- Support Advisers in the advice-giving process with data collection, product research and production of application forms and supporting literature.
- Obtain information on existing policies
- Issuing a letter of authority
- Chasing up providers
- Produce new business illustrations.
- Prepare information/comparisons for analysis by the Paraplanner and Adviser.
- Request and obtain application forms and other associated paperwork.
- Ensure appropriate data is accurately recorded on Company back-office system
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Trainee Paraplanner
3 days ago
Ortus PSR Cardiff, United KingdomI am working with a leading financial planning firm with a fantastic local reputation, that host a diverse team of tax, mortgage, investment and pension specialists in their offices in Cardiff, London, & Bristol. · They are looking for a Trainee Paraplanner to join their team in ...
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Trainee Paraplanner
1 week ago
Resource Matters Ltd Cardiff, United KingdomMy client is a hugely successful IFA who are continuing to grow due to the demand for their services. As part of their growth plans they have an opportunity for a Trainee Paraplanner to join their talented team. · Brief description of role and responsibilities: · To provide techn ...
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Paraplanner/trainee Financial Adviser
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mbf. Cardiff, United KingdomMbf are working with a successful Independent Financial Planning practice, the organisation is well established and have an outstanding reputation. The business are looking to grow and as such there is a fantastic opportunity for a Paraplanner to join thebusiness and train as a F ...
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Trainee Financial Adviser
3 days ago
MB Fitzgerald Bristol, United Kingdom**One of the UKs most successful Financial Planning & Investment Management organisations are seeking to recruit a Trainee Financial Planner to join their South West/Bristol team.** · This is an exceptional opportunity for an aspiring Financial Adviser who is looking to join a fo ...
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Ifa Administrator
1 week ago
Reed Insurance Flax Bourton, United KingdomReed Financial services are delighted to be recruiting for a full Independent Investment Management and Financial Planning firm that is based on the outskirts of Bristol city centre. · Due to business growth they have 2 unique opportunities and looking to recruit an experienced I ...
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Wealth Management Team Leader
2 hours ago
CleverHR Bath, United Kingdom_Hybrid working, min 2 days a week in the office_ · We are delighted to represent this firm of Chartered Financial Planners who have an excellent reputation of investing and developing in its team. When not delivering first class advice to its personal and corporate clients, the ...
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Trainee Financial Adviser
3 days ago
MB Fitzgerald Cardiff, United Kingdom**One of the UKs most successful Financial Planning & Investment Management organisations are seeking to recruit a Trainee Financial Planner to join their Cardiff team.** · This is an exceptional opportunity for an aspiring Financial Adviser who is looking to join a forward think ...
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Independent Financial Adviser
1 day ago
Finlink Ltd Cardiff, United KingdomAn excellent opportunity to join a well-established firm of Financial Advisers who are based in Cardiff. This company is directly authorised and specialise in providing advice in pensions, investments protection and mortgages. · The firm are now in a position to appoint a new fin ...
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Trainee Adviser
1 week ago
Idex Bristol, United KingdomWe are working with a chartered financial Planning firm in Bristol who are looking develop an ambitious IFA Administrator or Paraplanner over the next months to become a fully qualified IFA. · This opportunity will see you working closely with the Chartered Financial Planner, 3 d ...
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Paraplanner - Hybrid/flexible Working
3 days ago
IDEX Consulting Bath, Somerset, United KingdomThis Junior Paraplanning opportunity will see you being responsible for supporting the paraplanning team, developing your knowledge and skills in report writing and research · If you have just started your journey to obtain your level 4 diploma, have IFA administration or Traine ...
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Junior Paraplanner
1 week ago
Idex Bath, United KingdomIf you are an individual looking to kick start your career within Paraplanning then this is an opportunity not to be missed · This Junior Paraplanning opportunity will see you being responsible for supporting the paraplanning team, developing your knowledge and skills in report ...
Trainee Paraplanner - Bristol, United Kingdom - Bruin
Description
Ref: 37318A market-leading Financial Services organisation is looking to grow their team with the addition of an Assistant Paraplanner.
You will be working within a centralised team based in Bristol that supports Paraplanners and Advisers across the UK and daily duties will include;
Ideally the successful candidate will already be working within a Financial Services organisation with a sound understanding of the Financial Planning process and will have started their studies towards their DipFA and be looking to continue with this.
This is an exciting opportunity to join an established company at its growth stage and really grow and develop within the role. Hybrid working is on offer with a home/office split.
If you think you have the skills required and would like to apply, please submit your CV or contact Jessica Wiggins at BRUIN Financial.
Bruin recognises the positive value of diversity, and aims to promote equality and challenge unfair discrimination. As a champion of equal opportunity employment we welcome applications from all suitably qualified persons - men and women, people of all ages, sexual orientations, nationalities, religions and beliefs. We particularly encourage applications from women, disabled, and Black, Asian and minority ethnic candidates as these groups are underrepresented throughout the financial services industry. Our clients work with us because they value a diverse workforce, and subscribe to our shared principle that all appointments are made on merit and that ability to perform the job will be the primary consideration.
