Providing technical support and recommendations to Financial Advisers
Chartered financial planners dealing with high net worth clients with a fantastic reputation for the honest and professional advice they provide to the South.
A highly professional team, with many home grown advisers, with years of technical experience between them.
You will be responsible for co-ordinating all aspects of workflow from a client facing perspective, whilst assisting planners in establishing and retaining effective relationships with their clients.
As a Financial Planning Support, you will support the Financial Planning Team in a leading international professional services firm in achieving objectives in winning new clients and providing an outstanding service to clients.
An exciting opportunity has arisen for an experienced Client Support Associate/Financial planning administrator to join the Business Support Team at one of the top IFA firms in the UK in our Poole offices.
Flexibility to work from home (1-2 days per week, with Tuesday and Friday in the office is necessary), after a successful six-month probation
Benefits: 26 days holiday (inclusive of 3 days for Christmas closure and a day off for your birthday), bank holidays, company pension, social events, opportunities to represent the company at external events, potential to earn tax-free bonus through our Employee Owned Trust (EOT) structure.
Aspire Jobs are delighted to be working in an exclusive partnership with our client Blue Sky Financial Planning, based in a modern office in Pranksome.
The Person: We are looking for a Diploma qualified Paraplanner, motivated by providing technical expertise and outstanding financial planning support to Financial Planners and in turn, an exceptional service to clients.
Are you an experienced Paraplanner, looking for a challenging and rewarding role working with a small visionary team that is committed to delivering a life changing financial planning service?
We are happy to consider candidates who are career Paraplanners, keen to remain in a technical support role, and candidates who would like to sit further exams, work towards becoming Chartered with the option to progress into financial planning in the future (training and support with exams will be provided).
Chartered wealth planning practice in the heart of Poole are recruiting for a Paraplanner.
You will be working within their advisory team to deliver high-quality paraplanning support to advisers, clients, and prospects.
As a package you will receive a basic salary of upto £45k starting, hybrid and flexible working partterns, financial rewards for introducing new business, employee events, flexible working after probation, death in service, pension 3%, a profit-related bonus scheme, career development, exam support and discounted financial advice.
You'll work in our estate planning team; helping our clients to plan for events that happen in life and looking after their loved ones when they need our support.
Closing date: 03-06-2024Sales Executive Legal Services£24,160-£27,350 base salary, OTE £35,000-£40,000 plus excellent benefits (Work Level 6B) Monday-Friday, 37.5 hours flexible between 9am and 9pm, with some evening requirements and one in four Saturdays, or part time minimum 4 days per weekRemote across England and Wales with occasional travel requiredFor this role you'll be required to start on 22nd July 2024We're looking for people with great customer service and communication skills to join us as sales consultants at Co-op Legal Services.
We offer accessible legal advice and support around later life issues without the jargon.
You'll work in our estate planning team; helping our clients to plan for events that happen in life and looking after their loved ones when they need our support.
Closing date: 17-06-2024Sales Executive Legal Services£24,160-£27,350 base salary, OTE £35,000-£40,000 plus excellent benefits (Work Level 6B) Monday-Friday, 37.5 hours flexible between 9am and 9pm, with some evening requirements and one in four Saturdays, or part time minimum 4 days per weekRemote across England and Wales with occasional travel requiredFor this role you'll be required to start on 22nd July 2024We're looking for people with great customer service and communication skills to join us as sales consultants at Co-op Legal Services.
We offer accessible legal advice and support around later life issues without the jargon.
We're currently recruiting a driven Barista to help us create beautifully crafted drinks for a major High Street brand on a part time basis, contracted to 16 hours per week.
As a Barista, you will use your skills to deliver first-class service and perfectly crafted coffees to our customers.