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.
Recruit UK is working with a successful Wealth Management company which is growing its UK Financial Planning team.
They have opportunities across the UK for experienced Financial Adviser who thrive off new client engagement and can demonstrate a proven track record of winning new clients.
They will provide a consistent flow of client leads across the UK with your role being focused engaging and converting clients.
Working alongside an experienced Adviser and wider Wealth Management Team you will support with the provision of financial advice with the aim of developing your skills and knowledge to become a standalone Adviser.
An established and growing financial planning practice with offices located just outside of Swindon are looking to recruit an ambitious and technically proficient individual into a Trainee Financial Advisory role.
You will work closely with our Financial Planners by providing technical support in the process of servicing our Clients' Financial Advice needs, instinctively providing excellent standards of client service, and conduct detailed research on clients' existing and potential arrangements.
Our client a very successful national wealth manger is now looking for an experienced IFA administrator to join the growing team.
This is an integral and varied role and your experience in providing high quality support will be invaluable to the whole team.
An established and growing financial planning practice with offices located just outside of Swindon are looking to recruit an experienced Financial Services administrator.
£23,000 - £27,000 depending on experience.
Working in team environment you will work alongside the Advisers and wider Wealth Management Team supporting with all technical administration and client management queries.