This Paraplanner job in Swansea, offering hybrid working provides opportunity to join a growing financial planning firm
Your responsibilities will include: Preparing and maintaining client files and client reviews
As a Paraplanner, you will be providing full paraplanning support to their Financial Advisers, ensuring excellent client service and compliance are consistently delivered.
Posted by ITonlinelearning Recruitment • £26K/yr to £35K/yr
Are you looking to benefit from a new career in Project Management?
If you are organised, competent, dependable and can communicate well and motivate those around you; you could have a truly rewarding future as a Project Manager.
We specialise in placing candidates within the project sector using our career progression and placement program.
Our client are seeking a highly motivated and experienced Personal Tax Manager to join their growing team.
Autograph Recruitment are currently working along side a leading accountancy practice who are committed to providing exceptional financial services to their clients.
Posted by Infinity Recruitment Consultancy Ltd • £24K/yr to £27K/yr
Our client with offices based in Swansea is seeking an experience Financial Services Administrator to join them on a full time permanent basis working 9.00am - 5.30pm Monday to Friday.
As Financial Services Administrator, you will be responsible for customer liaison, building relationships, assessing product cases, problem solving, matching customers to the best fit financial product, working as part of a team and any supporting administration.
To be considered for the role of Financial Services Administrator, you must have strong telephone based customer service experience, excellent communication skills, pc literacy, financial services experience whether that be in loans, pension, mortgages etc, excellent attention to detail, the ability to be able to generate leads in the future.
Posted by ITonlinelearning Recruitment • £26K/yr to £38K/yr
Are you looking to benefit from a new career in Project Management?
If you are organised, competent, dependable and can communicate well and motivate those around you; you could have a truly rewarding future as a Project Manager.
We do this using our specialised programme looking at placing candidates into gateway project management positions to build the foundation of a project management career.
Posted by Knight Temple Recruitment • £27K/yr to £60K/yr
Our client is directly authorised and provide non advice life & protection solutions to clients throughout the UK.
Are you an experienced protection specialist who is looking for an employed opportunity to work from home with the chance to progress to working hours that you choose ?
Posted by ITonlinelearning Recruitment • £26K/yr to £38K/yr
Are you looking to benefit from a new career in Project Management?
If you are organised, competent, dependable and can communicate well and motivate those around you; you could have a truly rewarding future as a Project Manager.
We do this using our specialised programme looking at placing candidates into gateway project management positions to build the foundation of a project management career.