- Route to AdviserCentral London/Hybridc £38,000 and bonuses/Study support/BenefitsThe OpportunityA superb opportunity to join a successful, expanding boutique IFA practice and take full responsibility for a key client support function within the business, ensuring the success of a client's outcome, whether that be the link between the advice provided to a client and its end implementation, or how clients are communicated with on an ongoing basis.
- Pre-Meeting
- Arrange meetings, collect and prepare documentation for meetings (Client information, Agendas, Investment Reports and Risk Reviews).
- The practice financial planning service is centred around the effective use of technology to streamline our processes.
- Liaising with clients as part of the implementation of their financial plans.
- Dynamic Planner, Intelligent office, VoyantIn summaryThis position represents an excellent opportunity to join a successful and growing firm in their field of expertise where you can play a major part in the development of the client service and support function of the business as it expands.
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Page Personnel Finance London, United Kingdom**Client Details** · A modern dynamic financial planning business offering a telephone-based service to retail clients across the UK. The companies financial planning service covers pensions, wealth management, ISA's and Investment Bonds. · **Description** · - Producing fund swit ...
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C&C Search Ltd London, United KingdomC&C Search is currently recruiting for this new opportunity · **Location: London - City** · **All about the company I would be working for** · What they do: Financial Advisor · Size of the business: Small/ Medium · Company culture: Close knit team, friendly, supportive, dynamic. ...
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Financial Divisions London, United KingdomJunior Paraplanner/Associate - Route to Adviser · Junior Paraplanner/Associate – Route to Adviser · Central London/Hybrid · c £38,000 and bonuses/Study support/Benefits · A superb opportunity to join a successful, expanding boutique IFA practice and take full responsibility f ...
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Junior Paraplanner/Associate
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Financial Divisions Greater London, United KingdomJunior Paraplanner/Associate – Route to Adviser · Central London/Hybrid · c £38,000 and bonuses/Study support/Benefits · The Opportunity · A superb opportunity to join a successful, expanding boutique IFA practice and take full responsibility for a key client support function wit ...
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Junior Paraplanner/Associate
3 weeks ago
Financial Divisions London, United KingdomJob Description Junior Paraplanner/Associate – Route to Adviser · Central London/Hybrid · c £38,000 and bonuses/Study support/Benefits · A superb opportunity to join a successful, expanding boutique IFA practice and take full responsibility for a key client support function wi ...
Junior Paraplanner/Associate - London, United Kingdom - Financial Divisions
Description
Junior Paraplanner/AssociateCommunication
Colllating, updating and managing client data, including managing CRM data and registers.
Shadowing the Directors of the business in planning meetings.
This role could grow into either a full paraplanning or financial planner role.
About youAs a junior Paraplanner/Associate you will possess the following:
An IFA/financial services background, with core administration functions and client contact exposure. Knowledge of technology preferred