Are you open to developing your career as a Financial Services Administrator, with an established and successful market leading Wealth Management firm?
If so, I have a fantastic opportunity I am currently recruiting for to join a national client based in Marlborough.
Posted by Hays Specialist Recruitment Limited • £120/day to £210/day
Your new company
Hays is Swindon and Wiltshire's premier teaching agency, recruiting to over 80% of schools in the region.
We offer a wide range of staffing solutions to local primary schools, including day-to-day supply teachers, long-term cover and permanent jobs.Our network of partnership schools trust our market expertise, and many use us as their exclusive recruitment partner, meaning we have a consistent flow of jobs available all year round.
Our client who are a national IFA firm with offices across the UK are currently seeking an experienced paraplanner to work in their Marlborough office (hybrid working possible).
Working as a paraplanner you will work very closely with the independent financial advisers in providing holistic financial planning solutions to HNW clients.
You will be responsible for preparing suitability reports, technical research and ensuring all compliance policies and procedures are adhered to.
This national IFA firm is currently seeking a financial planning administrator to work as part of their busy team in Marlborough.
In this role you will support financial advisers and paraplanners and be involved in preparing client packs and annual reviews, dealing with client queries and correspondence, liaising with product providers, processing new business and general administration tasks.
This firm offers excellent training and support and the opportunity to progress your career within the firm.
Posted by Hays Specialist Recruitment Limited • £120/day to £210/day
Your new company
Hays is Swindon and Wiltshire's premier teaching agency, recruiting to over 80% of schools in the region.
We offer a wide range of staffing solutions to local primary schools, including day-to-day supply teachers, long-term cover and permanent jobs.Our network of partnership schools trust our market expertise, and many use us as their exclusive recruitment partner, meaning we have a consistent flow of jobs available all year round.
Posted by Hays Specialist Recruitment Limited • £120/day to £210/day
Your new company
Hays is Swindon and Wiltshire's premier teaching agency, recruiting to over 80% of schools in the region.
We offer a wide range of staffing solutions to local primary schools, including day-to-day supply teachers, long-term cover and permanent jobs.Our network of partnership schools trust our market expertise, and many use us as their exclusive recruitment partner, meaning we have a consistent flow of jobs available all year round.
This role is best suited to individuals that have been Paraplanning for at least 1 year with report writing experience ready to hit the ground running within the supportive business.