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What we do

We are a specilist Wealth Management recruitment agency that works with small and mid sized IFAs across the UK to connect them with the best wealth talent in their area.&nbsp;
Roles we specialise in: Financial Advice, Paraplanning, IFA Administration/ Support, Compliance, Employee Benefits&nbsp;
For enquiries:
01174869776
angus@wealthlinkrecruitment.co.uk
www.wealthlinkrecruitment.co.uk&nbsp;

External links

Trainee Paraplanner Location - Liverpool Salary up to 36,000 Full Time, Part time Permanent We are working with a boutique Independent Financial Adviser who are looking to bring on a Trainee Paraplanner. In the role you will work in a pod with experienced paraplanners on a wide range of financial planning cases. A full training and development programme will be put in place. This is a great role for an experienced IFA Administrator or someone with some paraplanning experience that wants to kick on and become a fully diploma qualified Paraplanner. Key duties of the Trainee Paraplanner Preparing documentation for client review meetings Attending and minuting client and prospect meetings Production of Suitability Reports for existing clients covering for example, pension draw and contributions, pension transfers, fund switches, bond assignments and surrenders. There is also occasionally a need to recommend protection products. Producing full planning reports for new clients. Liaising with our Investment Team to communicate changes to client plans which impact on the investment strategy. Cashflow Modelling Ad hoc Administration duties What’s on offer? Salary up to 36,000 DOE Study support to complete Level 4 diploma in Financial Planning 9.30 starts 35 hour working week with flexi starts (8-4 or 9-5) Annual bonus up to 10% Strong benefits package If you are interested in the Trainee Paraplanner Position then apply today and one of our consultants will be in touch within 24 hours. Trainee Paraplanner, IFA Administrator, Research Analyst, Financial Planning, Financial Services, Wealth Management

Trainee Paraplanner

Trainee Paraplanner Location - West Midlands (3 days in the office, 2 days from home) Salary up to 36,000 Full Time, Part time Permanent We are working with a national Independent Financial Adviser who are looking to bring on a Trainee Paraplanner. In the role you will work in a pod with experienced paraplanners on a wide range of financial planning cases. A full training and development programme will be put in place. This is a great role for an experienced IFA Administrator or someone with some paraplanning experience that wants to kick on and become a fully diploma qualified Paraplanner. Key duties of the Trainee Paraplanner Preparing documentation for client review meetings Attending and minuting client and prospect meetings Production of Suitability Reports for existing clients covering for example, pension draw and contributions, pension transfers, fund switches, bond assignments and surrenders. There is also occasionally a need to recommend protection products. Producing full planning reports for new clients. Liaising with our Investment Team to communicate changes to client plans which impact on the investment strategy. Cashflow Modelling Ad hoc Administration duties What’s on offer? Salary up to 36,000 DOE Study support to complete Level 4 diploma in Financial Planning Hybrid work (2 days a week from home) 35 hour working week with flexi starts (8-4 or 9-5) Annual bonus up to 10% Strong benefits package If you are interested in the Trainee Paraplanner Position then apply today and one of our consultants will be in touch within 24 hours. Trainee Paraplanner, IFA Administrator, Research Analyst, Financial Planning, Financial Services, Wealth Management

Senior Financial Planning Administrator Location - Warwick Salary 30,000 - 35,000 Duration: Permanent, Full time or Part Time We are working with an IFA firm based in Warwick who are looking to bring on a Senior Financial Planning Administrator. In the role you will work closely with Financial Advisers to provide a high quality and efficient service to clients. The role is varied and you will work on Investments, Pensions, Mortgage and Protection cases. You will also collaborate with the paraplanning team to help create reports and provide technical Administrative support. This is a great opportunity for a Career Administrator or someone who wants to move into a more technical role and complete the Level 4 diploma in Financial Planning. What’s on offer? Salary up to 35,000 25 days annual leave + Bank Holidays Discretionary Annual bonus 35 hour working week with flexible start times Study Support and Sponsorship through financial planning exams What’s Next? If you are interested in the Senior Financial Planning Administrator position then apply now! One of our consultants will reach out within 24 hours if you match the requirements. Senior Financial Planning Administrator, IFA Administrator, Financial Planning, Wealth Management, Customer services, Administration

Senior Financial Planning Administrator

Senior Financial Planning Administrator Location - Edgbaston, Birmingham Salary 26,000 - 32,000 Duration: Permanent, Full time or Part Time We are working with an IFA firm based in Birmingham who are looking to bring on a Senior Financial Planning Administrator. In the role you will work closely with Financial Advisers to provide a high quality and efficient service to clients. The role is varied and you will work on Investments, Pensions, Mortgage and Protection cases. You will also collaborate with the paraplanning team to help create reports and provide technical Administrative support. This is a great opportunity for a Career Administrator or someone who wants to move into a more technical role and complete the Level 4 diploma in Financial Planning. What’s on offer? Salary up to 32,000 25 days annual leave Bank Holidays Discretionary Annual bonus 35 hour working week with flexible start times Study Support and Sponsorship through financial planning exams What’s Next? If you are interested in the Senior Financial Planning Administrator position then apply now! One of our consultants will reach out within 24 hours if you match the requirements. Senior Financial Planning Administrator, IFA Administrator, Financial Planning, Wealth Management, Customer services, Administration