We have an opportunity for someone with previous Financial Planning administration experience to join a hugely successful company with a reputation for delivering compliant sound financial advice with an outstanding client customer service.
You will be joining a team where you will be providing high quality support to the businesses Financial Advisors, Paraplanners and clients.
Ideally you would have the desire to progress technically with FS exams.
The opportunity for an experienced Paraplanner to join a fantastic Financial Services firm that focuses on providing a high quality financial planning and investment management service.
During a period of expansion, our client is looking for an experienced Paraplanner to support the successful Financial Planners of the business.
You will have the opportunity to undertake whole of market research and write high quality suitability reports independently.
Their current requirement is for an experienced IFA Administrator to join the business to provide comprehensive support to a team of successful financial planners and a portfolio of HNW clients.
Mbf are working with a very well-established Financial Planning & Investment Management organisation; the client has a strong history and a fantastic reputation.
They have a national presence but have managed to retain their close-knit, friendly environment - the financial planning division has grown considerably over the past few years with ambitious growth plans for the short-, medium- and long-term future.
Mbf are working with a national financial planning organisation in Gloucester to recruit a Financial Services Administrator.
Our client has offices across the UK and a particularly strong presence in South West of England, this is a fantastic opportunity to join a friendly & professional practice at an exciting stage of growth.
The role will involve working closely with senior members of the team (who will provide ongoing training, support and guidance).
What's in it for you as our Trainee Mortgage Advisor
Full support and training provided to become CF1&CF6 qualified and achieve CAS/RMA status.
Up to 6 months spent in the residential business as a paid employee with dedicated study time to complete your mortgage qualification.
General
Taylors in Abbeydale offers structured and transparent progression opportunities Competitive basic salary Warm leads Industry leading training Agile and nimble IT systems