OVERALL SUMMARY - To support Advisers, and ultimately clients, in the advice-giving process with suitability reports, product research and technical analysis.
CLIENT National IFA firm in central Bristol seek an experienced Level 4 Diploma Paraplanner who can either work from home or a hybrid, the choice is yours.
IN RETURN - Salary upto £45,000 deppends on experience and qualifications plus 10% bonus and benefits.
This Customer Service Advisor role will involve handling a high volume of VCC transactions to ensure these are reconciled and authorised, working with colleagues within TC Support and the wider business, too.
You will provide industry-leading support throughout our Reconciliations Function.
This is a great opportunity for a team player who has first-class attention to detail, customer service experience, and is highly numerate.
Our client, a reputable and growing independent wealth management firm, is seeking an experienced and ambitious Paraplanner.
Due to continued growth primarily through acquisitions, they need to maintain exemplary service levels and ensure robust resources for increasing client demand.