We have a fantastic vacancy for a Paraplanner our client based in Marlborough, Wiltshire.
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.
This is an integral and varied role and your experience in providing high quality support will be invaluable to the whole team.
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.
Posted by Capio Recruitment Financial Planning • £35K/yr to £45K/yr
This is a fantastic opportunity to join a forward-thinking Independent Financial Planning firm that are based near Chippenham and specialise in providing a tailored solution to their clientele across a range of advice areas.
They are looking for a personable and enthusiastic individual to join the advisory team to provide tailored financial advice across a range of advice areas.
They have a niche client area and are experiencing a period of growth following a healthy phase for the business.
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.
This is an integral and varied role and your experience in providing high quality administrative support will be invaluable to the whole team.
Posted by BWD Search & Selection • £60K/yr to £70K/yr
A rapidly expanding national IFA firm are currently seeking a Financial Planner in the Dorset/Wiltshire region to take over an established client base.
You will take over significant recurring income and there is immediate scope for new business, with further lead/client provision on an ongoing basis.
This, combined with their generous, formulaic bonus scheme (paid quarterly) provides the new hire with high earnings potential.