Financial Planning Assistant
17 hours ago
We are seeking a skilled Paraplanner to join our team at Reward Recruitment. As a Paraplanner, you will play a crucial role in supporting our Planners in delivering exceptional client service.
Key Responsibilities:- Assist Planners in creating comprehensive Financial Planning Reports for clients.
- Conduct research on financial products to identify suitable solutions for clients.
- Support with reviews and customer requests, acting as a primary point of contact for clients.
- Coordinate the submission of plans to provider companies.
- Maintain accurate and compliant client records on our software.
- Prepare client review packs and illustration requests.
- Stay up-to-date with financial products and legislation to ensure compliance.
- A competitive salary (up to £40,000 per annum) dependent on experience and qualifications.
- Benefits including 25 days holiday (rising with length of service), Birthday Leave, Holiday Purchase Scheme, Life Assurance, Pension, Corporate Eyecare, and Extras Discount shopping discounts.
If you are a motivated and detail-oriented individual with a passion for financial services, we encourage you to apply for this exciting opportunity.
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Financial Planning Assistant
3 days ago
Marlborough, Wiltshire, United Kingdom Reward Recruitment Full timeParaplanner Career Development OpportunityWe are seeking a skilled and motivated Paraplanner to join our team at Reward Recruitment. As a Paraplanner, you will play a key role in supporting our Planners in delivering exceptional client service.Key Responsibilities:Conduct research on financial products and assist in finding solutions for clients.Support...
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Financial Planning Assistant
3 days ago
Marlborough, Wiltshire, United Kingdom Reward Recruitment Full timeParaplanner Career Development OpportunityWe are seeking a skilled and motivated Paraplanner to join our team at Reward Recruitment. As a Paraplanner, you will play a key role in supporting our Planners in delivering exceptional client service.Key Responsibilities:Conduct research on financial products and assist in finding solutions for clients.Support...
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Financial Planning Assistant
3 days ago
Marlborough, Wiltshire, United Kingdom Reward Recruitment Full timeParaplanner Career Development OpportunityWe are seeking a skilled and motivated Paraplanner to join our team at Reward Recruitment. As a Paraplanner, you will play a key role in supporting our Planners in delivering exceptional client service.Key Responsibilities:Conduct research on financial products and assist in finding solutions for clients.Support...
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Financial Planning Assistant
3 days ago
Marlborough, Wiltshire, United Kingdom Reward Recruitment Full timeParaplanner Career Development OpportunityWe are seeking a skilled and motivated Paraplanner to join our team at Reward Recruitment. As a Paraplanner, you will play a key role in supporting our Planners in delivering exceptional client service.Key Responsibilities:Conduct research on financial products and assist in finding solutions for clients.Support...
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Financial Planning Assistant
2 weeks ago
Marlborough, Wiltshire, United Kingdom Reward Recruitment Full timeJob Summary:We are seeking a highly skilled and motivated Paraplanner to join our team at Reward Recruitment. As a Paraplanner, you will play a crucial role in supporting our Planners in delivering exceptional client service.Key Responsibilities:Financial Planning Reports: Assist in the preparation of comprehensive financial planning reports that our...
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Financial Planning Assistant
2 weeks ago
Marlborough, Wiltshire, United Kingdom Reward Recruitment Full timeJob Summary:We are seeking a highly skilled and motivated Paraplanner to join our team at Reward Recruitment. As a Paraplanner, you will play a crucial role in supporting our Planners in delivering exceptional client service.Key Responsibilities:Financial Planning Reports: Assist in the preparation of comprehensive financial planning reports that our...
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Financial Planning Assistant
7 days ago
Marlborough, Wiltshire, United Kingdom Reward Recruitment Full timeParaplanner Career Development OpportunityWe are seeking a skilled and motivated Paraplanner to join our team at Reward Recruitment. As a Paraplanner, you will play a key role in supporting our Planners in delivering exceptional client service.Key Responsibilities:Conduct research on financial products and assist in finding solutions for clients.Support...
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Financial Planning Assistant
7 days ago
Marlborough, Wiltshire, United Kingdom Reward Recruitment Full timeParaplanner Career Development OpportunityWe are seeking a skilled and motivated Paraplanner to join our team at Reward Recruitment. As a Paraplanner, you will play a key role in supporting our Planners in delivering exceptional client service.Key Responsibilities:Conduct research on financial products and assist in finding solutions for clients.Support...
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Financial Planning Assistant
1 week ago
Marlborough, Wiltshire, United Kingdom Reward Recruitment Full timeJob Summary:We are seeking a highly motivated and detail-oriented Paraplanner to join our team at Reward Recruitment. As a Paraplanner, you will play a crucial role in supporting our Wealth Management team in delivering exceptional client service.Key Responsibilities:Financial Planning Reports: Assist in the preparation of comprehensive financial planning...
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Financial Planning Assistant
1 week ago
Marlborough, Wiltshire, United Kingdom Reward Recruitment Full timeJob Summary:We are seeking a highly motivated and detail-oriented Paraplanner to join our team at Reward Recruitment. As a Paraplanner, you will play a crucial role in supporting our Wealth Management team in delivering exceptional client service.Key Responsibilities:Financial Planning Reports: Assist in the preparation of comprehensive financial planning...
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Financial Planning Assistant
2 weeks 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 in providing high-quality advice to our clients.About the RoleAs a Paraplanner, you will be responsible for providing administrative support to our financial planners,...
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Financial Planning Assistant
5 days ago
Marlborough, Wiltshire, United Kingdom Finlink Ltd Full timeAbout the RoleWe are seeking a highly skilled 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.Key ResponsibilitiesProvide administrative support to our financial planners, including report writing and researchConduct in-depth...
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Financial Planning Assistant
5 days ago
Marlborough, Wiltshire, United Kingdom Finlink Ltd Full timeAbout the RoleWe are seeking a highly skilled 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.Key ResponsibilitiesProvide administrative support to our financial planners, including report writing and researchConduct in-depth...
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Financial Planning Coordinator
19 hours ago
Marlborough, Wiltshire, United Kingdom MI Search Ltd Full timeFinancial Planning Administrator RoleThis national IFA firm is currently seeking a skilled financial planning administrator to join their team in Marlborough.As a key member of the team, you will provide administrative support to financial advisers and paraplanners, preparing client packs and annual reviews, handling client queries and correspondence,...
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Financial Planning Coordinator
17 hours ago
Marlborough, Wiltshire, United Kingdom MI Search Ltd Full timeFinancial Planning Administrator RoleThis national IFA firm is currently seeking a skilled financial planning administrator to join their team in Marlborough.As a key member of the team, you will provide administrative support to financial advisers and paraplanners, preparing client packs and annual reviews, handling client queries and correspondence,...
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Financial Planning Coordinator
5 days ago
Marlborough, Wiltshire, United Kingdom MI Search Ltd Full timeMI Search Ltd is seeking a skilled Financial Planning Administrator to join their team in Marlborough. As a key member of the team, you will provide administrative support to financial advisers and paraplanners, preparing client packs and annual reviews, handling client queries and correspondence, and liaising with product providers. Your responsibilities...
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Financial Planning Coordinator
5 days ago
Marlborough, Wiltshire, United Kingdom MI Search Ltd Full timeMI Search Ltd is seeking a skilled Financial Planning Administrator to join their team in Marlborough. As a key member of the team, you will provide administrative support to financial advisers and paraplanners, preparing client packs and annual reviews, handling client queries and correspondence, and liaising with product providers. Your responsibilities...
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Financial Administrator
2 weeks 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...
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Financial Administrator
2 weeks 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...
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Financial Planning Coordinator
2 weeks 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...