IFA Administrator / Junior Paraplanner - Hybrid - Stansted - Up to£45k + revenue related increases
London, United Kingdom 1 month ago
Job Description
Financial Planning Administrator / Junior Paraplanner - With potential to become qualified paraplanner My client are a well-established Independent Financial Advice firm with offices based near Stansted in Essex. They offer whole of market advice on Pensions, Investments, Tax Planning, IHT, Mortgages and some Protections to wealthy clients across the Essex, London and Anglia regions of England. They also offer Wills and Trusts as well as Powers of Attorney assistance and a string of other services. They have a 30 year history in financial planning and have an established book of clients that continues to grow organically. This practice requires someone with experience of wealth planning operations who is client facing, and willing to nurture and develop relationships with existing clients overseeing their complete wealth management requirements alongside an IFA. This position is suitable to experienced IFA administrators or junior paraplanners who are interested in the service and technical side of the job, and will appeal to those that whilst already competent and experienced administrators may prefer the client facing elements of wealth planning. You’ll not only be responsible for setting up new accounts, putting together new service applications, dealing with and issuing letters of authority etc, but also responsible for producing some reports as well as eing the clients’ first port of call with any queries or concerns. You do not have tohave your diploma in financial planning already as training and support towards this qualification will be given. You will be working alongside a long-established Advisor who has built up his client portfolio over the last 20 years, and you will be supported by a keen and ambitious team of administrators who will be keen to learn from you. The role will lend itself to a career minded administrator or paraplanner who not only the ability to nurture strong and ongoing relationships with their clients, but one that is also willing to share their knowledge and experience with the junior members ofthe team. If you are working within a Private Client Wealth Management role, providing holistic paraplanning support to financial advisors then my client would like to talk to you. If this role sounds of interest, please contact Ryan at Financial Divisions
Digital Marketing Manager
London, United Kingdom 10 hours ago
As a Digital Marketing Manager at Christian Aid, you will take the lead in developing and executing digital marketing strategies that align with the broader digital and fundraising goals. You will manage key campaigns across different digital...
Safety Case Engineer
United Kingdom 17 hours ago
Mott Macdonald We’re a global engineering, management, and development consultancy. Our purpose is to improve society by considering social outcomes in everything we do, relentlessly focusing on excellence and digital innovation, transforming our...
Tyre Technician Hucknall
United Kingdom 17 hours ago
Are you an experienced Tyre Fitter/Fast Fit Technician looking for the next step in your career, if so then look no further apply today to the UK’s largest Automotive service, maintenance and repair business and we offer great career opportunities,...
Senior Project Manager
Cambridge, East of England 18 hours ago
Senior Project& Change Manager(s) Salary : 43,800 - 58,500 Location: Cambridge, Hybrid (min. 2-3 days per week in office) Contract : Permanent& Fixed Term (18 Months), Full Time, 35 Hours Per Week Do you have...
Senior Associate Civil Engineer
Brighton, South East England 18 hours ago
Mott MacDonald Locations: Brighton, UK / Croydon, UK / London, UK / Reading, UK / Bristol, UK Recruiter contact : Nicola Coyle We’re a global engineering, management, and development consultancy. Our purpose is to improve society by considering...
Deputy Headteacher Egginton
United Kingdom 18 hours ago
How would you like to be paid for five days but only work four*? Our colleagues’ wellbeing is at the heart of everything we do at OFG, so we’re always looking for new ways to improve everyone’s work/life balance. We’re taking part in a trial of the...
Deputy Headteacher Egginton
United Kingdom 18 hours ago
How would you like to be paid for five days but only work four*? Our colleagues’ wellbeing is at the heart of everything we do at OFG, so we’re always looking for new ways to improve everyone’s work/life balance. We’re taking part in a trial of the...
Tax Manager Bath
Bath, South West England 18 hours ago
Forvis Mazars is an engine for rapid and consistent career progression, offering individually designed career paths so you can grow within a culture that helps you pursue your interests. We match your changing needs with hybrid working, and help you...
Sales Development Representative
United Kingdom 18 hours ago
Join Our Team as a Sales Development Representative in Colchester, Chelmsford, Clacton, Witham& Ipswich! Are you a driven and customer-focused individual looking for an exciting career in sales? We’re hiring Sales Advisers across multiple...
Civil Engineering rolesSenior/Principal
Brighton, South East England 18 hours ago
Mott MacDonald Location/s: Brighton, UK/Glasgow,UK/Altrincham,UK Recruiter contact: Abhijeet Barpanda We’re a global engineering, management, and development consultancy. Our purpose is to improve society by considering social outcomes in everything...