research, technical suitability report writing, recommendations, on-goin...
