Financial Services Paraplanning Expert

Austin Fraser is a renowned recruitment agency in the Financial Services sector. We are currently seeking an experienced Paraplanner to join our team. The ideal candidate will have 2-3 years of experience working within an IFA firm and hold a Diploma in Financial Services.Job DescriptionThe successful Paraplanner will be responsible for:Diploma qualification...

**Fantastic opportunity for both Employed and Self Employed Advisers** Want to join a company who is taking positive action to embrace Consumer Duty and passionate about putting the client at the heart of everything we do? Then join Eight Wealth Management, a Principal Partner Practice of SJP. We currently have a fantastic opportunity for both employed...

**Career** If you are looking for a role where in 2 years time you could move to paraplanning or into management then this is for you. We're a growing wealth management firm that believes in building the best client service in the business. For self-motivated people, show us what you can do and we like to open opportunities to support your growth. Equally,...

Pareto Law is seeking a highly motivated Junior Account Manager to join our Financial Services team. In this role, you will be responsible for managing client relationships, identifying sales opportunities, and delivering exceptional customer service.About the CompanyPareto Law is a renowned, established name in the industry, empowering finance professionals...

We are seeking a Customer Service Expert to join our team at Paradigm Housing Group. This is an exciting opportunity for an adaptable and motivated individual who is passionate about providing excellent customer service.About the RoleThe successful candidate will have a strong track record of delivering high-quality customer experiences, with a focus on...

Job SummaryWe are seeking an experienced Progeny Financial Services Assistant to join our team, providing essential support to our financial planners and paraplanners.With a competitive salary of £26,000 - £32,000 per annum, this role offers a unique chance to develop your skills and expertise in a rapidly growing industry.About the RoleAs a key member of...

Job OverviewWe are recruiting for a Senior IFA Administrator to join our team in Marlow. This role involves supporting the Central Administration Team in ensuring the efficient and effective use of our back-office system, Intelligent Office (IO). The successful candidate will have a strong understanding of IO and be able to support the team in project work...

Client Care Associate RoleWe are looking for a highly skilled and motivated individual to join our team as a Client Care Associate - Financial Services, supporting our financial planners and paraplanners in delivering exceptional client outcomes.With a competitive salary of £27,000 - £35,000 per annum, this role offers a unique chance to develop your...

Job Summary:We are looking for an experienced Administrator to join our team at Blakemore Recruitment. As a key member of our Central Administration Team, you will play a crucial role in ensuring the efficient and effective use of Intelligent Office (IO).Main Responsibilities:- Managing the day-to-day activities of the Central Administration Team- Ensuring...

Senior Accountant Job VacancyWe are delighted to be representing a thriving and well-regarded firm of accountants in their search for an ACCA/ACA qualified or nearly qualified accountant to take up the position of Senior Accountant.This role is ideal for a professional looking for a real opportunity to embark upon a professional pathway of progression,...

Do you have what it takes to become a Retail Experience Expert at Wolverine Worldwide, Inc.? We're seeking a highly motivated individual to join our team in a dynamic retail environment.About the RoleAs a Retail Experience Expert, you'll be responsible for creating amazing customer experiences, achieving sales goals, and following operational standards. If...

Company Overview:Atomos is a small, dynamic IFA firm based in Marlow. We pride ourselves on providing comprehensive financial planning and advice to our clients, who include professionals, entrepreneurs, and retirees.About the Role:We are seeking an experienced Financial Planning Assistant to join our team. The successful candidate will work closely with our...

Job Description We’re currently working with an award winning Wealth Management business, to recruit for a Financial Planning Administrator based in Marlow, offering a base salary of up to £30,000 (potentially higher for exceptional candidates). The Role As a Financial Planning Support team member, you will play a critical role in providing...

Job Description:We are seeking a highly skilled and motivated Financial Planning Administrator to join our team at Progeny. As a key member of our team, you will play a vital role in supporting our financial planners and paraplanners to deliver exceptional client outcomes.About the Role:You will work collaboratively with our financial planning teams to...

About Paradigm Housing GroupAt Paradigm Housing Group, we prioritize our customers in everything we do. We are seeking motivated and enthusiastic individuals to join our Customer and Neighbourhood Team on a permanent basis.**Job Overview**We're looking for adaptable customer service professionals who are passionate about providing excellent service.

About the RoleH&W Taplow is proud to be part of the Hall & Woodhouse family, renowned for their exceptional service and commitment to excellence. We are now boosting our team with both permanent and seasonal contracts, offering full and part-time hours available for an immediate start.Key ResponsibilitiesPresentation and communication: confidently represent...

Paraplanner Vacancy in Financial ServicesWe are looking for a qualified Paraplanner to join Austin Fraser's team in Marlow, working on projects within the Financial Services sector.To succeed in this role, you will need:A Diploma in Financial Services qualificationAt least 2-3 years of experience as a Junior Paraplanner within an IFA firm, with a strong...

A great opportunity has arisen within an established client based in Marlow for an experienced service charge/rent accountant.The main duties of this role will include service charge accounting and rent processing.ResponsibilitiesRent processingChasing rent arrearsClient account reconciliationsSetting up new client recordsProducing service charge...

DescriptionAs a Financial Planning Administrator, internally known as Client Executive, you will work collaboratively with Financial Planners and Paraplanners to support a wide variety of tasks to elevate the overall client outcome. With excellent interpersonal and client care skills, you will build and maintain relationships across the business and always...

A Service Executive is required to join our client, a leading organisation in Marlow, known for its prominent brands.This is an exceptional chance to work in a dynamic environment, enjoying 9am - 5pm working hours, Monday to Friday, with additional perks.The ideal candidate will be enthusiastic, customer-oriented, and experienced in customer services or a...