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.
The role would be ideal for an experienced administrator with financial services experience, who is looking for a busy and varied role.
We are working with a reputable and well-established Independ Financial Planning firm, and they are looking for a Financial Services Operations Assistant to join the team.
This is a hybrid role - 3 days in the office and 2 days from home.
An outstanding opportunity for a Client Services Manager to provide high level office support and customer care within a prestigious Financial Planning practice.
A rare opportunity to work for a high profile Wealth Management firm with a great working environment/culture who offer excellent personal development
It is essential that you have prior work experience in the Professional Services sector.
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).
We have an opportunity for someone with previous Financial Planning administration experience to join a hugely successful company with a reputation for delivering compliant sound financial advice with an outstanding client customer service.
You will be joining a team where you will be providing high quality support to the businesses Financial Advisors, Paraplanners and clients.
Ideally you would have the desire to progress technically with FS exams.