Are you a financial planning administrator, looking for a new role with opportunities to develop onto paraplanning and study for industry exams, with a hybrid working pattern.
Due to continued success in providing fee-based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide holistic support to a Financial Advisers and paraplanning team.
Duties for this role will include
To provide business support to Financial Advisers, working within the agreed business objectives.
This company ensures their clients are provided with the advice they deserve, recognizing that each client is different and therefore tailoring their services to the client and offering a range of solutions.
Job Description
Recruit UK is working on an excellent opportunity for a Paraplanner in Preston to join an Independent Financial Advice practice.
Posted by Pure Resourcing Limited • £15K/yr to £100K/yr
They pride themselves on assisting clients achieve their financial goals, whether it be purchasing their first property to retirement planning.
We have a great opening for an IFA / Independent Financial Adviser with 2-3 years' experience to join a growing financial services practice in Lancashire.
This would suit and IFA still learning and developing their knowledge within financial services.
MBF Recruitment are excited to present an excellent opportunity for a seasoned paraplanner to become part of a well-established, small IFA practice in Preston.
Known within the business as Client Services Voice, the Call Centre is responsible for servicing our leading investment clients, and their customers.
Are you passionate about customer service?
Our Call Centre is the heart of our business, and we pride ourselves on excellent communication, attention to detail and our drive to be the best we can.