Our client, a Chartered Financial Planning firm with offices across the South of England, are seeking an experienced (3 years) Paraplanner to join their team.
We are looking for a career-Paraplanner with HNW experience.
You will have experience of providing high level technical paraplanning including the production of cash flow models and high quality suitability reports.
This Paraplanner job is available within an award winning firm that truly cares about their team.
Your responsibilities will include: Reviewing factfinds and meeting notes from their team of Financial Advisors to ensure they meet compliance guidelines
You will be joining their growing team of Paraplanners who support their team of Holistic Financial Advisors.
Our client is looking for an additional DB Paraplanner to join their team.
You will be working alongside the Financial Advisers, preparing and maintaining client files and putting forward recommendations, and reviewing client financial strategy.
We are searching for experienced Paraplanners with experience in pensions transfer work (DB schemes) to join our market leading Client a large Wealth Management firm who provide advice to HNW individuals and SME's.
Our small but mighty client is looking to grow their team by recruiting for either an experienced or trainee level Freight Forwarder to support in the following duties;
Typical responsibilities include
considering and planning the most effective route for freight.
organising the transportation of freight between intermediate destinations - usually cargo terminals, port facilities or railway yards.
Balancing customer needs against commercial viability and company brand values, you'll also support management in change activities to enable process improvement and regulatory compliance.
This is an inside IR35 contract, running through to the end of the year minimum.
You will be speaking to customers over the phone, you'll agree repayment plans, reduce potential risk and secure customer payments whilst working within the guidance of the FCA's Treating Customers Fairly Principle.