We are working with a chartered financial Planning firm in Bristol who are looking develop an ambitious IFA Administrator or Paraplanner over the next 12 - 18 months to become a fully qualified IFA.
The other 2 days will be spent studying towards qualifications and in advisor training to develop your skills.
This opportunity will see you working closely with the Chartered Financial Planner, 3 days per week will be spent supporting with technical administration, and sitting in on client meetings to get to know the systems and clients.
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!
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.
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!
Initially working within their financial coaching team providing guidance to clients who have questions or queries regarding investments and pensions held on their self invest platform.
I am working with a National client who has a pathway for a Level 4 qualified individual.
The platform has c.80k clients varying from regular savers to multi million pound investment holders.
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.
We are excited to be working with a prestigious school, based in Bristol, who are looking for a HR Advisor to join them on a permanent basis.
The ideal candidate will be responsible for providing comprehensive HR support and advice to employees and managers, ensuring the effective implementation of HR policies and procedures.
What you'll be doing
Ensure HR policies and procedures are consistently applied and adhered to, providing guidance to staff and management.