Dynamite Recruitment are looking for a motivated and detail-oriented Paraplanner to join a growing financial planning team within an IFA. You will work closely with Financial Advisers to support the delivery of high-quality advice to clients by conducting research, analysing financial information, and preparing suitability reports.This is an excellent opportunity for a technically strong paraplanner who wants to play a key role in delivering exceptional financial planning support within a ...
My client is a Financial Advisory & Investment Management firm, providing high quality Financial Advice to both Individuals and Businesses.We are currently seeking a Trainee Paraplanner to join the Admninistrative teams, you will be responsible for assessing new business submitted based on information provided by the IFA's, recording new cases in the companies internal systems, liaising with the Financial Advisers to obtain information to enable case completion, producing suitability letters...
Sales Advisor An award-winning house builder have a requirement for a New Homes Sales Advisor for a development they have in Shrewsbury. The company are an established builder who operate across the North West delivering high quality new homes for first time buyers to luxury family executive homes.Sales Advisor roleAs a dedicated Sales Advisor you will deliver first class customer service to existing and prospective home owners.Reporting to the Sales Manager you will be focusing on securing ...
My client is a Financial Advisory, Asset Management & Stockbroking firm, providing high quality Financial Advice to both Individuals and Businesses.We are seeking someone to join the Paraplanning team as a Trainee, which you will be responsible for assessing new business submitted based on information provided by the IFA's, recording new cases in the companies internal systems, liaising with the Financial Advisers to obtain information to enable case completion, producing suitability ...
My client is a leading Financial Planning firm based in Central Leeds, providing Financial Planning services to both businesses and individuals throughout the UK, with regards to Pensions & Retirement Planning & Investments.We are urgently seeking a Financial Planning Assistant to join the growing team in the Central Leeds offices. The main purpose of the role is to provide first line administrative and technical support to the Financial Planning Consultants, and be the main point of ...
My client is a leading Investment Management & Financial Planning firm based in Central Leeds, managing clients money and providing sound financial Advice to both businesses and individuals covering Discretionary Investment Management & Financial Planning.We are urgently seeking a Junior Financial Adviser, ideally someone who has recently qualified or very nearly qualified with their Level 4 Diploma in Financial Advice / Planning and looking to take their first step into Advice.Specific ...
My client is a Chartered Independent Financial Advisory firm based in Chester, who have a passion for financial planning and provide expert, impartial financial advice for individuals, families and businesses. Focusing on personal goals, investment opportunities, planning and saving for retirement and improving tax efficiency.We are urgently seeking a Paraplanner to join the an existing team of qualified Paraplanners supporting 9 Financial Advisers. The idea candidate will be Level 4 Diploma ...
Fostering Team Manager - Good OfstedLocation: YorkshireSalary: up to £47,500 a yearNonStop Consulting is looking for a Fostring Team Manager who can join a well established Independent Fostering Agency with a Good Ofsted rating in the Yorkshire area. Key Respons Fostering Team manager will work closely with the Registered Fostering Manager and will oversee a small team of experienced Supervising Social Workers. The team has 3 Supervising Social Workers and an Admin Support Worker. They are a ...
Formed in the 1980’s to provide independent wealth management advice and a bespoke service for both individual and corporate clients around the world due to continued success in delivering bespoke Wealth Management solutions to their expanding client base, require an Experienced Paraplanner.You will provide full support to the Consultants ensuring that all the relevant information is obtained from clients and work with the Paraplanners to produce detailed suitability reports. You will make sure ...
The role of Private Banking Manager in the financial services industry involves managing a portfolio of high-net-worth clients, providing tailored banking and financial solutions to meet their needs. Based in Winchester, this permanent position focuses on delivering exceptional customer service while growing and maintaining strong client relationships.Client DetailsThis opportunity is with a well-established organisation within the financial services and banking industry. As a professional ...