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Trainee Paraplanner
3 weeks ago
Dynamite Recruitment Solutions Ltd Bournemouth, United Kingdom Full timeExams fully supported · Flexibility offered · The rare opportunity has come up for a Trainee Paraplanner / Senior Administrator to join a client of mine within an independent Financial Planning firm. This is a fantastic opportunity where you will be sat within a small team, suppo ...
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Trainee Paraplanner
3 weeks ago
Ortus PSR Wimborne Minster, United Kingdom**Trainee Paraplanner** · **Location: Bournemouth** · **Salary: £18,000 - £25,000** · The opportunity for a brilliant Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients. The firm has ...
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Trainee Paraplanner
1 week ago
Ortus PSR Bournemouth, United KingdomA brilliant family-focused Financial Planning company with a passion to help their clients build and secure financial freedom are looking for a Trainee Paraplanner to join their team · The firm has a fantastic reputation and offers exceptional study support to help you obtain the ...
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Trainee Paraplanner/ifa Administrator
2 weeks ago
Reed Poole, Dorset, United Kingdom £27,000 - £31,000Reed Financial services are pleased to be representing a well-established Financial Advice firm to find an experienced new member of staff for their Poole office. · Due to business growth and demand, our client is looking to employ a new senior administrator / Trainee Paraplanne ...
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Senior Administrator/Trainee Paraplanner
3 weeks ago
Blakemore Recruitment Poole, United KingdomWe are currently recruiting for a boutique financial planning practice in Poole who are looking to recruit a Senior Administrator/Trainee Paraplanner. · The ideal candidate will have: · Working towards relevant financial planning qualification · A good understanding of the fi ...
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Appointed ltd Eastleigh, United Kingdom permanentMy client is a niche financial planning practice, based on the outskirts of Eastleigh who provide an outstanding service to a bank of HNW individuals across the South. Due to expansion they are seeking am ambitious individual with the long term aim of becoming a Paraplanner, to j ...
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Ifa Administrator
3 weeks ago
Reed Insurance Wimborne Minster, United Kingdom£26,000 - £28,000 + £500 increments for each RO exam passed, and upon completing your Level 4 Diploma you will receive a further bonus. · **Benefits**: · - Parking · - Healthcare · - Annual leave of 20 days but increases each year · - Pension · - Training and Development fund · - ...
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Associate Paraplanner
3 weeks ago
Ortus PSR Poole, United Kingdom Full timeJoin a Boutique Financial Planning Firm as an Associate Paraplanner · Are you an experienced Senior IFA Administrator or Trainee Paraplanner looking to take the next step in your career? Our client's boutique Financial Planning firm, renowned for offering full holistic fee-based ...
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Senior IFA Administrator/Junior Paraplanner
2 weeks ago
Reed Poole, Dorset, United Kingdom £27,000 - £31,000Reed Financial services are pleased to be representing a well-established Financial Advice firm to find an experienced new member of staff for their Poole office. · Due to business growth and demand, our client is looking to employ a new senior administrator / Trainee Paraplanne ...
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Senior IFA Administrator/Junior Paraplanner
2 weeks ago
Reed Poole, United Kingdom Full timeReed Financial services are pleased to be representing a well-established Financial Advice firm to find an experienced new member of staff for their Poole office. · Due to business growth and demand, our client is looking to employ a new senior administrator / Trainee Paraplanner ...
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Trainee Financial Advisor
1 week ago
Lewis Investment Poole, United Kingdom**Are you looking for an opportunity for your first step as a Financial Adviser?** · Then we invite you to join us. · This is an exciting opportunity for a Trainee Financial Adviser to develop their skills and experience and progress to a fulltime Financial Adviser. · Our focus i ...
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Business Services Coordinator
1 week ago
Eight Wealth Management Ltd Whiteley, United Kingdom**Business Services Coordinator** · **£24,000 - £26,000** · **Eight Wealth Management - Whiteley** · **The main role of the trainee Paraplanner is to ensure the ongoing reviews are generated for our Advisors and processed correctly in a timely manner. The role will include**: · - ...
Trainee Paraplanner - Bournemouth, United Kingdom - Dynamite Recruitment
Description
The rare opportunity has come up for a Trainee Paraplanner / Senior Administrator to join a client of mine within an independent Financial Planning firm.
This is a fantastic opportunity where you will be sat within a small team, supporting the fully qualified paraplanner and Advisors and learning off them whilst completing your exams to be a fully qualified Paraplanner yourself.
The benefits of being in a junior, progressive role within a smaller firm are second to none, you get more hands on experience, see more of the 'whole picture' and thus learn quicker at a higher quality with more 1 on 1 training.
Duties include: Carry out research for client meetingsPreparing & Implementing recommendationsEstablish and build strong relationships with clientsReview investment portfolio, asset allocation, risk profileAttend post meeting debriefs, taking detailed & salient notes The ideal candidate will have:Some experience working within an FCA regulated environmentExperience within financial servicesExcellent communication skills, written and verbal We can offer flexible start/finish timesa day working from home once probation sis passedFully supported examsA trusted work place
