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
Generate market appraisals, develop new business opportunities and handling your own portfolio of clients to achieve or exceed agreed targets (working in conjunction with other offices on joint instructions as required).
General
Our client seeks a high calibre experienced Senior Lettings Negotiator for their busy offices.
Our client is a well respected national firm of independent financial advisers, they are currently recruiting an IFA Administrator for their Marlborough offices.
The successful candidate will act as the point of contact for client queries with regards to pensions and investments as well as liaising with product providers and covering all aspects within the general office administration.
This essential role offers the opportunity to develop and apply your financial administration skills within an established, successful team.
You will provide comprehensive administrative support and act as a key point of contact for client queries regarding pensions, investments, and protection.
Recruit UK are hiring for someone to join a leading Wealth Management company as a Financial Services Administrator in their vibrant Marlborough office.
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.
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.
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.
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.
Our client provides a truly holistic service across financial planning, wealth management, investment management and professional services.
This newly created Paraplanner role is located for their Marlborough regional hub, one of 40 national offices.