Posted by Antony George Recruitment • £40K/yr to £50K/yr
The role
The purpose of this role is to act as a Paraplanner within the business.
This includes performing senior administrative duties, client research, report construction and client contact ensuring the highest possible standard of client service, working closely with Financial Advisers and IFA Administrators, to support the client advisory process, playing a key role in the business.
Duties and Responsibilities
Your duties and responsibilities will include but not be limited to:.
Posted by Financial Divisions • £45K/yr to £52K/yr
Full study support plus excellent benefits and hybrid working
Junior Paraplanner - route to Paraplanner Manager - Full-Time - Career Progression
My client based in St Albans is a well-established independent financial advice business who have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages, and some Protections to clients across Hertfordshire.
If you are a skilled and self-driven financial adviser with a talent for building client relationships, a passion for networking, and a commitment to providing outstanding service, this role could be your perfect match.
We are partnering with our client to find an experienced Financial Adviser to join their rapidly expanding team in Bishop's Stortford.
This position offers a competitive salary and bonus structure, along with the opportunity to manage an existing client portfolio, presenting a unique chance to make a substantial impact.
The Facilities Supervisor plays a pivotal role in ensuring a welcoming, clean, and well-organised office environment, crucial for providing excellent service.
Our Client's focus is on delivering exceptional service to both our clients and our team.