Job Title: IFA AdministratorLocation: Lichfield (WS14), UKSalary: £25,000-£31,000 Benefits: Full exam support, including payment for the first exam attempt and a pay rise of £1,000 per exam passed. Study time provided within the working week to support your professional development. Flexible working arrangements, including the opportunity for office-based and homeworking after the initial training period. Free parking, company pension, and increasing holiday allowance with length of service A supportive and friendly working environment with opportunities for long-term career progression into Paraplanning and/or Financial Advice Are you a motivated individual looking to kick-start your career in the financial services industry? Are you eager to learn and develop within a supportive and dynamic team environment? If so, we have an exciting opportunity for you to join our team as an IFA Administrator with the potential to progress into a Paraplanner. About Us: We are a family-run business with a long-standing reputation for excellence in the financial advisory sector. With 38 dedicated staff members and plans to expand our team with the addition of new advisers this year, we offer a welcoming and nurturing environment where individuals can thrive and grow. Responsibilities: Provide comprehensive administrative support to our Independent Financial Advisers (IFAs), assisting with client correspondence, scheduling appointments, and managing client databases. Assist in the preparation of client reports and documentation under the guidance of our experienced Paraplanners. Collaborate closely with our team to ensure the smooth execution of financial plans and the delivery of exceptional service to our clients. Undertake study towards financial qualifications to progress into a Junior Paraplanner role, with full exam support and opportunities for career advancement. What next? If you are an experienced Administrator looking for a fulfilling career opportunity in the financial services industry, we invite you to apply. 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, Client Delivery,
Apr 23, 2024
Full time
Job Title: IFA AdministratorLocation: Lichfield (WS14), UKSalary: £25,000-£31,000 Benefits: Full exam support, including payment for the first exam attempt and a pay rise of £1,000 per exam passed. Study time provided within the working week to support your professional development. Flexible working arrangements, including the opportunity for office-based and homeworking after the initial training period. Free parking, company pension, and increasing holiday allowance with length of service A supportive and friendly working environment with opportunities for long-term career progression into Paraplanning and/or Financial Advice Are you a motivated individual looking to kick-start your career in the financial services industry? Are you eager to learn and develop within a supportive and dynamic team environment? If so, we have an exciting opportunity for you to join our team as an IFA Administrator with the potential to progress into a Paraplanner. About Us: We are a family-run business with a long-standing reputation for excellence in the financial advisory sector. With 38 dedicated staff members and plans to expand our team with the addition of new advisers this year, we offer a welcoming and nurturing environment where individuals can thrive and grow. Responsibilities: Provide comprehensive administrative support to our Independent Financial Advisers (IFAs), assisting with client correspondence, scheduling appointments, and managing client databases. Assist in the preparation of client reports and documentation under the guidance of our experienced Paraplanners. Collaborate closely with our team to ensure the smooth execution of financial plans and the delivery of exceptional service to our clients. Undertake study towards financial qualifications to progress into a Junior Paraplanner role, with full exam support and opportunities for career advancement. What next? If you are an experienced Administrator looking for a fulfilling career opportunity in the financial services industry, we invite you to apply. 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, Client Delivery,
Senior Financial Services Administrator Location: City of London Salary: £32,000 - £36,000 depending upon experience Hours: Full time, 4 days in the office, 1 x day working from home Are you currently working for a regional SJP office and looking to work for an SJP practice based in London? Or maybe you are working for a small SJP practice in London and are looking to join a larger practice with more career progression? Or are you feeling like your career is developing enough with your current SJP practice? If so, then we may have the opportunity for you The role/Company: This SJP practice is based in the City and has over 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 be providing a high level of technical and administrative support and also organizing the work flow throughout the practice You will be preparing new business cases, including any compliance required documentation and work closely with the Paraplanners and Advisers As a Financial Services Administrator: You will need previous experience within an SJP practice with experience of processing new business You will have experience of the administration of IHT and /Investment products You may have taken some professional qualifications already or be keen to begin, if so, full support is available to help you do this. If you are ready for a change to an expanding SJP practice in the City, then please apply.
Apr 22, 2024
Full time
Senior Financial Services Administrator Location: City of London Salary: £32,000 - £36,000 depending upon experience Hours: Full time, 4 days in the office, 1 x day working from home Are you currently working for a regional SJP office and looking to work for an SJP practice based in London? Or maybe you are working for a small SJP practice in London and are looking to join a larger practice with more career progression? Or are you feeling like your career is developing enough with your current SJP practice? If so, then we may have the opportunity for you The role/Company: This SJP practice is based in the City and has over 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 be providing a high level of technical and administrative support and also organizing the work flow throughout the practice You will be preparing new business cases, including any compliance required documentation and work closely with the Paraplanners and Advisers As a Financial Services Administrator: You will need previous experience within an SJP practice with experience of processing new business You will have experience of the administration of IHT and /Investment products You may have taken some professional qualifications already or be keen to begin, if so, full support is available to help you do this. If you are ready for a change to an expanding SJP practice in the City, then please apply.
IFA Administrator Kanresborough £23,000 - £28,000, plus benefits Our client is an established Financial Planning practice in Knaresborough, who are looking to recruit an experienced IFA Administrator to join their expanding team, with excellent progression opportunities through to Paraplanner and potentially IFA in the future. Day to day responsibilities: General administration and upkeep of company records Updating the back-office system Keeping both clients and Advisers fully updated in relation to the processing of application proceeds by proactively pursuing cases. Assisting advisers in preparation of new business packs for meetings. Fee and commission reconciliation. Developing good communication with individual clients to provide personal service and cultivate potential additional business. How to Apply: Please send your CV immediately or contact Stuart on 0 7 .
Apr 16, 2024
Full time
IFA Administrator Kanresborough £23,000 - £28,000, plus benefits Our client is an established Financial Planning practice in Knaresborough, who are looking to recruit an experienced IFA Administrator to join their expanding team, with excellent progression opportunities through to Paraplanner and potentially IFA in the future. Day to day responsibilities: General administration and upkeep of company records Updating the back-office system Keeping both clients and Advisers fully updated in relation to the processing of application proceeds by proactively pursuing cases. Assisting advisers in preparation of new business packs for meetings. Fee and commission reconciliation. Developing good communication with individual clients to provide personal service and cultivate potential additional business. How to Apply: Please send your CV immediately or contact Stuart on 0 7 .
We are working with a Chartered IFA in The City listed in the Top 10 Financial Advisers 2022 by FTAdviser, who is looking to recruit an Administrator to add to one of their top-performing adviser's pod.You will work directly with two Paraplanners and 1 Adviser who works with a large amount of high-net-worth clients. The team work very closely together and partake in lots of team and company wide socials, so team fit is key for this hire. Progression is available in the pod in the future when Paraplanners move up.They are looking for an experienced IFA / Financial Planning Administrator to step into the support role and be responsible for: Submitting new business internally and externally Monitoring 100% of client transactions Liaising with providers Meeting documentation prepration Supporting with client queries Creating management reports LOAs Using: Voyant/Cash Flow Planning/FE Analytics Benefits of the role include: Direct experience supporting a very successful Partner Competitive salary, will consider candidates between £30,000 - £40,000Hybrid working - once or twice a week in the officeTeam socialsPension Vitality HealthDiscretionary bonus If you are interested in this opportunity, please apply and one of our consultants will be in touch.
Dec 19, 2022
Full time
We are working with a Chartered IFA in The City listed in the Top 10 Financial Advisers 2022 by FTAdviser, who is looking to recruit an Administrator to add to one of their top-performing adviser's pod.You will work directly with two Paraplanners and 1 Adviser who works with a large amount of high-net-worth clients. The team work very closely together and partake in lots of team and company wide socials, so team fit is key for this hire. Progression is available in the pod in the future when Paraplanners move up.They are looking for an experienced IFA / Financial Planning Administrator to step into the support role and be responsible for: Submitting new business internally and externally Monitoring 100% of client transactions Liaising with providers Meeting documentation prepration Supporting with client queries Creating management reports LOAs Using: Voyant/Cash Flow Planning/FE Analytics Benefits of the role include: Direct experience supporting a very successful Partner Competitive salary, will consider candidates between £30,000 - £40,000Hybrid working - once or twice a week in the officeTeam socialsPension Vitality HealthDiscretionary bonus If you are interested in this opportunity, please apply and one of our consultants will be in touch.
Capio recruitment are working with an award winning wealth management firm with growing ambition. They provide a large number of high net worth clients with expert wealth management to help them achieve their objectives. They have successfully grown in their business and reputation over the years and are now in the UK and Europe. You will be within a close-knit team to provide support to the financial advisers. Some of the day-to-day duties include preparing suitability reports, carrying out technical research, adhering to their compliance processes and liaising with third parties effectively. Our award winning client has experienced impressive growth over the recent years and they are looking for someone to join, embrace the growth and be part of an industry leading team. What our client will offer you: Attractive benefits package Hybrid working with flexible hours Ongoing training and development Forward thinking firm with great progression routes Exam support Required experience: Strong work ethic with an attitude to succeed Multiple year's experience within an independent firm working towards Level 4 Diploma Proficient in Microsoft 365
Dec 19, 2022
Full time
Capio recruitment are working with an award winning wealth management firm with growing ambition. They provide a large number of high net worth clients with expert wealth management to help them achieve their objectives. They have successfully grown in their business and reputation over the years and are now in the UK and Europe. You will be within a close-knit team to provide support to the financial advisers. Some of the day-to-day duties include preparing suitability reports, carrying out technical research, adhering to their compliance processes and liaising with third parties effectively. Our award winning client has experienced impressive growth over the recent years and they are looking for someone to join, embrace the growth and be part of an industry leading team. What our client will offer you: Attractive benefits package Hybrid working with flexible hours Ongoing training and development Forward thinking firm with great progression routes Exam support Required experience: Strong work ethic with an attitude to succeed Multiple year's experience within an independent firm working towards Level 4 Diploma Proficient in Microsoft 365
Capio recruitment are working with an Independent Financial Planning firm who are looking for a Diploma Qualified Paraplanner. They are a comprehensive financial advice firm who provide help and support for medium and long term financial planing requirements. They offer holistic advice on products from the whole market. You will be working closely with the Financial Advisers within a close-knit team. Some of the day-to-day duties include producing suitability reports, cash flow modelling, risk profiling and exposure and researching further products. Our award winning client has experienced impressive growth over the recent years and they are looking for someone to join, embrace the growth and be part of the industry leading team. What our client will offer you: Attractive benefits package Hybrid working with flexible hours Ongoing training and development Forward thinking firm with great progression routes Required experience: Experience working within an independent firm Level 4 Diploma qualified in Financial Planning Strong work ethic with an attitude to succeed Proficient in using Microsoft 365
Dec 19, 2022
Full time
Capio recruitment are working with an Independent Financial Planning firm who are looking for a Diploma Qualified Paraplanner. They are a comprehensive financial advice firm who provide help and support for medium and long term financial planing requirements. They offer holistic advice on products from the whole market. You will be working closely with the Financial Advisers within a close-knit team. Some of the day-to-day duties include producing suitability reports, cash flow modelling, risk profiling and exposure and researching further products. Our award winning client has experienced impressive growth over the recent years and they are looking for someone to join, embrace the growth and be part of the industry leading team. What our client will offer you: Attractive benefits package Hybrid working with flexible hours Ongoing training and development Forward thinking firm with great progression routes Required experience: Experience working within an independent firm Level 4 Diploma qualified in Financial Planning Strong work ethic with an attitude to succeed Proficient in using Microsoft 365
One of the UKs most successful Financial Planning & Investment Management organisations are seeking to recruit a Trainee Financial Planner to join their South West/Bristol team. This is an exceptional opportunity for an aspiring Financial Adviser who is looking to join a forward thinking, market leader who will provide you with first class training & support. You'll start as a Trainee but will be tasked with progressing to CAS within 6-12 months with the assistance and guidance of the Managing Partner. You will be joining the growing 'desk based' advice team, the service provided to clients is a full comprehensive financial planning service, although mainly provided remotely due to efficiency of the service. They have a clear and defined progression structure to allow you the opportunity to move into face-to-face advice in the future if you desired. Requirements: Candidates MUST be Diploma qualified as a minimum. You must have experience within financial services, ideally working within an Advisory role (such as a Mortgage or Protection Advisor) although the company are willing to consider people with relevant skills and qualifications from different backgrounds, such as Paraplanners who can demonstrate client facing or business development skills You must have a very strong technical knowledge of all financial services products Personality is key! We're looking for a driven, motivated individual who has the potential to become one of the company's top performers. Candidates should have excellent people skills and should be able to prove that they are highly resilient, hard-working and have the ability to quickly form strong relationships On offer: A genuine opportunity to progress at one of the UK's leading Wealth Management organisations A chance to learn from the best! A generous basic salary, negotiable depending on experience and qualifications, up to £40,000 plus company benefits and discretionary bonus. Salary will naturally increase with experience and you can expect earnings of up to £50,000 once you are signed off as a full Financial Planner Full support towards any further qualifications Hybrid working after initial training period
Dec 15, 2022
Full time
One of the UKs most successful Financial Planning & Investment Management organisations are seeking to recruit a Trainee Financial Planner to join their South West/Bristol team. This is an exceptional opportunity for an aspiring Financial Adviser who is looking to join a forward thinking, market leader who will provide you with first class training & support. You'll start as a Trainee but will be tasked with progressing to CAS within 6-12 months with the assistance and guidance of the Managing Partner. You will be joining the growing 'desk based' advice team, the service provided to clients is a full comprehensive financial planning service, although mainly provided remotely due to efficiency of the service. They have a clear and defined progression structure to allow you the opportunity to move into face-to-face advice in the future if you desired. Requirements: Candidates MUST be Diploma qualified as a minimum. You must have experience within financial services, ideally working within an Advisory role (such as a Mortgage or Protection Advisor) although the company are willing to consider people with relevant skills and qualifications from different backgrounds, such as Paraplanners who can demonstrate client facing or business development skills You must have a very strong technical knowledge of all financial services products Personality is key! We're looking for a driven, motivated individual who has the potential to become one of the company's top performers. Candidates should have excellent people skills and should be able to prove that they are highly resilient, hard-working and have the ability to quickly form strong relationships On offer: A genuine opportunity to progress at one of the UK's leading Wealth Management organisations A chance to learn from the best! A generous basic salary, negotiable depending on experience and qualifications, up to £40,000 plus company benefits and discretionary bonus. Salary will naturally increase with experience and you can expect earnings of up to £50,000 once you are signed off as a full Financial Planner Full support towards any further qualifications Hybrid working after initial training period
Are you an IFA Administrator looking for progression down the Paraplanning route or already a Paraplanner seeking a new opportunity then this could be the ideal role for you . My client is an established and successful IFA firm who are proud of their reputation as an innovative financial planning firm with strong client focus and service ethic. Due to internal promotion, they now seek a driven individual who can support with technical admin support to 2 Financial Advisers and progress into Paraplanning with full support and training provided. Based in a stunning village near Liskeard with parking available plus a competitive salary and benefits with bonus potential. Initially office based but once competent their may be flexibility to work from home on occasions. If you seek a bespoke , personalised business where you will play an integral part and reap the rewards, then this could be the opportunity of a lifetime for you so please apply.
Dec 15, 2022
Full time
Are you an IFA Administrator looking for progression down the Paraplanning route or already a Paraplanner seeking a new opportunity then this could be the ideal role for you . My client is an established and successful IFA firm who are proud of their reputation as an innovative financial planning firm with strong client focus and service ethic. Due to internal promotion, they now seek a driven individual who can support with technical admin support to 2 Financial Advisers and progress into Paraplanning with full support and training provided. Based in a stunning village near Liskeard with parking available plus a competitive salary and benefits with bonus potential. Initially office based but once competent their may be flexibility to work from home on occasions. If you seek a bespoke , personalised business where you will play an integral part and reap the rewards, then this could be the opportunity of a lifetime for you so please apply.
One of the UKs most successful Financial Planning & Investment Management organisations are seeking to recruit a Trainee Financial Planner to join their Cardiff team. This is an exceptional opportunity for an aspiring Financial Adviser who is looking to join a forward thinking, market leader who will provide you with first class training & support. You'll start as a Trainee but will be tasked with progressing to CAS within 6-12 months with the assistance and guidance of the Managing Partner. You will be joining the growing 'desk based' advice team, the service provided to clients is a full comprehensive financial planning service, although mainly provided remotely due to efficiency of the service. They have a clear and defined progression structure to allow you the opportunity to move into face-to-face advice in the future if you desired. Requirements: Candidates MUST be Diploma qualified as a minimum. You must have experience within financial services, ideally working within an Advisory role (such as a Mortgage or Protection Advisor) although the company are willing to consider people with relevant skills and qualifications from different backgrounds, such as Paraplanners who can demonstrate client facing or business development skills You must have a very strong technical knowledge of all financial services products Personality is key! We're looking for a driven, motivated individual who has the potential to become one of the company's top performers. Candidates should have excellent people skills and should be able to prove that they are highly resilient, hard-working and have the ability to quickly form strong relationships On offer: A genuine opportunity to progress at one of the UK's leading Wealth Management organisations A chance to learn from the best! A generous basic salary, negotiable depending on experience and qualifications, up to £40,000 plus company benefits and discretionary bonus. Salary will naturally increase with experience and you can expect earnings of up to £50,000 once you are signed off as a full Financial Planner Full support towards any further qualifications Hybrid working after initial training period
Dec 15, 2022
Full time
One of the UKs most successful Financial Planning & Investment Management organisations are seeking to recruit a Trainee Financial Planner to join their Cardiff team. This is an exceptional opportunity for an aspiring Financial Adviser who is looking to join a forward thinking, market leader who will provide you with first class training & support. You'll start as a Trainee but will be tasked with progressing to CAS within 6-12 months with the assistance and guidance of the Managing Partner. You will be joining the growing 'desk based' advice team, the service provided to clients is a full comprehensive financial planning service, although mainly provided remotely due to efficiency of the service. They have a clear and defined progression structure to allow you the opportunity to move into face-to-face advice in the future if you desired. Requirements: Candidates MUST be Diploma qualified as a minimum. You must have experience within financial services, ideally working within an Advisory role (such as a Mortgage or Protection Advisor) although the company are willing to consider people with relevant skills and qualifications from different backgrounds, such as Paraplanners who can demonstrate client facing or business development skills You must have a very strong technical knowledge of all financial services products Personality is key! We're looking for a driven, motivated individual who has the potential to become one of the company's top performers. Candidates should have excellent people skills and should be able to prove that they are highly resilient, hard-working and have the ability to quickly form strong relationships On offer: A genuine opportunity to progress at one of the UK's leading Wealth Management organisations A chance to learn from the best! A generous basic salary, negotiable depending on experience and qualifications, up to £40,000 plus company benefits and discretionary bonus. Salary will naturally increase with experience and you can expect earnings of up to £50,000 once you are signed off as a full Financial Planner Full support towards any further qualifications Hybrid working after initial training period
A highly reputable, established, multi-office Wealth Management and Accountancy group, an independent provider of accounting, business advisory and wealth management services, currently requires an experienced Diploma Level 4 qualified REMOTE PARAPLANNER to join its vibrant and friendly team. Its Mission: Engage with its clients and its people to deliver technical excellence and quality in everything it does A very competitive package is available, a fantastic base, ranging from £35,000 to £50,000, depending on experience, career progression and a comprehensive benefits package Paraplanner Vacancy Description To contribute to the department's strategic objectives by providing excellent support, in a compliant manner, to enable us to deliver a first-class service to clients, in our quest to be the firm of choice. To support one another, in a professional, flexible, and positive way, working together to achieve departmental and firm-wide success using our combined knowledge, enthusiasm and initiative to be the best we can be. It is a leading independent provider of accounting, business advisory and wealth management services. It has offices across the North-West, with over 300 partners and staff advising clients across the UK. It is also part of a global network of firms, helping clients with international trade matters Its Mission: Engage with its clients and its people to deliver technical excellence and quality in everything we do. Values: Delivering outstanding client service. Creating a friendly, positive environment Striving to be the best we can be Doing the right thing Putting something back Overview It is a top 50 award winning professional services firm Part of a national and international network of firms with global opportunities Clear career opportunities and progression paths Pay progression linked to role development We have an excellent reputation for training staff in a friendly and welcoming environment Focus on work/life balance - flexible working patterns/locations We are accredited "Investors in People" Great social life and involvement in community and charitable initiatives Popular staff social club A diverse work family Benefits package including pension scheme, life assurance, flexible benefits (such as options to buy/sell annual leave, cycle to work scheme and dental insurance) The Paraplanning Role Work closely with the consultants to fully understand the client's objectives, needs and priorities, to provide holistic financial planning for the client Carry out research and consider the bigger picture (e.g., tax implications) to find solutions to objectives, factoring these into suitability letters/reports Proactively look to add value and influence the planning and solution recommended for the client, identifying, and highlighting any additional or future planning points as appropriate Liaising with the Head of Technical Support and Compliance Manager to highlight/discuss any complex, unusual or ambiguous cases. Liaising with colleagues in other service lines, as appropriate, to ensure a joined-up approach to the holistic planning Work closely with the client service team to gather accurate information required for prepping and planning cases, clearly setting out what is required and timescales Adhering to regulatory requirements, compliance procedures, departmental and firm-wide processes. Ensuring a complete and accurate audit trail is always maintained Taking ownership for keeping up to date with legislative / regulatory changes / CPD Proactively get involved and contribute ideas as part of continuous improvement. Support and embrace necessary changes. Share best practice and knowledge as appropriate Ensure agreed personal objectives are progressed on a timely basis Provide 'subject matter expert' input as appropriate and when requested, and provide appropriate training, direction and support for others where needed Take ownership for identified projects Essential Skills: Ability to deliver first class client service A proactive and positive approach and the ability to take the initiative Attention to detail Excellent communication skills Ability to prioritise workload effectively An appreciation and understanding of how other roles within the department are inter-dependant Confidence to discuss cases with the consultant and seek further information as appropriate, to ensure the starting point of any case is fully compliant and objectives are fully understood Confidence to refer complex/unusual/non-compliant cases to the Head of Technical Support or Compliance Manager Advanced experience using the full Microsoft Office suite Desirable Attributes: Experience of using Iress Adviser Office/XPLAN and provider platforms Previous experience of working within a professional financial services firm Previous experience of working within a strong compliance culture Qualifications: Diploma in Regulated Financial Planning or equivalent Please APPLY TODAY for further details. I do not automatically submit CV's and always speak with applicants prior to sharing, so you will get an opportunity to discuss this exceptional opportunity. You can call me, Robert on 52 I have multiple options available with different clients right across the UK
Dec 14, 2022
Full time
A highly reputable, established, multi-office Wealth Management and Accountancy group, an independent provider of accounting, business advisory and wealth management services, currently requires an experienced Diploma Level 4 qualified REMOTE PARAPLANNER to join its vibrant and friendly team. Its Mission: Engage with its clients and its people to deliver technical excellence and quality in everything it does A very competitive package is available, a fantastic base, ranging from £35,000 to £50,000, depending on experience, career progression and a comprehensive benefits package Paraplanner Vacancy Description To contribute to the department's strategic objectives by providing excellent support, in a compliant manner, to enable us to deliver a first-class service to clients, in our quest to be the firm of choice. To support one another, in a professional, flexible, and positive way, working together to achieve departmental and firm-wide success using our combined knowledge, enthusiasm and initiative to be the best we can be. It is a leading independent provider of accounting, business advisory and wealth management services. It has offices across the North-West, with over 300 partners and staff advising clients across the UK. It is also part of a global network of firms, helping clients with international trade matters Its Mission: Engage with its clients and its people to deliver technical excellence and quality in everything we do. Values: Delivering outstanding client service. Creating a friendly, positive environment Striving to be the best we can be Doing the right thing Putting something back Overview It is a top 50 award winning professional services firm Part of a national and international network of firms with global opportunities Clear career opportunities and progression paths Pay progression linked to role development We have an excellent reputation for training staff in a friendly and welcoming environment Focus on work/life balance - flexible working patterns/locations We are accredited "Investors in People" Great social life and involvement in community and charitable initiatives Popular staff social club A diverse work family Benefits package including pension scheme, life assurance, flexible benefits (such as options to buy/sell annual leave, cycle to work scheme and dental insurance) The Paraplanning Role Work closely with the consultants to fully understand the client's objectives, needs and priorities, to provide holistic financial planning for the client Carry out research and consider the bigger picture (e.g., tax implications) to find solutions to objectives, factoring these into suitability letters/reports Proactively look to add value and influence the planning and solution recommended for the client, identifying, and highlighting any additional or future planning points as appropriate Liaising with the Head of Technical Support and Compliance Manager to highlight/discuss any complex, unusual or ambiguous cases. Liaising with colleagues in other service lines, as appropriate, to ensure a joined-up approach to the holistic planning Work closely with the client service team to gather accurate information required for prepping and planning cases, clearly setting out what is required and timescales Adhering to regulatory requirements, compliance procedures, departmental and firm-wide processes. Ensuring a complete and accurate audit trail is always maintained Taking ownership for keeping up to date with legislative / regulatory changes / CPD Proactively get involved and contribute ideas as part of continuous improvement. Support and embrace necessary changes. Share best practice and knowledge as appropriate Ensure agreed personal objectives are progressed on a timely basis Provide 'subject matter expert' input as appropriate and when requested, and provide appropriate training, direction and support for others where needed Take ownership for identified projects Essential Skills: Ability to deliver first class client service A proactive and positive approach and the ability to take the initiative Attention to detail Excellent communication skills Ability to prioritise workload effectively An appreciation and understanding of how other roles within the department are inter-dependant Confidence to discuss cases with the consultant and seek further information as appropriate, to ensure the starting point of any case is fully compliant and objectives are fully understood Confidence to refer complex/unusual/non-compliant cases to the Head of Technical Support or Compliance Manager Advanced experience using the full Microsoft Office suite Desirable Attributes: Experience of using Iress Adviser Office/XPLAN and provider platforms Previous experience of working within a professional financial services firm Previous experience of working within a strong compliance culture Qualifications: Diploma in Regulated Financial Planning or equivalent Please APPLY TODAY for further details. I do not automatically submit CV's and always speak with applicants prior to sharing, so you will get an opportunity to discuss this exceptional opportunity. You can call me, Robert on 52 I have multiple options available with different clients right across the UK
Job Title -IFA Administrator Location - Nottingham Salary - £24,000 - £28,000 Job Description: Capio Recruitment is working with a highly respected financial planning firm on an exciting opportunity for a IFA Administrator to join a forward-thinking practice in Nottingham, due to impressive growth in recent years. The firm prides themselves on their service to their clients, specialising in providing financial advice to high-net-worth individuals. As an IFA Administrator, you will be joining their expanding team providing administration to the Financial Advisers and Paraplanners. With duties consisting of processing new business, producing valuations, updating platforms and day to day communication with clients, you will be stepping into the forefront of financial planning. Alongside the day-to-day role, you will have a comprehensive training structure set out to assist your development within your career, with internal progression being a key part of their business. This firm heavily invest in growing and developing talent whilst providing a family feel environment, with regular social events. What our client will offer you: Competitive salary Progressive company with a social and supportive office environment Attractive benefits package Dynamic workplace with key development and experience Hybrid working approach Required experience: Experience within a professional services firm Understanding of back-office systems such as Intelligent Office Experience with client interaction on phone, email and in person Ambitious individual looking to start their financial planning career Excellent communication skills To discuss this opportunity at length, please contact one of our Financial Planning team specialists at Capio Recruitment
Dec 14, 2022
Full time
Job Title -IFA Administrator Location - Nottingham Salary - £24,000 - £28,000 Job Description: Capio Recruitment is working with a highly respected financial planning firm on an exciting opportunity for a IFA Administrator to join a forward-thinking practice in Nottingham, due to impressive growth in recent years. The firm prides themselves on their service to their clients, specialising in providing financial advice to high-net-worth individuals. As an IFA Administrator, you will be joining their expanding team providing administration to the Financial Advisers and Paraplanners. With duties consisting of processing new business, producing valuations, updating platforms and day to day communication with clients, you will be stepping into the forefront of financial planning. Alongside the day-to-day role, you will have a comprehensive training structure set out to assist your development within your career, with internal progression being a key part of their business. This firm heavily invest in growing and developing talent whilst providing a family feel environment, with regular social events. What our client will offer you: Competitive salary Progressive company with a social and supportive office environment Attractive benefits package Dynamic workplace with key development and experience Hybrid working approach Required experience: Experience within a professional services firm Understanding of back-office systems such as Intelligent Office Experience with client interaction on phone, email and in person Ambitious individual looking to start their financial planning career Excellent communication skills To discuss this opportunity at length, please contact one of our Financial Planning team specialists at Capio Recruitment
I am currently recruiting for an Independent Wealth Management Firm who require an ambitious recent Graduate who is looking to carve out a career within Wealth Management. Strong academics, professional degree and great attitude is all you need! My client offers a structured career path for their employees, and you are encouraged to study your industry qualifications to become diploma qualified. As a Graduate IFA Administrator, you will further your knowledge and skills and you will have the opportunity to step into a Trainee Paraplanner role at a point in the future and continue to develop your skills and knowledge further. You will be given full training and mentoring to help you achieve your career aspirations. You will be based in a support role, where you will be giving support to Advisers and Paraplanners and working across pensions, investments, and protection. Dealing with HNW clients, this role is an exciting opportunity for a graduate who is willing to start at the bottom and be supported to work your way up. Full study support and mentoring will be provided. The role is 4 days in the office and 1 day from home. If you are looking for a graduate, elementary opportunity in Wealth Management that can offer you full career progression and study support, with a client that can support your development, provide you with excellent benefits and just a great working environment to be part of then please send your CV to Ursula Sloan
Dec 08, 2022
Full time
I am currently recruiting for an Independent Wealth Management Firm who require an ambitious recent Graduate who is looking to carve out a career within Wealth Management. Strong academics, professional degree and great attitude is all you need! My client offers a structured career path for their employees, and you are encouraged to study your industry qualifications to become diploma qualified. As a Graduate IFA Administrator, you will further your knowledge and skills and you will have the opportunity to step into a Trainee Paraplanner role at a point in the future and continue to develop your skills and knowledge further. You will be given full training and mentoring to help you achieve your career aspirations. You will be based in a support role, where you will be giving support to Advisers and Paraplanners and working across pensions, investments, and protection. Dealing with HNW clients, this role is an exciting opportunity for a graduate who is willing to start at the bottom and be supported to work your way up. Full study support and mentoring will be provided. The role is 4 days in the office and 1 day from home. If you are looking for a graduate, elementary opportunity in Wealth Management that can offer you full career progression and study support, with a client that can support your development, provide you with excellent benefits and just a great working environment to be part of then please send your CV to Ursula Sloan
A dynamic and forward-thinking Independent Wealth Management Firm require an IFA Administrator/Junior Paraplanner to join their team in London. You must be working towards your diploma qualification and my client will provide you with full study support to complete your diploma and support and train you to further develop your skills as a Paraplanner. You will be working closely with Advisers and Senior Paraplanner and as Junior Paraplanner/IFA Administrator duties include on-boarding new clients, producing illustrations, letters of valuations as well deal with client and or provider queries. Liaise with Platform providers and maintain the back-office system and client files. Processing fund switches and drawdowns and writing suitability reports across pensions, investments, and protection. If you are an experienced IFA Administrator/Junior Paraplanner, completed some of your RO exams and looking for a role that can offer you progression to a Paraplanner, with a client that can support your development, provide you with excellent benefits including a generous bonus scheme that is guaranteed, then this role will help you achieve your career aspirations. If you are looking for a genuine Junior Paraplanner role and be wanting to be part of a great working environment working 4 days in office and 1 every Friday remotely, excellent bonus structure and full study support then please send your CV to Ursula Sloan at Financial Divisions
Dec 07, 2022
Full time
A dynamic and forward-thinking Independent Wealth Management Firm require an IFA Administrator/Junior Paraplanner to join their team in London. You must be working towards your diploma qualification and my client will provide you with full study support to complete your diploma and support and train you to further develop your skills as a Paraplanner. You will be working closely with Advisers and Senior Paraplanner and as Junior Paraplanner/IFA Administrator duties include on-boarding new clients, producing illustrations, letters of valuations as well deal with client and or provider queries. Liaise with Platform providers and maintain the back-office system and client files. Processing fund switches and drawdowns and writing suitability reports across pensions, investments, and protection. If you are an experienced IFA Administrator/Junior Paraplanner, completed some of your RO exams and looking for a role that can offer you progression to a Paraplanner, with a client that can support your development, provide you with excellent benefits including a generous bonus scheme that is guaranteed, then this role will help you achieve your career aspirations. If you are looking for a genuine Junior Paraplanner role and be wanting to be part of a great working environment working 4 days in office and 1 every Friday remotely, excellent bonus structure and full study support then please send your CV to Ursula Sloan at Financial Divisions
My client is a prestigious Private Bank based in London who due to expansion are looking for an experienced Associate/Junior Paraplanner to join their dynamic team. The role has become available due to an internal promotion and now looking to take on someone new that they can further develop and help achieve your career ambitions and aspirations. You must be working towards your diploma qualification, educated to degree level or equivalent and have excellent communication skills. My client will provide you with full study support to complete your diploma and develop your skills further as a technical Paraplanner. My client offers a structured career path for their employees, and you are encouraged to study your RO qualifications to become diploma qualified. As a experienced IFA Administrator/Junior Paraplanner, you will further your knowledge and skills and have the opportunity gain insight into Private Banking, where my client deals with UHNW clients and be able to further your experience and technical knowledge in Paraplanning. Due to the clients my clients deal with, you will be exposed to truly complex and technical cases. Junior Paraplanner/Associate Paraplanner duties include producing illustrations and valuations, preparation of annual reviews. Liaise with clients and Advisers and Processing fund switches and drawdowns and writing suitability reports across pensions, investments, IHT and estate planning. This is a fantastic opportunity where my client can support you with your progression in Wealth Management and offer you a hybrid working pattern, this is a genuine career for someone who is looking to continue to develop their knowledge and skills in Paraplanning with a Private Bank and deal with UHNW clients. If you are an experienced IFA Administrator/Junior Paraplanner looking to progress your career with a well-established and highly recognised Private Bank, completed some of your RO exams and now looking for a role that can offer you progression to a Paraplanner, with a client that can support your development, provide you with excellent benefits and be part of a great working environment with some of the best talent in the industry then please send your CV to Ursula Sloan at Financial Divisions.
Dec 07, 2022
Full time
My client is a prestigious Private Bank based in London who due to expansion are looking for an experienced Associate/Junior Paraplanner to join their dynamic team. The role has become available due to an internal promotion and now looking to take on someone new that they can further develop and help achieve your career ambitions and aspirations. You must be working towards your diploma qualification, educated to degree level or equivalent and have excellent communication skills. My client will provide you with full study support to complete your diploma and develop your skills further as a technical Paraplanner. My client offers a structured career path for their employees, and you are encouraged to study your RO qualifications to become diploma qualified. As a experienced IFA Administrator/Junior Paraplanner, you will further your knowledge and skills and have the opportunity gain insight into Private Banking, where my client deals with UHNW clients and be able to further your experience and technical knowledge in Paraplanning. Due to the clients my clients deal with, you will be exposed to truly complex and technical cases. Junior Paraplanner/Associate Paraplanner duties include producing illustrations and valuations, preparation of annual reviews. Liaise with clients and Advisers and Processing fund switches and drawdowns and writing suitability reports across pensions, investments, IHT and estate planning. This is a fantastic opportunity where my client can support you with your progression in Wealth Management and offer you a hybrid working pattern, this is a genuine career for someone who is looking to continue to develop their knowledge and skills in Paraplanning with a Private Bank and deal with UHNW clients. If you are an experienced IFA Administrator/Junior Paraplanner looking to progress your career with a well-established and highly recognised Private Bank, completed some of your RO exams and now looking for a role that can offer you progression to a Paraplanner, with a client that can support your development, provide you with excellent benefits and be part of a great working environment with some of the best talent in the industry then please send your CV to Ursula Sloan at Financial Divisions.
I am working alongside a national, forward-thinking Wealth Management firm with a fantastic local reputation, that pride themselves on their personable approach to Financial Planning. They are looking for a Paraplanner to join their team in either the Perth or Aberdeen office, providing technical support to the Advisers in the firm by preparing recommendations and producing suitability reports. The firm in question are offering more than a competitive salary. With career progression prospects tailored to you, alongside mentoring and leadership opportunities within the company plus the ability work almost fully remote, you can expect to feel valued and supported through-out your career in Financial Planning. Responsibilities: Technical support to the Adviser Team. Research the most suitable product and tax wrapper. Write suitability letter reports for investment, pension, protection and inheritance tax cases. Respond to technical client queries relating to trusts defined benefit pensions and tax. Skills: In order to be considered for this unique opportunity, candidates should have the following. Level 4 Diploma qualified or working towards. Previous experience within an IFA Practice. High level of analytical capability and good communication skills. Benefits: Salary up to £40,000 (Dependent on experience) & Quarterly/Yearly Bonuses Career progression & mentoring tailored to your aspirations. Very flexible work from home arrangement, tailored to your needs. If this sounds like the role for you, please apply and we would be happy to discuss the details through with you.
Dec 07, 2022
Full time
I am working alongside a national, forward-thinking Wealth Management firm with a fantastic local reputation, that pride themselves on their personable approach to Financial Planning. They are looking for a Paraplanner to join their team in either the Perth or Aberdeen office, providing technical support to the Advisers in the firm by preparing recommendations and producing suitability reports. The firm in question are offering more than a competitive salary. With career progression prospects tailored to you, alongside mentoring and leadership opportunities within the company plus the ability work almost fully remote, you can expect to feel valued and supported through-out your career in Financial Planning. Responsibilities: Technical support to the Adviser Team. Research the most suitable product and tax wrapper. Write suitability letter reports for investment, pension, protection and inheritance tax cases. Respond to technical client queries relating to trusts defined benefit pensions and tax. Skills: In order to be considered for this unique opportunity, candidates should have the following. Level 4 Diploma qualified or working towards. Previous experience within an IFA Practice. High level of analytical capability and good communication skills. Benefits: Salary up to £40,000 (Dependent on experience) & Quarterly/Yearly Bonuses Career progression & mentoring tailored to your aspirations. Very flexible work from home arrangement, tailored to your needs. If this sounds like the role for you, please apply and we would be happy to discuss the details through with you.
My client is a dynamic and forward-thinking Independent IFA Firm in London, who due to expansion are looking to take on a versatile and experienced Trainee Paraplanner who is passionate about what they do. This role will offer full career progression and support you in becoming a Paraplanner. You will be supporting the advisers in the Company with support across pensions, investments, and protection. The role is varied, and you will be actioning fund switches, dealing with 3rd party providers, illustrations, LOA; s and valuations and writing basic suitability reports. This is an amazing opportunity to work with very talented and experienced Advisers, who are ambitious and successful and will provide you with mentoring and you will be able to learn so much by working very closely with them. The Company offers excellent benefits and full study support to help you progress into a more technical Paraplanner role. Ideally you will be working towards your Level 4 diploma to be considered for this role, company offers full study support and progression. 3 days in the office and 2 days remotely plus unlimited holidays! If you are looking for a new and exciting challenge in Wealth Management, then please do send your CV to Ursula Sloan at Financial Divisions
Dec 07, 2022
Full time
My client is a dynamic and forward-thinking Independent IFA Firm in London, who due to expansion are looking to take on a versatile and experienced Trainee Paraplanner who is passionate about what they do. This role will offer full career progression and support you in becoming a Paraplanner. You will be supporting the advisers in the Company with support across pensions, investments, and protection. The role is varied, and you will be actioning fund switches, dealing with 3rd party providers, illustrations, LOA; s and valuations and writing basic suitability reports. This is an amazing opportunity to work with very talented and experienced Advisers, who are ambitious and successful and will provide you with mentoring and you will be able to learn so much by working very closely with them. The Company offers excellent benefits and full study support to help you progress into a more technical Paraplanner role. Ideally you will be working towards your Level 4 diploma to be considered for this role, company offers full study support and progression. 3 days in the office and 2 days remotely plus unlimited holidays! If you are looking for a new and exciting challenge in Wealth Management, then please do send your CV to Ursula Sloan at Financial Divisions
Hybrid 2days in office My client is a dynamic and forward-thinking Independent Chartered IFA Firm in London, who due to expansion are looking to take on a versatile and experienced IFA Administrator/Junior Paraplanner who is passionate about what they do. This role will offer full career progression and support you in becoming a Paraplanner. You will be supporting the adviser in the Company with technical support across pensions, investments, IHT, estate planning and protection. The role is varied, and you will be actioning fund switches, dealing with 3rd party providers, illustrations, LOA; s and valuations and writing suitability reports. Intelligent Office (IO) experience would be an advantage. This is an amazing opportunity to work with very talented and experienced Adviser, is ambitious and successful and will provide you with mentoring and you will be able to learn so much by working very closely with them. You will have full client exposure from attending meetings and building relationships with clients. The Company offers excellent benefits, very generous bonus, and full study support to help you progress into a more technical Paraplanner role. You must be working towards your Level 4 diploma to be considered for this role. If you are looking for a new and exciting challenge in Wealth Management, then please do send your CV to Ursula Sloan at Financial Divisions
Dec 07, 2022
Full time
Hybrid 2days in office My client is a dynamic and forward-thinking Independent Chartered IFA Firm in London, who due to expansion are looking to take on a versatile and experienced IFA Administrator/Junior Paraplanner who is passionate about what they do. This role will offer full career progression and support you in becoming a Paraplanner. You will be supporting the adviser in the Company with technical support across pensions, investments, IHT, estate planning and protection. The role is varied, and you will be actioning fund switches, dealing with 3rd party providers, illustrations, LOA; s and valuations and writing suitability reports. Intelligent Office (IO) experience would be an advantage. This is an amazing opportunity to work with very talented and experienced Adviser, is ambitious and successful and will provide you with mentoring and you will be able to learn so much by working very closely with them. You will have full client exposure from attending meetings and building relationships with clients. The Company offers excellent benefits, very generous bonus, and full study support to help you progress into a more technical Paraplanner role. You must be working towards your Level 4 diploma to be considered for this role. If you are looking for a new and exciting challenge in Wealth Management, then please do send your CV to Ursula Sloan at Financial Divisions
My client is a dynamic and forward-thinking Independent IFA Firm in London, who due to expansion are looking to take on a versatile and experienced IFA Administrator who is passionate about what they do. This role will offer full career progression and support you in becoming a Paraplanner. You will be supporting the advisers in the Company with support across pensions, investments, and protection. The role is varied, and you will be actioning fund switches, dealing with 3rd party providers, illustrations, LOA; s and valuations and writing basic suitability reports. This is an amazing opportunity to work with very talented and experienced Advisers, who are ambitious and successful and will provide you with mentoring and you will be able to learn so much by working very closely with them. The Company offers excellent benefits and full study support to help you progress into a more technical Paraplanner role. You must be working towards your Level 4 diploma to be considered for this role. If you are looking for a new and exciting challenge in Wealth Management, then please do send your CV to Ursula Sloan at Financial Divisions.
Dec 06, 2022
Full time
My client is a dynamic and forward-thinking Independent IFA Firm in London, who due to expansion are looking to take on a versatile and experienced IFA Administrator who is passionate about what they do. This role will offer full career progression and support you in becoming a Paraplanner. You will be supporting the advisers in the Company with support across pensions, investments, and protection. The role is varied, and you will be actioning fund switches, dealing with 3rd party providers, illustrations, LOA; s and valuations and writing basic suitability reports. This is an amazing opportunity to work with very talented and experienced Advisers, who are ambitious and successful and will provide you with mentoring and you will be able to learn so much by working very closely with them. The Company offers excellent benefits and full study support to help you progress into a more technical Paraplanner role. You must be working towards your Level 4 diploma to be considered for this role. If you are looking for a new and exciting challenge in Wealth Management, then please do send your CV to Ursula Sloan at Financial Divisions.
I am recruiting for a fantastic new Opportunity, with a well-established, growing independent wealth management practice, with a strong footprint in the Industry and looking to continue to grow the business and require an ambitious, qualified and experienced technical Paraplanner who would like to progress to an Adviser within 2 years. My client is looking for an experienced Paraplanner who would like to transition into an Adviser. Supporting the Director with suitability reports, attending client meetings and getting to know the clients. Clients will be given to you when you are ready to become an Adviser, full mentoring and support provided. You will play a pivotal role in supporting the Adviser with producing suitability reports across pensions, investments, IHT, and estate planning. This is a very hands-on role, attending client meetings with Advisers, preparing annual reviews, cash flow modelling and research and recommendations. You will be attending client meetings and as you become more familiar with clients/process, you will take on more responsibilities with clients and conduct annual reviews and complete fact finds independently. The ideal candidate will be Level 4 diploma qualified and looking to gain their Chartered status. This is a great opportunity for a Paraplanner who would like to transition to an Adviser. The Company offers excellent benefits, great work/life balance and have cultivated a truly collaborative and supportive environment. Opportunities don't come about often where there is genuine progression to an Adviser so if you are an experienced Paraplanner looking for a Company that can progress you on your journey to becoming an Adviser, then look no further and apply now for immediate consideration. If you are looking for a new opportunity that can support your career in developing your technical skills further as a Paraplanner and provide you with mentoring to become an Adviser then please do email your CV to Ursula Sloan at Financial Divisions
Dec 06, 2022
Full time
I am recruiting for a fantastic new Opportunity, with a well-established, growing independent wealth management practice, with a strong footprint in the Industry and looking to continue to grow the business and require an ambitious, qualified and experienced technical Paraplanner who would like to progress to an Adviser within 2 years. My client is looking for an experienced Paraplanner who would like to transition into an Adviser. Supporting the Director with suitability reports, attending client meetings and getting to know the clients. Clients will be given to you when you are ready to become an Adviser, full mentoring and support provided. You will play a pivotal role in supporting the Adviser with producing suitability reports across pensions, investments, IHT, and estate planning. This is a very hands-on role, attending client meetings with Advisers, preparing annual reviews, cash flow modelling and research and recommendations. You will be attending client meetings and as you become more familiar with clients/process, you will take on more responsibilities with clients and conduct annual reviews and complete fact finds independently. The ideal candidate will be Level 4 diploma qualified and looking to gain their Chartered status. This is a great opportunity for a Paraplanner who would like to transition to an Adviser. The Company offers excellent benefits, great work/life balance and have cultivated a truly collaborative and supportive environment. Opportunities don't come about often where there is genuine progression to an Adviser so if you are an experienced Paraplanner looking for a Company that can progress you on your journey to becoming an Adviser, then look no further and apply now for immediate consideration. If you are looking for a new opportunity that can support your career in developing your technical skills further as a Paraplanner and provide you with mentoring to become an Adviser then please do email your CV to Ursula Sloan at Financial Divisions
A well established and professional Wealth Management Firm are currently recruiting for an IFA Administrator to join their team in London. They are a well-established and dynamic IFA firm in the city and provide advice to UHNW City professionals, across pensions, investments, protection, IHT, and estate planning. You will be supporting Advisers and Paraplanners with the day-to-day administration of the Business including on-boarding process for clients, letters of valuations and chasing outstanding information, working across pensions, investments, and protection, and writing suitability reports across these areas. They work in a collaborative and transparent environment where every opinion matters, and hard work is rewarded! If you are looking to grow and develop your skills, this is an amazing opportunity with a great Company, dynamic and sociable team, and amazing offices to work in. They will offer full study support and help you in your career to achieve your goals. Company offers full progression and study support and support you to developing your skills towards transitioning into a Paraplanner role at a point in the future. The ideal candidate will have already gained 6 months in the Wealth Management industry or be more experienced and now looking for a progressive and challenging role. Full study support and progression provided. Please do send your CV to Ursula Sloan at Financial Divisions.
Dec 02, 2022
Full time
A well established and professional Wealth Management Firm are currently recruiting for an IFA Administrator to join their team in London. They are a well-established and dynamic IFA firm in the city and provide advice to UHNW City professionals, across pensions, investments, protection, IHT, and estate planning. You will be supporting Advisers and Paraplanners with the day-to-day administration of the Business including on-boarding process for clients, letters of valuations and chasing outstanding information, working across pensions, investments, and protection, and writing suitability reports across these areas. They work in a collaborative and transparent environment where every opinion matters, and hard work is rewarded! If you are looking to grow and develop your skills, this is an amazing opportunity with a great Company, dynamic and sociable team, and amazing offices to work in. They will offer full study support and help you in your career to achieve your goals. Company offers full progression and study support and support you to developing your skills towards transitioning into a Paraplanner role at a point in the future. The ideal candidate will have already gained 6 months in the Wealth Management industry or be more experienced and now looking for a progressive and challenging role. Full study support and progression provided. Please do send your CV to Ursula Sloan at Financial Divisions.