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Brook Street
Cwmbran
An exciting new opportunity has come up with our outstanding and established candidate as a Paraplanner. My client, based in Cwmbran, are looking for a Paraplanner to join their small team on a permanent basis. This role requires experience as a Paraplanner or proven experience to show capabilities to perform in the role. The salary is set from £28
Job Source: Brook StreetNew Directions
Aberdare
The preparation of meeting packs, illustrations, valuations and notes. Processing fund switches, transfers, withdrawals, and money movements. Acting as a point of contact for client enquiries, handling requests and providing information. Liaising with third parties, processing new business, collating existing plan information, and requesting inform
Job Source: New DirectionsPremier Jobs UK Limited
Cardiff
This employed, fully home based Financial Adviser job is available to individuals experienced in sales, with interest and desire to become a Financial Adviser. This is an exciting opportunity to build a career as a Financial Adviser, helping families save, invest and protect their finances. You will be provided with a portfolio of existing policyho
Job Source: Premier Jobs UK LimitedKnight Temple Recruitment
Cardiff
Our clients are a is a newly created mortgage brokerage and are the trading style of a long-established IFA firm. They are currently seeking to appoint an experienced whole of market mortgage broker to work from home either over the phone or virtaully advising on quality pre-qualified appointments. Please note this is a self-employed role. To be c
Job Source: Knight Temple RecruitmentRecruit UK | Certified B Corp™
cardiff, wales, United Kingdom
Recruit UK are working on an exciting opportunity for an IFA Administrator to join an Independent Financial Planning firm in Cardiff. Our client is a long standing financial planning company, who specialise in tailor made adviser for clients across Wales and the South East. They have a dedicated team of Financial Advisers, Paraplanners and Adminis
Job Source: Recruit UK | Certified B Corp™Recruit UK
Cardiff
Job Title: IFA Administrator Industry: Financial Planning Location: Cardiff Salary: £28,000 - £32,000 Job Reference: 9024 Job Description: Recruit UK are orking on an exciting opportunity for an IFA Administrator to join an Independent Financial Planning firm in Cardiff. Our client is a long standing financial planning company, who specialise
Job Source: Recruit UKTetra Tech
Cardiff
Are you an Associate Ecologist looking to broaden your project experience or to work with a diverse team of ecological experts? Or a Principal Ecologist looking for a step up with the flexibility or opportunities to develop your career without the glass ceiling? Tetra Tech is a leading provider of high-end consulting and engineering services for pr
Job Source: Tetra TechSER Limited
Clevedon
We are currently looking for experienced Desk Based Account Manager in the South West area who have great knowledge of the Telecommunications sector to join our forever growing team. The right candidate will be a hungry new business hunter. We are a company who has partnerships with tier one vendors which allows us to offer business Telephony, Conn
Job Source: SER LimitedCardiff
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 be able to offer experienced Paraplanners the opportunity to work from home.
Their current requirement is for an experienced Paraplanner to join the business to provide technical paraplanning support to a team of Senior Financial Planners. You will have a close working relationship with both the Planners and the Financial Planning Administrators who will be providing you with administrative support.
Candidates should be experienced within the Wealth Management/Financial Planning remit and will hold the Diploma in Financial Planning as a minimum, those with Advanced Diploma Qualifications will have an advantage. The organisation will provide full support to attain further qualifications and have an excellent benefits package. You will be offered excellent opportunities in the future to progress within the organisation.
You will be provided with all of the hardware and software necessary to complete your job with maximum efficiency, as if you were in the office.
This organisation is well known for supporting training and development, as a result candidates will be given full training where required and will also be supported both financially and through study leave to attain further exams. You will be joining a well-known and highly respected organisation with excellent career development opportunities.
Paraplanner - Home Based jobs in Cardiff
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