Comply with the Financial Services and Markets Act 2000 and the relevant FCA rules at all times.
The role of the Paraplanner is to support the Financial Planners and other staff when informing and advising Clients on their financial strategies, plans, products and investments.
Bond Recruitment is delighted to be recruiting for an experienced Paraplanner, on behalf of our client, a leading IFA practice in Alderley Edge, Cheshire.
As Financial Planning Support you will assist the Adviser with client on-boarding, file maintenance, client communication, report preparation, financial plan development, scheduling, administrative tasks, compliance, and staying updated on industry regulations and company policies.
This is a fantastic opportunity to join and Cheshire based Independent financial Advisers and become a key part of the advice process by supporting the Advisers and looking after their clients.
They're looking for a minimum of 1 years experience supporting Independent Financial Advisers in a similar fashion, who is happy liaising with clients on a daily basis over the phone.
This role not only offers a competitive salary of £28,000-£30,000 but also the opportunity to work with both commercial and residential ledgers.
Step into an exhilarating role as a Senior Credit Controller in a vibrant credit control department located in the charming Alderley Edge.
We're looking for someone who has proven their mettle in a proactive credit control team within the property sector and has a track record of reducing company debts.
You'll help with frame adjustments, repairs, and fittings.
Additionally, you may perform some pre-screening eye examinations and administrative tasks such as scheduling appointments, supporting the phone lines from customer queries and processing payments.
As a Retail Optical Assistant at Vision Express, you'll assist our customers in finding and selecting eyewear that meets their needs.