Working in collaboration with a Financial Adviser and other colleagues, you will assist the Financial Adviser in preparing recommendations in line with company policy including preparing and maintaining client records, learn all aspects of the business and become a valued member of the team and pass industry-based exams.
A new role has become available for an experienced Administrator to join a national, Chartered Wealth Management Firm at their offices in Farnborough.
You will be expected to keep up to date with legislative and industry changes which affect the business and its clients.
Opportunity to join an international and established business as a Management Accountant, reporting into the Financial Controller.
This role brings with it the autonomy to be facilitating a business partnering position with the budget holders within the UK but also to be involved in process improvement.
Our client, a Chartered Financial Planning firm with offices across the South of England, are seeking an experienced (3 years) Paraplanner to join their team.
We are looking for a career-Paraplanner with HNW experience.
You will have experience of providing high level technical paraplanning including the production of cash flow models and high quality suitability reports.
Your responsibilities will include: Reviewing factfinds and meeting notes from their team of Financial Advisors to ensure they meet compliance guidelines
You will be joining their growing team of Paraplanners who support their team of Holistic Financial Advisors.
This Paraplanner job is available within an award winning firm that truly cares about their team.
This is a duel role and will focus on providing effective support to the Practice Principal and Financial advisers to ensure a high quality service to their clients whilst developing into a Financial Adviser
You will transition into a Financial adviser, by working closely with the advice team, shadowing, client meetings and personal development.
We are recruiting for one of our partnership business based in Aldershot in Hampshire.