5 Vacancies

Purpose: The role of the Paraplanner Team Lead is to oversee, co-ordinate, motivate and provide support and guidance to their team, whilst working closely with Managers and other Team Leaders to provide a co-ordinated paraplanning service to Advisers in the business. The Paraplanner Team Lead works together with the other Bath based Paraplanner Team Lead to ensure that workfl...

Purpose: The Financial Planning Administrator provides support to the Paraplanner and Advisers in a variety of tasks and, in turn, delivers a professional, compliant, effective telephone and administration-based service to our clients. It is the role of the Financial Planning Administrator to act as a liaison between the adviser, provider and clients ensuring that the advice ...

Purpose This is a full-time administrator role in a financial adviser practice in Church Crookham, near Fleet in Hampshire supporting 4 advisers. We are looking for a motivated, experienced financial services administrator to provide support in a variety of tasks to the office. Responsibilities Obtaining accurate policy information and preparation of data for cl...

Purpose To support 4 financial advisers in providing financial advice and services to clients. The paraplanner plays a critical role in assisting with research, analysis as well as ensuring compliance with industry regulations . Report Preparation : Prepare detailed reports, including financial analysis, tax calculations, risk assessments, and recommend...

Lync Account Manager Role Overview The Lync Account Manager (AM) will report into the Business Development Manager and will be responsible for strengthening relationships with advisers, driving growth by generating new adviser opportunities and supporting advisers in building their client base. The role focuses on promoting financial planning and advice services, ensuring align...