Posted by Blakemore Recruitment • £50K/yr to £60K/yr
As a member of the paraplanning team, you will work collaboratively with the financial planners and compliance team to deliver quality and tailored financial planning services to clients.
You will strive to deliver good outcomes for clients by analysing their needs, researching solutions and writing compliant and suitable recommendations that clients will value.
As a member of the paraplanning team, you will work collaboratively with the financial planners.
Posted by Blakemore Recruitment • £32K/yr to £35K/yr
Reporting to the Paraplanner Manager, you will work closely with administrators, paraplanners, financial advisers and the compliance department to deliver a high quality financial planning service to clients.
You will strive to deliver good outcomes to clients by providing key information to the paraplanners and advisers.
This predominantly covers annual review meeting preparation, preparing information and documents for paraplanners to produce suitability letters, and liaising with our centralised admin team for new business and policy servicing processing.
This company is a rapidly expanding group of companies, with this role based in the Welwyn office.
They are a dynamic and growing financial planning firm and pride themselves on providing high-quality, tailored financial advice to their diverse client base.
As they continue to expand, the business are seeking a motivated and enthusiastic individual to join the team as a Paraplanning Team Assistant.
We are working with a highly successful Financial Planning and Investment Management practice in Welywn Garden City who are now looking for an experienced Senior Paraplanner to join the team.
The Senior Paraplanner will be a key hire for the business and will be responsible for helping the Paraplanning Manager with processes, technical cases, and overall team improvements.
This is a really exciting time to join the company due to the business' recent and ongoing growth.
Posted by Randstad Construction & Property • £80K/yr to £95K/yr
General
Permanent, Full Time
Company Overview
Join a dynamic, forward-thinking, inclusive and supportive Tier 1 main contractor who arguably is regarded as one of the best in the industry.
As a leader in the industry, they're committed to delivering exceptional results, and are now on the lookout for a passionate and enthusiastic Senior / Bid Manager to join a growing and very successful team of professionals.
This company is a rapidly expanding group of companies, with this role based in the Welwyn office.
They are a dynamic and growing financial planning firm and pride themselves on providing high-quality, tailored financial advice to their diverse client base.
As they continue to expand, the business are seeking a motivated and enthusiastic individual to join the team as a Trainee Paraplanner.