We are currently recruiting for a diploma-qualified Paraplanner aiming to progress into an advisor role for our Kent-based client.
This firm has been providing straightforward independent financial advice in the Kent area for many years, earning a solid reputation with clients and local professional services firms, which contribute to a steady stream of new business enquiries.
They offer a holistic, non-jargon-based approach to advice, taking the time to understand clients on both professional and personal levels.
They are currently seeking to appoint an experienced whole of market mortgage advisor to work from home either over the phone or virtually advising on quality pre-qualified appointments.
Our clients are a is a newly established whole of market mortgage brokerage and are the trading style of a long-established IFA firm.
We are partnering with a successful business services company in the recruitment of an HR Advisor.
As HR Advisor, you will play a crucial role in providing expert advice and support to both employees and management on a wide range of human resources matters.
My client is seeking a dedicated and detail-oriented Technical Administrator to provide essential support to our Financial Advisers and Senior Paraplanner.
The role involves managing various client administration tasks, enabling their advisers to focus more on client-facing activities.
Responsibilities include attending client meetings, conducting research, preparing client recommendations, and maintaining strong relationships with providers and third parties.
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 Tunbridge Wells.
You will be expected to keep up to date with legislative and industry changes which affect the business and its clients.