Junior Paraplanner Sutton Coldfield (Office based) 30,000 to 35,000 p/a depending on experience Bell Cornwall Recruitment are currently searching for an experienced Junior Paraplanner or an experienced administrator with experience of working in a financial planning company to support the Independent Financial Advisors at a small, boutique financial planning firm in Sutton Coldfield. The firm offers a full financial planning service to its clients helping individuals, business owners and families plan for a secure financial future. The help with range of different products from Pensions, Investments, Protection and more. What we re looking for This is not an entry-level position. We re looking for someone who can join the team and confidently manage the day-to-day administration within an IFA practice. You ll have: Essential: Previous experience working as a IFA Administrator within an Independent Financial Adviser (IFA) or financial planning firm. Experience using provider platforms and online systems to process new business, obtain valuations, manage existing policies and track applications. A good understanding of pensions, investments, ISAs and protection products. Excellent organisational skills and exceptional attention to detail. Strong communication and customer service skills.What you ll be doing Your responsibilities will include: Being the first point of contact for cl...
Junior Paraplanner employer: Bell Cornwall Recruitment
Join a well-established law firm in Worcester that values its employees and fosters a supportive work culture. With a focus on Family Public Law, this role offers meaningful work alongside experienced solicitors, while also providing opportunities for professional growth and flexible working arrangements to suit your lifestyle. Experience the satisfaction of contributing to important legal matters in a collaborative environment that prioritises your career development.
