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Paraplanner
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Ortus PSR Exeter, United Kingdom**Paraplanner** · **Location: Exeter** · **Salary: £30,000 - £40,000** · The opportunity for an experienced Paraplanner to join a fantastic Financial Services firm who focus on providing a high quality financial planning and investment management service. · **Responsibilities**: ...
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Junior Paraplanner or Paraplanner
1 week ago
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Remote Chartered Paraplanner
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Financial Services Administrator
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Financial Adviser
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Financial Services Administrator
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Ifa Administrator
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Ifa Administrator
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mbf. Exeter, United KingdomMbf recruitment are currently working with a well established, successful Financial Planning business who are looking to recruit an IFA Administrator to their team in Exeter. · The company pride themselves on the high-quality service that they deliver to their clients and as such ...
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Financial Advisor
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Ifa Administrator
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Reed Insurance Sherborne, United KingdomReed have been engaged to support a financial planning firm who are based in Sherborne. The Company pride themselves on building strong and lasting client partnerships and developing innovative solutions. They work primarily with high-net-worth individualsand business owners, at/ ...
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Financial Adviser
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Financial Services Administrator
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Trainee Financial Adviser
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Financial Services Administrator
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Ifa Client Executive
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Francis Clark LLP Exeter, United Kingdom**In a nutshell**: · Are you passionate about delivering outstanding client service via exceptional organisational and communication skills? · At Francis Clark Financial Planning (FCFP), we're seeking a confident individual to collaborate with Financial Planners, Paraplanners, an ...
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IFA Administrator
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CleverHR Weston-Super-Mare, Somerset, United KingdomSenior IFA Administrator, Weston-Super-Mare · Established for 3 decades, the company provide independent advice on pension and investment matters and is directly authorised by the FCA. Clients include private clients at retirement age, business owners, senior executives and fami ...
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Client Manager
3 days ago
Francis Clark LLP Exeter, Devon, United KingdomThis latest job opening is open to job seekers who have the latest education / graduate GCSE . Job Vacancies in this IFA field have been opened and published up to the specified time. At Francis Clark Financial Planning (FCFP), we're seeking a confident individual to collaborate ...
Paraplanner - Taunton, Somerset, United Kingdom - Cathedral Appointments | South West Recruitment
Description
Salary up to £45k DOE | Hybrid | Taunton Are you a meticulous planner with a passion for finance? Dive into a rewarding career as a ParaplannerOur client, one of the South West's leading Accountancy firms dedicated to empowering their clients to achieve their financial goals has an exciting opportunity for a Paraplanner to join their team.
Paraplanner responsibilities include:
Respond to Advisor queries promptlyConducting product/plan research to be able to produce draft suitability reports for Advisor approvalBuild on technical training to provide specific and accurate responses to queries raised by Advisors, colleagues or clientsMaintaining your technical knowledgeAssist with other duties as requiredParaplanner requirements include: CII Level 4 qualified or working towardsA high level of professionalism to deliver Advisor service excellenceAbility to multitask and meet deadlinesThe ability to communicate confidently, clearly, and effectively at all levelsExcellent attention to detail and a high degree of accuracyBenefits of Paraplanner include: Flexible and hybrid working22 days plus bank holidays increasing by one day per year to a maximum of 27 daysPaid study leave while working towards a relevant qualificationFree onsite parkingWPA Health InsuranceEmployer Pension ContributionsCorporate Gym Membership RatesCycle schemeDiscount with VodafoneDell Advantage ProgrammeClient Introducer BonusEmployee Referral BonusProfessional SubscriptionsInternal TrainingFree eye testsFlu Vaccination
Recruitment Consultant:
Jo Howell Ref: 10424Note on Sponsorship: We regret to inform you that at this time, we cannot offer sponsorship for work authorisation for this role.
Therefore, candidates must possess valid authorisation to work in the UK without requiring visa sponsorship.