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.
We are working with a reputable and well-established Independ Financial Planning firm, and they are looking for a Financial Services Operations Assistant to join the team.
The role would be ideal for an experienced administrator with financial services experience, who is looking for a busy and varied role.
This is a hybrid role - 3 days in the office and 2 days from home.
A team of dedicated accountants and industry experts, known for their personal touch in accounting and tax services, is seeking a Finance and Practice Manager.
This close-knit group, comprising around 35 employees across four distinctive offices, invites an ambitious and enthusiastic individual to join their Pershore branch.
We are currently recruiting for a Finance Assistant to work within a busy and varied team, this role will offer support to the whole finance team and give exposure to a wide variety of Accounting tasks.
What will you be doing
As the Finance Assistantyour responsibilities will mostly consist of: Processing supplier invoices, managing weekly pay runs and reconciling bank accounts.
As the Finance Assistantyour responsibilities will mostly consist of
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.