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?
Do you have the skills to thrive under the challenge of an evolving and growing environment that encourages you to excel?
If the answer is yes, we have the opportunity you are looking for!
Are you looking to develop your Financial Administration skills by joining a market-leading wealth management company with an established and successful administration team?
We are currently seeking a highly skilled Financial Administrator to join our client's busy Marlborough office.
If the answer is yes, we have the opportunity you are looking for!
We have a fantastic vacancy for a Financial Administrator to join our Client in Marlborough.
You will act as the point of contact for client queries with regards to pensions, investments and protection as well as liaising with product providers and covering all aspects within the general office administration to ensure a first-class service is provided to internal and external parties.
This is an integral and varied role and your experience in providing high quality administrative support will be invaluable to the whole team.
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.
Recruit Wealth are representing a fast growing, national Financial Planning business who are currently recruiting for several experienced Administrators to join their regional Marlborough offices.
They deal with individuals, relating to their pensions & investments and working towards ensuring financial security with expert financial advice.
The business is a modern, highly ethical and rewarding employer.
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.
Working as a paraplanner you will work very closely with the independent financial advisers in providing holistic financial planning solutions to HNW clients.
Our client who are a national IFA firm with offices across the UK are currently seeking an experienced paraplanner to work in their Marlborough office (hybrid working possible).
You will be responsible for preparing suitability reports, technical research and ensuring all compliance policies and procedures are adhered to.
Our client is a great Financial Planning firm with a good reputation the whole team take pride in their work and place high levels of emphasis on client care and providing a tailored solution.
Our client is seeking a Paraplanner for this is a critical role, working and supporting a high-performing Advisers as a part of a small support team.
You will perform all the expected paraplanner duties within a fun and dynamic team.