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.
Are you a fully qualified Mortgage & Protection Advisor who wants a qualified lead source and market-leading commission splits whilst having the flexibility of being self-employed?
Mbf are working with a national financial planning organisation in Bath 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).
Are you an experienced Protection Advisor looking for your next chapter?
Mortgage referral leads, friendly collaborative team environment and Career progression opportunities!
About the Mortgage Brokerage
With decades of combined experience in mortgage solutions, insurance protection, and comprehensive financial services, the team understand that each journey to financial success is unique, their dedicated team of experts is committed to crafting tailored strategies that meet your goals.
If you are looking for a long-term career in financial planning and want to work for a company that will support your growth long-term, look no further.
Recruit UK is proud to be working with a leading Wealth Management firm who are looking to bring on an Administrator to join their team in one of their offices in Bath, Chelmsford, Cheltenham or London.
Mbf are working with a very well-established Financial Planning & Investment Management organisation; the client has a strong history and a fantastic reputation.
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.
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.
Recruit UK is proud to be working with a leading Wealth Management firm who are looking to bring on a Graduate Financial Administrator to join their team in one of their offices in Bath, Chelmsford, Cheltenham or London.
If you are looking for a long-term career in financial planning and want to work for a company that will support your growth long-term, look no further.