88 jobs found

Our Client is a well respected Wealth Management IFA practice based in Edinburgh City Centre, they are currently looking to recruit an experienced Paraplanner to join their successful team on a part-time or full-time basis Paraplanner responsibilities: * Preparation of Suitability Reports * Liaising with product provider to collate pension and investment information for replacement contracts * To provide technical support to the team with paraplanning and research support * Carrying out market research on behalf of adviser prior to meeting * Assist in the on-going due diligence reviews of investment funds and Platforms * Provide appropriate support to the Financial Adviser Experience: * Paraplanning experience within an IFA * Experience in Pensions and Investments * Excellent report writing skills * Experience of using research tools such as FE Analytics * Experience in Intelligent Office would be advantageous Qualifications: Level 4 Diploma qualified You will be a dynamic, hard working and committed with excellent communication skills together with a motivated. You must be focused, with a keen eye for detail and be able to stick to deadlines whilst managing and prioritising your own workload. Salary upto £55,000 depending on experience

My client is a boutique financial services client looking to recruit a Graduate Investments Trainee. affairs. This role will be key in assisting the advisers to meet the client's needs in a timely and effective manner by working with the Paraplanners to request and collate information, dealing with pre and post-sales documentation and liaising with clients and providers where necessary. Alongside this, it would be expected that you study for relevant qualifications, such as the CII Award in Financial Administration or Equivalent. These will allow you to be both compliant but also a good grounding should you wish to progress forwards into more technical roles in the future which for the right candidate would be supported. This is an ideal role for a candidate with an ambition to progress within wealth management. Applicants will have a strong academic degree in a related subject with supporting A Levels etc. Experience in financial services would be ideal although strong general commercial experience would be considered. Katie Bard is acting as an agency and is an equal opportunities employer Katie Bard will be managing your application in accordance with the GDPR and Data Protection Act 2018. Please refer to the privacy notice on our website which will explain how we as an organisation will manage your data. If your application is successful we will contact you and manage your personal data in accordance with the guidelines of GDPR. If your application has been unsuccessful we will delete your application within 6 weeks and all records of your data.

We are looking for an experienced administrator to join our clients, a well-established financial services company in Dorking. The role will be providing day to day support to the Advisors and Paraplanners. General Responsibilities Offer general support to the Financial Advisers, Office Manager and Senior Management team as required. Comply with the Financial Services and Markets Act 2000 and the relevant FCA rules at all times. Comply with the relevant Compliance, GDPR, TCF, T&C, Financial Crime and Anti-Money Laundering Procedures of the firm at all times. Ensure all dealings with clients are carried out in a professional and courteous manner. Ensure all supporting documentation is maintained as per company procedures. Specific Responsibilities Management of in-house model portfolio communications with clients. Management of in-house model portfolio transactions on investment platforms. Use in house operating system to record & review tasks (client interaction) to completion Generating Client Valuations Processing of online/manual applications, ie new business, withdrawals Process single and bulk fund switches in line with compliance procedures Scanning documents on to system. Liaise with providers for policy information and communicate outcomes, as needed. Liaise with advisers to ensure review process is followed & highlight any outstanding reviews Sending prepared documentation to clients. Respond to client inquiries over the telephone and/or by letter. Other ad-hoc administrative project work that may be required. Any other reasonable tasks that may be required by the business. Relevant Skills and Knowledge Ability to maintain accuracy when working under pressure to meet deadlines. Be working towards / maintain the technical Financial Services knowledge and preferably a relevant qualification. Good administration and numeracy with a high degree of accuracy. Detailed knowledge and understanding of the firm's record keeping requirements. Good written and communication skills. Working knowledge of Microsoft Word, Outlook and Excel packages essential. Excellent interpersonal and organisational skills with ability to effectively manage own workload. Understanding of the provision of advice to clients in a compliant manner as detailed in the firm's Compliance Manual. An understanding of centralised investment propositions, such as model portfolios.

Just because you are happy doesn't mean you can't be happier. Most people who read job adverts are not desperate for a new job. Paraplanners like you for example. You are well looked after. Well thought of. Reasonably happy with your salary. But that doesn't mean that you can't be better looked after. Challenged more. And paid more. You don't always need to have a reason to click apply other than how good another company sounds. And what's the harm in that? This company win lots of awards and are one of the top 10 businesses in the country to work for (voted by The Times no less). And when you think about it, that's no mean feat. Why? Well at this company YOU take the lead. You have your own case load and manage each client relationship. It's challenging, refreshing and empowering. As you might have guessed, they do things a bit differently here. You start the day with a free breakfast, aren't allowed lunch at your desk or to take work emails home with you. Sure you work hard when you are there. But this is a business that treats you like a grown up. That understands a relaxed worker is a more productive one. That knows you need time to think to be good at your job. It's also why they offer 33 days holiday. Why they pay above market level salaries. And it's why they offer an annual review of salary and TWO bonuses! You're happy. You're loyal. And the thought of CVs, recruiters and interviews is a bit of a turn off. But having a brief conversation with one of our consultants might be an eye opener. It might even make you happier. The Times would vouch for that. Click apply. We will be in touch.

Due to continued success in providing fee based advice to HNW clients, this successful IFA practice requires a professional and highly articulate Administrator, with strong organisational skills to provide support to the IFAs & Paraplanners and develop their experience in financial planning. The successful candidate will have strong experience with excel and other software packages, be highly organised with a keen eye for detail. This role would suit someone coming from outside of financial services and looking to build an administrative career in wealth management. Details: Excellent opportunity for an experienced Administrator (from a non-financial services background) to build a career in financial planning support Full training will be given, in time duties will include Creating Annual Review Reports accurately Creating Valuations Performing fund switches on client portfolios Maintaining contact with clients via phone calls, email and letters Sitting on Review Meetings with clients as well as actioning any outcomes Dealing with client queries in the expected time frame Build a strong relationship with clients This is an excellent role within a forward thinking and innovative firm who are continually looking to improve and develop the services which they offer to their clients. In return, you will receive a generous basic package and the support to develop your skills and further your career. By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website

M y client are a small but very successfully IFA in the heart of Chippenham, With an excellent reputation and word of mouth success they seek a new member to their dedicated team due retirement. The opportunity is unique in the sense that the role could either be a PA/IFA Admin support role or a hybrid IFA Sales support./ Trainee Paraplanner position. My client is open to seeing a range of experience and skills that will be fully utilised within his business and compliment his team and he is keen to develop and fully support his staffs growth. The role could either be part time across 4 days or full time. In return you will be working for a dynamic Financial adviser an business owner who will guarantee to offer a competitive salary and bonus incentive to encourage quality output and efforts. If keen to discuss and you have either PA / Administration exposure within financial services environments or IFA Sales support who seeks to develop down the Paraplanner route, then this is the role for you.

Clark James Financial Services Recruitment are delighted to be working with an exceptional firm of Chartered Financial Planners, who are seeking an experienced Paraplanner to join their team in Liverpool city centre. Working as Paraplanner, you will be supporting the Adviser, Paraplanner Manager and the Compliance Team when informing and advising clients on financial strategies, plans and products and be responsible in organising their workflow. Key Responsibilities will include: Supporting the Adviser(s) in research and analysis to meet client needs and objectives Supporting the Adviser(s) in preparing client suitability and cash flow reports Help maintain business flow Managing the research and analysis of financial products to meet client requirements Managing the presentation of technical data to the Adviser(s) Continuous professional development to meet regulatory requirements and personal development needs Ensuring that any business conducted is done in a responsible and compliant manner, meeting all legislative requirements, both internally and externally. You will also be responsible for technical aspects of preparing for client meetings, including: Preparing and compiling financial analysis data Analysing client data and preparing cash flow analyses Researching products to support recommendations Compiling financial planning recommendations and suitability reports Ensuring that all regulatory and compliance standards are met Liaising with product providers and other relevant third parties Ensuring that all client requirements are followed through to the appropriate conclusion Managing, recording and monitoring client reviews on behalf of the Adviser(s) Providing support for the Adviser(s) allowing the Adviser(s) to focus on client relationships and meeting business targets Complaints handling and reports To be considered for the role, we are seeking candidates with experience in a similar role, having worked for an IFA practice and is confident with undertaking research, liaising with providers and compiling suitability reports and recommendations. Experience of: FE Analytics, Selecta Pension, Defaqto, The Exchange or Voyant / Truth Cash Flow Analyses would be highly advantageous. Liability and Disclaimer The information contained in our advert including any salary or on target earnings information is given in good faith and Clark James Ltd uses all reasonable efforts to ensure that it is accurate. However, Clark James Ltd gives no representation or warranty in respect of such information and all such representations and warranties, whether express or implied, are excluded. No liability is accepted by Clark James Ltd for any loss or damage which may arise out of any person relying on or using any information within this advert. Please Note All applications received will be dealt with in the strictest confidence. Due to the volume of applications received we will be in touch if your application has been successful within 7 working days. If you have not received any communication within this time, please assume you have been unsuccessful on this occasion, but the information may be retained in connection with future opportunities.

We are currently working with a reputable Financial Adviser's based in Bagshot to recruit an IFA Support Administrator to support a team of high performing Financial Planners. Due to increasing business levels an opportunity has now arisen for an experienced individual with 2+ years experience within Financial Services to join their business. The role will be to provide support to both the Paraplanners and Financial Advisers on a daily basis. Tasks will include: To fully support the Life & Pensions department, Checking & forwarding on Policy Documents, Day-to-day administration / dealing with post from insurance companies & clients, Updating of values / records of policies & preparing periodic review packs for clients, providing illustrations for consultants, life & pension policy quotes from insurers, producing reports through Avelo, Maintaining Avelo, inputting new client and new policy information. An excellent opportunity to join a forward thinking organisation where progression is available.

We are working with an established and Chartered Financial Planners to recruit a Trainee Paraplanner. The client are well known and they have a an excellent reputation in the area, they are a very successful company. They are now seeking to recruit a Trainee Paraplanner to join their friendly team, they are looking for an experienced IFA Administrator or Trainee Paraplanner that is looking for the next step in their career or a Junior/Trainee Paraplanner. The role will be to provide support to the firms Senior Paraplanner and Financial Planner, you will be required to undertake low level paraplanning duties but will be provided with full on the job training and support. You will ideally have a few market exams, although not essential. You should have a keen interest in Financial planning and will want to study towards the Diploma in Financial Planning. In return, the client is offering a basic salary to £30,000, full training, support and help with market exams. You will also have the opportunity to further progress within the business as it continues to grow.

Junior Paraplanner Location: Croydon Salary: Competitive plus bonus and study support Working as part of the team at Hyland Financial Planning Ltd who are an Appointed Representative of St. James's Place Wealth Management Plc. An excellent opportunity to work within a highly successful St. James's Place Wealth Management Partner Practice. You will be joining this successful small team based in their Croydon office, working alongside colleagues to ensure the business generated by the Partner is processed correctly and in a timely manner. This role has responsibility for ensuring clients' investment transactions are carried out accurately, assisting with meeting preparation and providing the Partner with technical information and reports. The Practice works in partnership with St. James's Place Wealth Management plc (SJP), a leading, and highly regarded, FTSE 100 UK Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £116bn. The Role - Junior Paraplanner As a Trainee Paraplanner you will be preparing suitability letters and reports. You will be transacting client investments and assisting with the preparation of presentations and documentation required for client meetings You will be obtaining and maintaining detailed client information to support the advice team as well as ensuring supporting documentation and back office systems are maintained and all client files remain compliant You will provide an efficient, friendly and professional point of contact for clients and enquiries by telephone, email and in person. There is scope for progression within this role, and study support is offered via the SJP Paraplanner Academy. The Person - Junior Paraplanner You will have been working within an IFA or Wealth Management environment and you are working towards the Level 4 Dip PFS qualification or may even have obtained it. Alternatively, you may be FPC qualified and/or have significant industry experience You will need to have some experience of the administration of IHT and/or Pension and/or Investment products You will need to have some previous experience within Financial Services, ideally in a Wealth Management firm or IFA practice Some paraplanning or report writing experience is preferred but not essential You have an understanding of regulations and products, and their practical application You are IT proficient and can build, manipulate and understand Excel spreadsheets with formulae You have excellent English language and grammar skills and are able to communicate effectively You are highly organised, methodical and disciplined You are self-motivated. Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice. Please ensure that as you apply you are taken to the application site for Burgh Recruitment who are supporting the recruitment of this role for this SJP Practice.

Job title: Business Services Adminsitrator - Apprentice Location: Richmond, South West London Wage: £15,000 per annum Start date: ASAP Working hours: Mon-Fri (9am-5pm) Time spent in training: You are required to spend a minimum of 7 hours per week in training that supports your apprenticeship course Course entry requirements: GCSEs at grade C/level 4 or above in English and Maths What is an apprenticeship? Apprenticeship courses are developed by employers and professional bodies, ensuring apprentices study a curriculum that is tailored to real-world job roles. All our courses are accredited by an authorised awarding body or the Institute of Apprenticeships, guaranteeing you work towards an approved, professional certificate. Completing an apprenticeship will help you develop the knowledge and skills required to excel in your chosen career, providing a concrete foundation for future growth. Apprenticeship course available: Business Adminsitrator Level 3 About the role: My client is one of the leading European financial services groups. Based on a diversified and integrated banking model, the Group combines financial strength and proven expertise in innovation with a strategy of sustainable growth, aiming to be the trusted partner for its clients, committed to the positive transformations of the world. Benefits: Good annual leave entitlement Recognised course with great training Successful candidate has opportuntity to progress to paraplanner/financial advisor Job duties and responsibilities: Provide support with day to day office queries Manage meeting room facilities Printing Documents Scanning Documents Manage document storage Control of Security Cards for Building access Reporting issues of general office maintenance to Business Support Ensuring information handled in the role is kept confidentialStationary Orders/Ordering Business Cards Distribution of Post Franking of Post Be Proactive in making recommendations for ongoing development of systems and processes within SGEF Testing of new system developments and enhancements Support each department with ad-hoc tasks where required Ensure Compliance at All times with Consumer Credit, money laundering and data protection regulation The successful candidate will have the following Good knowledge of MS Office Good clerical skills Good time management and organisational skills Focused on providing excellent service to internal customers Ability to work under pressure and on own initiative Problem solvin At Apprenticeship Connect we take the time to get to know our applicants as individuals and understand their career aspirations, potential and skills. Our talent partners match our candidates to the best opportunities to help them flourish. Apply now to begin your career.