Posted by Antony George Recruitment • £31K/yr to £47K/yr
Our Client
Dare to be different with them...
Our clients purpose is to revolutionise retirement planning with a burst of energy and a dash of the extraordinary.
They craft bold, personalised, lifestyle financial plans with passion, purpose, and a hint of rebellion to transform your retirement dreams into reality.
Posted by Antony James Recruitment Ltd • £31K/yr to £47K/yr
Purpose of the role
As a Paraplanner, you play a key role in supporting Financial Planners by preparing and maintaining client files, conducting technical calculations, and undertaking necessary research.
General
Our Essex client in the Financial Planning sector is seeking a Paraplanner to join the team on a permanent basis with a salary of £31,000 - £47,000 on offer depending upon experience.
The company's purpose is to revolutionise retirement planning crafting bold, personalised lifestyle financial plans with passion.
Our client, a rapidly growing independent firm with coverage across the South of the UK, is seeking an experienced and driven estate planner to join their team.
In this role, you'll benefit from a strong flow of pre-qualified leads provided by the company's IFA team, allowing you to focus on delivering top-notch service and building client relationships.
Known for its supportive and collaborative culture, this company is also expanding through regular business acquisitions, making it an exciting place for career growth.
We are looking for an experienced Document Controller to help fill a temporary position for our well established client based in Basildon Essex
Key Result Areas
Responsible for the control of instructions, construction documentation and client feedback/comments using relevant portals/project intranet systems.
Job Purpose
To ensure our clients commitment to complete every project on time and on budget, maintaining the preferred status with all the projects it undertakes is maintained, this role will be responsible for ensuring that production-based documentation is controlled on key clients' portals/project Intranet systems and in accordance with relevant procedures supporting the achievement of the company's key objectives.
Posted by Capio Recruitment Financial Planning • £35K/yr to £45K/yr
A well-established, Financial Planning practice based in Chelmsford is looking for a dedicated professional to join their growing team.
With a technical back-office team, this role would suit someone who is diploma qualified and wishes to test their technical knowledge within an established financial planning firm.
The team are passionate about delivering exceptional service and building long-term relationships.