Are you looking to move into full-fledged paraplanning role and keen to explore opportunities that can encourage that move.
My client is a Regional based IFA firm and have an opportunity in either their Bath or Exeter office which offer hybrid working and after probation 2 days in the office only.
Are you part way or fully Level 4 Diploma and seek a fresh new existing opportunity, then look no further.
My client is a southwest leading group of financial advisers and Mortgage professionals who seek to add to their specialist team and seek a Client Servicing manager which is a client facing Paraplanner.
This role is specifically to Manage the annual review process for all existing pension and investment clients as per the firm's procedures, specifically for the company directors.
This will include scheduling of appointments and all pre and post meeting work required as per set parameters for client service status.
Posted by Public Practice Recruitment Ltd • £110K/yr to £150K/yr
We want to hear from you if you excel at leading the strategic direction of a thriving accountancy practice whilst delivering sound technical knowledge and motivating a team through natural leadership skills.
This Partner Designate job in Exeter will suit an experienced candidate who has a proven track record of driving business growth and can confidently represent the firm at networking opportunities.
This is a rare opportunity for a hands-on Partner Designate to join a reputable accountancy practice in Exeter offering a market beating salary, attractive benefits package, and hybrid working.