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.
Hays Senior Finance are supporting a growth focused business to recruit an immediately available finance leader to support the CFO based on the outskirts of Swindon.
This role has the potential to go permanent, but will start as an interim contract for 3-6 months with three main deliverables:
My client is seeking an IFA to join their progressive and client-focused, financial planning-led wealth management firm as an employed adviser.
In this role, you will understand your clients current and future financial goals and formulate easy to understand financial strategies, guiding your clients to financial independence.
This role offers home based / remote working with access to office locations if preferred.
You will be efficient and numerate in handling all aspects of the organisation's finance.
The successful candidate will have experience of setting up and maintaining effective and efficient financial procedures and experience of financial administration and bookkeeping including payroll.
This will be a very hands-on role to help scale up the business.