Employment Type : Full-Time
Technical IFA Administrator / Trainee Paraplanner Based St Albans Salary 33,000 - 40,000 depending upon experience Are you a Technical IFA Administrator who wants to progress into a Paraplanning role? Is your salary now not reflecting your technical admin experience? Are you frustrated by lack of exam support or options to continue to build paraplanning skill set Or Are you currently a Junior paraplanner looking for a company that has clear prog...
Employment Type : Full-Time
Job Title: IFA Administrator/Trainee Paraplanner Location: Warwick Salary: 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 ...
Employment Type : Full-Time
Our client, an award winning financial planning firm in York are looking to appoint an IFA Administrator/ Trainee Paraplanner to join their experienced and growing team on a permanent basis. As a Financial Services professional you will be joining a firm with an impressive employee retention rate, which is a direct result of a fantastic working environment, continued personal development and an attractive remuneration package Supporting a team o...
Employment Type : Full-Time
We have an opportunity for someone with previous Financial Planning Administration experience to join a successful company with a great reputation based in Poole. Due to growth, the opportunity for an IFA Administrator has arisen. The ideal candidate would have some experience with report writing, and the ambitions to progress into Paraplanning in the future. This role is office based, and you'll be joining a collaborative team that strives to a...
Employment Type : Full-Time
Our Wigan based client are looking to appoint a Senior IFA Administrator to join their team on a permanent basis. You will be joining a firm with an impressive employee retention rate, which is a direct result of a fantastic working environment, continued personal development and an attractive remuneration package Duties & responsibilities will include: Processing new business applications across the key financial products Submitting transac...
Employment Type : Full-Time
A boutique, and well-renowned independent financial planning practice is looking for a Technical IFA Administrator to directly support a Senior Adviser with the view to move to Paraplanning in the medium term. This would suit an experienced IFA Administrator and ideally someone who has made a start with the R0 Financial Planning exams,. You will join a team that has been awarded Best Financial Adviser to Work for award. The company has received ...
Employment Type : Full-Time
Senior IFA Administrator 30,000 - 37,000 DOE (for 32.5 hour week across 5 days) Flexitime & Superb Benefits Bristol / flexibility to work across 3 local offices on an adhoc basis / 100% office based The Company: A well established and growing IFA practice with 3 local offices in Bristol with a welcoming, down-to-earth, 'team mentality’ environment - working towards shared goals and supportive of each other with ad-hoc team socials and events...
Employment Type : Full-Time
Eventus Recruitment are seeking a Junior Paraplanning Administrator to join a well established Financial Planning / IFA business based in Knutsford, Cheshire. This is a great entry level opportunity, for a college or university leaver, who wants to pursue a career within the Financial Planning sector and join a thriving well respected company. You will benefit from 25 days holiday plus bank holidays, hybrid and flexible working options, and a go...
Employment Type : Full-Time
Candidate Requirements: · Previous experience working as an IFA Administrator, with knowledge of pensions and investments · Previous administration experience (trainee) · Ability to build relationships with clients and providers · Able to work under own initiative and prioritise work · Strong and effective communicator · A keen eye for detail · Team player · Knowledge of XPLAN would be desirable Benefits: · 9am-5pm - (rigid - no working late her...
Employment Type : Full-Time
Candidate Requirements: · Previous experience working as an IFA Administrator, with knowledge of pensions and investments · Previous administration experience (trainee) · Ability to build relationships with clients and providers · Able to work under own initiative and prioritise work · Strong and effective communicator · A keen eye for detail · Team player · Knowledge of XPLAN would be desirable Benefits: · 9am-5pm - (rigid - no working late her...