OVERALL SUMMARY - To support Advisers, and ultimately clients, in the advice-giving process with suitability reports, product research and technical analysis.
CLIENT National IFA firm in central Bristol seek an experienced Level 4 Diploma Paraplanner who can either work from home or a hybrid, the choice is yours.
IN RETURN - Salary upto £45,000 deppends on experience and qualifications plus 10% bonus and benefits.
We are currently looking for a Professional Risks Team Leader to join the successful and experienced centralised team based out of brand new offices in Bath.
Higos prides itself on being a market leading regional broker with a strong reputation of service gathered from over 30 years' and operating from multiple office locations across the South West.
Oakensen are an Accountancy firm that hold an excellent reputation for the services they provide to a wide variety of clients and are offering an extremely competitive package for the right individual.
Robert Half Finance & Accounting are proud to be partnering with Oakensen due to a new opening for a Graduate Trainee Accountant in their office based in Trowbridge.
This is a fantastic opportunity for a determined and ambitious graduate to join the office of an established and growing accountancy practice.
Are you an experienced Protection Advisor looking for your next chapter?
Mortgage referral leads, friendly collaborative team environment and Career progression opportunities!
About the Mortgage Brokerage
With decades of combined experience in mortgage solutions, insurance protection, and comprehensive financial services, the team understand that each journey to financial success is unique, their dedicated team of experts is committed to crafting tailored strategies that meet your goals.
To assist the Financial Planner in formulating the advice to the client, providing technical support and guidance where appropriate.
General
An opportunity has become available for a qualified Paraplanner in Bath or Gloucester to join a growing financial planning firm that offer hybrid working which can see you working from home 3 days a week and can offer some flexible working with start and finish times!
They are looking for an individual that has obtained their level 4 diploma, and has experience as a Paraplanner as you will be working directly with the financial planners and assisting them with a range of cases including complex technical cases.
In this role you will act as a technical support to deliver professional quality written report documentation for Financial Planners and their clients in accordance with the company and regulatory requirements.
Are you looking to enhance your career with more technical challenges?