Junior Financial Planner
3 weeks ago
We are seeking a highly skilled Financial Planning Administrator/Paraplanner to join our team at a leading financial planning firm. As a key member of our administration and paraplanning team, you will play a critical role in delivering exceptional client service and supporting our financial advisers in their day-to-day activities.
The successful candidate will have a deep understanding of financial planning principles and practices, as well as excellent communication and interpersonal skills. They will also be proficient in the use of Intelliflo Office and other relevant software systems.
Key Responsibilities- Servicing existing clients and assisting with the preparation of financial plans and reports
- Maintaining accurate and up-to-date client records on Intelliflo Office
- Responding to client enquiries and resolving issues in a professional manner
- Requesting plan information from product providers and sending off letters of authority
We offer a competitive salary of £40,000 - £50,000 per annum, depending on experience, and a range of benefits, including access to ongoing training and development opportunities. The role offers hybrid Work From Home options, allowing you to balance your work and personal life effectively.
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Junior Paraplanner
2 weeks ago
Bangor, Gwynedd, United Kingdom MLR Careers Full timeAre you an enthusiastic and dedicated Junior Paraplanner looking to launch your career in financial services? We are recruiting an experienced Paraplanning and Administration Professional to support our client's team in delivering exceptional results for clients.About the RoleThis is a fantastic opportunity to develop your skills in paraplanning while...
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Junior Financial Adviser
3 weeks ago
Bangor, Gwynedd, United Kingdom MLR Careers Full timeJob Description:We are seeking a highly skilled Junior Financial Adviser to join our team. As a junior member of the team, you will be responsible for supporting senior members of staff with administrative and paraplanning tasks, including preparing suitability reports, maintaining client records, and responding to client queries.With a strong focus on...
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Financial Planning Administrator
2 weeks ago
Bangor, Gwynedd, United Kingdom MLR Careers Full timeMLR Careers is a leading recruitment agency specialising in financial services. We are currently seeking an experienced Financial Planning Administrator to join our client's team. As a paraplanning and administration professional, you will play a crucial role in supporting the financial planning process.About the RoleThis is an excellent opportunity for a...
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Financial Planning Administrator
3 weeks ago
Bangor, Gwynedd, United Kingdom MLR Careers Full timeCompany OverviewEstablished in 2018, MLR Careers is a multiple award-winning financial planning firm with over £6.5 billion of assets under management. The company offers bespoke financial planning advice in areas including investment, Inheritance Tax, retirement planning, tax planning, and employee benefits.The RoleThis role may suit a junior Paraplanner...
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Financial Planning Professional
3 weeks ago
Bangor, Gwynedd, United Kingdom MLR Careers Full timeRole OverviewWe are seeking a skilled Paraplanning and Administration professional to join our team. This is an exciting opportunity for a junior Paraplanner or Financial Planning Administrator looking to develop their career in paraplanning.The successful candidate will be responsible for processing new business applications, maintaining client records on...
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Financial Planning Professional
3 weeks ago
Bangor, Gwynedd, United Kingdom MLR Careers Full timeJob Title: ParaplannerAs a professional in the financial planning industry, you will have the opportunity to work with a multiple award-winning firm, managing assets worth over £6.5 billion. Your role will involve a combination of administrative and paraplanning duties, offering hybrid Work From Home options.The successful candidate will possess relevant...
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Administrative Support for Financial Advisory
3 weeks ago
Bangor, Gwynedd, United Kingdom MLR Careers Full timeAbout the CompanyMLR Careers is a reputable financial planning firm that provides bespoke financial planning advice. With over £6.5 billion of assets under management, our company has established itself as a leader in the industry. We offer a supportive work environment and opportunities for career growth.Job SummaryWe are seeking an experienced...
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Financial Planning Administrator
3 weeks ago
Bangor, Gwynedd, United Kingdom MLR Careers Full timeAbout the RoleWe are seeking an experienced Financial Planning Administrator/Paraplanner to join our team at a multiple award-winning financial planning firm. As a key member of our administration and paraplanning team, you will play a vital role in providing bespoke financial planning advice to clients.The successful candidate will have relevant experience...
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Paraplanning and Administration Professional
2 weeks ago
Bangor, Gwynedd, United Kingdom MLR Careers Full timeWe are seeking an ambitious and organised Paraplanning and Administration Professional to join our client's dynamic team. As a key member of the financial planning department, you will contribute to delivering exceptional results for clients.About the ClientThe client is a multiple award-winning financial planning firm, managing over £6.5 billion in assets....
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Paraplanning Professional
3 weeks ago
Bangor, Gwynedd, United Kingdom MLR Careers Full timeJob DescriptionThis is an exciting opportunity for a Financial Planning Administrator/Paraplanner to join a reputable financial planning firm. As a key member of our team, you will be responsible for providing administrative support to our financial advisers and assisting with the preparation of financial plans and reports.The ideal candidate will have a...
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Paraplanning Expert
2 weeks ago
Bangor, Gwynedd, United Kingdom MLR Careers Full timeAbout the CompanyWe are a multiple award-winning financial planning firm with a proven track record of delivering exceptional results. Our team of experts provides bespoke financial planning advice to individuals and businesses across various areas, including investment, Inheritance Tax, and retirement planning.Job DescriptionThis role is ideal for a...
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Senior Nursing Position in Bangor
3 weeks ago
Bangor, Gwynedd, United Kingdom Black Fox Solutions Full time**Job Overview:**We are currently recruiting for a senior nursing position in Bangor, offering a competitive salary and excellent benefits package.The ideal candidate will have 6+ months of nursing experience and a valid NMC Pin. They will be responsible for providing high-quality care to our residents, working closely with a highly motivated team to deliver...
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Project Finance Support Officer
7 months ago
Bangor, United Kingdom Centre for Ecology & Hydrology Full timeSalary - £29,733 - £31,553 Hybrid working (50/50) Ideally based at Bangor however other sites include Oxfordshire, Lancaster and Edinburgh Fixed Term 12m short-term appointment UKCEH is looking for an experienced Project Finance Support Officer to join our 600-strong team, contributing to scientific discovery and generating the data, insights and...
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Acute Care Consultant in Psychiatry
7 days ago
Bangor, United Kingdom Betsi Cadwaladr University Health Board Full timeThe contract of employment will be held with Betsi Cadwaladr University Health Board. The post is full time, comprising of 10 x sessions, 7 of which are DCC, 3 of which are SPA. Consideration will be given to applicants who wish to work part time or to job share. 1 of SPA sessions can be taken from home. The post holder will have direct clinical...
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Consultant in Acute Care Psychiatry
5 days ago
Bangor, United Kingdom Betsi Cadwaladr University Health Board Full timeThe Acute Care Service is currently being developed and includes Psychiatric Intensive Care Unit (PICU), one male and one female inpatient unit and Home Treatment Teams (HTT) for Gwynedd and Anglesey. Acute services are currently clinically led by one Responsible Clinician for each of the two acute inpatient units plus one Responsible Clinician covering PICU...