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Paraplanner / Technical Support – Leicestershire – Competitive Salary, Free Parking, Pension, Income Protection, DIS and Critical Illness A successful well established and respected IFA Practice based in Leicestershire who offer high quality advice, effective and dynamic planning solutions are now seeking an experienced Paraplanner / Technical Support to join their friendly and vastly experienced team where you will play a vital role within the business. As an experienced Paraplanner / Technical Support you will work closely with the Directors providing technical support involving all aspects of client relationship management incorporating retirement planning, investment strategies, tax planning and protection products.
IFA – Wiltshire - £45-£50k per annum plus bonus, 25 days holiday, PMI. An established and renowned IFA Practice with offices throughout the UK are now seeking an experienced Financial Services Advisor (IFA) to join their Wiltshire team.
Trainee IFA / Paraplanner – IFA Practice – South Yorkshire – up to circa £35k per annum An IFA Practice and renowned long established Insurance Brokers are now seeking an experienced Paraplanner who is looking for their next stage in their career. You will join an extremely personable and family orientated business where you will work alongside and shadow an IFA carrying out the technical aspects of Financial Planning.
Financial Services Administrator - up to £22.5k per annum - Wiltshire - Monday to Friday 9am-5pm, 25 days holiday plus bank holidays, pension, DIS plus holiday purchase scheme An experienced Financial Services Administrator is required to join a National Financial Planning and Wealth Management organisation with offices throughout the UK where you will join a very personable and vastly experienced Team at their Wiltshire base.
One of the most respected regional IFA Practices providing Independent Financial Advice and Insurance Services are now seeking an experienced Financial Services Administrator to join their financial services team where you will play a vital role within the practice providing full support within Life, Pensions and Investments. As an experienced Sales Support Administrator (Life, Pensions & Investments) your duties will include: Dealing with Life, Pensions & Investments (some Group Schemes) Obtaining quotations / valuations / illustrations Processing applications Liaising with Insurers & clients on a day to day basis Helping with queries and information requests General administration duties as and when required .
Due to expansion and success an experienced Mortgage IFA is required to join a HNW Wealth Management Practice within the Harrogate area. This is a fantastic opportunity as leads will be provided derived from a healthy HNW Client portfolio.
Due to expansion and success an experienced Mortgage IFA is required to join a HNW Wealth Management Practice within the Scarborough area. This is a fantastic opportunity as leads will be provided derived from a healthy HNW Client portfolio.