Your weekly update on some of our top vacancies and candidates.
Interested? For a more specific insight into roles and hires in your area, message Emily Dalton or email: [email protected]
Candidates:
- 10+ years in Financial Services
- 7+ years in Wealth Management
- Studying Level 4 Diploma
- Providing full administrative support to Financial Planners?
- 10+ years mortgage administration and paraplanning experience
- Previously worked as a mortgage adviser, now career administrator
- Whole of market experience with excellent knowledge of products and lenders?
- Exemplary client services skillset
- 20+ years' experience within financial planning industry
- Has covered PA, administration and paraplanning duties
- Experience dealing with UHNW clients
- Strong technical knowledge across the board
- Happy to work in an office full-time
- 4+ years experience within wealth management?
- Providing full administrative support to Financial Planners
- Currently sitting Level 4 Diploma in Financial Planning?
- Seeking junior paraplanner opportunities
- 5+ years’ experience working within Financial Planning?
- Experience providing full administrative support to Financial Planners
- Letters of authority, processing new business, fund switches, platforms, withdrawals?
- Level 4 Diploma qualified
- 10+ years’ experience in Paraplanning
- 15+ years’ experience working within wealth management.?
- Full suitability report writing, cashflows, technical research, and analysis.?
- Career paraplanner
Vacancies:
- Additional bonus up to 25% of salary
- Gold visa to work in Dubai
- All Clients provided
- Paraplanning & Admin support
- Pensions (UAE Standard)
- World Class PMI
- 25 days holiday + extra days?
- Additional benefits: Profit share, discounts, study support
- Annual Travel Voucher home?
- Competitive Bonus scheme
- All clients provided
- Paraplanning & Admin support
- Pension
- Death in Service
- Study / Exam support
- Discretionary bonus scheme.
- The company will match pension contributions up to the rate of 5%.
- Generous sick pay
- Group death in service
- Group Income Protection
- Assistance with future examinations
- 28 dates annual leave
- Opportunity to work on a remote basis
- Looking for a Level 4 Diploma qualified candidate based in the Midlands
- Comprehensive benefits package including Death In Service & Income Protection
- Leading financial planning firm.
- Varied and dynamic role
- This role will involve providing full administrative support to Financial Planners, as well as client servicing duties
- Hybrid working
- Extensive client bank to inherit from retiring adviser?
- Opportunity to work with corporate and private clients
- Comprehensive benefits package including private medical and hybrid working?
- Established client base as well as strong lead source
- Open to junior advisers, provided holding CAS status
- Remote working
- Progression into advice or senior paraplanning?
- Exposure to niche areas of advice and UHNW clients
- Regular salary reviews, hybrid working
- Open to a junior paraplanner also?
- Open to junior or experienced paraplanners?
- Route into advice if of interest
- Boutique firm, focussed on career development for employees
- Great benefits including hybrid working, free parking
- Excellent corporate benefits package including private medical and 10% employer contribution
- Fantastic progression opportunities?
- Hybrid and flexible working?
Interested?
For further details on any of the above, or to speak about more opportunities in your area, reach out to
Emily Dalton
on or email [email protected]
