Posted by Bond Recruitment Ltd • £30K/yr to £35K/yr
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
The ideal candidate for this position will have proven success of estate agency experience under their belt.
This successful Independent Estate Agent with a thriving business in Berkshire, Wiltshire and Oxfordshire are seeking an ambitious experienced Sales Negotiator to join their highly effective sales team.
You will work closely with the 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.