Our client based in Northampton are seeking an experienced Senior Paraplanner to work closely with the financial planning and support teams to develop comprehensive financial plans for their clients.
Responsibilities
Conduct comprehensive financial analysis for clients, including evaluating their current financial situation, goals, and risk tolerance.
Assist in the development of investment strategies and recommendations for clients, specifically pension transfers, ISA transfers and inheritance tax planning.
Join a reputable and dynamic professional services firm in Northampton as a Semi Senior, offering valuable day-to-day support to a diverse portfolio of clients.
Our client is known for delivering exceptional service and is now seeking a responsible, enthusiastic individual to become an integral part of their team.
You'll benefit from a supportive team and flexible working environment.
Reporting directly to the Chief Operating Officer, the successful candidate will play a crucial role in establishing and enforcing process controls throughout the stages of producing and finalising statutory accounts, ensuring seamless execution from inception to completion.
As part of a dynamic team, this vital role involves enhancing and streamlining operational procedures to ensure high standards of quality, timeliness, accuracy, efficiency, and consistency across the relevant departments.
Debbie Burbage Recruitment is excited to offer a key position on behalf of our client in Northamptonshire.
We offer accessible legal advice and support around later life issues without the jargon.
You'll work in our estate planning team; helping our clients to plan for events that happen in life and looking after their loved ones when they need our support.
Closing date: 03-06-2024Sales Executive Legal Services£24,160-£27,350 base salary, OTE £35,000-£40,000 plus excellent benefits (Work Level 6B) Monday-Friday, 37.5 hours flexible between 9am and 9pm, with some evening requirements and one in four Saturdays, or part time minimum 4 days per weekRemote across England and Wales with occasional travel requiredFor this role you'll be required to start on 22nd July 2024We're looking for people with great customer service and communication skills to join us as sales consultants at Co-op Legal Services.
We offer accessible legal advice and support around later life issues without the jargon.
You'll work in our estate planning team; helping our clients to plan for events that happen in life and looking after their loved ones when they need our support.
Closing date: 17-06-2024Sales Executive Legal Services£24,160-£27,350 base salary, OTE £35,000-£40,000 plus excellent benefits (Work Level 6B) Monday-Friday, 37.5 hours flexible between 9am and 9pm, with some evening requirements and one in four Saturdays, or part time minimum 4 days per weekRemote across England and Wales with occasional travel requiredFor this role you'll be required to start on 22nd July 2024We're looking for people with great customer service and communication skills to join us as sales consultants at Co-op Legal Services.