In order to continue their success in delivering bespoke wealth management solutions to a range of Private and SME Clients, this award winning Financial Planning firm seeks to recruit a skilled Paraplanner with broad technical expertise to join their practice.
Working closely with the Head of Wealth Management, your role will be to deliver holistic technical and Paraplanning services to clients.
You will provide insight and analysis on available financial planning options as well as guidance on market trends and future projections.
Due to continued success in delivering bespoke Wealth Management solutions to their expanding client base, this innovative and successful Financial Planning firm is keen to attract a dedicated and enthusiastic Administrator/ Junior Paraplanner to join their team.
Based in state of the art offices, you will join an established team who provide support to experienced Advisors and Paraplanners.
You will provide full support to the Consultants ensuring that all the relevant information is obtained from clients and work with the Paraplanners to produce detailed suitability reports.
Due to continued success in delivering innovative Wealth Management solutions to their clients, a new opportunity exists for a positive and proactive Sales Support Administrator to join their expanding Financial Planning team.
If you are able to utilise your expertise to deliver a first class service to clients and colleagues and looking for a professional environment with a client centric approach, this role will be of interest.
Working as part of a multi disciplined team, your role will be to deliver first class to Advisors, Client Managers and Paraplanners.
You will play a key role in supporting and attracting new clients to thrive by partnering with them on all aspects of the recruitment and onboarding process, you will be: -
Exploring, building, and maintaining new relationships with clients.
As a business analyst/ procurement analyst (P2P) - and a proficient SAP user, as part of an expanding digital team the primary responsibility of the procurement / business analyst will be to analyse, document and work with the Procurement and Accounts Payable teams, to improve the procurement to pay ('purchase to pay') processes within the company.
Your familiarity with SAP will be essential for success in achieving resource efficient and cost-effective processes.
This is a fantastic opportunity for a hardworking and friendly Customer Service Assistant to join a successful local Company who provide excellent training and opportunities for progression.
Some of your duties will include
Working as part of the customer service team to deliver excellent support to clients over the telephone.
Managing customer enquiries recording details of all calls managed on the computer system.