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Reed
Banbury
A great Financial Services Company is to recruit a Paraplanner/Analyst with skills within Financial services on report writing & analyst side. They request Ideally Level Four Diploma Qualified on your Paraplanning skills but will consider a skilled Paraplanner near to having Diploma in paraplanning. At some stage when joined & local to the Oxfo
Job Source: ReedCranleigh Personnel
Solihull
Technical IFA Administrator / Junior Paraplanner - SJP experience Location: Solihull Salary: £25,000 - £32,000 depending upon experience Hours: Full time Are you currently working for a smaller SJP practice and are looking to join a larger practice? Or are you feeling like your career is developing enough with your current SJP practice? Or maybe yo
Job Source: Cranleigh PersonnelReed
Banbury
A great Financial Services Company is to recruit a Paraplanner/Analyst with skills within Financial services on report writing & analyst side. They request Ideally Level Four Diploma Qualified on your Paraplanning skills but will consider a skilled Paraplanner near to having Diploma in paraplanning. At some stage when joined & local to the Oxfo
Job Source: ReedReed
Banbury
A great Financial Services Company is to recruit a Paraplanner/Analyst with skills within Financial services on report writing & analyst side. They request Ideally Level Four Diploma Qualified on your Paraplanning skills but will consider a skilled Paraplanner near to having Diploma in paraplanning. At some stage when joined & local to the Oxfo
Job Source: ReedReed
Banbury
A great Financial Services Company is to recruit a Paraplanner/Analyst with skills within Financial services on report writing & analyst side. They request Ideally Level Four Diploma Qualified on your Paraplanning skills but will consider a skilled Paraplanner near to having Diploma in paraplanning. At some stage when joined & local to the Oxfo
Job Source: ReedNJR Recruitment
Solihull
Trainee Paraplanner Solihull £25,000 - £30,000 DOE On site parking Full time in the office Bonus scheme Our client is a well-established Wealth Management practice who provides corporate and private client wealth management advice to Private Clients, Business Owners, Trustees and Sports professionals. My client now has an outstanding oppor
Job Source: NJR RecruitmentTEMPLEGATE RECRUITMENT LIMITED
Coventry
EMPLEGATE RECRUITMENT Financial Services Specialist Recruiters Job Title: Senior IFA Administrator Location: Kenilworth Benefits: Competitive salary, Pension, Professional development opportunities Salary: £24,000 to £30,000 depending on qualifications and experience About the Company: Our client is a respected Independent F
Job Source: TEMPLEGATE RECRUITMENT LIMITEDPremier Jobs UK Limited
Coventry
This IFA Administrator job near Coventry is ideal for an individual with experience as an Administrator within financial planning firms. Our client is a values-based financial planning firm is motivated by achieving great client outcomes, rather than driven by sales. You will be providing full administrative support to Financial Advisors, including
Job Source: Premier Jobs UK LimitedLeamington Spa
Job Title: IFA Administrator/Trainee ParaplannerLocation: WarwickSalary: up to £32,000
Benefits:
31 days annual leave (incl BH)
Income protection scheme from day 1
Life assurance from completion of probation
Other benefits include: EAP, Wellbeing support, Financial wellbeing, virtual GPs etc.
Company sick pay from completion of probation
About Us: We are a reputable financial advisory firm committed to providing top-notch service and expertise to our clients. We are currently seeking a dedicated and detail-oriented individual to join our team as a IFA Administrator/Trainee Paraplanner. This role is crucial in maintaining our commitment to excellent customer service and ensuring the smooth daily operations of our office.
Role Purpose: As a IFA Administrator/Trainee Paraplanner, you will play a key role in providing essential administrative support to the team. Your responsibilities will include handling queries from clients and other parties, preparing documentation, and ensuring compliance with regulatory requirements.
Key Duties and Responsibilities:
Provide high-quality administrative support to advisers and the support team.
Effectively communicate with clients and other parties to address queries.
Accurately process applications and record management information.
Collaborate with product providers, advisers, clients, and third parties to ensure timely case completion.
Qualifications and Skills:
Previous experience Within an IFA.
Strong organisational skills with attention to detail.
Excellent communication and interpersonal skills.
Proficient in using back-office systems.
Ability to work independently and collaboratively within a team.
What’s next?
Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion, we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.
Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.
Synonyms: Client Services Administrator, Sales Support, Financial Planning Administrator, IFA, Financial Planning, Wealth Management, Financial Advisory, Financial Advice, Client Support, Adviser Support, ifa admin, PA, client review, client delivery, business support, financial services , Trainee Paraplanner
IFA Administrator/Trainee Paraplanner jobs in Leamington Spa
ⓘ There was an unexpected error processing your request.
Please refresh the page and try again.
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You can always manage your preferences and update your interests to ensure you receive the most relevant opportunities.
Get ready to discover your next great opportunity.