An opportunity has become available for a qualified Paraplanner in Bath or Gloucester to join a growing financial planning firm that offer hybrid working which can see you working from home 3 days a week and can offer some flexible working with start and finish times!
They are looking for an individual that has obtained their level 4 diploma, and has experience as a Paraplanner as you will be working directly with the financial planners and assisting them with a range of cases including complex technical cases.
Your role will include but will not be limited to
To assist the Financial Planner in formulating the advice to the client, providing technical support and guidance where appropriate.
As a Paraplanner you will be providing support to our Financial Planners and ensuring a positive experience for clients.
Huntswood is looking for experienced Paraplanners to join out client, a leading provider who specialises in Wealth management, on an initial three-month contract on a hybrid basis, within commutable distance of Reading.
Umbrella only recruitment - This is only available to individuals working via an Umbrella company, we can assist you with this
Tasks will include coordinating meetings, minute taking, preparing documentation, reviewing and updating database and document management systems, tracking referrals, internal and external communication, navigating multiple complex systems, preparing correspondence and Inboxes Management.
We are seeking an experienced administrator with a variety of strong administration skills to join our Practice Coordinators Team.
Your role will be essential in ensuring an efficient and quality-focussed work approach is applied to supporting our Specialist Services with a wide range of administrative centred tasks.