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Our client is a successful and established National IFA firm with this office based in Gatwick and they are currently looking for an experienced IFA Administrator to join their teamThis is for the role of IFA Administrator supporting a successful IFA and working within a team of Sales supportWe are looking for an experienced Administrator and therefore the client is happy to offer a base salary up to £32000 plus benefits. (maybe more)If you are an experienced FS Administrator or Junior Paraplanner looking for a new role then please applyImmediate startThis role is based in Gatwick with Free parking on site

IFA Administrator - Wealth Management IFA, Financial Services NEW

<ul><li>Paraplanner Vacancy (from either independent or restricted advice firm)</li><li>Boutique financial advice firm - Horsham offices</li><li>Supporting established advisers</li><li>£40k - £50k plus bonuses and benefits</li></ul>My client are a wealth planning firm with offices in Horsham who who offer financial advice to HNW retirees, accumulators, local families and SME owners based across Surrey, Sussex, Kent and London. In their current setup they manage the affairs of 500+ clients assets ranging from £100k - £1m+.The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning. They do have mortgage/protection advisers inhouse who deal with more transactional advice but generate lots of internal referrals. They have very longstanding relations stretching back many years. They additionally receive lots of recommendations via a longstanding relationship they have from a solicitor firm they work very closely with.The Managing Director is creating a brand-new role for a Paraplanner who will be responsible for the end to end technical work, working alongside 2 other paraplanners. The advisers are generating lots of new business via referrals from their exiting clients. The team are incredibly busy and need someone who doesn't need training and is an established paraplanner. You will have a broad range of knowledge across pensions, investments, tax planning, retirement planning, protections and the occasional esoteric scheme. Experience is more important than qualifications they value experience doing the role as opposed to qualifications gained, so you do not need to be studying towards the level 4 diploma.If this role sounds of interest or any other roles I am working on please get in touch.

Paraplanner

Our client is a Sussex based successful award winning IFA firm and they are currently looking for an experienced Paraplanner to join the Brighton office or one of the local officesThis role will allow a Hybrid option of 2 days from home and 3 in the officeWe looking for an established Paraplanner experienced writing suitability reports and ideally part CharteredBase to £50000 plus benefits packageIdeal candidate will have IO experience although essential training will be providedFor more details call Jason at Astral

Paraplanner required, Established IFA firm , HYBRID option

Our client is a successful and established Financial Advice firm based in Sussex and they are currently looking for an experienced Financial Services Administrator to join their teamThis is for the role of Financial Services Administrator supporting a successful Financial Adviser We are looking for an experienced IFA Administrator and therefore the client is happy to offer a base salary up to £32000 plus benefits.We can also offer Hybrid or even Remote working but there will be an expectancy to attend the office once per quarter fully expensed for 3-4 days per timeThe company is based in Horsham so please only apply if you are able to attend the office once per qtr for the timeframe specifiedThe travel to the office will be fully expensedIf you are an experienced FS Administrator or Junior Paraplanner looking for a new role then please applyLooking only for IFA Admin experience with ideally FA1 qualification or similarImmediate startBase to £32000 plus benefits

IFA Administrator - Wealth Management IFA, Financial Services Remote or Hybrid

Our client is a National Chartered IFA firm and they are currently looking for an experienced Paraplanner to join the Hove officeThis role will allow a Hybrid option of 2 days from home and 3 in the officeWe will consider part qualified Paraplanners as long as you are experienced writing suitability reportsBase to £45000 plus benefits packageIdeal candidate will have IO experience although essential training will be providedFor more details call Jason at Astral

Paraplanner required, Established Chartered IFA firm , HYBRID option

Job Title: Business Operations Analyst Industry: Financial Planning Location: HorshamSalary: £45-48,000Job Reference: 10010Job Description:Recruit UK are working with a fantastic financial planning firm, who are looking for a Business Operations Analyst to join their team. This exciting opportunity will see you working with the Business Operations team, where you will work across all areas of the firm to support any changes, growth opportunities and general operational plans. Duties: <ul><li>Implementing first line quality control and processes to ensure clients are offered a high level of service</li><li>Work closely alongside senior leadership </li><li>Support with strategic projects and initiatives </li><li>Support with managerial business decisions with financial data and MI </li><li>Identify process related opportunity and work closely with colleagues to improve process for them, client and the business overall </li></ul>Benefits:<ul><li>Competitive salary of up to £48,000 </li><li>25 days holiday with a buy/sell scheme</li><li>Discretionary bonus </li><li>2 paid volunteering days </li><li>8% pension contribution </li><li>Private medical insurance </li><li>Cycle to work scheme </li><li>4x DIS </li><li>Onsite gym </li><li>Progression opportunities </li></ul>Skills and experience required:<ul><li>Experience working within an Operations role within Financial Planning </li><li>Good understanding of how a Financial Planning firm works, the UK products and the strict FCA regulations </li><li>Ability to work with senior leadership, management and stakeholders</li><li>Could also suit an individual from a Paraplanning background, who is keen to move into more of an operational role</li></ul>

Business Operations Analyst

Trainee Mortgage Advisor<ul><li>Are you looking for a career not a job?</li><li>Would a company who pays for your professional CeMAP training work for you?</li><li>Yes, really, you do the study and our clients pay the fee </li><li>No gimmicks, no catch, just a great opportunity for you </li></ul>Our client, a Financial Services brokerage and forward thinking operation, is seeking an experienced Trainee Mortgage Advisor to join their flourishing and expanding team. They are looking for great people who they can sponsor and train to achieve the professionally recognised mortgage qualification. If you have that special something and have a proven sales record then our clients would be delighted in helping you through your qualification.Our clients pride themselves on sourcing the best mortgage and protection products for any circumstance and require their advisers to provide outstanding customer service at all times. The business is progressing and they are looking to offer the right Trainee Mortgage Advisor an excellent opportunity to get into the career they have been looking for.So, what is it like to work here? In our clients' words <ul><li>We work incredibly hard, so don't be afraid of hard work and sometimes long days!</li><li>It will be demanding but rewarding at the same time - working well with your team means you support each other to achieve your customer's goals</li><li>Yes, you will be targeted and assessed but this is because we want you to reach your full potential. A new career means lots of support and we want you to succeed every step of the way!</li><li>Often we run fun and innovative competitions (with rather nice rewards and treats!) so if you love a bit of competition this will be just down your street!</li><li>We do listen to our colleagues. Every year we ask our team mates what they really think about us in an independent staff survey. The good news is that again, last December, many of our scores have been over 90%!</li><li>We are not perfect but we are one big family all striving towards being the best we can be!</li></ul>Trainee Mortgage Advisor - Qualification:<ul><li>You must have use of a vehicle and a valid UK driving licence</li><li>You will display outstanding customer service skills as well as being highly motivated, professional and a real "people person", with the ambition to be the very best they can be.</li><li>You will have bags of drive, motivation and a passion to succeed</li><li>You must be focused on turning the "ordinary" into the "extraordinary" and not be afraid of hard work</li><li>And yes, you will be the type of person that would love seeing your customers' eyes light up when you help them finance their perfect property!</li></ul>Trainee Mortgage Advisor - The PackageOur clients are seeking hot and hungry talent and are completely flexible with regards to fitting the right candidate into the right role. This generous package speaks for itself!<ul><li>£26,000 Basic Salary</li><li>£2,500 Car Allowance</li><li>£50,000 - £60,000+ On Target Earnings</li><li>Robust &amp; Lucrative Lead Source</li><li>33 days paid Holiday</li><li>Holiday Commission</li><li>Pension, Life Insurance, Company Rewards and Incentives, Structured Career Path, Employee Assistance Scheme, Child Care Vouchers</li></ul>Are you ready for a new, exciting and lucrative career? If so, apply today Kings Permanent Recruitment for Estate Agents and Financial Services Professionals hits 18 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents and Financial Services Professionals is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents, Letting Agents and Financial Services Professionals into permanent positions.We cover all specialities of recruitment within the residential property sector to include Residential Sales, Residential Lettings, Property Management, Block Management, Inventory Clerks, RICS Chartered Surveyors, Land and New Homes, CeMAP qualified Financial Services Consultants / Mortgage Advisors, Protection Advisors, Secretarial / Administration.Visit Kings Permanent Recruitment for website for online Estate Agency vacancies.Find Adam Howes on LinkedIn.

Trainee Mortgage Advisor

Financial Advisor - Clients Provided, Lead generation Support - client recruiting now! Basic £50,000 - £90,000 bonuses car package benefits - £100k OTEOur Client one of the most popular and well known blue chip firms in the country are expanding their unique business model across the UK. They provide tailored holistic financial advice products and services to HNW clients and their success has been recognised through prestigious awards and significant growth.We are interested in hearing from top performing qualified Financial Advisor, Financial Advisors/IFA's/Wealth Managers or Mortgage Advisors who are looking to progress their careers and deal with professional clients. This is a wonderful opportunity for a successful and established Financial Advisor to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place.The Company offer an excellent package including an excellent basic salary, uncapped bonuses, annual bonuses, laptop, smart phone, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more.To apply for the Financial Advisor role, you must have:- the legal right to work in the UK- a demonstrable proven track record of consistent success within your current role- full Diploma in financial planning- Evidence of commitment to previous employersPlease send your CV in confidence quoting Ref: 867543

Financial Advisor

Our client is a successful and established IFA firm based in Sussex and Surrey and they are currently looking for an experienced IFA to join their teamThis is for the role of Employed Financial Adviser working with an award winning Sussex based IFA firm with over £2billion FUMWe are looking for an experienced Level 4 Adviser who is used to dealing with HNW clients and therefore the client is happy to offer a base salary up to £65000 plus benefits and bonuses DOEThe role will be a mix of home and office based where you will inherit a strong client portfolioThe role is to manage and service the client baseFor more details call Jason at Astral

Employed IFA required Wealth Management IFA, Client portfolio

A fantastic opportunity has become available for an experienced Financial Adviser to join this award winning IFA firm in SussexWe are looking for an experienced and successful Financial Adviser and there is no need to bring clients with youThis company has a great client base available for the successful candidate servicing HNW clientsFull Paraplanning and Admin help from the startBase £65-75000 plus a fantastic commissions package on topYou should easily earn 6 figuresFor more details call Jason at Astral

80 Private Banking Jobs in Haywards Heath, UK