This Paraplanner job in Maidstone and Folkestone is available within a local, independently owned financial planning firm, who are looking to organically grow their team with individuals close to or holding Chartered status You will be joining a values driven firm who are passionate about doing what is right for the client and helping through their technical expertise click apply for full job...
This Paraplanner job in Maidstone is available within a local, independently owned financial planning firm, who are looking to organically grow their team with individuals close to or holding Chartered status You will be joining a values driven firm who are passionate about doing what is right for the client and helping through their technical expertise. In your role as a Paraplanner, you will...
Job Description Quick Questions: * Do you have Paraplanning experience? * Have you worked in an Independent Financial Advice firm previously? * Are you a detail-oriented and proactive Paraplanner looking to join a busy wealth management team? Benefits: * 22 days holiday plus bank holidays; office closed over Christmas. * Pension contribution. * Exams funded. About the Company: Our clients are...
PSM Recruitment are working with a well established, family owned IFA, with over 20 years’ experience in the financial sector. They are seeking a full time Paraplanner or Paraplanner/ Advisor to help them manage and continue to grow their professional and ethical practice. This is a great opportunity for someone who is looking to become an adviser as in the long term they are seeking a person to...
A national financial services firm is seeking a Paraplanner for their Maidstone office. In this role, you will support Financial Planners by writing reports and conducting in-depth research on financial products. The ideal candidate should have experience in the Financial Advice sector and possess excellent communication, analytical, and organizational skills. The company offers attractive...
We are excited to be partnering with a well-established financial services company with offices across the UK, as they look to recruit experienced Paraplanners to support their continued growth. The role involves providing technical support to Advisers by conducting detailed research on clients’ current and potential financial arrangements. Assessed against clients’ objectives, this research is...
Financial Services AdministratorPermanent Salary: £25,000paHours:Monday-Friday, 9am-5pm 100% office based - own transport essential due to locationAnnual Leave: 25 days per year, rising annually after 3 years of service (up to 7 years). Bank holidays in addition. Offices close between Christmas and New YearBonus Scheme:Included in the annual employee bonus programmePension:4% employer...
Compliance Administrator – Partner Practice of St. James’s Place - Detail-Driven, Process-Focused RoleDo you get real satisfaction from perfectly completed CFRs, accurate Salesforce records and knowing everything is 100% compliant?Have you previously worked within a St. James’s Place (SJP) Practice and want a role where your compliance skills genuinely matter?We are looking for a Compliance...
Our client is a successful and established Financial Advice firm based in Sussex and they are currently looking for an experienced Financial Services Administrator to join their teamThis is for the role of Financial Services Administrator supporting a successful Financial AdviserWe are looking for an experienced IFA Administrator and therefore the client is happy to offer a base salary up to...
Location - Swanley Salary - £35,000 Permanent Role. We are closely working in partnership with a well established, dynamic IFA firm based in Swanley. This is an excellent opportunity to join a thriving fast-paced environment as an IFA Administrator on a full-time permanent basis. The Role: Issuing letter of authorities (LOAs) to providers and learning to Suitability Letters Providing a high...
Overview IFA Administrator – Kent, 2 days from home. Salary: Up to £32,000. We are a highly reputable IFA firm providing holistic financial planning advice to private and corporate clients across the UK. Specialising in investments and pensions, we pride ourselves on a unique, relationship-led financial planning process that delivers long-term value to clients and has driven exceptional client...
Our client, a rapidly expanding national IFA brand has a fantastic opportunity for a Paraplanner to join their Maidstone Office. This is an integral and varied role and your experience in providing high quality support will be invaluable to the whole team. You will work closely with the Financial Planners by providing technical support in the process of servicing their Clients' Financial Advice...
This Paraplanner job in Folkestone is available within a local, independently owned financial planning firm, who are looking to organically grow their team with individuals close to or holding Chartered statusYou will be joining a values driven firm who are passionate about doing what is right for the client and helping through their technical expertise.In your role as a Paraplanner, you will be...
PSM Recruitment is looking for an experienced Senior Administrator / Junior Paraplanner for our client based in Folkestone. This is an excellent opportunity for someone who enjoys responsibility, takes pride in high-quality work, and wants to demonstrate they can successfully run the administration function of a small office while managing and supporting others.Reporting directly to the Senior...
Wealth Management Compliance AdministratorDo you get real satisfaction from perfectly completed CFRs, accurate Salesforce records and knowing everything is 100% compliant?Have you previously worked within a St. James’s Place (SJP) Practice and want a role where your compliance skills genuinely matter?We are looking for a Compliance Administrator to join a successful and growing SJP practice based...
Job Description This Paraplanner job in Maidstone and Folkestone is available within a local, independently owned financial planning firm, who are looking to organically grow their team with individuals close to or holding Chartered status You will be joining a values driven firm who are passionate about doing what is right for the client and helping through their technical expertise. In your...
This Paraplanner job in Maidstone and Folkestone is available within a local, independently owned financial planning firm, who are looking to organically grow their team with individuals close to or holding Chartered status You will be joining a values driven firm who are passionate about doing what is right for the client and helping through their technical expertise. In your role as a...
A rapidly expanding national IFA brand is looking for a Paraplanner to join their Maidstone office. In this integral role, you will provide high-quality support to Financial Planners by writing Financial Planning Reports and conducting detailed research on financial products. Ideal candidates should be experienced in the Financial Advice sector and possess strong communication, analytical, and...
This IFA Client Services Associate role is within a national IFA firm. You will be the vital link between the Financial Advisers, Paraplanners and clients. Your role will be to oversee the advice process, ensuring it runs smoothly from start to finish, by producing accurate, timely and well presented client information to all parties click apply for full job details
This IFA Client Services Associate role is within a national IFA firm. You will be the vital link between the Financial Advisers, Paraplanners and clients. Your role will be to oversee the advice process, ensuring it runs smoothly from start to finish, by producing accurate, timely and well presented client information to all parties. Duties will include: preparing for client meetings, ensuring...