OVERALL SUMMARY - To support Advisers, and ultimately clients, in the advice-giving process with suitability reports, product research and technical analysis.
CLIENT National IFA firm in central Bristol seek an experienced Level 4 Diploma Paraplanner who can either work from home or a hybrid, the choice is yours.
IN RETURN - Salary upto £45,000 deppends on experience and qualifications plus 10% bonus and benefits.
As an IFA, you will have access to a full client bank, allowing you to hit the ground running and focus on providing exceptional financial advice to clients.
Reed Financial Services are proud to representing a local IFA firm in Cirencester, they have a unique opportunity for IFA to join their business and inherit a client bank.
You will be responsible for building and maintaining strong relationships with clients, understanding their financial goals, and developing tailored strategies to help them achieve those goals.
One of our clients based in London are recruiting for nationally to expand their team and are looking to onboard hungry Mortgage Advisors to work remotely on a self-employed basis.
Are you looking for a remote working from home opportunity, giving you the flexibility to work around your family life, whilst having access to existing company client data support provided?
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.
Reed Financial Services are pleased to be representing one of the Top 50 firms for financial planning in the UK.
The firms' advisers are qualified to Level 6 chartered status and their technical team to Level 4 diploma level (with many working toward their level 6 chartered status).
The successful team is growing and looking for a Senior Paraplanner to join on a hybrid basis.