Posted by Resource Matters Ltd • £50K/yr to £75K/yr
Basic Up to £75k Package Paraplanning Full client portfolio with on-going advice fees
Due to the existing advisor retiring you will provide holistic financial planning advice to a large portfolio of clients with substantial on-going advice fees and you will benefit from ongoing lead generation.
Resource Matters have been retained by this well known local IFA firm to recruit an experienced Independent Financial Advisor.
Posted by Capio Recruitment Financial Planning • £30K/yr to £45K/yr
A bespoke Independent Financial Advisory firm near Chippenham are looking to add to their back office team with the addition of a data analyst.
They are a smaller firm that are continuing to grow and that are committed to delivering tailored financial advice and services to all their clientele.
They are ideally looking for a skilled Data Analyst to enhance their data-driven decision-making, focusing around delivering on compliance.
Posted by Capio Recruitment Financial Planning • £30K/yr to £40K/yr
A bespoke Independent Financial Advisory firm near Chippenham are looking to add to their back office team with the addition of a data analyst.
They are a smaller firm that are continuing to grow and that are committed to delivering tailored financial advice and services to all their clientele.
They are ideally looking for a skilled Data Analyst to enhance their data-driven decision-making, focusing around delivering on compliance.
Posted by Capio Recruitment Financial Planning • £30K/yr to £50K/yr
A bespoke Independent Financial Advisory firm near Chippenham are looking to add to their back office team with the addition of a data analyst.
They are a smaller firm that are continuing to grow and that are committed to delivering tailored financial advice and services to all their clientele.
They are ideally looking for a skilled Data Analyst to enhance their data-driven decision-making, focusing around delivering on compliance.
Posted by Clear IT Recruitment Limited • £40K/yr to £70K/yr
My client is recruiting for an experienced Conveyancer to join their office in either Salisbury or Chippenham, Wiltshire.
The firm are currently in the process of driving the business forwards, whilst keeping to the firm's most important values of delivering a personal service to each and every client.
They are undergoing a significant period of investment in systems and working practices as they look to build for the future.
Posted by Additional Resources Ltd • £35K/yr to £45K/yr
General
An exciting opportunity has arisen for a Client Manager with 3 years of accounting experience to join a well-established accountancy firm, offering excellent benefits.
As a Client Manager, you'll support client partners, liaise with clients, deliver excellent service daily, and drive the firm's growth and success.
You will be responsible for
Communicate with a varied client base, including local businesses and high-net-worth individuals.