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.
Bell Cornwall Recruitment's client is a small but very busy and successful international home move coordinator.
They have a small administrative team who work with trusted, long standing partners to deliver effective and seamless movement of your belongings internationally, and are looking for a new Movement Coordinator to join their team.
We specialise in placing candidates within the project sector using our career progression and placement program.
If you are organised, competent, dependable and can communicate well and motivate those around you; you could have a truly rewarding future as a Project Manager.
Are you looking to benefit from a new career in Project Management?
If you are organised, competent, dependable and can communicate well and motivate those around you; you could have a truly rewarding future as a Project Manager.
Are you looking to benefit from a new career in Project Management?
We do this using our specialised programme looking at placing candidates into gateway project management positions to build the foundation of a project management career.
Due to the acquisition of an existing client base, this is an opportunity for a dynamic, level 4 qualified Financial Adviser with advising experience looking to make the next step in their career to join the team and service/develop an existing client base whilst also looking to attract new clients to the business.
We are delighted to be working with this Wealth Management firm bsed in the Midlands, that offers a personal and discreet financial planning service that aims to deliver integrated holistic advice for corporate and private individuals.
The firm are able to deliver a 'boutique' access to financial solutions - whilst ensuring, through significant investment in systems and controls, that diligence is ever-present in the process of advice and product selection.
If you are organised, competent, dependable and can communicate well and motivate those around you; you could have a truly rewarding future as a Project Manager.
Are you looking to benefit from a new career in Project Management?
We do this using our specialised programme looking at placing candidates into gateway project management positions to build the foundation of a project management career.
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?