Underwrite and assess risk to maximise business growth and profitability for allocated broker panel.
Make appropriate decisions within own underwriting authority in addition to considered, intelligent and complete recommendations to technical underwriting/business leadership.
Bond Recruitment is delighted to be recruiting an experienced Paraplanner on behalf of our client, a very successful and well-established firm of Financial Planners based in Cheadle, Cheshire.
Role overview
To prepare research, written suitability reports and technical support to a team of Advisers, Senior Advisers and Partners.
To ensure that the preparation of advice for clients (internal and external) is of the highest quality and is prepared in a timely manner.
Home buyers are looking for stylish living spaces that have plenty of storage and our client are the experts when it comes to style, storage and space.
Elevate your craftsmanship and join a dynamic team as a Fitted Furniture Installer for New Homes.
This role promises a rewarding career path for skilled individuals with a passion for precision and a commitment to excellence.
Based in the Hale office, the successful candidate will have an outstanding ability to deliver financial advice and associated investment management services to clients, offering investments advice, pension advice, inheritance tax planning, mortgages and protection.
Halecroft Recruitment are proud to be working on behalf of an award-winning Chartered UK Financial Planning and Wealth Management Firm that have been trading over 30 years to appoint a Financial Planner in Cheshire...
This is an outstanding opportunity to build and maintain client relationships, deliver high quality tailored advice to High Net Worth Individuals with full back-office support of paraplanners, compliance, and administrators.