My client is a Regional based IFA firm and have an opportunity in either their Bath or Exeter office which offer hybrid working and after probation 2 days in the office only.
Are you looking to move into full-fledged paraplanning role and keen to explore opportunities that can encourage that move.
Are you part way or fully Level 4 Diploma and seek a fresh new existing opportunity, then look no further.
My client is a southwest leading group of financial advisers and Mortgage professionals who seek to add to their specialist team and seek a Client Servicing manager which is a client facing Paraplanner.
This will include scheduling of appointments and all pre and post meeting work required as per set parameters for client service status.
This role is specifically to Manage the annual review process for all existing pension and investment clients as per the firm's procedures, specifically for the company directors.
You will be working on a full-time, permanent basis, working 40 hours per week and in return, you will receive a competitive salary of £24,960.00 per annum Plus Excellent Benefits!
Liberty has an exciting opportunity for an enthusiastic and engaging Work Coordinator to join our team, based in Exeter.
We are an experienced and innovative Heating and Compliance firm that is committed to putting customers and clients at the heart of everything we do.
You will be working on a part-time, permanent basis, working 24 hours per week and in return, you will receive a competitive salary of £14,976.00 (£24,960.00 full time equivalent) per annum Plus Excellent Benefits!
Liberty has an exciting opportunity for an enthusiastic and engaging Work Coordinator to join our team, based in Exeter.
We are an experienced and innovative Heating and Compliance firm that is committed to putting customers and clients at the heart of everything we do.
You will be working on a full-time, permanent basis, working 40 hours per week and in return, you will receive a competitive salary of £34-36k with Company Van, Fuel Card, Plus Excellent Benefits.
Liberty has an exciting opportunity for an Electrician to join our team, based in Exeter.
We are an experienced and innovative Heating and Compliance firm that is committed to putting customers and clients at the heart of everything we do.
Summary - To provide administration support to the Planner and Technical Support team.
Reed Financial Services are working with a well-established IFA business who seek a IFA Client Support for either their Exeter or Bath office.
You would join a team of administrators so a wealth of knowledge in the team and a friendly working environment, my client can offer hybrid working up to 2 days at home after training/onboarding period.