As a Paraplanner, you will play a pivotal role in supporting our financial advisers by providing comprehensive technical analysis and ensuring the delivery of high-quality financial advice.
You will liaise with clients, providers, and colleagues, so strong communication skillsboth written and oralare essential.
General
Join a well-established and respected independent financial advisory firm known for its strong reputation across Dorset.
Posted by Capio Recruitment Financial Planning • £35K/yr to £38K/yr
This is a superb opportunity to join a highly regarded, IFA Firm that provide a comprehensive, tailored, client-centric service across a wide range of Financial Planning needs.
Having multiple offices in the South, they are an established business that provide a holistic service.
They have an excellent reputation and a well-established client base along with professional introducers from local accountancy and legal practices.
My client is a leading Financial Planning & Accountancy practice with three offices across Dorset.
Following a strong period of growth, they are seeking an experienced full-time para planner to join their growing team based between Wimborne and Ferndown.
Efficiently manage a portfolio of clients, ensuring timely completion of all tasks in line with group timelines and procedures.
General
Talent Guardian is thrilled to be partnering with a leading accountancy firm in Ferndown, seeking a dynamic and experienced Client Service Manager to join their team on a permanent basis.
This is your chance to step into a pivotal, client-facing role where you will be the driving force behind exceptional service delivery and long-lasting client relationships.
Posted by Venture Recruitment Partners • £70K/yr to £75K/yr
Up to £70,000
20% Bonus & Shares
Are you a dynamic and ambitious individual who would be interested in a fresh challenge with a manufacturing business well established in the defense sector?
Posted by Hays Specialist Recruitment Limited • £50K/yr to £55K/yr
Your new company
A well established, privately owned and market leading organisation, with B2B and B2C routes to market, is recruiting a commercially focused Financial Controller to join their team.
You will be working in a pleasant office space (with free parking) 4 days a week, with home working available 1 day a week.