ifa paraplanning team manager Jobs - 52
Paraplanner / Paraplanning Manager
Recruitment Solutions (Folkestone) Limited - LU12TF
Employment Type : Full-Time
A superb career opportunity is available with a leading Wealth Manager for a Paraplanner / Paraplanner Manager. An exceptional role, for an experienced and qualified Senior Paraplanner to move into a managerial position or for an existing Team Leader. Paraplanner / Manager Are you a proactive and driven individual looking to lead a team towards excellence in the world of Financial Planning? We're seeking a passionate Paraplanning Team Leader to ...
Private Client Administrator
Chase de Vere Independent Financial Advisers - M53EJ
Employment Type : Full-Time
PRIVATE CLIENT ADMINISTRATOR Fast paced, varied and demanding. Our private client administration teams work closely with the financial advisers and paraplanners to ensure that we deliver the best possible service to both new and existing clients. Supported by our experienced operations management and learning and development team, our client support administrators receive full industry training to ensure their knowledge is of a high standard. Th...
IFA Administrator / Paraplanner
Heat Recruitment - LE11AF
Employment Type : Full-Time
Job Title: Paraplanner / Administrator Salary: Up to 35,000 per annum Location: Leicester, UK Benefits: 5% Pension Contribution 3 Times Death in Service Private Medical Health Care The role is office-based. We are representing a rapidly growing financial services firms, specialising in financial planning, investment management, and stockbroking. They operate their own global platform, offering unique opportunities for career growth and developme...
Senior Paraplanner route to Paraplanning Manager - Up to £65,000 +
Financial Divisions - London
Employment Type : Full-Time
Supporting highest achieving Adviser Plus: bonus and excellent benefits package The Opportunity Our client is a leading independent financial advisory firm who are highly recognised and respected within the sector, offering a comprehensive financial planning and investment management service to high net-worth individuals, charities, and trusts. They are now looking to recruit a talented, technically competent Senior Paraplanner, to bolster their...
SENIOR IFA ADMINISTRATOR
NJR Recruitment - Chorley
Employment Type : Full-Time
SENIOR IFA ADMINISTRATOR CHORLEY AREA / HYBRID WORKING ON OFFER FREE ON-SITE PARKING EXCELLENT BENEFITS SALARY UP TO 32,000 NJR Recruitment are currently working with one of the first IFAs in the UK to receive the Gold Standard Investors in People award. Gaining Corporate Chartered Status in 2010 and standing in the top 4% of the country's IFA Firms by qualification, our Client offers an excellent career path for the right candidate. Due to cont...
Paraplanner Manager
Ortus PSR - RG415TP
Employment Type : Full-Time
Exciting Opportunity: Paraplanning Team Manager at growing IFA firm Are you ready to lead and inspire a dedicated team in the heart of the financial planning industry? A directly authorised IFA firm that prides itself on providing personalised financial security to its clients, is seeking an experienced Paraplanning Team Manager to work with the Head of operations in developing the process so they can achieve double digit growth over the next 24...
Operations Manager
mbf. - EC3A4AF
Employment Type : Full-Time
Join a progressive and high-performing Independent Financial Adviser (IFA) firm that is making waves in the financial planning industry. Our client is dedicated to providing a modern financial planning experience, combining personalised client service with cutting-edge financial technology. They are expanding rapidly and are seeking a talented individual to join our team as an Operations Manager / Assistant to the Managing Director. Job Descript...
Office Manager
NJR Recruitment - Leeds
Employment Type : Full-Time
NJR are currently working with a well established firm of financial planners based in Leeds, who now have an excellent opportunity for a highly professional Office Manager to join their ambitious, forward thinking and friendly office. To join as a key part of this team you will need to be highly efficient, organised, and be able to multi-task and prioritise accordingly. You will relish getting things organised and getting the job done, have a 'h...
Paraplanner/Client Manager
Brevere Group - WC1X0AS
Employment Type : Full-Time
Are you a skilled Paraplanner looking for a challenging and expansive role with the opportunity to progress towards an advisory role? Have you achieved Diploma status and keen to develop further? If you feel restricted within your current role and want to advance your career, apply today. Due to continued success in delivering bespoke solutions to HNW clients, this energetic and expanding Wealth Management firm seeks a skilled Paraplanner who wi...
IFA Sales Support Administrator
Blakemore Recruitment - Biggleswade
Employment Type : Full-Time
Purpose of the role To provide both clerical and administrative support to ensure the smooth running of the firm. Specifically assisting the firms Financial Planners with day-to-day client management. Skills and knowledge required: Deal with telephone, email enquiries. Assisting with onsite meetings. Maintain filing systems/client files. Scanning and indexing documents and emails to Virtual Cabinet. Preparing meeting packs for with relevant form...