To support the Adviser Team with preparing them for client meetings and discharging their responsibilities to their existing clients / prospective clients whilst ensuring that our service offering is outstanding.
A market leading 3PL business based in Spalding is looking to hire a new Transport Planner to help support their business in their plans for exponential growth.
You will have the opportunity to plan all the routes and adapt as you see fit when demands change.
Working in a fast-paced, busy office environment, and reporting to the Transport Manager, the new Transport Planner will take responsibility for all the transport planning for this operation.
As a Paraplanner your main responsibilities will be to provide technical and administrative support in terms of managing all submissions of policies, completing and uploading client review forms and report writing, working with pension, investment, tax and protection products.
To be considered for the Paraplannerposition in Stamford you will need to have a minimum of one year's Paraplanning experience or a Senior Financial Services Administrator with exceptional technical knowledge.
We are looking for a Paraplannerto join a firm of Independent Financial Advisers (IFAs) in their Stamford office, possessing extensive market knowledge and who has been in business for over 10 years.
NJR are currently representing a well-established Financial Planning practice, who are known for providing bespoke Solutions to a growing Client bank of high-net-worth individuals, as a result of their continued growth they are now seeking an experienced and technically minded Paraplanner to join their team.
Hybrid Working is available (after initial training)
The main purpose of your role will be to prepare written advice and provide technical research services to a team of Financial Planners.
A high performing Independent Financial Planning Practice in the Spalding area are looking for a key hire to contribute to the success of the growing financial planning administration team.
We require an experienced Admin Team Leader with strong knowledge within financial planning practices to contribute to the next part of their ambitious growth plans.
The Role
Manage the day-to-day workload of the admin team to ensure positive client outcomes are achieved whilst maintaining accurate records and producing regular management information.
We are looking for someone who can write Suitability Reports and process new and existing business, primarily dealing with Investments and Pensions, with some involvement in Equity Release and Protection business.
Avacancy exists for an experienced Paraplanner to join the wealth Management Team.
General
Our client is a provider of wealth management service s across the East Midlands based in Lincolnshire and across the Midlands.