This national IFA firm is currently seeking a financial planning administrator to work as part of their busy team in Marlborough.
In this role you will support financial advisers and paraplanners and be involved in preparing client packs and annual reviews, dealing with client queries and correspondence, liaising with product providers, processing new business and general administration tasks.
This firm offers excellent training and support and the opportunity to progress your career within the firm.
We have a fantastic vacancy for a Financial Administrator to join our Client in Marlborough.
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.
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 who are a national IFA firm with offices across the UK are currently seeking an experienced paraplanner to work in their Marlborough office (hybrid working possible).
Working as a paraplanner you will work very closely with the independent financial advisers in providing holistic financial planning solutions to HNW clients.
You will be responsible for preparing suitability reports, technical research and ensuring all compliance policies and procedures are adhered to.
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.
We have a fantastic vacancy for a Paraplanner our client based in Marlborough, Wiltshire.
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.
This is an integral and varied role and your experience in providing high quality support will be invaluable to the whole team.
This role is for you if you're looking to work with an established business with proven growth opportunities and you have administration experience in the financial services sector.
We have an exciting opportunity for an experienced administrator/coordinator to join our thriving residential sales team based in Marlborough.
As the Sales Coordinator, you will be responsible for the provision of highly efficient administrative support to the team by undertaking a wide variety of tasks including invoicing, call handling, typing and preparation of communications and documents, maintenance of file systems and diary management.
We offer a highly competitive salary package which includes a fantastic benefits package including a variety of flexible benefits allowing you to choose those that suit your personal circumstances including purchasing additional leave, health cash plans, cycle to work scheme and so on!
We are a friendly organisation that recognises high performance and effort.
A leading independent firm of Chartered Accountants who invest heavily in staff training and development, offer regular 1:1s and reviews for support, hybrid and flexible working, as well as a client referral bonus scheme.
Our client is looking for an experienced Estimator/Quantity Surveyor to join their team and work on various projects in Wiltshire, Oxfordshire, and Berkshire, valued between £200K and £2.5 million.