Paraplanner: Wealth
2 days ago
A financial services recruitment agency is looking for a Paraplanner to support their team in Bournemouth. The ideal candidate will have experience in compliance and administration, as well as cashflow modelling. This role involves producing client documentation, attending meetings, and ensuring continuous professional development. Competitive benefits and opportunities for development are part of the offer.
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Paraplanner
5 days ago
Bournemouth, United Kingdom Skybound Wealth UK Full timeJoin to apply for the Paraplanner role at Skybound Wealth UKGet AI-powered advice on this job and more exclusive features. Direct message the job poster from Skybound Wealth UK.OverviewSkybound Wealth Management is a global financial advisory company with employees across the UK, USA, Cyprus, Switzerland, UAE and Malaysia. We provide tailored financial...
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Paraplanner
2 weeks ago
Bournemouth, Bournemouth, United Kingdom Eden Rose Full time £40,000 per year*Paraplanner – Bournemouth (Hybrid Available)Salary:*Up to £40,000 + benefitsWe're working with a well-established financial planning firm in Bournemouth who are looking for an experienced Paraplanner to join their growing team.You'll be supporting a mix of employed and self-employed advisers, focusing on more complex cases including pension transfers and...
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Paraplanner - Flexible Working
5 days ago
Bournemouth, United Kingdom mbf. Full time**Paraplanner - Top National Financial Planners - Bournemouth & Flexible Working** **Basic salary to £45,000 + 10% bonus and excellent company benefits** We are currently working with a National Wealth Management organisation to recruit an experienced Paraplanner. The role will be working for their Bournemouth office but will include flexible working. As...
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Paraplanner – Hybrid Working
2 weeks ago
Bournemouth, United Kingdom mbf Full time1 week ago Be among the first 25 applicants This range is provided by mbf. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Director/Senior Recruitment Consultant - Financial Services - South West & Wales An award-winning, nationally recognised wealth management firm with offices across the UK is seeking...
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Paraplanner – Hybrid Working
2 weeks ago
Bournemouth, United Kingdom mbf. Full timeAn award-winning, nationally recognised wealth management firm with offices across the UK is seeking an ambitious Paraplanner to join its well-established team in Bournemouth. This is an exciting opportunity to become part of a company that truly invests in its people - offering exceptional training, full study support and clear long-term career progression....
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Administrator
1 week ago
Bournemouth, United Kingdom Investec Full time**Role: Wealth Administrator, Bournemouth** **What is the purpose of the role?** An exciting opportunity for an administrator to join the Bournemouth office, working within a team who provide holistic Wealth Advisory Service in relation to retirement planning, estate planning, investments, and protection. Typically, our clients are HNW individuals with...
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Compliance Monitoring Officer
1 week ago
Bournemouth, United Kingdom mbf. Full time**Compliance Monitoring Officer - Advice Quality - 100% flexible - Home Based working available if desired - to £45,000 plus Benefits** Our client a National Wealth & Investment Management Organisation, are currently looking to hire an Advice Quality Officer to their busy team. The role: - The purpose of the Advice Quality Officer is to conduct...
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Client Support
5 days ago
Bournemouth, United Kingdom Mercer Full time**Client Support - Financial Planning - Mercer - London or Bournemouth** **Please note, we are open to a hybrid working pattern with a combination of working from home, plus a number of days in the office.** - We have a fantastic opportunity for an administrator, experienced in working for an Independent Financial Advisor, to join the team at Mercer Private...
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Ifa Administrator
7 days ago
Bournemouth, United Kingdom mbf. Full timeWe are currently working with a National Wealth Management organisation to recruit an experienced Financial Planning Administrator to join their Bournemouth office. Our client is offering a hybrid working model with 3 in the office and 2 from home. Our client is a highly reputable Financial Planning organisation with offices across the UK. Their current...