Financial Services Support Professional
7 days ago
We are seeking a skilled and detail-oriented Paraplanner to join our team at Cameron James. As a key member of our financial services team, you will play a vital role in providing high-quality support to our Financial Planners.
Key Responsibilities:
- Assist Financial Planners in the preparation of comprehensive Financial Planning Reports, ensuring timely and compliant delivery.
- Conduct in-depth research on financial products and services to identify suitable solutions for clients.
- Coordinate the submission of plans to provider companies, maintaining accurate records and ensuring seamless communication.
- Manage client records on our company software, ensuring up-to-date and compliant files.
- Process illustration requests and stay current with financial product updates and legislation.
Requirements:
- Proven experience in a financial advice firm, with expertise in Paraplanning and report writing.
- Diploma qualification in a relevant field is desirable, but we will consider candidates with relevant skills and experience.
- Excellent business correspondence and proofreading skills, with a high degree of accuracy.
- Strong analytical and problem-solving abilities.
- Proficiency in IT and office software packages, including Word, Excel, and PowerPoint.
What We Offer:
- Competitive salary, dependent on experience and qualifications.
- 25 days' holiday (rising with length of service) plus Bank Holidays, Birthday Leave, and other benefits.
-
Financial Administrator
5 days ago
Marlborough, Wiltshire, United Kingdom Perspective Financial Group Ltd Full timeJob Summary:We are seeking a highly skilled and experienced Financial Administrator to join our team at Perspective Financial Group Ltd. As a key member of our administration team, you will play a vital role in providing exceptional support to our clients and colleagues.Key Responsibilities:Provide high-quality administrative support to our financial...
-
Financial Administrator
6 days ago
Marlborough, Wiltshire, United Kingdom Perspective Financial Group Ltd Full timeJob Summary:We are seeking a highly skilled and experienced Financial Administrator to join our team at Perspective Financial Group Ltd. As a key member of our administration team, you will play a vital role in providing exceptional support to our clients and colleagues.Key Responsibilities:Provide high-quality administrative support to our financial...
-
Financial Services Administrator
7 days ago
Marlborough, Wiltshire, United Kingdom Finlink Ltd Full timeAbout Finlink LtdFinlink Ltd is a leading provider of financial services, dedicated to delivering exceptional advice and support to our clients. As a dynamic and growing business, we are seeking an experienced administrator to join our team.The RoleWe are looking for a highly organized and efficient administrator to support our paraplanners and financial...
-
Hybrid Financial Support Specialist
7 days ago
Marlborough, Wiltshire, United Kingdom Cameron James Full timeWe are seeking a highly skilled and motivated Paraplanner to join our team at Cameron James. As a key member of our Financial Planning department, you will play a vital role in providing exceptional support to our Financial Planners and clients.Key Responsibilities:Assist Financial Planners in the preparation of comprehensive Financial Planning Reports,...
-
Financial Services Administrator
6 days ago
Marlborough, Wiltshire, United Kingdom Reward Recruitment Full timeAbout the RoleWe are seeking a highly organized and detail-oriented Financial Services Administrator to join our team at Reward Recruitment. As a key member of our team, you will be responsible for providing administrative support to our financial services clients.Key ResponsibilitiesClient Correspondence: You will be responsible for drafting and sending...
-
Financial Services Administrator
4 days ago
Marlborough, Wiltshire, United Kingdom Reward Recruitment Full timeAbout the RoleWe are seeking a highly organized and detail-oriented Financial Services Administrator to join our team at Reward Recruitment. As a key member of our team, you will be responsible for providing administrative support to our financial services clients.Key ResponsibilitiesClient Correspondence: You will be responsible for drafting and sending...
-
Financial Services Coordinator
7 days ago
Marlborough, Wiltshire, United Kingdom Finlink Ltd Full timeJob SummaryWe are seeking a highly skilled and experienced Paraplanner to join our team at Finlink Ltd. As a Paraplanner, you will play a crucial role in supporting our financial planners and providing high-quality support to our clients.About the RoleAs a Paraplanner, you will be responsible for:Providing administrative support to our financial planners,...
-
Dental Support Professional
1 day ago
Marlborough, Wiltshire, United Kingdom Lumino the Dentists Full timeAbout the RoleLumino the Dentists is seeking a skilled and dedicated Dental Support Professional to join our team.As a key member of our clinical team, you will work closely with our experienced dentists and dental professionals to provide exceptional patient care and support.Responsibilities will include:Assisting clinicians during dental procedures, such...
-
Dental Support Professional
1 day ago
Marlborough, Wiltshire, United Kingdom Lumino the Dentists Full timeAbout the RoleLumino the Dentists is seeking a skilled and dedicated Dental Support Professional to join our team.As a key member of our clinical team, you will work closely with our experienced dentists and dental professionals to provide exceptional patient care and support.Responsibilities will include:Assisting clinicians during dental procedures, such...
-
Legal Support Professional
7 days ago
Marlborough, Wiltshire, United Kingdom Simpson Judge Ltd Full timeAbout Simpson Judge LtdSimpson Judge Ltd is a reputable and growing law firm with a strong reputation for providing exceptional professional services. We value our employees and strive to create a positive and inclusive work environment.Job SummaryWe are seeking a highly skilled and experienced Conveyancing Secretary and/or Assistant to join our team. The...
-
Financial Planning Support Specialist
7 days ago
Marlborough, Wiltshire, United Kingdom MI Search Ltd Full time**About the Role**MI Search Ltd is seeking an experienced paraplanner to join their team in a national IFA firm with offices across the UK. As a paraplanner, you will work closely with independent financial advisers to provide holistic financial planning solutions to high net worth clients.**Key Responsibilities**Preparing suitability reports and technical...
-
Financial Planning Coordinator
6 days ago
Marlborough, Wiltshire, United Kingdom MI Search Ltd Full timeJob Summary:MI Search Ltd is seeking a highly skilled Financial Planning Administrator to join their team in a busy financial services firm. As a key member of the team, you will be responsible for supporting financial advisers and paraplanners in preparing client packs and annual reviews, handling client queries and correspondence, liaising with product...
-
Accounts Professional
1 day ago
Marlborough, Wiltshire, United Kingdom Sarah Raven Full timeJob Summary:We are seeking a highly skilled and motivated Accounts Professional to join our Finance team at Sarah Raven. As an Accounts Assistant, you will play a key role in supporting the Accountant & Finance Director in all aspects of accounting within our SME environment.Key Responsibilities:Process and reconcile financial transactionsPrepare and manage...
-
Accounts Professional
1 day ago
Marlborough, Wiltshire, United Kingdom Sarah Raven Full timeJob Summary:We are seeking a highly skilled and motivated Accounts Professional to join our Finance team at Sarah Raven. As an Accounts Assistant, you will play a key role in supporting the Accountant & Finance Director in all aspects of accounting within our SME environment.Key Responsibilities:Process and reconcile financial transactionsPrepare and manage...
-
Senior Financial Accountant
4 weeks ago
Marlborough, Wiltshire, United Kingdom AB Recruitment Full timeJOB TYPE: Permanent, 37 hours a week, full-time AB Recruitment is a prominent independent firm of Chartered Accountants that prioritizes the professional growth of its employees. We provide extensive training and development opportunities, regular one-on-one meetings, and performance reviews to ensure ongoing support. Our workplace promotes hybrid and...
-
Structural Fabricator
5 days ago
Marlborough, Wiltshire, United Kingdom New Recruits Professional Services Ltd Full timeJob Summary:New Recruits Professional Services Ltd is seeking a skilled fabricator with TIG/MIG experience to join our client on a temporary to permanent contract.About the Role:This is an exciting opportunity for a fabricator to join our team and progress to a permanent position after 12 weeks. The ideal candidate will have experience working with TIG/MIG...
-
Structural Fabricator
7 days ago
Marlborough, Wiltshire, United Kingdom New Recruits Professional Services Ltd Full timeJob Summary:New Recruits Professional Services Ltd is seeking a skilled fabricator with TIG/MIG experience to join our client on a temporary to permanent contract.About the Role:This is an exciting opportunity for a fabricator to join our team and progress to a permanent position after 12 weeks. The ideal candidate will have experience working with TIG/MIG...
-
Fabrication Expert
7 days ago
Marlborough, Wiltshire, United Kingdom New Recruits Professional Services Ltd Full timeJob Summary:New Recruits Professional Services Ltd is seeking a skilled fabricator with TIG/MIG experience to join our client on a temporary to permanent contract.About the Role:This is an exciting opportunity for a fabricator to work with a reputable client and progress to a permanent position after 12 weeks. The ideal candidate will have experience working...
-
Fabrication Expert
5 days ago
Marlborough, Wiltshire, United Kingdom New Recruits Professional Services Ltd Full timeJob Summary:New Recruits Professional Services Ltd is seeking a skilled fabricator with TIG/MIG experience to join our client on a temporary to permanent contract.About the Role:This is an exciting opportunity for a fabricator to work with a reputable client and progress to a permanent position after 12 weeks. The ideal candidate will have experience working...
-
Trainee Paraplanner
5 days ago
Marlborough, Wiltshire, United Kingdom KFS Recruitment Full timeJob Summary:We are pleased to be working with a reputable IFA firm on their search for a Trainee Paraplanner to join their growing team.Role Overview:The Trainee Paraplanner will be responsible for providing administration services to both existing and potential new clients, ensuring that they receive the best possible service. The role will involve...