Join an innovative, forward-thinking, and highly successful financial planning company at an exciting stage of expansion.
Our client is dedicated to providing an exceptional service to their clients, driven by a commitment to excellence and a passion for financial well-being.
As our client continues to grow, they are seeking to recruit an experienced Client Service Manager to join their team who will contribute to their continued success.
Mbf are working with a national financial planning organisation in Gloucester to recruit a Financial Services Administrator.
Our client has offices across the UK and a particularly strong presence in South West of England, this is a fantastic opportunity to join a friendly & professional practice at an exciting stage of growth.
The role will involve working closely with senior members of the team (who will provide ongoing training, support and guidance).
OVERALL SUMMARY - To support Advisers, and ultimately clients, in the advice-giving process with suitability reports, product research and technical analysis.
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.
IN RETURN - Salary upto £45,000 deppends on experience and qualifications plus 10% bonus and benefits.
Does working for a fantastic financial services employer in Gloucestershire, who provide a warm and supportive environment with a number of benefits sound appealing?
We are delighted to be working with this rapidly expanding mutual society, who have experienced some impressive growth recently, and have a leadership team in place to make sure this continues and have big plans for the future, meaning there is some great opportunities at the moment for hard working and career minded people who want to join them on this journey.
If you have at least 6-12 months office admin experience, then it could be worth you setting aside 5 minutes of your time and reading on!
Reed Financial Services are pleased to be representing one of the Top 50 firms for financial planning in the UK.
The successful team is growing and looking for a Senior Paraplanner to join on a hybrid basis.
The firms' advisers are qualified to Level 6 chartered status and their technical team to Level 4 diploma level (with many working toward their level 6 chartered status).