Our client is looking to employ a Paraplanner on a salary from £27,000 to £32,000 depending on experience.
You will work closely with their 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.
This is an integral and varied role and your experience in providing high quality support will be invaluable to the whole team.
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.
Our client provides a truly holistic service across financial planning, wealth management, investment management and professional services.
This newly created Paraplanner role is located for their Marlborough regional hub, one of 40 national offices.
Partner with the local and UK Management Team to provide real time support and analysis to add value and drive commercially focused decisions.
Lead the legal entity budgeting and forecasting processes to Group reporting deadlines , implementing improvements to balance sheets forecasting to enhance accuracy.
Lead and develop the transactional accounting team for the site ensuring processes are continually reviewed to optimise efficiency.
Experienced Finishing manager required to work on a £60m super prime residential building to help close out the project.
This project is due to complete at the end of this year, it is required that you have experience with high value interior packages and have experience of bespoke housing or super prime residential.
What you'll be doing
Coordinate daily and weekly activities well in advance, aligning with project information and construction programmes.
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.
Our client is seeking a Paraplanner for this is a critical role, working and supporting a high-performing Advisers as a part of a small support team.
Our client is a great Financial Planning firm with a good reputation the whole team take pride in their work and place high levels of emphasis on client care and providing a tailored solution.
You will perform all the expected paraplanner duties within a fun and dynamic team.
The successful candidate will work in a team that deals with client queries relating to life assurance, pensions and investments 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.
Our Client is looking for a full time Financial Services Administrator to join their friendly and enthusiastic team in Marlborough.
Recruit UK are hiring for someone to join a leading Wealth Management company as a Financial Services Administrator in their vibrant Marlborough office.
You will provide comprehensive administrative support and act as a key point of contact for client queries regarding pensions, investments, and protection.
This essential role offers the opportunity to develop and apply your financial administration skills within an established, successful team.
This Paraplanner job in Marlborough is seeking an experienced Paraplanner to join their growing team
Plus, producing compliant financial planning reports for the Financial Advisor to present to clients
You will be providing technical support to assist the financial planning service to clients, through undertaking detailed research and analysis of financial planning solutions.
Generate market appraisals, develop new business opportunities and handling your own portfolio of clients to achieve or exceed agreed targets (working in conjunction with other offices on joint instructions as required).
Converting appraisals to lettings instructions.
General
Our client seeks a high calibre experienced Senior Lettings Negotiator for their busy offices.