Cranleigh Personnel jobs

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IFA ADMINISTRATOR / WEALTH PLANNING ADMINISTRATOR

Actively participate in the client annual review process. Process new business submissions and ensure smooth and timely business processing. Gather and correlate plan/policy information, produce valuations, and communicate with pr...

CompanyCranleigh Personnel
AddressBerkshire, England
CategoryAdministrative
Salary£28,000 - £35,000 per annum
Job typePermanent, full-time
Date Posted 22 hours ago See detail

IFA Administrator / Wealth Planning Administrator New

Cranleigh Personnel

Berkshire, England

£28,000 - £35,000 per annum

Actively participate in the client annual review process. Process new business submissions and ensure smooth and timely business processing. Gather and correlate plan/policy information, produce valuations, and communicate with pr...

Technical IFA Administrator / Junior Paraplanner - SJP experience

Cranleigh Personnel

West Midlands, England

£25,000 - £32,000 per annum

This SJP practice is based in Solihull and 20 in the team. They have fantastic opportunities for career growth as are currently in the middle of a period of considerable growth and expansion. You will have full exam support and de...

Paraplanner / Trainee IFA

Cranleigh Personnel

Surrey, England

£32,000 - £40,000 per annum

This is a unique opportunity for a Paraplanner to develop their research and recommendation skills in order to progress into an advisory role and to take over the Directors client bank. This is an independent boutique firm with a...

Practice Manager (Wealth Planning)

Cranleigh Personnel

Lincoln, Lincolnshire

£35,000 - £45,000 Annual

You will be part of the recruitment process and then manage the onboarding and continuing staff development programme through scheduled appraisals. To maintain strict confidentiality in relation to the work undertaken and ensure t...

Paraplanner - SJP - Part or Fully qualified

Cranleigh Personnel

Wiltshire, England

£25,000 - £30,000 per annum

This SJP practice is based on the outskirts of Swindon and has over 20 in the team. They have fantastic opportunities for career growth as are currently in the middle of a period of considerable growth and expansion. You will have...

IFA / Wealth Planning Administrator

Cranleigh Personnel

Warwickshire, England

£26,000 - £32,000 per annum

Has your existing practice been recently bought out by a larger firm and the culture of the company changed? Do you want to work for a family feel business whilst retaining superb employee benefits and a company with established p...

IFA Administrator / Wealth Planning Administrator

Cranleigh Personnel

Lincoln, Lincolnshire

£22,000 - £26,000 Annual

Are you currently working in the office full time and looking for more flexibility?. Would you like to work in a boutique wholly independent IFA working with a ultra-high net worth client bank?. Our client is a boutique, independe...

Junior Paraplanner

Cranleigh Personnel

Avon, England

£27,000 - £35,000 per annum

Our client is an expanding Independent Financial Advisory firm with 4 Advisers. There is a clear pathway for progression through the company with a career roadmap planned. You will be provided with full study support and exams. Yo...

IFA Administrator / Wealth Planning Administrator

Cranleigh Personnel

Hertfordshire, England

£30,000 - £35,000 Annual

Do you feel frustrated in your current role as you are not having the mentoring/training to reach your next step in your career? Would you like to work in a bigger team with the opportunity for career progression? Or have you been...