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.
Working in an established team of Mortgage Administrators, the successful candidate will be tasked with the front and back end administrative support of a number of Mortgage Advisers.
A new opportunity has become available for an enthusiastic individual to join one of the UK's most dynamic national financial advice firms as a Mortgage Administrator, at their Central Swindon location.
Tasks will include
Submitting cases to lenders and uploading relevant documentation.
Henlee Resourcing is working in partnership with this successful and highly personable Professional Services Organisation with offices in central Bath, Bristol and Swindon, to recruit an experienced HR Advisor for 12 months to cover for maternity leave, ideally starting in June / July.
This is a truly generalist HR role covering employee relations, case management, advice and guidance, performance management as well as talent management and recruitment.
The role is full-time, offers 2-3 home working days per week and and the working days can be in Bath, Bristol or Swindon - with 1 day per week with the team in Bath.
Embark on a rewarding Mortgage Advising career at Connells Group, where you'll gain access to all the tools, knowledge, and training necessary to excel in financial services.
Eager for change
Ready to fuel your ambitions and propel your career to new heights?
Our client a very successful national wealth manger is now looking for an experienced IFA administrator to join the growing team.
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.
This is an integral and varied role and your experience in providing high quality support will be invaluable to the whole team.
Our client is a privately owned firm offering a full range of active and discretionary investment services alongside a financial planning team offering full independent advice to private individuals and business owners.
Idex is delighted to be working in partnership with this well-established and highly successful investment management and financial advisory practice.