Bond Recruitment is delighted to be recruiting on behalf of our client, a national firm of IFA's for an experienced Paraplanner to join their team based at their Marlborough offices.
The successful candidate will work closely with their Financial Advisers by providing technical support in the process of servicing the Clients' Financial Advice needs, instinctively providing excellent standards of client service, and conduct detailed research on clients' existing and potential arrangements.
After assessing these against the client's financial objectives, you will produce timely and compliant Financial Planning
Generate market appraisals, develop new business opportunities and handling your own portfolio of clients to achieve or exceed agreed targets (working in conjunction with other offices on joint instructions as required).
General
Our client seeks a high calibre experienced Senior Lettings Negotiator for their busy offices.
Recruit Wealth are representing a fast growing, national Financial Planning business who are currently recruiting for several experienced Administrators to join their regional Marlborough offices.
They deal with individuals, relating to their pensions & investments and working towards ensuring financial security with expert financial advice.
The business is a modern, highly ethical and rewarding employer.
Recruit Wealth are delighted to be representing one of the fastest growing, national Financial Planning businesses in the UK, who are private equity backed for further growth and acquisition.
Our client provides a truly holistic service across financial planning, wealth management, investment management and professional services.
This newly created Paraplanner role is located for their Marlborough regional hub, one of 45 national offices.
Our client is seeking a Paraplanner for this is a critical role, working and supporting a high-performing Advisers as a part of a small support team.
Our client is a great Financial Planning firm with a good reputation the whole team take pride in their work and place high levels of emphasis on client care and providing a tailored solution.
You will perform all the expected paraplanner duties within a fun and dynamic team.
The successful candidate will work in a team that deals with client queries relating to life assurance, pensions and investments as well as liaising with product providers and covering all aspects within the general office administration to ensure a first class service is provided to internal and external parties.
Our Client is looking for a full time Financial Services Administrator to join their friendly and enthusiastic team in Marlborough.
The successful candidate will act as the point of contact for client queries with regards to pensions and investments as well as liaising with product providers and covering all aspects within the general office administration.
Our client is a well respected national firm of independent financial advisers, they are currently recruiting an IFA Administrator for their Marlborough offices.
As a Senior Negotiator, you will manage the letting of a portfolio of properties and will contribute to the growth of the office by meeting set targets and ensuring compliance with our Residential lettings SOPS.
We have a great opportunity to recruit a Senior Lettings Negotiator to join our Marlborough office.