2 jobs found

Technical Paraplanner Location: Trowbridge, Wiltshire Salary: £40,000 - £50,000 (depending on experience) plus discretionary quarterly bonuses Job Type: Permanent, Full-time (37.5 hours per week) or Part-time. Hybrid working model (part office, part home-based) My Client are a personalised Wealth Management company who specialise in giving expert financial planning advice to Dentists, Business Owners and Private Clients. They seek a dedicated, full time Technical Paraplanner to join their friendly, busy and vibrant team based in Wiltshire, with 50% office based and the rest home working Day-to-Day Duties Support consultants ahead of client meetings by preparing compliant, technical suitability reports and 'Financial Life Plan' reports. Conduct client annual reviews and carry out technical research and data analysis on behalf of clients. Accurately invest client money as per consultants' recommendations post-meetings. Liaise with clients post-meetings to...

Full job description Financial Services Administrator to a Director and Advisor of a bath based Independent Financial Advisors. Provide efficient administrative support to an Adviser Act as a first point of contact for client and provider queries Prepare suitability reports and client correspondence in line with company guidelines Organise new business and review packs for adviser meetings Process new business paperwork in a timely manner Obtain valuations, research and quotes on financial products such as protection, pensions and investments Process fund switches, payment requests and letter of authorities, chasing for updates or information back, if required Manage client data, ensuring the back office system (xplan) is up to date Keep on top of diary management to support the Advisers daily / weekly workflows Job Type: Full-time Pay: £28,000.00-£35,000.00 per year Additional pay: Loyalty bonus Benefits: Additional leave Bereavement leave...