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.
This role is best suited to individuals that have been Paraplanning for at least 1 year with report writing experience ready to hit the ground running within the supportive business.
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.
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 have an exciting opportunity for an experienced administrator/coordinator to join our thriving residential sales team based 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.
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.
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.
We choose our team on both attitude and skills.
We are a friendly organisation that recognises high performance and effort.