Are you an experienced or aspiring Paraplanner who has strong interpersonal skills and can apply their own knowledge and experience to deliver quality client outcomes?
Are you looking to join a forward thinking dynamic financial planning company who puts the client at the heart of everything they do?
If so, then we have the perfect opportunity for you!
Our client, a rapidly expanding and acquisitive Wealth Management firm are looking for a Senior Paraplanner to join and help shape their paraplanning function.
As Senior Paraplanner you will be responsible for the assessment of files/holdings following client meetings ensuring they are compliant on an ongoing basis and liaising with advisers, providers, administrators and directors.
Role Responsibilities
Produce Suitability reports as required by the Managing Director /Practice & Compliance Director.
Arrange machine movements from yard to sites when required.
Assist in the management of the plant record and maintenance system.
General
We are currently recruiting for a Plant Coordinator, for Europe's largest and most exciting infrastructure project, HS2, based near the Coleshill area.
Do you have Project Engineer experience within bespoke high-speed assembly automation systems and special purpose machinery, and are you seeking a new job?
As a Project Engineer, you will project management processes and solutions from start to finish.
Jonathan Lee Recruitment is helping a collaborative company recruit a Project Engineer, and the role comes with an excellent salary and benefits package.
Recruit UK is working on an excellent opportunity for a Financial Planning Administrator to join an Independent Financial Planning Firm in Sutton Coldfield.
Industry: Wealth Management
Job Description
Are you a Financial Planning Administrator seeking your next role in Financial Planning?