We are looking for an Assistant Paraplanner to support our Advisers, and ultimately clients, in the advice giving process with data collection, product research and production of application forms and supporting literature.
RESPONSIBILITIES
Obtain information on existing policies; this will include issuing a letter of authority, chasing up providers regularly and obtaining the information either online, over the telephone or in writing.
Produce new business illustrations, using either our own or 3rd party software.
Posted by IDEX Consulting Ltd • £30K/yr to £40K/yr
We are working with a growing financial planning firm who are looking to give someone the opportunity to join them as a Trainee Financial Adviser!
The client is looking for individuals that have started their financial planning qualifications, have worked within the financial services sector and now looking to join a business with the view to becoming a successful financial planner!
This role will see you working closely with the senior members of staff, understanding the full financial planning process that the client goes through, working closely with them to help them achieve their financial goals.
Posted by Financial Divisions • £40K/yr to £45K/yr
They have built an impressive reputation with clients in the local area, and have enjoyed a very prosperous year, so are looking for an additional Financial Adviser.
Salary Package: Base Circa £45,000 pay 40% above validation on all income that is generated plus a generous bonus.
This highly successful Chartered firm of Wealth Managers have grown both organically and via acquisition over the last few years.
Are you ready to elevate your career in financial planning
Recruit UK is seeking a proactive and detail-oriented individual to be an Assistant Paraplanner to support a leading UK Wealth Management firms advisers and clients in navigating the complexities of financial planning.
As a vital part of the team, you will engage in data collection, product research, and the preparation of client information , ensuring a smooth advice-giving process.
Your Role
Manage existing policy information, including issuing letters of authority and obtaining policy details through various means.
We are looking for Family Court Advisors to work in Private Law.
They are looking for someone to provide advanced social work-level services to children, families and courts by assessing and analysing court applications for any child protection and serious welfare issues affecting a child or young person.
Randstad are proud to be partners with Cafcass & are currently working with them to recruit for their Bristol, Swindon & Gloucester Offices.
As the HR Advisor you will play a crucial role in supporting your designated business areas with HR support and guidance, with a key focus on employee relations.
I am delighted to be working with a highly reputable and dynamic professional services firm to help them recruit an HR Advisor in either Bristol or Reading.
This is a permanent role in a busy, forward thinking, and commercial HR team with a focus on employee relations and stakeholder management.
Posted by Premier Jobs UK Limited • £60K/yr to £100K/yr
As a Financial Adviser, you should actively look to build your client bank through usual methods of referrals, networking, introducers, marketing etc.
This remote Financial Adviser job provides opportunity to join one of the fastest growing IFAs aimed at offering holistic wealth management to all.
They provide all the services of a traditional IFA firm, plus as a fintech firm they offer an online digital platform to help individuals at the start of their financial planning journey alongside established investors.
Posted by Financial Divisions • £45K/yr to £60K/yr
My client are a Financial Advice firm and operate with support from a large network that provides whole of market advice, will full resource support (including paraplanning support and administration.
Manage an existing client base!
Operating out of several offices in across the Bristol area, they offer financial advice on Pensions, Investments, Tax Planning, IHT, Mortgages and some Protections to their clients.
Posted by THE OPENWORK PARTNERSHIP • £23K/yr to £100K/yr
We are hiring for a firm who take pride in providing honest, simple and trustworthy advice to clients in and around the Bristol area and beyond.
If you're looking for a home based role around the Bristol area, with leads provided, friendly team and good commission split, then look no further!
Having been established for over 10 years, they have extensive industry experience and a wealth of 5 reviews, that are testament to their customer service.