Recruit Wealth are delighted to be representing one of the fastest growing, national Financial Planning & Wealth Management businesses in the UK, who are private equity backed for further growth and acquisition.
Our client provides a truly holistic service across financial planning, wealth management, investment management and professional services.
This newly created Paraplanner role is located for their Marlborough regional hub, one of 40 national offices.
Generate market appraisals, develop new business opportunities and handling your own portfolio of clients to achieve or exceed agreed targets (working in conjunction with other offices on joint instructions as required).
General
Our client seeks a high calibre experienced Senior Lettings Negotiator for their busy offices.
The principal responsibility of this role is to ensure that products are manufactured and delivered to the market place effectively, efficiently, safely, on-time, to specification and in a cost-effect manner in order that the company continues to be a leading manufacturer in its core area.
To manage the manufacturing team, including the mentoring and development of colleagues.
To work in close collaboration with the Operations Manager to achieve the following:
Bond Recruitment is delighted to be recruiting on behalf of our client, a national firm of IFA's for an experienced Paraplanner to join their team based at their Marlborough offices.
After assessing these against the client's financial objectives, you will produce timely and compliant Financial Planning
The successful candidate will work closely with their Financial Advisers by providing technical support in the process of servicing the Clients' Financial Advice needs, instinctively providing excellent standards of client service, and conduct detailed research on clients' existing and potential arrangements.
Recruit UK are working on an excellent opportunity for a Paraplanner in Marlborough to join a well-established UK Financial Advice firm.
It provides impartial, specialist advice for individuals, corporates and trustees on pensions, retirement planning, inheritance tax planning, investments and group risk and business protection matters, often working closely with other professional advisers such as accountants and lawyers.
This is a national financial planning and wealth management firm which operates from 20 offices across the UK employing over 250 staff, including over 80 highly qualified advisers.
In this role, you will manage the rental of a portfolio of properties, aiming to grow the office by reaching targets and ensuring adherence to established lettings policies.
Senior Lettings Negotiator Needed in Marlborough
Our client is seeking a talented Senior Lettings Negotiator to join their Marlborough office.