Comply with the Financial Services and Markets Act 2000 and the relevant FCA rules at all times.
The role of the Paraplanner is to support the Financial Planners and other staff when informing and advising Clients on their financial strategies, plans, products and investments.
Bond Recruitment is delighted to be recruiting for an experienced Paraplanner, on behalf of our client, a leading IFA practice in Alderley Edge, Cheshire.
They have an exciting employed opportunity for an experienced Financial Adviser to join their successful practice.
Our client's prestigious office is located in Alderley Edge and the opportunity benefits from flexible working, the support of a well-established client base plus a full benefits package, including a basic salary circa £55,000 to £75,000 pa.
Bond Recruitment is working exclusively with a leading North West based Independent Financial Adviser firm.
Our client is a well-established financial entity based in Manchester.
This position involves a Digital Marketing Executive who will be instrumental in driving customer engagement and lead generation within the financial services industry.
With a significant number of employees, they are located in Wilmslow and are known for their commitment to excellence and their innovative approach to the market.
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As Financial Planning Support you will assist the Adviser with client on-boarding, file maintenance, client communication, report preparation, financial plan development, scheduling, administrative tasks, compliance, and staying updated on industry regulations and company policies.
This is a fantastic opportunity to join and Cheshire based Independent financial Advisers and become a key part of the advice process by supporting the Advisers and looking after their clients.
They're looking for a minimum of 1 years experience supporting Independent Financial Advisers in a similar fashion, who is happy liaising with clients on a daily basis over the phone.
This role not only offers a competitive salary of £28,000-£30,000 but also the opportunity to work with both commercial and residential ledgers.
We're looking for someone who has proven their mettle in a proactive credit control team within the property sector and has a track record of reducing company debts.
Step into an exhilarating role as a Senior Credit Controller in a vibrant credit control department located in the charming Alderley Edge.