In this role you will act as a technical support to deliver professional quality written report documentation for Financial Planners and their clients in accordance with the company and regulatory requirements.
Are you looking to enhance your career with more technical challenges?
Mbf are working with one of our best clients to recruit a Trainee Paraplanner.
The client is an established & fully independent organisation who provide holistic Financial Planning & Employee Benefits services to clients throughout the country.
They are an award-winning business who have gone from strength to strength recently, they have grown organically over the past five years via their excellent name in the industry and acquisitions.
If you are an individual looking to kick start your career within Paraplanning then this is an opportunity not to be missed!
This Junior Paraplanning opportunity will see you being responsible for supporting the paraplanning team, developing your knowledge and skills in report writing and research!
If you have just started your journey to obtain your level 4 diploma, have IFA administration or Trainee Paraplanning experience and you are wanting to gain hands on experience and enjoy working within a busy environment then click apply for further details on the role and company!
Recruit UK are working on a Trainee Paraplanner position for an experienced Administrator with a knowledge of the Financial Services industry to join a progressive and forward-thinking wealth management firm based inBath.
Are you an experienced Administrator within Financial Services looking for a career in Paraplanning?
Our client has offices across the UK and a particularly strong presence in South West of England, this is a fantastic opportunity to join a friendly & professional practice at an exciting stage of growth.
The role will involve working closely with senior members of the team (who will provide ongoing training, support and guidance).
Mbf are working with a national financial planning organisation in Bath to recruit a Financial Services Administrator.
To provide administration support to the Wealth Client Executive and Financial Planner(s) in the delivery of service to their clients
We are currently supporting an independently owned Wealth Management firm who are on the lookout for an experienced Financial Planning Administrator to join them.
Key Responsibilities
Assist with preparation of existing client annual review meeting packs including production of Portfolio Reports.
My client is a progressive national firm of Independent Financial Planners, providing their clients with Independent Financial Advice and across the UK.
They are looking for multiple Independent Financial Planners across the country to help the business grow.
They have been established for over 40 years and despite their expanding size and growth.
Undertaking general maintenance work within properties inc; window and door repairs, fire alarm activations & false alarms, reactive maintenance support, fault finding and rectifying, PPM planned inspections, support with PPM activities, rectifying or reporting any remedial work and any Health & Safety related calls).
General
Our client are a market-leading business from within the student accommodation sector who are looking for an experienced Building Technicianto join their facilities team in Bristol.
Working as part of a team, the successful applicant will be accountable for providing a well maintained, safe, secure, clean, compliant and efficient environment, delivering high quality planned and reactive maintenance.