An exciting opportunity has arisen for a Paraplanner with 3 years' experience to join a thriving and forward-thinking accountancy firm. This full-time, permanent role offers excellent benefits and a salary range of £35,000 - £45,000.
As a Paraplanner, you will be supporting Wealth Managers and Accountants by providing expert guidance on mortgages, pensions, and investments, utilising the Quilter Platform.
What we are looking for:
* Previously worked as a Paraplanner, Financial administrator, Financial Planning Assistant, Financial Planning Administrator, Wealth Management Administrator or in a similar role.
* At least 3 years' experience in a similar role supporting Independent Financial Advisers (IFAs).
* Commitment to completing STEP exams within 6 months to provide advice on Wills and Trusts.
* Hold Para-Planning qualification.
* Strong IT and communication abilities.
Apply now for this exceptional Paraplanner opportunity to work with a dynamic team and further enhance your career.
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.
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An exciting opportunity has arisen for a Paraplanner with 3 years' experience to join a thriving and forward-thinking accountancy firm. This full-time, permanent role offers excellent benefits and a salary range of £35,000 - £45,000.
As a Paraplanner, you will be supporting Wealth Managers and Accountants by providing expert guidance on mortgages, pensions, and investments, utilising the Quilter Platform.
What we are looking for:
? Previously worked as a Paraplanner, Financial administrator, Financial Planning Assistant, Financial Planning Administrator, Wealth Management Administrator or in a similar role.
? At least 3 years' experience in a similar role supporting Independent Financial Advisers (IFAs).
? Commitment to completing STEP exams within 6 months to provide advice on Wills and Trusts.
? Hold Para-Planning qualification.
? Strong IT and communication abilities.
Apply now for this exceptional Paraplanner opportunity to work with a dynamic team and further enhance your career.
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.
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Assisting in the preparation of suitability reports
Providing technical support to Financial Planners and clients
Supporting the team with ongoing client servicing and administration
Gaining exposure to complex financial planning cases
Building your technical knowledge and progressing towards a Paraplanner role
Training:OnlineTraining Outcome:This role is intended to lead into a full-time Paraplanning role, with the potential for further progression in the future.
This is NOT a trainee financial planner role.Employer Description:Independent financial planning underpinned by a risk-targeted investment portfolio strategy constructed specifically for private clients and trusteesWorking Hours :09.30 - 16.15
45 minutes for lunchSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Presentation skills,Administrative skills,Number skills,Analytical skills,Logical,Team working....Read more...
An exciting opportunity has arisen for aFinancial Planning Administrator to join a well-established accountancy firm. This role can be full-time or part-time offering excellent benefits and a salary range of £25,000 - £30,000for 36.25 hours work week.
As a Financial Planning Administrator, you will work closely with Financial Planners to manage client relationships, maintain client files, and liaise with product providers to ensure the delivery of high-quality service.
You will be responsible for:
? Manage client records using the company's back-office system.
? Communicate with product providers and internal teams to implement financial advice.
? Partner with Financial Planners to ensure exceptional service delivery.
? Maintain compliance with regulatory standards and industry best practices.
? Contribute to process improvements and quality enhancement initiatives.
? Build and maintain meaningful relationships with clients.
What we are looking for:
? Previously worked as a Financial Administrator, Financial Planning Administrator, Paraplanner, Financial Services Administrator or in a similar role.
? Experience as an administrator in the financial services sector.
? Background in delivering outstanding client services.
? Strong attention to detail and excellent communication skills with clients and providers.
? Skilled with financial planning software and understanding of regulatory requirements.
What's on offer:
? Competitive salary
? 25 days plus bank holidays
? Pension scheme
? Private medical insurance
? Death in service benefit
? Access to health schemes
? Cycle to work scheme
? Employee assistance programme
? Enhanced maternity & paternity leave (after 1 year of service)
Apply now for this exceptional opportunity to work with a dynamic team and further enhance your career.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional ....Read more...
An exciting opportunity has arisen for aFinancial Planning Administrator to join a well-established accountancy firm. This role can be full-time or part-time offering excellent benefits and a salary range of £25,000 - £30,000for 36.25 hours work week.
As a Financial Planning Administrator, you will work closely with Financial Planners to manage client relationships, maintain client files, and liaise with product providers to ensure the delivery of high-quality service.
You will be responsible for:
* Manage client records using the company's back-office system.
* Communicate with product providers and internal teams to implement financial advice.
* Partner with Financial Planners to ensure exceptional service delivery.
* Maintain compliance with regulatory standards and industry best practices.
* Contribute to process improvements and quality enhancement initiatives.
* Build and maintain meaningful relationships with clients.
What we are looking for:
* Previously worked as a Financial Administrator, Financial Planning Administrator, Paraplanner, Financial Services Administrator or in a similar role.
* Experience as an administrator in the financial services sector.
* Background in delivering outstanding client services.
* Strong attention to detail and excellent communication skills with clients and providers.
* Skilled with financial planning software and understanding of regulatory requirements.
What's on offer:
* Competitive salary
* 25 days plus bank holidays
* Pension scheme
* Private medical insurance
* Death in service benefit
* Access to health schemes
* Cycle to work scheme
* Employee assistance programme
* Enhanced maternity & paternity leave (after 1 year of service)
Apply now for this exceptional opportunity to work with a dynamic team and further enhance your career.
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...
Job Purpose:
Reporting to the Practice Manager to provide dedicated support to the Partners/Advisers for the day to day running of the practice to include meeting regulatory requirements, marketing, client servicing, business processing and IT whilst supporting the development of the Practice.
Support to the Practice:
To support the Partners by dealing effectively with the day-to-day business operation
To assist the Partners to take the business forward with creativity and positivity to meet the Partner’s goals
To operate & maintain effective systems, processes and procedures which enable Partners/Advisers to optimise client meetings
To support the Practice Manager in tracking compliance, licensing, CPD, regulatory and legislative requirements
Business Processing:
To liaise with the Practice Paraplanner to support the Partners to ensure the end-to-end business process is adhered to and tracked efficiently in line with Partner and regulatory standards
Oversee and manage the submission of all client applications/advise sets in support of the Partners
Support the Partners to ensure all relevant information required for client files is available, current and compliant
Maintain accurate and up to date client information using the appropriate software programmes (ShareFile, iBusiness, SalesForce etc.)
Liaise with Head Office & admin centres as directed
Marketing:
Assist the Practice Manager in the creation and maintenance of the annual marketing plan
Support the distribution of marketing material to clients and prospects as agreed
Support the Practice Manager with the creation, authorisation and audit trail of adverts and advertising material
Support the Practice Manager with the end-to-end management of client events
Maintain and update client and prospect information
Maintain and update client service questionnaires
Practice Development:To support the Practice Manager:
With ongoing business projects
In developing new prospects and clients
To achieve Practice goals and objectives
To develop client relationships and referrals, service existing clients and assist in building new relationships
Training:The Financial Services Administrator 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:
RO1 - awarded by The Chartered Insurance Institute (CII)
Completion of RO1 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:This role isn’t just a job - it’s a stepping stone to a long-term career in the financial services industry. The right candidate will have access to fantastic opportunities for growth, training, and career progression.
Starting as a FS Administrator Apprentice, you can advance to:
Senior Financial Services Administrator - taking on more responsibility in business operations.
Managerial Level - overseeing teams and driving business success
Paraplanner - working closely with financial advisers to provide technical support
Financial Adviser - becoming a qualified expert, guiding clients in financial decisions
We actively support professional development, including further apprenticeships and qualifications to help you grow in your chosen path.
For the right candidate who shows dedication and potential, this role could lead to a permanent position within the company.
If you're ambitious and eager to learn, this opportunity can be the foundation of a long and successful career in financial services.Employer Description:At Zenia Wealth Management, we specialise in providing high-quality personal advice on many aspects of wealth management and advise clients of different backgrounds and ages. Additionally, we assist businesses in the increasingly complex area of corporate financial planning, providing guidance on pensions, protection for directors, key employees or shareholders, tax planning and aspects of exit planning.
Our key products & services include:
• Investment Planning
• Retirement Planning
• Protection Planning
• Inheritance Tax & Estate Planning
• Corporate Services
Our Company Philosophy is based upon building and maintaining a long-term trusted relationship, whilst providing bespoke individual tailored advice, to all our clients. It is the reason why many of our clients regularly refer their friends, relatives and loved ones to us.
Zenia Wealth Management now has a team of 7 fantastic members of staff, as shown in the flowchart below, who put the client’s needs and wishes at the core of all they do.Working Hours :Monday - Friday 8:30am - 4:30pmSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Analytical skills,Team working,Initiative,Positive 'can do' attitude....Read more...
