Our client, a national financial planning firm, is looking for a Financial Planner to join the business to help deliver excellent financial planning, advice, and service to clients via a deskbased service model.
Key Responsibilities
To provide holistic financial planning solution to private client across the full suite of financial planning solutions.
Achieving revenue targets set by the business and regional manager.
This will be a hands on and busy position providing support to the overall Financial Planning division.
Mbf are working with a national financial planning organisation in the heart of Bristol to recruit a Financial Services Administrator.
Our client has offices across the UK and a particularly strong presence in Bristol, this is a fantastic opportunity to join a friendly & professional practice at an exciting stage of growth.
Working in collaboration with Financial Planners, Paraplanners and other colleagues, you will maintain and manage client records, process life, pension and investment new business, answer and deal with telephone enquiries, prepare valuations and other letters, all the while promoting the company's services in a professional and compliant manner.
General
We are delighted to represent this independently owned Chartered firm of Financial Planners who are seeking an Administrator to join their busy team.
Mbf are working with one of the UKs largest & most successful Financial Planning & Investment Management organisation to recruit an experienced & qualified Paraplanner.
This is an outstanding opportunity to join one of the leading names in the industry where you can have a long-term career.
Our client has an outstanding reputation, they are an award-winning national business who have offices across the country.
You will work directly alongside the CFO and Finance Director to help ensure that the finance function is fit for purpose and creating valuable and accurate MI.
Citadel Source are delighted to be partnering with a highly reputable Bristol business to recruit a FP&A Manager.
As the business continues to grow and develop, the systems and processes need improvement and optimisation.
Are you an ambitious & motivated individual who is looking to join a market leading financial services business where you can have a long term & successful career?
Mbf are working with one of our very best clients to recruit a Financial Services Administrator.
Our client is an award winning and fully independent Financial Planning organisation.
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.
OVERALL SUMMARY - To support Advisers, and ultimately clients, in the advice-giving process with suitability reports, product research and technical analysis.
IN RETURN - Salary upto £45,000 deppends on experience and qualifications plus 10% bonus and benefits.