- Prepare draft suitability letters and supporting documentation
- Maintain accurate and up-to-date client records on back-office systems
- Ensure all client service tasks and reminders are correctly logged and followed up
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We are Succession Wealth, from start-up in 2009, we are now one of the leading independent financial planning and wealth management business' in the UK and part of the Aviva Group. · We have over 800 employees and 200 Wealth Advisors providing wealth management and financial plan ...
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body{font-family:Calibri;}h1,h2,h3{color:#007bff;}Paraplanner · We are seeking an experienced Paraplanner to join our team, working closely with financial advisers and client support teams to deliver advice and provide ongoing services to new and existing clients. · Supported by ...
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Paraplanner (Progression to Financial Advisor) - Weston-Super-Mare - Ernest Gordon Recruitment
Description
Paraplanner (Progression to Financial Advisor)
A collaborative wealth management firm is seeking a skilled Paraplanner looking to progress within 3 years. The role offers funded qualifications, increasing pension with service and the opportunity for career development.
The successful candidate will have experience working in a financial administrator or paraplanner role within financial services using Intelliflo, Timeline, CRM systems and Microsoft Office. They must be comfortable managing back-office systems and documentation, commutable to Weston-Super-Mare.
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Paraplanner
Only for registered members Cardiff
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Paraplanner
Only for registered members Cardiff
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Paraplanner
Only for registered members Cardiff
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Paraplanner
Only for registered members Bath
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Paraplanner
Only for registered members Bristol
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Paraplanner
Only for registered members Taunton
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Paraplanner
Only for registered members Bath
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Paraplanner
Only for registered members Bath
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Paraplanner
Only for registered members Cardiff
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Paraplanner
Only for registered members Taunton
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Paraplanner
Only for registered members Taunton
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Paraplanner
Only for registered members Cardiff
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Paraplanner
Only for registered members Bath
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Paraplanner
Only for registered members City Of Bristol, England
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Paraplanner
Only for registered members Bath
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Paraplanner
Only for registered members Bath
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Paraplanner
CHASE DE VERE INDEPENDENT FINANCIAL ADVISERS LIMITED- Bath
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Paraplanner
Only for registered members Bristol
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Paraplanner
Only for registered members Cardiff
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Paraplanner
Only for registered members Bath, England