Our client is a well respected national firm of independent financial advisers, they are currently recruiting an IFA Administrator for their Marlborough offices.
The successful candidate will act as the point of contact for client queries with regards to pensions and investments as well as liaising with product providers and covering all aspects within the general office administration.
Responsible for everything you would expect as an Administrator for a Financial Planning Firm you will be making sure that all the admin is well maintained and ready for the Advisors to provide clients with advice on ways to best utilise their assets to achieve their objectives.
This is a fantastic opportunity if you are looking to become a chartered Paraplanner or Advisor in the next 2-3 years so apply now.
As an IFA Administrator you will be a highly valued member of the team.
Are you a motivated Paraplanner looking to develop your financial career by joining a market-leading wealth management company with an established and successful team?
If the answer is yes, we have the opportunity you are looking for!
Do you have the skills to thrive under the challenge of an evolving and growing environment that encourages you to excel?
Recruit UK are working on an excellent opportunity for a Paraplanner in Marlborough to join a well-established UK Financial Advice firm.
It provides impartial, specialist advice for individuals, corporates and trustees on pensions, retirement planning, inheritance tax planning, investments and group risk and business protection matters, often working closely with other professional advisers such as accountants and lawyers.
This is a national financial planning and wealth management firm which operates from 20 offices across the UK employing over 250 staff, including over 80 highly qualified advisers.
Are you looking to develop your Financial Administration skills by joining a market-leading wealth management company with an established and successful administration team?
We are currently seeking a highly skilled Financial Administrator to join our client's busy Marlborough office.
If the answer is yes, we have the opportunity you are looking for!
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.
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.
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 & Wealth Management 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 work closely with the Financial Planners by providing technical support in the process of servicing Clients' Financial Advice needs, instinctively providing excellent standards of client service, and conduct detailed research on clients' existing and potential arrangements.
We have a fantastic vacancy for a Paraplanner our client based in Marlborough, Wiltshire.
This is an integral and varied role and your experience in providing high quality support will be invaluable to the whole team.