Working in collaboration with a Financial Adviser and other colleagues, you will assist the Financial Adviser in preparing recommendations in line with company policy including preparing and maintaining client records, learn all aspects of the business and become a valued member of the team and pass industry-based exams.
A new role has become available for an experienced Administrator to join a national, Chartered Wealth Management Firm at their offices in Farnborough.
You will be expected to keep up to date with legislative and industry changes which affect the business and its clients.
Our client, a Chartered Financial Planning firm with offices across the South of England, are seeking an experienced (3 years) Paraplanner to join their team.
You will have experience of providing high level technical paraplanning including the production of cash flow models and high quality suitability reports.
We are looking for a career-Paraplanner with HNW experience.
Your responsibilities will include: Reviewing factfinds and meeting notes from their team of Financial Advisors to ensure they meet compliance guidelines
This Paraplanner job is available within an award winning firm that truly cares about their team.
You will be joining their growing team of Paraplanners who support their team of Holistic Financial Advisors.
This role will focus on providing effective technical support to the Practice Principal and Financial advisers to ensure an efficient processing of business and to deliver a high quality service to their clients.
We are recruiting for an experienced Paraplanner to join one of our partnership business based in Aldershot in Hampshire.
This is a growing business with a demand to increase its team with this addition.
Elevate your career trajectory in the realm of Private Client services with a prestigious role at a Legal 500 ranked firm.
Our client is a full-service law firm celebrated for its innovative and ambitious approach, invites applications for a Private Wealth & Inheritance Fee Earner position, ranging from Paralegal to a qualifed Solicitor with 5 years PQE.
The firm's reputation for nurturing growth and fostering enduring relationships is matched by a track record of surpassing market expectations with impressive organic growth.