Paraplanner Work, Jobs in Welwyn, Hrt (with Salaries)

IFA Administrator
Fleet Street Wealth —London
- £25,000 - £35,000 a year
- Full-time
- Hybrid work
- Organisational skills
- Financial services
- In-person
Quick apply
IFA Administrative Assistant
Fleet Street Wealth —London
- Up to £28,000 a year
- Full-time
- Hybrid work
- Administrative experience
- In-person
- Phone etiquette
Quick apply
Paraplanner
Octopus Money —London
- £35,000 - £45,000 a year
- Communication skills
- Marketing
Associate Financial Advisor - Hybrid
Argentis Group Limited —London
- Full-time
- Hybrid work
- Financial services
- Communication skills
- Employee discount
Quick apply
Paraplanner
The Private Office —London
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Microsoft Office
Senior Paraplanner
Cooper Parry —London
- Full-time
- Tax experience
Paraplanner
Menzies LLP —London
- Full-time
- Hybrid work
- English
Paraplanner
Swiss Life Global Solutions —London
- Annual leave
- Employee assistance programme
Wealth Paraplanner
Royal Bank of Canada —London
- Full-time
- Communication skills
1h
Paraplanner
Hoxton Wealth —London
- Microsoft Office
- Analysis skills
- Bachelor's degree
Quick apply
Head of Paraplanning
Cooper Parry —London
- Full-time
- Leadership
- Communication skills
14d
Compliance Manager (Financial Advice)
Nova Wealth —London
- Full-time
- Hybrid work
- Flexible schedule
Quick apply
Paraplanner | Knight Frank Finance
Knight Frank —London
- Full-time
- CRM software
- Spanish
- Microsoft Office
1d
Trainee/Junior Financial Planner
Cooper Parry —London
- Full-time
- Remote
- Travel
Retirement Support Specialist
Smart Pension —London
- Hybrid work
- IT
- Employee assistance programme
- Employee discount

Discover related jobs

Based on your search for paraplanner jobs.

Trainee Financial Advisor
Humboldt Financial —London
CII DipFA qualified (or equivalent Level 4). UK-based and authorised (or able to be) under our FCA registration.
£37,500 - £45,000 a year
Quick apply
8d
In-house FCA Compliance Lead
Beyond Co —Newmarket
Help shape compliance foundations that support future product expansion, ensuring the framework is flexible enough to accommodate a growing suite of regulated…
£65,000 - £75,000 a year
Quick apply

I want to receive the latest job alerts for paraplanner in welwyn, hrt

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

IFA Administrator

Fleet Street Wealth
London

Quick apply

Job details

Full-time
£25,000 - £35,000 a year

Benefits

Company pension

Qualifications

Financial planning
Report writing
GCSE
Organisational skills
Financial services

Full job description

Benefits:

Discretionary annual bonus
Opportunity to join the Graduate Trainee Programme
23 day holiday allowance, increasing with length of service
2 week Christmas closure (at Directors discretion)
Pension with salary sacrifice option
Death in Service
Income Protection
Charitable corporate support with two volunteer days pa
Exam support (if desired)

The firm, the department, and the role

Do you have some experience within a busy London IFA firm?

Fleet Street Wealth will be a great fit if you enjoy autonomy, having your opinions both heard and acted upon and want a supportive environment in which to grow without being micro-managed.

We pride ourselves in being a forward-thinking company, adaptable and always striving to be better. We are a Chartered, independent, fee-based wealth management firm focused on providing well researched and bespoke advice. We now seek to recruit an administrator, who has at least 1 year IFA adminsitration experience, to join our team. This will particularly suit if you want structured career development, mentoring, exam support, progressing into any IFA career role desired, be that a senior administrator or a technical role with the opportunity to provide client advice in the future.

You will have the flexibility of working from home and the office. A minimum of 3 days is expected in the office after passing your probation period.

Key accountabilities & responsibilities

Perform general back office duties
Learn all firm processes and our ‘client journey’, as well as all compliance requirements
Prepare valuations and supporting documentation for client review meetings
Perform fund switches and rebalances
Prepare applications and supporting documentation for client new business
Ensure all communications with the client is recorded accurately
Upload new business proposals on to the system accurately and compliantly
Handle day to day enquiries from clients, providers, advisers and paraplanners
Keep our back-office system up to date

Essential Experience required for this role (if you do not meet this, please do not apply as we will not get in contact)

A minimum of 1 year administration experience in an IFA firm
A minimum of B in Maths and English at GCSE (or equivalent)
A minimum of a 2:1 degree in a relevant subject (e.g. Maths, Finance, Economics) if you want the opportunity to join the Graduate Trainee Programme
Excellent prioritisation skills to meet, if not exceed, deadlines
The ability to manage expectations of all staff and clients

Job Types: Full-time, Permanent

Pay: £25,000.00-£35,000.00 per year

Experience:

IFA administration: 1 year (required)

Work Location: Hybrid remote in London

Quick apply

Refine Your Search

paraplanner jobs in welwyn, hrt

IFA Administrator

IFA Administrative Assistant

Paraplanner

Associate Financial Advisor - Hybrid

Paraplanner

Senior Paraplanner

Paraplanner

Paraplanner

Wealth Paraplanner

Paraplanner

Head of Paraplanning

Compliance Manager (Financial Advice)

Paraplanner | Knight Frank Finance

Trainee/Junior Financial Planner

Retirement Support Specialist

Discover related jobs

I want to receive the latest job alerts for paraplanner in welwyn, hrt

Related Searches

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected