The successful candidate will work closely with their Financial Advisers by providing technical support in the process of servicing the Clients' Financial Advice needs, instinctively providing excellent standards of client service, and conduct detailed research on clients' existing and potential arrangements.
Bond Recruitment is delighted to be recruiting on behalf of our client, a national firm of IFA's for an experienced Paraplanner to join their team based at their Marlborough offices.
After assessing these against the client's financial objectives, you will produce timely and compliant Financial Planning
You will work closely with their Financial Planners by providing technical support in the process of servicing their Clients' Financial Advice needs, instinctively providing excellent standards of client service, and conduct detailed research on clients' existing and potential arrangements.
Our client is looking to employ a Paraplanner on a salary from £27,000 to £32,000 depending on experience.
This is an integral and varied role and your experience in providing high quality support will be invaluable to the whole team.
You will be responsible for preparing suitability reports, technical research and ensuring all compliance policies and procedures are adhered to.
Working as a paraplanner you will work very closely with the independent financial advisers in providing holistic financial planning solutions to HNW clients.
Our client who are a national IFA firm with offices across the UK are currently seeking an experienced paraplanner to work in their Marlborough office (hybrid working possible).
Our client is seeking a Paraplanner for this is a critical role, working and supporting a high-performing Advisers as a part of a small support team.
Our client is a great Financial Planning firm with a good reputation the whole team take pride in their work and place high levels of emphasis on client care and providing a tailored solution.
You will perform all the expected paraplanner duties within a fun and dynamic team.
Recruit UK are working on an excellent opportunity for a Paraplanner in Marlborough to join a well-established UK Financial Advice firm.
It provides impartial, specialist advice for individuals, corporates and trustees on pensions, retirement planning, inheritance tax planning, investments and group risk and business protection matters, often working closely with other professional advisers such as accountants and lawyers.
This is a national financial planning and wealth management firm which operates from 20 offices across the UK employing over 250 staff, including over 80 highly qualified advisers.
You will be providing technical support to assist the financial planning service to clients, through undertaking detailed research and analysis of financial planning solutions.
Plus, producing compliant financial planning reports for the Financial Advisor to present to clients
This Paraplanner job in Marlborough is seeking an experienced Paraplanner to join their growing team
When you join Co-op, you'll get amazing benefits including 31 days holiday, a pension with up to 10% Co-op contribution, access to virtual healthcare services for you and your family, and a 30% discount on all Co-op products in our stores.
Closing date: 04-06-2024 Customer Team Member Location: 6 Oxford Street, Aldbourne, Marlborough, SN8 2DQ Pay: £12.00 per hour Contract: 16 hours per week regular overtime, permanent, part time Working pattern: varied shifts including early mornings (store opening), afternoons, late evenings (store closing) and weekends, to be discussed at interview Full, paid training provided You can apply for this role using your mobile device (no CV needed!)
We're looking for Customer Team Members to join our team at Co-op.
Our client provides a truly holistic service across financial planning, wealth management, investment management and professional services.
Recruit Wealth are delighted to be representing one of the fastest growing, national Financial Planning & Wealth Management businesses in the UK, who are private equity backed for further growth and acquisition.
This newly created Paraplanner role is located for their Marlborough regional hub, one of 40 national offices.
We are currently seeking a skilled and reliable Labourer to join our team.
About the Company: We are a well-established construction company based in The UK, known for our commitment to quality workmanship and timely project delivery.