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Ortus PSR
Norwich
The opportunity for a brilliant Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients. The firm has a fantastic reputation and offers exceptional study support to sustain their Chartered status. They are looking for someone who wants to become a Paraplann
Job Source: Ortus PSRService Service
Norwich
My client is a reputable and well established wealth management firm with offices east of Norwich. At present my client is looking to add an experienced Paraplanner to complement their team of existing professionals, this role is to support one of my clients Directors as well as act as a mentor to other aspiring financial services professionals wi
Job Source: Service ServiceService Service Employment Agency Limited
Norwich
My client is one of the county’s leading employers, with excellent opportunities for personal and financial development and a history of facilitating the growth of their staff; their reputation is second to none. My client is looking for an experienced and qualified Paraplanner/ Technical Planner to join their established Financial Planning team; t
Job Source: Service Service Employment Agency LimitedService Service Employment Agency Limited
Norwich
Are you an experienced Paraplanner looking for your next role, well look no further. My client is a Norwich based chartered firm who have been providing advice to Norfolk and the surrounding counties for over fifty years and you can become part of their success by supporting their adviser as a Technical Analyst. Summary of duties You will work as p
Job Source: Service Service Employment Agency LimitedHeat Recruitment Ltd
Hellesdon
A highly-respected financial planning practice in Norwich are looking to grow their established support team by adding an IFA Administrator / Paraplanner. The role would be a hybrid administrative / technical position with a plethora of responsibilities. The incoming individual would not be expected to be proficient in every area and as such train
Job Source: Heat Recruitment LtdService Service
Norwich
My client is looking for an experienced Paraplanner to join their established Financial Planning team; this is an excellent opportunity to join a well established team of wealth management and retirement provision, professionals. My client is one of the county’s leading employers, with excellent opportunities for personal and financial development
Job Source: Service ServicePro Talent
Great Yarmouth
Job Title: Trainee Accountant (AAT Studier) Company: Accountancy Practice Location: Great Yarmouth, United Kingdom Are you a motivated individual currently studying towards your AAT qualification? Do you possess a strong interest in accountancy and a desire to develop your skills in a professional environment? ProTalent is working with a fantastic
Job Source: Pro TalentITonlinelearning Recruitment
Norwich
Are you looking to benefit from a new career in Data Analysis? If you are detail orientated, perceptive, organised, competent, analytical and can communicate well with those around you; you could have a truly rewarding future as a Data Analyst We do this using our specialised Data Analyst career programme which looks to assist and place qualified c
Job Source: ITonlinelearning RecruitmentNorwich
We are currently looking for a Trainee Paraplanner to join our clients, a highly successful Independent Financial Practice with a team of advisers who have a wealth of experience. This is a unique opportunity to learn from seasoned professionals, gain hands-on experience and embark on a journey towards becoming a proficient paraplanner.
Our clients offer a clear career path with excellent progression opportunities in a friendly environment alongside experienced advisers. The successful candidate will have a minimum of R01 and R02 qualifications with the desire to progress and must have worked in an administrative role within an Independent Financial Practice for 2 years.
The successful Trainee Paraplanner will be offered:
Basic salary between £28,500 - £30,000
Training plan in place
Great Progression Opportunities
Free Parking
To be considered for the Trainee Paraplanner role you must have:
Previous administrative experience working within an IFA
Organised and efficient with excellent attention to detail
Ability to prioritise and be proactive.
Strong analytical and numerical skills
Strong IT skills, specifically in Microsoft Word, Excel and Outlook
Responsibilities for the role of a Trainee Paraplanner:
Preparing analysis of the client’s existing portfolio
Provision of technical support to Advisers
Working closely with the Adviser to research and formulate appropriate advice.
Preparation of Recommendation Reports and supplementary documentation
Adherence to compliance procedures, core values and high standards of client service
Regular liaison with product providers, account managers and clients
Develop and maintain knowledge and understanding of financial products and markets to meet regulatory requirements and personal development needs
Due to the high amounts of applications if you have not been contacted within 7 days, please consider your application unsuccessful.
This job has been posted by GCB Agency Recruitment Ltd, acting as the Employment Agency in relation to this vacancy, working on behalf of their client who is confidential at this stage
Trainee Paraplanner jobs in Norwich
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