ⓘ There was an unexpected error processing your request.
Please refresh the page and try again.
If the problem persists, please contact us with your issue.
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.
CooperGrey Recruitment Ltd
Birmingham
A chartered firm of IFA’s is now seeking to appoint a Technical Administrator/Sales Support to work with and support a Chartered Financial Planner. Technical Administrator/Sales Support will be required to carry out all aspects of preparing for client meetings including completion of reviews, product analysis and writing suitability reports. Furth
Job Source: CooperGrey Recruitment LtdTEMPLEGATE 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 LIMITEDCooperGrey Recruitment Ltd
Birmingham
A chartered firm of IFA’s is now seeking to appoint a Junior Paraplanner/Sales Support to work with and support a Chartered Financial Planner. Junior Paraplanner/Sales Support will be required to carry out all aspects of preparing for client meetings including completion of reviews, product analysis and writing suitability reports. Further respons
Job Source: CooperGrey Recruitment LtdRecruit UK
Birmingham
Job Title: IFA Administrator Industry: Wealth Management Location: Birmingham Salary: up to £28,000 (negotiable dependent on experience) Job reference: 8915 Job Description: Recruit UK are working with a continuously growing and expanding Wealth Management firm. With offices located around the Midlands and further South, and they are looking to bri
Job Source: Recruit UKClever-HR
Coventry
An exciting opportunity for a Paraplanner to join a successful and growing Chartered wealth management firm! Clever-HR has partnered with a Chartered wealth management that offers deliverance of first-class advice across all aspects of Financial Planning. This includes investments, pension planning and IHT planning. Established for nearly 20 years,
Job Source: Clever-HROrtus PSR
Birmingham
Are you an ambitious and motivated Financial Services Administrator on your journey to being Diploma qualified who’s looking to take the next step in your career? This is the opportunity you've been waiting for! We are working with a highly regarded financial advisory firm seeking a talented individual to transition into a Paraplanning role and un
Job Source: Ortus PSRMI Search Ltd
Halesowen
This national IFA firm is currently seeking an administrator to work as part of their busy team in Halesowen. In this role you will support financial advisers and paraplanners and be involved in preparing client packs and annual reviews, dealing with client queries and correspondence, liaising with product providers, processing new business and gen
Job Source: MI Search LtdNorth Oak Recruitment Ltd
Leamington Spa
Financial Services Administrator - part time considered Leamington Spa Salary £26,000 - £32,000 dep on exp + benefits Our Ref AL1279 The Role My client is part of an award winning, national wealth management organisation and they now have an outstanding opportunity for an experienced individual to join their team. The suitable candidate will join t
Job Source: North Oak Recruitment LtdSolihull
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 you are currently working in an IFA but are looking to transition to SJP
If so, then we may have the opportunity for you...
The role/Company:
This SJP practice is based in Solihull and 20 in the team
They have fantastic opportunities for career growth as are currently in the middle of a period of considerable growth and expansion
You will have full exam support and development - whether that’s completing your Diploma or continuing your Chartered exams
You will be working closely with the Advisers and producing full illustrations, cash flow modelling and writing in-depth suitability reports
As a Paraplanner:
You will need previous experience within an SJP practice or IFA
You will have experience either in a technical admin role or a junior paraplanning role
You may have taken some professional qualifications already or be keen to continue, if so, full support is available to help you do this.
If you are ready for a change to an expanding SJP practice then please apply.
Technical IFA Administrator / Junior Paraplanner - SJP experience jobs in Solihull
ⓘ There was an unexpected error processing your request.
Please refresh the page and try again.
If the problem persists, please contact us with your issue.
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.