We have a fantastic vacancy for a Paraplanner our client based in Marlborough, Wiltshire.
You will work closely with the Financial Planners by providing technical support in the process of servicing Clients' Financial Advice needs, instinctively providing excellent standards of client service, and conduct detailed research on clients' existing and potential arrangements.
This is an integral and varied role and your experience in providing high quality support will be invaluable to the whole team.
Are you a motivated Paraplanner looking to develop your financial career by joining a market-leading wealth management company with an established and successful team?
If the answer is yes, we have the opportunity you are looking for!
Do you have the skills to thrive under the challenge of an evolving and growing environment that encourages you to excel?
Recruit Wealth are delighted to be representing one of the fastest growing, national Financial Planning businesses in the UK, who are private equity backed for further growth and acquisition.
Our client provides a truly holistic service across financial planning, wealth management, investment management and professional services.
This newly created Paraplanner role is located for their Marlborough regional hub, one of 40 national offices.
This is a fantastic opportunity if you are looking to become a chartered Paraplanner or Advisor in the next 2-3 years so apply now.
Responsible for everything you would expect as an Administrator for a Financial Planning Firm you will be making sure that all the admin is well maintained and ready for the Advisors to provide clients with advice on ways to best utilise their assets to achieve their objectives.
As an IFA Administrator you will be a highly valued member of the team.
A fantastic opportunity has arisen with a well-established IFA practice for an ambitious individual looking to pursue career either as a Paraplanner or IFA in the future
Our client has a significant capability undertaking cost and risk related studies.
Staff have developed whole life cost models and generated estimates for air, land, sea, space and joint systems, platforms and infrastructure for the UK MoD, NATO, other defence organisations and industry.