Posted by Resource Matters Ltd • £50K/yr to £75K/yr
Basic Up to £75k Package Paraplanning Full client portfolio with on-going advice fees
Due to the existing advisor retiring you will provide holistic financial planning advice to a large portfolio of clients with substantial on-going advice fees and you will benefit from ongoing lead generation.
Resource Matters have been retained by this well known local IFA firm to recruit an experienced Independent Financial Advisor.
Posted by Elite Touch Group Ltd • £25K/yr to £30K/yr
General
Elite Touch Group are excited to be working with their well established client who are seeking a Property Paralegal to join the team?.
WHAT THE ROLE INVOLVES
Manage an administrative workload under the guidance of fee earners.
Provide administrative support to fee earners including file-opening, telephone management, document production filing/ archiving, photocopying, email management, online portal management and dealing with post.
Posted by Capio Recruitment Financial Planning • £30K/yr to £45K/yr
A bespoke Independent Financial Advisory firm near Chippenham are looking to add to their back office team with the addition of a data analyst.
They are ideally looking for a skilled Data Analyst to enhance their data-driven decision-making, focusing around delivering on compliance.
They are a smaller firm that are continuing to grow and that are committed to delivering tailored financial advice and services to all their clientele.