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An exciting opportunity has arisen for a Paraplanner with 2 years' experience to join a well-established financial planning firm.
This full-time role offers excellent benefits and a salary range of £40,000 - £45,000.
As a Paraplanner, you will support financial planners by preparing reports, conducting research, and ensuring compliance and accuracy across client documentation.
You will be responsible for:
? Ensure client records are accurate and up to date within office systems.
? Communicate with clients to gather required information and clarify details.
? Work closely with team members to optimise financial planning processes.
? Manage multiple tasks efficiently, meeting deadlines through effective time management.
? Provide exceptional customer service by responding to client inquiries and concerns promptly.
What we are looking for:
? Previously worked as a Paraplanner, Financial Administrator or in a similar role.
? At least 2 years' experience in paraplanning.
? Background working within the financial services sector.
? Level 4 qualified in Paraplanning.
? Excellent report-writing abilities and attention to detail.
? Skilled in Microsoft Outlook and general office software.
? Strong communication and organisational skills.
What's on offer:
? Company pension
? Bonus scheme
? Employee discount
? Life insurance
? Referral programme
? Financial planning services
Apply now for this exceptional Paraplanner opportunity to work with a dynamic team and further enhance your career.
Important Information: We endeavour to process your personal data in a fair and transparent manner.
In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message.
For more information see our Privacy Policy on our website.
It is important you are aware of your individual rights and the provisions the company has put in place to protect yo ....Read more...
Type: Permanent Location: Brighton
Start:
Duration:
Salary / Rate: 40000-45000 Per Annum
Posted: 2025-03-20 14:02:13
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As Regulatory Reporting Manager you will have primary responsibility for reporting to the FCA and PRA, alongside supporting the statistical reporting to the Bank of England.
You will work closely with the CEO and Head of Finance on various projects and assist in maintaining controls and governance activities for Financial Controls including coordinate monthly meeting agendas and track and report on process control issues and remediation tasks to completion.
Ensuring the business remains compliant with all reporting and regulatory reporting.
You will manage external relationships such as the FCA/PRA & production of the quarterly and annual regulatory returns.
What youll need to succeed:
You will be experienced in regulatory reporting, from a Banking or wider Financial Services background, and will be able to demonstrate strong use of the advanced functions of Excel, confidence to manipulate large volumes of data to produce valuable information.
You will be able to work to tight deadlines and have an eye for detail with strong organisational skill.
Required areas of Experience: Regulatory Reporting, Financial Analysis, Stakeholder Management, Data Governance, Internal Controls, Risk and Compliance, Financial Reporting
Important Information: We endeavour to process your personal data in a fair and transparent manner.
In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message.
For more information see our Privacy Policy on our website.
It is important you are aware of your individual rights and the provisions the company has put in place to protect your data.
If you would like further information on the policy or GDPR please contact us.
Additional Resources are an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
....Read more...
Type: Permanent Location: London
Start:
Duration:
Salary / Rate: 80000-90000 Per Annum
Posted: 2025-03-11 17:09:50
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An exciting opportunity has arisen for a Paraplanner with 3 years' experience to join a thriving and forward-thinking accountancy firm.
This full-time, permanent role offers excellent benefits and a salary range of £35,000 - £45,000.
As a Paraplanner, you will be supporting Wealth Managers and Accountants by providing expert guidance on mortgages, pensions, and investments, utilising the Quilter Platform.
What we are looking for:
? Previously worked as a Paraplanner, Financial administrator, Financial Planning Assistant, Financial Planning Administrator, Wealth Management Administrator or in a similar role.
? At least 3 years' experience in a similar role supporting Independent Financial Advisers (IFAs).
? Commitment to completing STEP exams within 6 months to provide advice on Wills and Trusts.
? Hold Para-Planning qualification.
? Strong IT and communication abilities.
Apply now for this exceptional Paraplanner opportunity to work with a dynamic team and further enhance your career.
Important Information: We endeavour to process your personal data in a fair and transparent manner.
In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message.
For more information see our Privacy Policy on our website.
It is important you are aware of your individual rights and the provisions the company has put in place to protect your data.
If you would like further information on the policy or GDPR please contact us.
Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
....Read more...
Type: Permanent Location: Belfast
Start:
Duration:
Salary / Rate: 35000-45000 Per Annum
Posted: 2025-03-05 09:08:49
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An exciting opportunity has arisen for a Financial Services Administrator with 2 years of experience to join awell-established financial services provider.
This full-time role offers excellent benefits and a salary Up to £25,000.
As a Financial Services Administrator, you will play a key role in supporting financial advisers, managing administrative tasks, coordinating client communications, and ensuring the smooth operation of internal systems.
This role offers the opportunity to pursue a CII Level 4 Diploma in Financial Planning or a Certificate in Financial Planning.
You Will Be Responsible For:
? Scheduling appointments and managing diaries for advisers and clients.
? Handling email correspondence and maintaining client records.
? Managing databases, including CRM systems such as Salesforce.
? Transcribing dictation and updating client records.
? Preparing reports and financial documentation.
? Assisting with client applications, fund switches, and investment submissions.
? Monitoring and chasing outstanding documentation.
? Maintaining accurate timesheets and recording time spent on tasks.
What We Are Looking For:
? Previously worked as a Financial Administrator, IFA Administrator, Financial Services Administrator, Financial planning Administrator or in a similar role.
? At least 2 years of experience in financial services.
? Hold A level or equivalent qualification.
? Strong communication and typing skills.
? Skilled in Microsoft Office, including Word, Excel, and Outlook.
What's On Offer:
? Competitive salary
? Pension scheme
? Private healthcare
? Death in service benefit
Apply now for this exceptional opportunity to work with a dynamic team and further enhance your career.
Important Information: We endeavour to process your personal data in a fair and transparent manner.
In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either ....Read more...
Type: Permanent Location: Colchester
Start:
Duration:
Salary / Rate: 25000 Per Annum
Posted: 2025-03-04 15:08:37
