Wealth Management Paraplanner
2 weeks ago
At Recruit Wealth Ltd, we are looking for a highly motivated and skilled Wealth Management Paraplanner to join our team. As a Wealth Management Paraplanner, you will play a crucial role in supporting our financial planners to deliver exceptional service to our clients.
Your primary responsibilities will include writing financial planning reports, researching products, and maintaining accurate client records. To be successful in this role, you will need to have experience in a financial advice firm, possess strong report-writing skills, and be proficient in using IO/Intelligent Office. You should also have a diploma qualification or relevant experience and skills. Additionally, you will need to be able to produce business correspondence with high accuracy and have confidence in using IT and office software packages such as Word, Excel, and PowerPoint.
This is an excellent opportunity to work with a leading financial services company and earn a competitive salary of £35,000 per annum, plus quarterly paraplanning bonuses, 25 days holiday plus bank holidays, and a range of other benefits including study support for professional industry exams, Adviser Academy opportunities, and progression within the company.
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Paraplanner
3 weeks ago
Laughton en le Morthen, United Kingdom Recruit Wealth Ltd Full timeRecruit Wealth are delighted to be representing one of the fastest growing, largest, national Financial Planning businesses in the UK, who are private equity backed for further growth and acquisition. Our client provides a truly holistic service across financial planning, wealth management, investment management and professional services. This newly...
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Paraplanner
2 months ago
Laughton en le Morthen, United Kingdom CV-Library Full timeRecruit Wealth are delighted to be representing one of the fastest growing, largest, national Financial Planning businesses in the UK, who are private equity backed for further growth and acquisition. Our client provides a truly holistic service across financial planning, wealth management, investment management and professional services. This newly...
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Complaint Handler
2 days ago
Laughton en le Morthen, United Kingdom Dynamite Recruitment Full timeComplaint Handler Dinnington £26,000 Full Time Permanent Monday to Friday Dynamite Recruitment are working with a national business that specialise within fire protection. This client has a range of clients from small independent businesses to large corporate companies. They are seeking someone with a wealth of customer service experience who...
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Complaint Handler
2 weeks ago
Laughton en le Morthen, United Kingdom CV-Library Full timeComplaint Handler Dinnington £26,000 Full Time Permanent Monday to Friday Dynamite Recruitment are working with a national business that specialise within fire protection. This client has a range of clients from small independent businesses to large corporate companies. They are seeking someone with a wealth of customer...
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Senior Administrator
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Compliance & Operations Controller
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Personal Tax Senior
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Care Assistant
7 months ago
Poulton le Fylde, United Kingdom McCarthy Stone Full timeMcCarthy Stone are looking for a professional Care Assistant to join their team at their stunning development, Crocus Court in Poulton le fylde. Nestled in the market town of Poulton-Le-Fylde, Crocus Court is a Retirement Living PLUS. This development features intelligently designed one and two bedroom apartments and homeowners benefit from an estates...
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Compass Uk
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Sous Chef
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Complex Support Practitioner
6 months ago
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Compass Uk
2 weeks ago
Norton-Le-Moors, United Kingdom Compass Uk & Ireland Full timeSous Chef Check all associated application documentation thoroughly before clicking on the apply button at the bottom of this description.£40,000 per annum Medicash - Healthcare benefits, including dental, optical and therapy treatments (includes up to 4 dependent children) Aviva Digicare - Free annual healthcare check Exclusive Benefits & Wellbeing site...
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Children's Occupational Therapist
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