We are presently supporting a forward-thinking Independent Wealth Management Firm in their recruitment of a IFA Administrator/Junior Paraplanner to join their team in London. Our client offers a structured career path for their employees, and you are encouraged to study your industry qualifications to become diploma qualified. As an IFA Administrator/Junior Paraplanner, you will further your knowledge and skills and have the opportunity gain insight and further your experience in Paraplanning. 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. If you are an experienced IFA Administrator looking for a new role in 2023 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 then please send your CV to Sarah at Financial Divisions
Dec 19, 2022
Full time
We are presently supporting a forward-thinking Independent Wealth Management Firm in their recruitment of a IFA Administrator/Junior Paraplanner to join their team in London. Our client offers a structured career path for their employees, and you are encouraged to study your industry qualifications to become diploma qualified. As an IFA Administrator/Junior Paraplanner, you will further your knowledge and skills and have the opportunity gain insight and further your experience in Paraplanning. 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. If you are an experienced IFA Administrator looking for a new role in 2023 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 then please send your CV to Sarah at Financial Divisions
The Festive Season is nearly upon us, and I am very keen to reach out to candidates looking to make a career move in the 1st quarter 2023. Therefore, if you are looking for a fresh challenge in wealth management within London and the surrounding areas, please do reach out, I'd be delighted to help you find your dream opportunity.We focus on assisting - IFA / Senior IFA Administrators Junior Paraplanners ( with RO exam success) Diploma Qualified & Chartered Paraplanners Team Leaders/Paraplanning Managers Career Paraplanners Paraplanner to Advisers Compliance professionals Mortgage Administrators Employed Financial AdvisersSo whether you are looking for salary advice prior to your annual review or are interested in discussing opportunities and clients we are working with, please reach out and call me or email Camilla Howden.
Dec 14, 2022
Full time
The Festive Season is nearly upon us, and I am very keen to reach out to candidates looking to make a career move in the 1st quarter 2023. Therefore, if you are looking for a fresh challenge in wealth management within London and the surrounding areas, please do reach out, I'd be delighted to help you find your dream opportunity.We focus on assisting - IFA / Senior IFA Administrators Junior Paraplanners ( with RO exam success) Diploma Qualified & Chartered Paraplanners Team Leaders/Paraplanning Managers Career Paraplanners Paraplanner to Advisers Compliance professionals Mortgage Administrators Employed Financial AdvisersSo whether you are looking for salary advice prior to your annual review or are interested in discussing opportunities and clients we are working with, please reach out and call me or email Camilla Howden.
I have recently registered a new Senior Chartered Paraplanning role. My client is a highly regarded wealth management firm. Having grown from strength to strength and continuing on this upward trajectory, the y now requires a diploma qualified, Senior Paraplanner to working alongside the Head of Technical Services. You must be technically competent across various products such as pensions, pension transfers, investments, IHT, Estate planning. Other responsibilities will include bespoke Suitability Reports, Cash Flow Modelling, undertaking research within the market for specific financial products and investment opportunities relevant to the client's risk profile, Rebalancing client investment portfolios, soft fact finds and preparation of annual reviews with clients. Working in a pod system, you are not just a Senior Paraplanner but play a pivotal role to the business as you will have direct contact with clients and work in a highly collaborative working environment where your recommendations and experience will be highly respected, and the opportunity to mentor more junior members of the team. If you are looking expand your paraplanning knowledge and work with dynamic and forward thinking IFA, then this may be the right opportunity for you. This could be a key turning point in your Paraplanner career to achieve your career ambitions. The company offers a fully hybrid working pattern and supports work/life balance. If you would like to be considered for this exceptional opportunity where the employer is willing to dedicate their time in your development, then please do not hesitate to send your CV across to Ursula Sloan.
Dec 08, 2022
Full time
I have recently registered a new Senior Chartered Paraplanning role. My client is a highly regarded wealth management firm. Having grown from strength to strength and continuing on this upward trajectory, the y now requires a diploma qualified, Senior Paraplanner to working alongside the Head of Technical Services. You must be technically competent across various products such as pensions, pension transfers, investments, IHT, Estate planning. Other responsibilities will include bespoke Suitability Reports, Cash Flow Modelling, undertaking research within the market for specific financial products and investment opportunities relevant to the client's risk profile, Rebalancing client investment portfolios, soft fact finds and preparation of annual reviews with clients. Working in a pod system, you are not just a Senior Paraplanner but play a pivotal role to the business as you will have direct contact with clients and work in a highly collaborative working environment where your recommendations and experience will be highly respected, and the opportunity to mentor more junior members of the team. If you are looking expand your paraplanning knowledge and work with dynamic and forward thinking IFA, then this may be the right opportunity for you. This could be a key turning point in your Paraplanner career to achieve your career ambitions. The company offers a fully hybrid working pattern and supports work/life balance. If you would like to be considered for this exceptional opportunity where the employer is willing to dedicate their time in your development, then please do not hesitate to send your CV across 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.
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
