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Reed
Poole
Reed Financial services are pleased to be representing a well-established Financial Advice firm to find an experienced new member of staff for their Poole office. Due to business growth and demand, our client is looking to employ a new senior administrator / Trainee Paraplanner, to work alongside and provide technical/knowledgeable support to the A
Job Source: ReedHeat Recruitment
Poole
We have an opportunity for someone with previous Financial Planning Administration experience to join a successful company with a great reputation based in Poole.Due to growth, the opportunity for an IFA Administrator has arisen. The ideal candidate would have some experience with report writing, and the ambitions to progress into Paraplanning in t
Job Source: Heat RecruitmentBond Williams Limited
Wimborne
Paraplanner - Hybrid - Up to £38,000 Are you an experienced Paraplanner with a good knowledge of various platforms? Do you have previous experience working as a Paraplanner? If yes, then read on to see what's on offer! What you'll be doing: Preparing recommendation reports and client sign up packs, covering IHT Planning, CGT calculations, VCT/BR
Job Source: Bond Williams LimitedBond Williams
Wimborne
Paraplanner - Hybrid - Up to £38,000 Are you an experienced Paraplanner with a good knowledge of various platforms?Do you have previous experience working as a Paraplanner? If yes, then read on to see what's on offer! What you'll be doing: Preparing recommendation reports and client sign up packs, covering IHT Planning, CGT calculations, VCT/BR pr
Job Source: Bond WilliamsTO Resourcing Ltd
United Kingdom
Paraplanner - Dorset - Up to c45k DOEWe are working with an established and respected IFA firm, who have a requirement for a paraplanner within the team due to business growth.This offers an exciting opportunity for someone to join the team and be part of a successful business.The successful candidate will:Work closely with existing clients, the ma
Job Source: TO Resourcing LtdDynamite Recruitment Solutions Ltd
Poole
A small, professional, and welcoming Independent Financial Planning firm who are growing due to continued success are recruiting for a Trainee Paraplanner to join their team.We are ideally looking for a candidate that has already been working as an Paraplanner or looking to make the next step into paraplanning. The role offers excellent scope for p
Job Source: Dynamite Recruitment Solutions LtdHolt Engineering
Ferndown
Our client is recruiting for a Junior Sales Administrator to join their team, this role offers progression and lots of variety! Do you have excellent attention to deal, a passion for administration and a hunger to take the next step in your career? We have the role for you! This Junior Sales Administrators position is permanent and offering an im
Job Source: Holt EngineeringReed
Lyndhurst
Senior Administrator Location: Lyndhurst Salary: £15 - £16 per hour Job Type: Full-time temp till December We are looking for an senior Administrator to join our client on a temporary basis - hybrid working is offered. This role is crucial for the day-to-day operations, requiring a high level of accuracy and the ability to work in a pressurised
Job Source: ReedPoole
£ 27,000 - 31,000 per annum, Inc benefits
Reed Financial services are pleased to be representing a well-established Financial Advice firm to find an experienced new member of staff for their Poole office.
Due to business growth and demand, our client is looking to employ a new senior administrator / Trainee Paraplanner, to work alongside and provide technical/knowledgeable support to the Advisers at the firm. The business is a long-standing financial advice firm, with a very strong existing client bank and proven annual growth. This is an office-based role and you would make up part of a relatively small, but successful team.
This would be a fantastic opportunity for someone who is currently an experienced IFA Administrator, or junior/trainee Paraplanner at their current firm, looking to improve their technical knowledge and progress their career.
Core experience/competencies required –
Previous experience within Financial Services, ideally as an IFA Administrator or Junior Paraplanner
Excellent customer service, time management and prioritisation skills
A natural resilience allowing them to cope with a challenging role and stay calm under pressure
The ability to take responsibility for their own workload and use their initiative
A collaborative nature allowing them to build and maintain internal and external relationships
The role includes excellent scope, and you will be involved in the entire client journey. Prepari...
Senior IFA Administrator/Junior Paraplanner jobs in Poole
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