Your weekly update on some of our top vacancies and candidates.
Interested? For a more specific insight into roles and hires in your area, message Emily Dalton or email: [email protected]
Candidates:
- Senior IFA Administrator – Birmingham -£35,000 + seeking hybrid working
- 15+ years of Financial Planning Administration experience
- Providing full administrative support to Financial Planners
- Utilised Intelligent Office, X – Plan, and various other software
- Processing new business, client liaison, diary management, fund switches, LOAs
- Confident with client-facing duties and client servicing.
2. IFA Admin Team Leader – Birmingham- £35k
- 5+ years’ experience within Wealth Management
- Confident with suitability report writing
- Provides full administrative support to IFAs.
- Head of IFA Administration – managing IFA Administrators
- Confident with client liaison and managing client processes.
3. Financial Planning Administrator – Newcastle – £28k+
- Thrives amidst the hustle and bustle.
- Eager for the next step to elevate a career in financial planning.
- Poised for a senior admin/paraplanning trajectory.
- Proficient in crafting reports, with expert insight.
4. Paraplanner – Glasgow – £40k+
- Diploma-certified, with continued academic pursuits.
- Stellar at engaging clients directly.
- Skilled in intricate report composition.
5. Financial Adviser – Edinburgh – £40k+
- Holds CAS/SPS credentials.
- Experienced in face-to-face client interactions.
- Aspires to expand an existing client base, with room for growth.
- Solid grounding with experience in Paraplanning.
6. Paraplanner – Bristol – £34k
- 3+ years Paraplanning experience.
- Cashflow modelling, tax calculations, research.
- Suitability report writing.
- Part Level 4 Diploma Qualified.
Vacancies:
- Financial Adviser, Essex – Basic salary £45-£60k +bonus
- Client bank of circa £9 million AUM to manage, as well as active lead source for new business.
- Generous private pension (8.5% employer contribution), DIS, private medical, income protection.
- Must be Level 4 qualified, with CAS, minimum of 2 years’ experience giving advice.
2. Financial Adviser for an independent firm, Sutton – basic salary up to £85,000
- OTE over £100k
- Retiring adviser with substantial client bank to be taken over
- Fantastic, independent firm
- Hybrid working structure
3. Client Services Exec – Glasgow – Salary up to £33k
- Ample opportunity for progression
- Support & funding with qualifications (CISI)
- 10% pension contribution
- Hybrid working
4. Financial Adviser, South London – Salary £40k + Bonus
- All leads provided, as well as existing client bank
- 30-35% bonus, private pension, DIS, flexible hours/days
- Remote role servicing clients across South London and southern Home Counties, so must have CAS status
5. Trainee Paraplanner, Sheffield – Basic salary up to £28k
- Exam support and full training provided
- Excellent career development opportunities
- Must have minimum 12 months’ experience within IFA Administration role
6. Paraplanner, Wakefield – Salary £32,000 – £38,000
- Long-term career opportunity, with progression opportunities.
- Hybrid working – 50/50 home/office split, past probation.
- Private pension.
- Health cash plan.
- Death in service.
- All exams are fully funded and study support.
