We have a fantastic vacancy for a Paraplanner our client based in Marlborough, Wiltshire.
This is an integral and varied role and your experience in providing high quality support will be invaluable to the whole team.
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.
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.
This is an integral and varied role and your experience in providing high quality administrative support will be invaluable to the whole team.
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.
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).
Working as a paraplanner you will work very closely with the independent financial advisers in providing holistic financial planning solutions to HNW clients.
You will be responsible for preparing suitability reports, technical research and ensuring all compliance policies and procedures are adhered to.
If so, I have a fantastic opportunity I am currently recruiting for to join a national client based in Marlborough.
Are you open to developing your career as a Financial Services Administrator, with an established and successful market leading Wealth Management firm?