Paraplanner
4 weeks ago
- Produce quality client-friendly reports that outline recommendations and their suitability.
- Build and maintain strong relationships with key stakeholders.
- Conduct thorough fund research to inform investment strategies.
- Implement and uphold service standards t...
APCT1_UKTJ
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Paraplanner
3 weeks ago
Cardiff, United Kingdom Heat Recruitment Full timeParaplanner Up to £35,000 Hybrid working Cardiff Responsibilities Manage and maintain relationships with your clients and respond effectively Ensure T&Cs are maintained and money laundering processes are adhered to Meet client service standards and service levels agreements Provide a service to ensure clients are retained k Establish good lines of...
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Paraplanner
1 month ago
Cardiff, United Kingdom Heat Recruitment Full timeParaplannerUp to £35,000Hybrid workingCardiff Responsibilities Manage and maintain relationships with your clients and respond effectively Ensure T&Cs are maintained and money laundering processes are adhered toMeet client service standards and service levels agreements Provide a service to ensure clients are retained k Establish good lines of communication...
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Paraplanner
3 weeks ago
Cardiff, United Kingdom Heat Recruitment Full timeParaplannerUp to £35,000Hybrid workingCardiff Responsibilities Manage and maintain relationships with your clients and respond effectively Ensure T&Cs are maintained and money laundering processes are adhered toMeet client service standards and service levels agreements Provide a service to ensure clients are retained k Establish good lines of communication...
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Paraplanner
1 month ago
Cardiff, United Kingdom Heat Recruitment Full timeParaplannerUp to £35,000Hybrid workingCardiff Responsibilities Manage and maintain relationships with your clients and respond effectively Ensure T&Cs are maintained and money laundering processes are adhered toMeet client service standards and service levels agreements Provide a service to ensure clients are retained k Establish good lines of communication...
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Paraplanner
1 month ago
Cardiff, United Kingdom Heat Recruitment Full timeJob Description Paraplanner Up to £35,000 Hybrid working Cardiff Responsibilities Manage and maintain relationships with your clients and respond effectively Ensure T&Cs are maintained and money laundering processes are adhered to Meet client service standards and service levels agreements Provide a service to ensure clients are retained k Establish...
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Paraplanner
2 weeks ago
Cardiff, United Kingdom IDEX Consulting Ltd Full time €45,000Paraplanner (Extended Fixed-Term Contract) - £45,000 DOE – Cardiff / Hybrid I'm currently partnered with a prestigious investment management firm, who are looking for a Paraplanner to join their team in Cardiff on a fixed term basis for nearly two years. This company holds an outstanding reputation, which sets it apart from their competition on the...
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Paraplanner
1 month ago
Cardiff, United Kingdom IDEX Consulting Ltd Full timeJob Description Paraplanner (Extended Fixed-Term Contract) - £45,000 DOE – Cardiff / Hybrid I'm currently partnered with a prestigious investment management firm, who are looking for a Paraplanner to join their team in Cardiff on a fixed term basis for nearly two years. This company holds an outstanding reputation, which sets it apart from their...
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Paraplanner
4 weeks ago
Cardiff, United Kingdom IDEX Consulting Ltd Full timeParaplanner (Extended Fixed-Term Contract) - £45,000 DOE – Cardiff / HybridI'm currently partnered with a prestigious investment management firm, who are looking for a Paraplanner to join their team in Cardiff on a fixed term basis for nearly two years. This company holds an outstanding reputation, which sets it apart from their competition on the...
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Paraplanner
2 weeks ago
Cardiff, United Kingdom IDEX Consulting Ltd Full timeParaplanner (Extended Fixed-Term Contract) - £45,000 DOE – Cardiff / Hybrid I'm currently partnered with a prestigious investment management firm, who are looking for a Paraplanner to join their team in Cardiff on a fixed term basis for nearly two years. This company holds an outstanding reputation, which sets it apart from their competition on the...
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Paraplanner
1 month ago
Cardiff, United Kingdom IDEX Consulting Ltd Full timeParaplanner (Extended Fixed-Term Contract) - £45,000 DOE – Cardiff / HybridI'm currently partnered with a prestigious investment management firm, who are looking for a Paraplanner to join their team in Cardiff on a fixed term basis for nearly two years. This company holds an outstanding reputation, which sets it apart from their competition on the...
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Paraplanner
1 month ago
Cardiff, United Kingdom IDEX Consulting Ltd Full timeParaplanner (Extended Fixed-Term Contract) - £45,000 DOE – Cardiff / HybridI'm currently partnered with a prestigious investment management firm, who are looking for a Paraplanner to join their team in Cardiff on a fixed term basis for nearly two years. This company holds an outstanding reputation, which sets it apart from their competition on the...
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Paraplanner
1 week ago
Cardiff, United Kingdom Idex Consulting Ltd Full timeJob Description Paraplanner (Extended Fixed-Term Contract) - £45,000 DOE – Cardiff / Hybrid I'm currently partnered with a prestigious investment management firm, who are looking for a Paraplanner to join their team in Cardiff on a fixed term basis for nearly two years.This company holds an outstanding reputation, which sets it apart from their...
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Paraplanner
1 month ago
Cardiff, Wales, Cardiff County, United Kingdom Heat Recruitment Full timeParaplannerUp to £35,000Hybrid workingCardiff Responsibilities Manage and maintain relationships with your clients and respond effectively Ensure T&Cs are maintained and money laundering processes are adhered toMeet client service standards and service levels agreements Provide a service to ensure clients are retained k Establish good lines of communication...
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Paraplanner
3 weeks ago
Cardiff, United Kingdom Brook Street UK Full timeBrook Street are working with a large organisation looking for a Paraplanner to join their IFA team. The role is full-time, Monday - Friday, 9-5Produce quality client-friendly reports that outline recommendations and their suitability.Build and maintain strong relationships with key stakeholders.Conduct thorough fund research to inform investment...
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Paraplanner
3 weeks ago
Cardiff, United Kingdom Brook Street Uk Full timeBrook Street are working with a large organisation looking for a Paraplanner to join their IFA team.The role is full-time, Monday - Friday, 9-5 Ready to make your application Please do read through the description at least once before clicking on Apply.Produce quality client-friendly reports that outline recommendations and their suitability.Build and...
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Paraplanner (Pensions Management)
2 weeks ago
Cardiff, United Kingdom IDEX Consulting Ltd Full time €45,000Paraplanner (Extended Fixed-Term Contract) - £45,000 DOE – Cardiff / Hybrid I'm currently partnered with a prestigious investment management firm, who are looking for a Paraplanner to join their team in Cardiff on a fixed term basis for nearly two years. The company have an office situated in the heart of Cardiff, making it convenient to get to, and...
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[15H Left] Paraplanner
2 weeks ago
Cardiff, United Kingdom Heat Recruitment Full timeParaplanner Up to £35,000 Hybrid working Cardiff Responsibilities Manage and maintain relationships with your clients and respond effectively Ensure T&Cs are maintained and money laundering processes are adhered to Meet client service standards and service levels agreements Provide a service to ensure clients are retained k Establish good lines of...
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Senior Paraplanner Position
2 weeks ago
Cardiff, Cardiff, United Kingdom Heat Recruitment Full timeAbout Heat RecruitmentWe are recruiting a Senior Paraplanner to support our growing team at Heat Recruitment. As a key member of our team, you will play a vital role in delivering exceptional services to our clients.Job OverviewThis exciting opportunity is perfect for an experienced Paraplanner looking to take their career to the next level. You will be...
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Paraplanner
3 weeks ago
Cardiff / Caerdydd, United Kingdom Brook Street UK Full timeBrook Street are working with a large organisation looking for a Paraplanner to join their IFA team. The role is full-time, Monday - Friday, 9-5Produce quality client-friendly reports that outline recommendations and their suitability. Build and maintain strong relationships with key stakeholders. Conduct thorough fund research to inform investment...
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Paraplanner
4 weeks ago
Cardiff / Caerdydd, United Kingdom Brook Street UK Full timeBrook Street are working with a large organisation looking for a Paraplanner to join their IFA team. The role is full-time, Monday - Friday, 9-5Produce quality client-friendly reports that outline recommendations and their suitability.Build and maintain strong relationships with key stakeholders.Conduct thorough fund research to inform investment...