Posted by Bond Recruitment Ltd • £30K/yr to £35K/yr
The successful candidate will work closely with their Financial Advisers by providing technical support in the process of servicing the Clients' Financial Advice needs, instinctively providing excellent standards of client service, and conduct detailed research on clients' existing and potential arrangements.
Bond Recruitment is delighted to be recruiting on behalf of our client, a national firm of IFA's for an experienced Paraplanner to join their team based at their Marlborough offices.
After assessing these against the client's financial objectives, you will produce timely and compliant Financial Planning
They deal with individuals, relating to their pensions & investments and working towards ensuring financial security with expert financial advice.
Recruit Wealth are representing a fast growing, national Financial Planning business who are currently recruiting for several experienced Administrators to join their regional Marlborough offices.
The business is a modern, highly ethical and rewarding employer.
Our client provides a truly holistic service across financial planning, wealth management, investment management and professional services.
Recruit Wealth are delighted to be representing one of the fastest growing, national Financial Planning businesses in the UK, who are private equity backed for further growth and acquisition.
This newly created Paraplanner role is located for their Marlborough regional hub, one of 40 national offices.
You will act as the point of contact for client queries with regards to pensions, investments and protection as well as liaising with product providers and covering all aspects within the general office administration to ensure a first-class service is provided to internal and external parties.
We have a fantastic vacancy for a Financial Administrator to join our Client in Marlborough.
This is an integral and varied role and your experience in providing high quality administrative support will be invaluable to the whole team.
Are you open to developing your career as a Financial Services Administrator, with an established and successful market leading Wealth Management firm?
If so, I have a fantastic opportunity I am currently recruiting for to join a national client based in Marlborough.
You will work closely with the Financial Planners by providing technical support in the process of servicing their Clients' Financial Advice needs, instinctively providing excellent standards of client service, and conduct detailed research on clients' existing and potential arrangements.