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).
General
Our client seeks a high calibre experienced Senior Lettings Negotiator for their busy offices.
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.
Our client provides a truly holistic service across financial planning, wealth management, investment management and professional services.
Bond Recruitment is delighted to be recruiting on behalf of our client, a national firm of IFA's for an experienced Paraplanner to join their team based at their Marlborough offices.
The successful candidate will work closely with their Financial Advisers by providing technical support in the process of servicing the Clients' Financial Advice needs, instinctively providing excellent standards of client service, and conduct detailed research on clients' existing and potential arrangements.
After assessing these against the client's financial objectives, you will produce timely and compliant Financial Planning
Our client is seeking a talented Senior Lettings Negotiator to join their Marlborough office.
In this role, you will manage the rental of a portfolio of properties, aiming to grow the office by reaching targets and ensuring adherence to established lettings policies.
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.
You will perform all the expected paraplanner duties within a fun and dynamic 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.
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.
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.
Our client is looking to employ a Paraplanner on a salary from £27,000 to £32,000 depending on experience.
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.