An exciting opportunity has arisen for a Paraplanner to join a well-established accountancy firm offering a comprehensive range of services including accounting, tax, audit, payroll, and financial planning.
As a Paraplanner, you will support financial planners by preparing reports, researching solutions, and contributing to client-focused strategies.
This role offers salary range of £40,000 - £50,000 and flexible working options.
You Will Be Responsible For:
? Collaborating with financial planners to conduct detailed research.
? Producing accurate financial reports, including cashflow planning and tailored recommendations.
? Researching financial products and market trends to support planning advice.
? Utilising planning software to manage tasks and produce recommendations.
? Ensuring adherence to regulatory standards and compliance requirements.
? Assisting in client meetings with relevant insights and solutions.
What We Are Looking For:
? Previously worked as a Paraplanner, IFA Administrator, Financial Planning Administrator, Wealth Management Administrator, Financial Services Administrator, Financial Planning Assistant, Financial administrator within the financial services sector.
? Strong knowledge of financial planning software and regulatory frameworks.
? Exceptional analytical skills and attention to detail.
? Ability to contribute effectively within a team environment.
? Relevant qualifications, such as Diploma or Advanced Diploma in Financial Planning, are desirable.
What's On Offer:
? Competitive Salary
? Collaborative and supportive working environment.
? Opportunities for professional development and career progression.
? Flexible and hybrid working options.
? 25 days annual leave plus bank holidays.
? Access to health and wellbeing schemes
? Including Employee Assistance Programmes.
? Pension scheme with employer contributions.
? Staff rewards
? Commission schemes.
This is a fantastic opportunity to ....Read more...
An exciting opportunity has arisen for a Paraplanner to join a well-established accountancy firm offering a comprehensive range of services including accounting, tax, audit, payroll, and financial planning.
As a Paraplanner, you will support financial planners by preparing reports, researching solutions, and contributing to client-focused strategies.
This role offers salary range of £40,000 - £50,000 and flexible working options.
You Will Be Responsible For:
? Collaborating with financial planners to conduct detailed research.
? Producing accurate financial reports, including cashflow planning and tailored recommendations.
? Researching financial products and market trends to support planning advice.
? Utilising planning software to manage tasks and produce recommendations.
? Ensuring adherence to regulatory standards and compliance requirements.
? Assisting in client meetings with relevant insights and solutions.
What We Are Looking For:
? Previously worked as a Paraplanner, IFA Administrator, Financial Planning Administrator, Wealth Management Administrator, Financial Services Administrator, Financial Planning Assistant, Financial administrator within the financial services sector.
? Strong knowledge of financial planning software and regulatory frameworks.
? Exceptional analytical skills and attention to detail.
? Ability to contribute effectively within a team environment.
? Relevant qualifications, such as Diploma or Advanced Diploma in Financial Planning, are desirable.
What's On Offer:
? Competitive Salary
? Collaborative and supportive working environment.
? Opportunities for professional development and career progression.
? Flexible and hybrid working options.
? 25 days annual leave plus bank holidays.
? Access to health and wellbeing schemes
? Including Employee Assistance Programmes.
? Pension scheme with employer contributions.
? Staff rewards
? Commission schemes.
This is a fantastic opportunity to ....Read more...
An exciting opportunity has arisen for a Paraplanner to join a well-established accountancy firm offering a comprehensive range of services including accounting, tax, audit, payroll, and financial planning.
As a Paraplanner, you will support financial planners by preparing reports, researching solutions, and contributing to client-focused strategies.
This role offers salary range of £40,000 - £50,000 and flexible working options.
You Will Be Responsible For:
? Collaborating with financial planners to conduct detailed research.
? Producing accurate financial reports, including cashflow planning and tailored recommendations.
? Researching financial products and market trends to support planning advice.
? Utilising planning software to manage tasks and produce recommendations.
? Ensuring adherence to regulatory standards and compliance requirements.
? Assisting in client meetings with relevant insights and solutions.
What We Are Looking For:
? Previously worked as a Paraplanner within the financial services sector.
? Strong knowledge of financial planning software and regulatory frameworks.
? Exceptional analytical skills and attention to detail.
? Ability to contribute effectively within a team environment.
? Relevant qualifications, such as Diploma or Advanced Diploma in Financial Planning, are desirable.
What's On Offer:
? Competitive Salary
? Collaborative and supportive working environment.
? Opportunities for professional development and career progression.
? Flexible and hybrid working options.
? 25 days annual leave plus bank holidays.
? Access to health and wellbeing schemes
? Including Employee Assistance Programmes.
? Pension scheme with employer contributions.
? Staff rewards
? Commission schemes.
This is a fantastic opportunity to advance your career in financial services while making a meaningful impact on clients' financial futures.
Important Information: We endeavour to process your personal data ....Read more...
An exciting opportunity has arisen for a Paraplanner to join a well-established accountancy firm offering a comprehensive range of services including accounting, tax, audit, payroll, and financial planning.
As a Paraplanner, you will support financial planners by preparing reports, researching solutions, and contributing to client-focused strategies.
This role offers salary range of £40,000 - £50,000 and flexible working options.
You Will Be Responsible For:
? Collaborating with financial planners to conduct detailed research.
? Producing accurate financial reports, including cashflow planning and tailored recommendations.
? Researching financial products and market trends to support planning advice.
? Utilising planning software to manage tasks and produce recommendations.
? Ensuring adherence to regulatory standards and compliance requirements.
? Assisting in client meetings with relevant insights and solutions.
What We Are Looking For:
? Previously worked as a Paraplanner within the financial services sector.
? Strong knowledge of financial planning software and regulatory frameworks.
? Exceptional analytical skills and attention to detail.
? Ability to contribute effectively within a team environment.
? Relevant qualifications, such as Diploma or Advanced Diploma in Financial Planning, are desirable.
What's On Offer:
? Competitive Salary
? Collaborative and supportive working environment.
? Opportunities for professional development and career progression.
? Flexible and hybrid working options.
? 25 days annual leave plus bank holidays.
? Access to health and wellbeing schemes
? Including Employee Assistance Programmes.
? Pension scheme with employer contributions.
? Staff rewards
? Commission schemes.
This is a fantastic opportunity to advance your career in financial services while making a meaningful impact on clients' financial futures.
Important Information: We endeavour to process your personal data ....Read more...
An exciting opportunity has arisen for a Paraplanner to join a well-established accountancy firm offering a comprehensive range of services including accounting, tax, audit, payroll, and financial planning.
As a Paraplanner, you will support financial planners by preparing reports, researching solutions, and contributing to client-focused strategies.
This role offers salary range of £40,000 - £50,000 and flexible working options.
You Will Be Responsible For:
* Collaborating with financial planners to conduct detailed research.
* Producing accurate financial reports, including cashflow planning and tailored recommendations.
* Researching financial products and market trends to support planning advice.
* Utilising planning software to manage tasks and produce recommendations.
* Ensuring adherence to regulatory standards and compliance requirements.
* Assisting in client meetings with relevant insights and solutions.
What We Are Looking For:
* Previously worked as a Paraplanner within the financial services sector.
* Strong knowledge of financial planning software and regulatory frameworks.
* Exceptional analytical skills and attention to detail.
* Ability to contribute effectively within a team environment.
* Relevant qualifications, such as Diploma or Advanced Diploma in Financial Planning, are desirable.
What's On Offer:
* Competitive Salary
* Collaborative and supportive working environment.
* Opportunities for professional development and career progression.
* Flexible and hybrid working options.
* 25 days annual leave plus bank holidays.
* Access to health and wellbeing schemes
* Including Employee Assistance Programmes.
* Pension scheme with employer contributions.
* Staff rewards
* Commission schemes.
This is a fantastic opportunity to advance your career in financial services while making a meaningful impact on clients' financial futures.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.
Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
....Read more...
An exciting opportunity has arisen for a Paraplanner to join a well-established accountancy firm offering a comprehensive range of services including accounting, tax, audit, payroll, and financial planning.
As a Paraplanner, you will support financial planners by preparing reports, researching solutions, and contributing to client-focused strategies.
This role offers salary range of £40,000 - £50,000 and flexible working options.
You Will Be Responsible For:
* Collaborating with financial planners to conduct detailed research.
* Producing accurate financial reports, including cashflow planning and tailored recommendations.
* Researching financial products and market trends to support planning advice.
* Utilising planning software to manage tasks and produce recommendations.
* Ensuring adherence to regulatory standards and compliance requirements.
* Assisting in client meetings with relevant insights and solutions.
What We Are Looking For:
* Previously worked as a Paraplanner, IFA Administrator, Financial Planning Administrator, Wealth Management Administrator, Financial Services Administrator, Financial Planning Assistant, Financial administrator within the financial services sector.
* Strong knowledge of financial planning software and regulatory frameworks.
* Exceptional analytical skills and attention to detail.
* Ability to contribute effectively within a team environment.
* Relevant qualifications, such as Diploma or Advanced Diploma in Financial Planning, are desirable.
What's On Offer:
* Competitive Salary
* Collaborative and supportive working environment.
* Opportunities for professional development and career progression.
* Flexible and hybrid working options.
* 25 days annual leave plus bank holidays.
* Access to health and wellbeing schemes
* Including Employee Assistance Programmes.
* Pension scheme with employer contributions.
* Staff rewards
* Commission schemes.
This is a fantastic opportunity to advance your career in financial services while making a meaningful impact on clients' financial futures.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.
Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
....Read more...
An exciting opportunity has arisen for a Paraplanner to join a well-established accountancy firm offering a comprehensive range of services including accounting, tax, audit, payroll, and financial planning.
As a Paraplanner, you will support financial planners by preparing reports, researching solutions, and contributing to client-focused strategies.
This role offers salary range of £40,000 - £50,000 and flexible working options.
You Will Be Responsible For:
* Collaborating with financial planners to conduct detailed research.
* Producing accurate financial reports, including cashflow planning and tailored recommendations.
* Researching financial products and market trends to support planning advice.
* Utilising planning software to manage tasks and produce recommendations.
* Ensuring adherence to regulatory standards and compliance requirements.
* Assisting in client meetings with relevant insights and solutions.
What We Are Looking For:
* Previously worked as a Paraplanner, IFA Administrator, Financial Planning Administrator, Wealth Management Administrator, Financial Services Administrator, Financial Planning Assistant, Financial administrator within the financial services sector.
* Strong knowledge of financial planning software and regulatory frameworks.
* Exceptional analytical skills and attention to detail.
* Ability to contribute effectively within a team environment.
* Relevant qualifications, such as Diploma or Advanced Diploma in Financial Planning, are desirable.
What's On Offer:
* Competitive Salary
* Collaborative and supportive working environment.
* Opportunities for professional development and career progression.
* Flexible and hybrid working options.
* 25 days annual leave plus bank holidays.
* Access to health and wellbeing schemes
* Including Employee Assistance Programmes.
* Pension scheme with employer contributions.
* Staff rewards
* Commission schemes.
This is a fantastic opportunity to advance your career in financial services while making a meaningful impact on clients' financial futures.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.
Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
....Read more...
An exciting opportunity has arisen for a Paraplanner to join a well-established accountancy firm offering a comprehensive range of services including accounting, tax, audit, payroll, and financial planning.
As a Paraplanner, you will support financial planners by preparing reports, researching solutions, and contributing to client-focused strategies.
This role offers salary range of £40,000 - £50,000 and flexible working options.
You Will Be Responsible For:
* Collaborating with financial planners to conduct detailed research.
* Producing accurate financial reports, including cashflow planning and tailored recommendations.
* Researching financial products and market trends to support planning advice.
* Utilising planning software to manage tasks and produce recommendations.
* Ensuring adherence to regulatory standards and compliance requirements.
* Assisting in client meetings with relevant insights and solutions.
What We Are Looking For:
* Previously worked as a Paraplanner within the financial services sector.
* Strong knowledge of financial planning software and regulatory frameworks.
* Exceptional analytical skills and attention to detail.
* Ability to contribute effectively within a team environment.
* Relevant qualifications, such as Diploma or Advanced Diploma in Financial Planning, are desirable.
What's On Offer:
* Competitive Salary
* Collaborative and supportive working environment.
* Opportunities for professional development and career progression.
* Flexible and hybrid working options.
* 25 days annual leave plus bank holidays.
* Access to health and wellbeing schemes
* Including Employee Assistance Programmes.
* Pension scheme with employer contributions.
* Staff rewards
* Commission schemes.
This is a fantastic opportunity to advance your career in financial services while making a meaningful impact on clients' financial futures.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.
Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
....Read more...
£30,000 + BenefitsAre you an Paraplanner with a passion for delivering exceptional client support? If you’re seeking a professional yet friendly environment where your skills will be valued and developed, offering genuinely exciting career progression, this could be the role for you.
We’re recruiting on behalf of a highly respected Wealth Management firm for a talented Paraplanner to join their growing team. This is a fantastic opportunity to be part of a business that prides itself on client care, technical excellence and a collaborative culture.
As a Paraplanner, you’ll play a pivotal role in supporting Advisers and Partners, helping to deliver tailored financial planning solutions across investment, retirement, tax and estate planning. Key Responsibilities
Analysing client requirements, building cash flow models, and recording data accurately.
Researching and evaluating financial products to create bespoke solutions.
Preparing suitability reports, review packs, and client documentation.
Attending client meetings and handling queries with professionalism and discretion.
Liaising with colleagues to ensure application forms, reports, and client files are prepared to the highest standard.
Supporting and mentoring junior team members where required.
Skills & Experience
Experienced in paraplanning within an IFA or wealth management environment.
An interest in working towards a Diploma Level 4 PFS qualification, if not already achieved
Some technical knowledge across pensions, investments and estate planning.
Skilled in cashflow modelling tools (e.g. Voyant) and confident producing suitability reports.
Highly organised, numerate, and an excellent communicator with strong client-facing skills.
Calm under pressure, a team player, and enthusiastic about helping clients achieve their financial goals.
This is a fantastic opportunity to join a respected, forward-thinking Wealth Management practice, where you’ll enjoy a supportive team environment with ongoing development and training, a competitive salary and benefits package and exposure to high-quality clients and complex financial planning cases.
If you’re ready to bring your ambition, drive and client focus to a firm where your contribution will be genuinely valued, we’d love to hear from you. Apply now!....Read more...
Experienced Paraplanner required. Brilliant opportunity to join a growing business that has strong values and a clear vision for its future.About the Company:At Amber River Midlands we think about financial planning in a way that goes beyond financial advice. We call it Life Landscaping® and we're a group of like-minded, values-driven people with a passion for independent financial planning. We all work together with one, single-minded purpose: To enrich the lives of the people we meet. Through conversations and knowledge sharing, financial planning and advice, whatever life stage our clients are at, our team is here to help them plan for a life well-lived. The Role:Experienced Paraplanner required. Brilliant opportunity to join a growing business that has strong values and a clear vision for its future. Amber River Midlands is a company with a clear identity, strong values, an amazing culture, and a defined purpose. We are looking for an experienced paraplanner with a sound understanding of the financial planning process and the desire to be the best in their role. This is a great opportunity to join a company that has imagined what a next generation financial planning business should look like. Our purpose is to enrich the lives not just of the clients we work for, but also the people that work for us, and we have created an environment where our team members feel they belong and can thrive and grow. If this is what you are looking for in a company and our values resonate with you, please apply, we would love to hear from you! Location and Working Arrangements:Ideally we are looking to for candidates for our Newcastle-under-Lyme Office in a 100% office based role. However, we will consider applicants looking to work from our Birmingham Office or Warwick Office and at these locations we can offer hybrid working (3 days in the office). Key Responsibilities:The role of the Paraplanner is to work with the Financial Planners and provide a high level of client service in a professional and timely manner. Duties will include:Identifying areas for financial planning and sourcing solutions to meet their objectives.Preparing suitability reports and recommendations for approval by the financial planner.Conducting fund research and analysis using FE Analytics.Collating and maintaining due diligence research on funds, platforms, and providers.Preparing cumulative return tables and sharing these with the team.Ensuring documentation is compliant, present, and correct.Ensuring your own personal development and the development of the administration team.Essential Skills and Experience:We are looking for someone who has gained experience in a similar role and company and has a good understanding of the whole financial process.2 years' Paraplanning experience within an IFA firmExperienced working with a breadth of productsIdeally DipPFS qualified or equivalent Level 4 qualificationAble to demonstrate excellent customer communication skillsExperience working together as part of a teamA background in using IFA systems and processesExcellent quality service delivery skillsStrong personal skills in the areas of adaptability, enthusiasm, dependability, honesty, and integrityBenefits and Salary:Salary of up to £38,000 depending on experience31 days holiday including bank holidaysIncome protection4x salary life assurance*Company sick pay*Pension scheme with salary sacrificeRecruitment referral schemeEAP (Employee Assistance Programme)Wellness supportFinancial wellbeing*Benefits marked with an asterisk apply after successful completion of the probationary period.Position Details:Full-time - 35 hours per weekPrimary location: Newcastle-under-Lyme (100% office based)Alternative locations: Birmingham or Warwick (hybrid working available - 3 days in office)Further Information:Only shortlisted candidates will be contacted.In order to give your application the best chance of success, please:Check that you meet the criteria for the roleApply with a CV that is clear, concise, and correctTailor your CV to highlight your experience and relevant achievements to the positionNB. This role is being advertised both internally and externally.....Read more...
As an Apprentice Paraplanner you will learn the technical aspects of financial planning whilst developing your knowledge of financial products and services under the guidance of a senior paraplanner and the advisers.
Your role will be to assist the Financial Advisors with the:
Preparation of client reports
Conducting research
Managing administrative tasks
Gathering financial data
Ensuring all regulatory and compliance standards are met
Liaising with 3rd party providers to capture product details
Training:You will access your training online from the employers site address.Training Outcome:
Opportunity to achieve a Level 4 Diploma in Financial Planning
Progression opportunity to a Financial Planning position
Support for the right candidate to Chartered Financial Planning
Employer Description:Our business is built around our core principles of trust, integrity, openness, and a commitment to consistently deliver superior customer service and expert advice.
At the heart of everything we do is the strength of the relationships we have built and continue to build with our clients and their families. We take great pride in the personable service and quality advice that we provide and we feel privileged to advise clients who have trusted us with their financial planning needs.
We firmly believe that always acting in our clients' best interests will allow us to continue to look after our existing clients as well as working with new ones through continued personal recommendation.
We very much see EA Wealth as a family Practice and look forward to delivering the same quality of advice to the future generations for many years to come.
We offer you the benefit of a single relationship to meet all your financial needs, whether your priority is to:
• Build or preserve capital to achieve your future aspirations
• Simply invest tax efficiently
• Gain financial protection against risk
• Manage your wealth for succession planningWorking Hours :Monday - Friday, 9.00am - 5.00pm, with 1hr lunch break.Skills: Communication skills,IT skills,Attention to detail,Problem solving skills,Administrative skills,Analytical skills,Team working,Initiative....Read more...
Shadow AdviserSalary Range: £50K-£60K dependent on skills and experience + benefitsHome based – must live within a commutable distance to Central LondonFull TimeAn exciting opportunity has arisen to join an existing small team within an independent, whole-of-market, financial advice firm based in the City of London. Oak Private Wealth advise 150 families with over £140M under management and are seeking a focused and dynamic team player to help meet the ongoing advice needs of our clients.In the words of TRAP, we are one of those few ‘full-fat financial planning firms’, offering a combination of great unencumbered advice with a highly personalised client service.We see this role as a ‘shadow adviser’ where you will work directly with the two advisers, and the existing paraplanner, learning as you go, gaining exposure to all our clients, attending meetings and over time, taking responsibility for client relationships.You will need to learn our way i.e. understand our processes, write in a client-friendly format and learn to identify client’s real needs. This takes time and we have a successful two-year programme, that led a previous entrant to be awarded the Citywire top 35 under 35. Therefore, this role will appeal most to candidates that have either started advising and become jaded/ realised it is tricky, or to an experienced paraplanner, who wants to take the next step.We have an office in the city for client meetings, but we are cloud-based and so we regularly work from home when not meeting clients.Experience
Hold Chartered status (or seriously working towards this, because this is a minimum for us)Experience of using Intelligence Office, FE Analytics & cashflow software
In return we’ll ensure that your salary is benchmarked each year, so you are paid in the top quartile of your profession (with benefits & holidays to match). We promise to train you, value you, listen to you and to adapt around your needs.Interested in this Shadow ADvisor role? If you feel that you possess the relevant skills and experience then please send your cv by return. INDHS ....Read more...
An outstanding opportunity for an Experienced Paraplanner to excel within an innovative wealth management firm that redefines client-focused financial planning. Step into a role where your technical expertise meets genuine client impact, working alongside a team of passionate professionals who believe in creating meaningful financial transformations for individuals and families across the region. The Company This dynamic independent financial advisory practice has established itself as a leader in comprehensive wealth management, combining cutting-edge planning methodologies with deeply personal client relationships. Their philosophy centres on holistic life planning that encompasses not just financial goals, but life aspirations and family legacies. With a commitment to continuous innovation and exceptional service standards, they've created an environment where both clients and team members flourish. Your Role As an Experienced Paraplanner, you'll be the technical backbone supporting complex financial planning strategies, working in partnership with experienced advisers to deliver sophisticated solutions for discerning clients. This position offers exceptional scope for intellectual growth within a practice that values expertise, creativity, and professional excellence. Key Accountabilities:Analyse complex client situations to identify strategic financial planning opportunities and solutionsCraft comprehensive suitability reports with detailed recommendations for adviser endorsementExecute sophisticated fund research and performance analysis using advanced analytical tools including FE AnalyticsCurate and maintain extensive due diligence libraries covering investment options, platforms, and provider capabilitiesDevelop detailed performance reporting and comparative analysis for strategic decision-makingUphold stringent compliance standards ensuring all documentation meets regulatory requirements and internal quality benchmarksRequired Experience and Competencies:Proven 2+ years' experience in paraplanning within a reputable independent financial advisory firmExtensive exposure to comprehensive product ranges and advanced planning techniquesDipPFS qualification or equivalent Level 4 professional certification strongly preferredExceptional written and verbal communication skills with client-facing capabilityCollaborative mindset with strong interpersonal skills for effective team integrationComprehensive familiarity with industry-standard IFA platforms, systems, and operational proceduresMeticulous attention to detail with unwavering commitment to service excellenceDemonstrated professional qualities including flexibility, motivation, dependability, and ethical conductWork Permissions You must have the right to work in the United Kingdom. Visa sponsorship is not available at this time. Attractive Remuneration and Benefits:Competitive salary package up to £38,000 commensurate with experienceModern hybrid working model - 3 days office presence, 2 days remote flexibilityGenerous annual leave allocation of 31 days including statutory holidaysComprehensive income protection insurance coverageLife assurance benefit equivalent to 4x annual salaryEnhanced company sick pay provisionContributory pension scheme with salary sacrifice advantagesStaff referral incentive programmeConfidential Employee Assistance ProgrammeHolistic wellness and mental health support servicesPersonal financial wellbeing resources and educationThe Future of Financial Advisory Services The wealth management industry stands at an exciting crossroads, with technological innovation, demographic shifts, and evolving client expectations creating unprecedented opportunities for skilled professionals. Experienced paraplanners are increasingly recognised as essential strategic partners in delivering sophisticated financial solutions, from complex pension arrangements to multi-generational wealth transfer strategies. This career path offers exceptional prospects for professional advancement, competitive rewards, and the unique satisfaction of helping clients achieve their most important life objectives through expert financial guidance and strategic planning. Discover your next career milestone with The OHUB UK - your trusted partner in connecting exceptional financial services talent with transformative opportunities.....Read more...
You will deal with a wide variety of administrative tasks supporting your colleagues and clients of the Practice
You will manage and collate key data for reports and portfolio reviews
Dealing with enquiries and correspondence from clients and providers
Managing the database of clients
You will be processing new business and liaising with SJP admin teams
Training:The Financial Services Administrator Level 3 Apprenticeship is ideal for learners beginning an entry level role in the financial sector.
As an entry level role, this apprenticeship provides the foundation knowledge, skills and experience for progression along a number of career paths.
Key Learning Outcomes:
A broad understanding of the financial services sector
An understanding of the role of the appropriate regulatory bodies
The importance of relationship building with clients and colleagues
Understanding of processes and procedures relevant to the role
How to develop commercial awareness
Building skills and capabilities within an organisation
Professional Qualifications:
CeMAP1 - awarded by London Institute of Banking and Finance (LIBF)
Completion of CeMAP1 will provide a solid foundation for the learner and can lead on to progression to study in other areas
To help prepare the apprentice for the professional qualification, Apprentices are provided with Simply Academy’s qualification resource package, alongside a structured study plan supported by a series of live revision sessions with our qualified tutors
Training Outcome:
The ability to grow and develop the role progressing to Senior Administrator, Paraplanner or Adviser
With the potential to become a permanent role, further training and exams would be factored in, depending on the route you would like to take
Employer Description:We pride ourselves in offering a seamless service of distinct quality, professionalism and expertise covering varying aspects of wealth management, all backed by the successful St. James's Place GroupWorking Hours :Monday - Friday, 9.00am - 5.00pm - there could be some flexibility for the right candidate.Skills: Communication skills,IT skills,Attention to detail,Team working,Initiative,Time management....Read more...
