An IFA Practice based in a small hamlet within the Warwickshire region, established for almost 30 years dealing in all aspects of regulated Financial Planning including Protection, Pensions, Investments (personal and corporate), mortgages and household insurance is now seeking an experienced Technical Paraplanner to support an IFA on a one to one basis.
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An Insurance Brokers/IFA Practice employing over 30 staff is now seeking an experienced Practice Manager/Paraplanner to join their small Financial Services team in Leicester City Centre. My client provide whole of the market Financial Services Advice from Individual clients to SME's. The purpose of the role will be to oversee the running of the Practice enabling the Managing Director/IFA to fully utilise their time by seeing clients and attend appointments. You will provide technical support, ensure business is fully compliant and be a technical referral point for client queries and information requests. You will work closely with the existing Sales Support Administrators. My client is seeking someone who can come in and maybe see things from a new prospective and identify and implement new ideas/systems/compliance. This position is very fluid and my client very much encourages the opportunity to progress should you wish to do so as the opportunity to see clients and progress to be a Consultant is also available due to high levels of business, this again is should you wish to do so. This is an exciting position for any individual seeking to work for a very reputable Practice who pride themselves for not having a high staff turnover. The hours of work are Monday to Friday 9.00am to 5.00pm. In addition to a competitive basic salary you will also receive a benefits package. My client does remain open minded with regards to the salary level for the right individual. This is a full-time, permanent role.
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An experienced Diploma Qualified Paraplanner is required to join a reputable Wealth Management Practice based in Leeds City Centre. The successful candidate will be responsible for the production of reports and technical information in respect of all financial planning advice.
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An experienced Paraplanner is now required to join a reputable and growing IFA firm who have offices throughout the UK. My client provide whole of the market advice and specialise within the Wealth and Corporate Sectors. The role will be based in their Leeds office. The main purpose of the role will include; providing technical support to team of IFA's, assisting with the construction of recommendation/suitability and recommendation reports ensuring they are technically accurate and in line with the clients needs and attitude to risk, assist with the internal file reviews, assist with SIPP and private portfolio reviews, carry out fund research, obtain valuations/illustrations and quotations and attend occasional client meetings. You may also be required to carry out other office duties as requested to ensure the smooth running of the company as a whole. In return for experience in a similar role, with the capability to 'hit the ground running', a salary of between £25,000 and £30,000 will be on offer which is completely dependent on experience and performance at interview.
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One of the leading insurance brokers and financial services organisations in the East Midlands offering Insurance, Financial Services, Risk Management and Corporate Finance advice are now seeking 2 experienced Financial Services Sales Support staff to join their growing team based in Nottingham. Working within a small team you will work very closely with the Consultants.
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