We have a fantastic vacancy for a Paraplanner our client based in Marlborough, Wiltshire.
This is an integral and varied role and your experience in providing high quality support will be invaluable to the whole team.
You will work closely with the Financial Planners by providing technical support in the process of servicing Clients' Financial Advice needs, instinctively providing excellent standards of client service, and conduct detailed research on clients' existing and potential arrangements.
The Accounts Assistant role will be suitable for an experienced individual that is looking for a new challenge and is passionate about owning the accounts payable process, whilst being a part of an organisation that is renowned for offering a great work environment.
This is an excellent opportunity for someone to have full responsibility of the accounts payable process and will be pivotal member of the finance team.
Robert Half are working in partnership with a highly regarded, renowned organisation in Marlborough to recruit an Accounts Assistant to join their finance team on a full-time permanent basis.
You will act as the point of contact for client queries with regards to pensions, investments and protection as well as liaising with product providers and covering all aspects within the general office administration to ensure a first-class service is provided to internal and external parties.
We have a fantastic vacancy for a Financial Administrator to join our Client in Marlborough.
This is an integral and varied role and your experience in providing high quality administrative support will be invaluable to the whole team.
This role is best suited to individuals that have been Paraplanning for at least 1 year with report writing experience ready to hit the ground running within the supportive business.
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).
You will be responsible for preparing suitability reports, technical research and ensuring all compliance policies and procedures are adhered to.