Paraplanning Specialist
4 weeks ago
Mbf is seeking an experienced Paraplanner to provide technical support to our Chartered Financial Planners and Financial Planners.
The ideal candidate will have a strong background in regulated financial planning and be able to deliver comprehensive technical assistance.
Competitive PackageWe offer a highly competitive package, including:
- Basic salary up to £45,000 (dependent on experience)
- Discretionary bonus
- Pension scheme
- Private medical insurance (PMI)
- Generous holiday entitlement
- Group income protection
- Health cash plans
- Life cover
We offer a hybrid working model, with 2 days in the office and 3 days working from home, ensuring a great work-life balance.
-
Paraplanning Specialist
4 weeks ago
Bath, Bath and North East Somerset, United Kingdom Chase de Vere Full timeAs a key member of our team at Chase de Vere, you will be responsible for preparing recommendations and reviewing clients' finances on an annual basis. This involves assessing their exposure to risk and updating their financial strategy to reflect changing circumstances.To succeed in this role, you will require strong analytical skills, the ability to work...
-
Financial Planning Specialist
2 weeks ago
Bath, Bath and North East Somerset, United Kingdom Chase de Vere Full time**About the Role**We are seeking a highly skilled Paraplanning Professional to join our team at Chase de Vere. This role is critical in supporting our financial advisers and client support teams in delivering advice and providing ongoing services to new and existing clients.The successful candidate will have a strong background in financial planning, with...
-
Professional Paraplanning Specialist
3 weeks ago
Bath, Bath and North East Somerset, United Kingdom Artemis Recruitment Consultants Ltd Full timeAbout the Role:We are seeking a highly skilled Paraplanner to join our team at Artemis Recruitment Consultants Ltd.Salary: The estimated salary for this position is £45,000 - £55,000 per annum, depending on experience.Job Description:The successful candidate will provide technical support and guidance to our Financial Planners in formulating advice to...
-
Paraplanner
2 weeks ago
Bath, United Kingdom Recruit UK Full time**Job Title**: Paraplanner **Industry**: Financial Planning **Location**: Bath **Salary**: up to £40,000 **Ref No: 7321** Recruit UK are working with one of the UK’s leading FTSE Wealth Management firms who are looking for a Paraplanner to join their team in Bath. This company drawn on impressive history and have made a name for themselves with their...
-
Financial Adviser
2 weeks ago
Bath, United Kingdom Recruit UK Full time**Job Title**: Financial Adviser **Industry**: Financial Planning **Location**:Bath **Salary**: £35,000 - £50,000 **Job reference**:7311 Recruit UK are working on an excellent opportunity for a Financial Adviser in Bath to join an Independent Financial Planning firm. We are working with a firm that has achieved great growth since its opening 50 years...
-
Competence and Development Manager
2 weeks ago
Bath, United Kingdom tPS Recruitment Full timeThe Role Our client is seeking a Competence and Development Manager to be responsible for fulfilling the requirements of the company’s Training & Competency scheme, in order to ensure the initial and ongoing competence of financial advisers.Completion of T&C activity under SMCR is the responsibilityof the Competence and Development Manager. To assist in...