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Lime People Search & Select Ltd
Chesterfield
My client is a busy Independent Financial Advisory firm based in Chesterfield, providing sound financial advice to both businesses and HNW individuals predominately on investments, pensions and Inheritance Tax planning. We are urgently seeking an experienced Paraplanner (office or home-based) who will support the principal Adviser of the firm and w
Job Source: Lime People Search & Select LtdTEMPLEGATE RECRUITMENT LIMITED
Sheffield
TEMPLEGATE RECRUITMENT Financial Services Specialist Recruiters Job Title: Senior Administrator Location: Sheffield Benefits: Competitive salary, Pension, Holiday and Parking Salary: £25,000 - £28,000 per annum basic (depending on qualifications and experience) About the Company: We are searching for an enthusiastic and hardworking Senior IFA Admin
Job Source: TEMPLEGATE RECRUITMENT LIMITEDTEMPLEGATE RECRUITMENT LIMITED
sheffield, south yorkshire
TEMPLEGATE RECRUITMENT Financial Services Specialist Recruiters Job Title:Senior Administrator Location:Sheffield Benefits:Competitive salary, Pension, Holiday and Parking Salary:£25,000 - £28,000 per annum basic (depending on qualifications and experience) About the Company: We are searching for an enthusiastic and hardworking Senior IFA Administr
Job Source: TEMPLEGATE RECRUITMENT LIMITEDMI Search Ltd
Rotherham
This national IFA firm is currently seeking an administrator to work as part of their busy team in Rotherham. In this role you will support financial advisers and paraplanners and be involved in preparing client packs and annual reviews, dealing with client queries and correspondence, liaising with product providers, processing new business and gen
Job Source: MI Search LtdVirtus Talent
Sheffield
Package -: £22 - £26k basic salary for entry level. Flexible for experience + plus uncapped commission - (Year 1 OTE £35K OTE, Year 2 OTE £45K OTE) Trainee Recruitment Consultant - The Role: Our client is a global firm specialising in the finance and technology recruitment sectors with the aim to provide a thorough, effective and transparent so
Job Source: Virtus TalentLush
Sheffield
Trainee Manager Application Deadline: 5 May 2024 Department: Retail Employment Type: Full Time Location: Sheffield Compensation: £28,550 / yearDescription Diversify our future We are building...
Job Source: LushRise Technical Recruitment Limited
Chesterfield
Trainee Estimator £25,000 - £40,000 + Training + Progression + Private Healthcare + Pension + Benefits Chesterfield (Commutable from: Barlborough, Mansfield, Alfreton, Clay Cross, Matlock and Dronfield) Are you a newly qualified Engineer, looking to kick start your career within a technical role for a growing business offering further training a
Job Source: Rise Technical Recruitment LimitedRise Technical Recruitment Limited
Chesterfield
Trainee Estimator £25,000 - £40,000 + Training + Progression + Private Healthcare + Pension + BenefitsChesterfield (Commutable from: Barlborough, Mansfield, Alfreton, Clay Cross, Matlock and Dronfield)Are you a newly qualified Engineer, looking to kick start your career within a technical role for a growing business offering further training and ca
Job Source: Rise Technical Recruitment LimitedSheffield
Trainee Paraplanner
Sheffield
£24,000 - £28,000
NJR Recruitment are delighted to be representing a highly regarded Independent Wealth Management organisation who are based in the Sheffield area. Our Client holds an excellent reputation within the industry and provides a holistic approach to Whole of Market advice for their well established Client Bank.
Our Client is looking to recruit an experienced IFA Administrator who is looking to progress into paraplanning, or an experienced trainee paraplanner looking to join a firm with more support, to provide support to the Financial Planners. This role will suit someone who has been working within financial services and has strong knowledge of Pensions, Investments, Protection and Stockbrokers as well as delivery of first class service to Clients and Consultants.
Responsibilities will include:
To provide efficient administrative support to a number of IFA's
Preparation of correspondence including letters and emails
Prepare new business and review packs for IFA client meetings
Obtain illustrations and valuations
Conduct product research
Write suitability reports
What's in it for you?
Competitive salary
Free parking
Ongoing training and development
Study support towards CII Diploma
23 days holiday + bank holidays
Closed over Christmas
Private Health Insurance
Death in Service
Annual bonus
The successful candidate will need to have previous experience working in an IFA practice. Those offering formal industry qualifications would be of benefit and the ability to work autonomously is essential.
For further information please contact one of our specialist consultants quoting REF: NJR14729
Trainee Paraplanner jobs in Sheffield
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