Posted by Bond Recruitment Ltd • £30K/yr to £35K/yr
The successful candidate will work closely with their Financial Advisers by providing technical support in the process of servicing the Clients' Financial Advice needs, instinctively providing excellent standards of client service, and conduct detailed research on clients' existing and potential arrangements.
Bond Recruitment is delighted to be recruiting on behalf of our client, a national firm of IFA's for an experienced Paraplanner to join their team based at their Marlborough offices.
After assessing these against the client's financial objectives, you will produce timely and compliant Financial Planning
You will work closely with the Financial Planners by providing technical support in the process of servicing their Clients' Financial Advice needs, instinctively providing excellent standards of client service, and conduct detailed research on clients' existing and potential arrangements.
Ensure that the working environment, working practices and general behaviour of all employees support the company policies, procedures and applicable laws.
Supervise staff to ensure a harmonious and efficient production environment.
As the Sales Coordinator, you will be responsible for the provision of highly efficient administrative support to the team by undertaking a wide variety of tasks including invoicing, call handling, typing and preparation of communications and documents, maintenance of file systems and diary management.
We have an exciting opportunity for an experienced administrator/coordinator to join our thriving residential sales team based in Marlborough.
We offer a highly competitive salary package which includes a fantastic benefits package including a variety of flexible benefits allowing you to choose those that suit your personal circumstances including purchasing additional leave, health cash plans, cycle to work scheme and so on!
We are a friendly organisation that recognises high performance and effort.
A leading independent firm of Chartered Accountants who invest heavily in staff training and development, offer regular 1:1s and reviews for support, hybrid and flexible working, as well as a client referral bonus scheme.