Taylor James Professional Recruitment

Our client, an award winning and chartered firm of financial planners are looking to recruit a Senior Client Services Administrator to join their central London based team. This is a first class opportunity to develop your technical skillset within a reputable team of professionals. Our client is also interested in speaking with candidates who are also looking to move into paraplanning in the future. Duties & responsibilities will include (not limited to): To provide support to Paraplanners & Financial Planners Attending client meetings alongside the Advisers To be the first point of contact for clients To process new business applications across the key financial products Ensuring that financial transactions are completed correctly & compliantly Preparing for client review meetings Acquiring client portfolio valuations The candidate: Minimum of 3 years + IFA/ financial planning administration experience ( essential ) Studying towards level 4 diploma (desirable) Excellent knowledge of provider platforms What's on offer: Starting basic salary of up to c £45,000 + 10% bonus Flexible working & homeworking available c 10% bonus 25 days holiday rising + option to buy Full study support Company pension Social events PMI Subsidised gym membership DIS x 4 Dental/ health To be considered for this opportunity, please submit the latest version of your CV and/ or connect with Paul Taylor on LinkedIn.

Our client, a prestigious firm of financial planners in Preston are looking to appoint a Trainee Paraplanner. Our client is looking to speak with Administrators or Junior Paraplanners who are looking for a new challenge. Subject to the individuals level of experience/capabilities, duties and responsibilities may include: Working closely alongside the Advisers and senior Paraplanners Attending client meetings Preparing basic suitability reports Research & analysis of financial products to meet client requirements Preparing recommendations & implementing client recommendations Administrative duties The Person: IFA administration experience (essential) Working towards L4 diploma (desirable) Knowledge in all aspects of financial advice covering Pensions, Investments, & Protection products To be considered for this opportunity, please apply for this role or contact Matthew Biddle on LinkedIn

We are partnered with a prestigious firm of chartered financial planners who as a result of continued business growth, are looking to add to their City of London based financial planning team. We are looking to speak with enthusiastic and forward-thinking financial planners, who will offer totally independent & professional advice to HNW clientele. Considering the level of wealth held by the firm's client base, the advice offered will prove both complex & highly interesting. Role overview: full client job specification & commission structure available Deliver high quality, bespoke advice to HNW individuals Manage an existing client base Utilise leads in order to extend the existing client base & develop effective relationships Attend industry seminars to ensure service given is up to date and relevant Full administrative & paraplanning support is provided The Person: Chartered status ( essential ) C 3 years+ financial planning experience ( essential ) Experience in servicing HNW ( essential ) Offering a basic starting salary of up to c £100,000 + lucrative commission structure & an extensive benefits package. To be considered for this opportunity, please submit the latest version of your CV and/ or connect with Paul Taylor on LinkedIn.

We are exclusively partnered with a prestigious firm of financial planners who as a result of continued business growth are looking to expand their city based financial planning team. This unique offering will see you form part of our client's inhouse ' Adviser Academy ' & embark on a journey in becoming a fully qualified independent financial adviser. What our client is looking for c2 years experience + within financial services/ wealth management ( essential ) Previous client services administration experience ( essential ) Strong academic background ( essential ) Studying towards CII Level 4 Diploma (desirable) Basic paraplanning experience (desirable) Client meeting experience (desirable) The academy offering Full funded study support via CII A structured & bespoke development plan Expert training & mentoring Client meeting experience In depth understanding of the financial planning process The package (whilst in the academy) Starting basic salary of up to c £40,000 Attractive Bonus Scheme Hybrid working (3 days in the office) 30 days holiday + bank holidays (rising) Full study support Private Medical Insurance Life Cover Company Pension Scheme To be considered for this opportunity, please submit the latest version of your CV and/ or connect with Paul Taylor on LinkedIn.

Our client, a prestigious financial planning firm in Manchester are looking to appoint a Senior IFA Administrator to join their experienced team on a permanent basis. As a Financial Services professional you will be joining a firm with an impressive employee retention rate, which is a direct result of a fantastic working environment, continued personal development and an attractive remuneration package Supporting a team of experienced paraplanners & financial planners, duties & responsibilities will include: Processing new business applications across the key financial products Submitting transaction & trade requests including fund switches on and off platform Obtaining illustrations & product literature Acquiring client portfolio valuations Preparation of annual review packs for client meetings Acting as a key point of contact for financial planners & clients Liaising with product providers Actioning LOAs Maintaining an accurate record of the Client's financial situation The candidate: IFA/ financial planning administration experience ( essential ) Experience of using Intelligent Office ( desirable ) knowledge of provider platforms Highly organised What's on offer: Starting basic salary of up to £37,000 bonus Home working 25 days holiday Full study support inclusive of training courses Structured career progression DIS Please contact submit the latest version of your CV to be considered for this opportunity.

Our client, an award winning firm of financial planners in south Manchester are looking to appoint a Paraplanner to join their highly experienced team on a permanent basis. hybrid remote - Candidates can be either office based or work on a remote basis, with very infrequent office visits required (e.g. once per month) Working closely with the advisers, duties and responsibilities will include: Writing and tailoring high quality suitability letters based on consultation with the Adviser Extensive product research surrounding the key financial products in order to arrive at the most suitable recommendations To complete compliant suitability reports The Person: Level 4 Diploma (or close to completion) (essential) Experienced in dealing with High Net Worth clients (desirable) Reliable and diligent Excellent working knowledge surrounding the key areas of Financial Planning Strong commercial and technical knowledge Personable and professional In return this opportunity offers a basic salary of between £35,000 & £47,000, home working, full study support, bonuses and fantastic benefits package.

Our Manchester based award winning client are exclusively working with Taylor James to to appoint an IFA Administrator to join their team on a permanent basis. As a Financial Services professional you will be joining a firm with an impressive employee retention rate, which is a direct result of a fantastic working environment, continued personal development and an attractive remuneration package Supporting a team of experienced paraplanners & financial planners, duties & responsibilities will include: Processing new business applications across the key financial products Submitting transaction & trade requests including fund switches on and off platform Obtaining illustrations & product literature Acquiring client portfolio valuations Preparation of annual review packs for client meetings Acting as a key point of contact for financial planners & clients Liaising with product providers Actioning LOAs Maintaining an accurate record of the Client's financial situation The candidate: IFA/ financial planning administration experience ( essential ) Experience of using Intelligent Office ( desirable ) knowledge of provider platforms Highly organised What's on offer: Starting basic salary of up to £33,000 bonus Home working 25 days holiday Full study support inclusive of training courses Structured career progression DIS Please contact submit the latest version of your CV to be considered for this opportunity.

We are partnered with a prestigious firm of chartered financial planners who as a result of continued business growth, are looking to add to their City of London based financial planning team. We are looking to speak with enthusiastic and forward-thinking financial planners, who will offer totally independent & professional advice to HNW clientele. Considering the level of wealth held by the firm's client base, the advice offered will prove both complex & highly interesting. Role overview: full client job specification & commission structure available Deliver high quality, bespoke advice to HNW individuals Manage an existing client base Utilise leads in order to extend the existing client base & develop effective relationships Attend industry seminars to ensure service given is up to date and relevant Full administrative & paraplanning support is provided The Person: Chartered status ( essential ) C 3 years+ financial planning experience ( essential ) Experience in servicing HNW ( essential ) Offering a basic starting salary of up to c £100,000 lucrative commission structure & an extensive benefits package. To be considered for this opportunity, please submit the latest version of your CV and/ or connect with Paul Taylor on LinkedIn.