We are seeking a detail-oriented and motivated Financial Administrator / Paraplanner to support our client's advisory team.
The ideal candidate will have a strong understanding of financial planning, exceptional organisational skills, and the ability to communicate effectively with both clients and colleagues.
This role is pivotal in ensuring the smooth operation of their financial planning services.
We are seeking a detail-oriented and motivated Financial Administrator / Paraplanner to support our advisory team.
The ideal candidate will have a strong understanding of financial planning, exceptional organisational skills, and the ability to communicate effectively with both clients and colleagues.
This role is pivotal in ensuring the smooth operation of our financial planning services.
Some of the great perks of temping through Office Angels include...
Access to Boost - our exclusive platform with discounts on hundreds of retailers, a wellbeing hub with recipes, an exercise area, and a mindfulness section with blogs & videos
We are working on behalf of our client, a highly successful boutique firm of fully independent financial advisers (IFA), to recruit an experienced and proactive IFA Administrator.
This role is pivotal to the team, supporting the company's Directors and a Senior Financial Planner while having regular contact with clients.
If you're looking for a position in a growing firm where you'll be valued as part of a friendly, close-knit team, this is a fantastic opportunity.
Equiniti is a leading international provider of shareholder, pension, remediation, and credit technology.
EQ's vision is to be the leading global share registrar, offering complementary services to its client base and our values set the core foundations to our success.
With over 6000 employees, it supports 37 million people in 120 countries.
This role is specifically to Manage the annual review process for all existing pension and investment clients as per the firm's procedures, specifically for the company directors.
My client is a southwest leading group of financial advisers and Mortgage professionals who seek to add to their specialist team and seek a Client Servicing manager which is a client facing Paraplanner.
This will include scheduling of appointments and all pre and post meeting work required as per set parameters for client service status.
Age UK's National Advice Line is recruiting for Information & Advice Advisors.
Our team of trained Advisors are dedicated to providing accurate, impartial and comprehensive information and advice to help support those in later life.
Our team provide a vital service available to older people and anyone seeking advice to support an older person in need.