Financial Adviser jobs in Neston
View similar jobs with this employerParaplanner
NewCapio RecruitmentHybrid work in Box SN13 8AA- Comfortable dealing with clients, advisers and providers.
- Previous experience working within a Paraplanning role for a financial planning firm.
- CKB RecruitmentHybrid work in Cirencester
- First and foremost, you must be an experienced Underwriter, with previous experience of underwriting income protection risks (at least 2 years experience) and…
- Svensoni Paraplanning LtdSwindonTypically responds within 4 daysEmployerActive 6 days ago
- Experience of supporting advisers within the Quilter network, or other relevant paraplanning experience.
- Liaising with Compliance Teams, and completing any…
View similar jobs with this employerWealthtimeHybrid work in Bath- Previous telephony experience within the financial services industry.
- Demonstrate a strong and supportive customer centric culture, focused on the delivery of…
- Cranleigh PersonnelCorshamEmployerActive 7 days ago
- They also offer pay rises for each exam passed and full financial support with these too.
- Our client is a well established Wealth Management Practice, and is…
- Chase de VereBath·
- A recent graduate with a strong academic record (2:1) in any field, possessing excellent communication and interpersonal skills.
- A valid UK or Irish passport.
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- elipsLife AGBath·
- Recent graduate with a 2:1 degree in any field.
- Strong analytical and problem-solving abilities.
- 25 days annual leave (increases to 30 days with service) plus…
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- Andrews Property Group3.1KeynshamEmployerActive 6 days ago
- Ensure all customers are fully aware of the process they are entering into, including the costs and financial implication.
- Pension and Death in Service Benefit.
- The Private OfficeHybrid work in Bath BA1 1BT·
- Process and issue client invoices including adviser charging arrangements and liaise with the Finance team to chase overdue payments.
- Spicerhaart1.9Bristol BS8
- Company financial commitments to annual eye tests, and glasses, are subject to the terms stated in the company Eye Test Policy.
- Full, clean UK driving licence.
- L&C MortgagesBath·
- From ’ colleag nominations – recognising those who go aboveand beyond, in depth employee assistance and support programmes, comprehensive benefits hub via…
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View similar jobs with this employerOld MillHybrid work in ChippenhamTypically responds within 1 day·- To be successful in this role you should have experience of working in a practice environment with experience in preparing accounts and tax returns for sole…
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- Saltus - AbacusHybrid work in Bath BA1 2LLTypically responds within 5 daysEmployerActive 6 days ago·
- Building effective relationships with customers, advisers and paraplanners in your immediate POD.
- The successful candidate will be delivery orientated and a…
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- MGZSales LTDChippenham SN15 3ER·
- Vodafone UK are regulated by the Financial Conduct Authority and all offers of employment for this role are subject to background checks, including criminal …
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- OpenworkHybrid work in Swindon SN5 8UB·
- Bonus scheme - on target bonus - 7.5%.
- Pension scheme - contribute up to 5% of your salary and Openwork will match you and put in an extra 5%.
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Job Post Details
Paraplanner
Job details
Pay
- £35,000 - £42,000 a year
Job type
- Full-time
Shift and schedule
- Monday to Friday
Location
BenefitsPulled from the full job description
- Company pension
- Free parking
- On-site parking
- Work from home
Full job description
Job Title: Paraplanner
Location: Wiltshire
Salary: £35,000 - £42,000
The opportunity to join a Regional Independent Financial Advice firm dedicated to providing exceptional wealth management services to their clients. Their team of experienced professionals is committed to delivering tailored solutions and comprehensive support to help their clients achieve their financial goals.
They offer a fantastic working environment and culture, as well as a comprehensive benefits package and flexible working. Development and progression is something they love to push as a company, allowing you to develop your knowledge and progress through the company.
What they offer you:
· Hybrid working
· Additional company annual bonus
· Death in Service Benefit
· Free On-site Parking
· Full exam and study support
Responsibilities:
· Writing detailed suitability reports for a variety of cases
· Performing fund and product research
· Updating and using back-office systems and various research tools
· Working on complex pension cases, including Defined Benefit transfers.
Requirements:
· Previous experience working within a Paraplanning role for a financial planning firm
· Level 4 Diploma Qualified or equivalent (Chartered Desirable)
· Comfortable dealing with clients, advisers and providers
· Excellent skills in both written and verbal communication
· Willingness to develop and undertake industry relevant qualifications
· Excellent time management and organisational skills
· Proficient using back-office systems, provider platforms and other IT systems
To discuss this opportunity further, please contact one of our Financial Planning specialists at Capio Recruitment.
“INDSBWEA”
Job Type: Full-time
Pay: £35,000.00-£42,000.00 per year
Additional pay:
- Bonus scheme
- Yearly bonus
Benefits:
- Free parking
- On-site parking
- Work from home
Schedule:
- Monday to Friday
Work Location: Hybrid remote in The Coach House , Box House , Bath Road Box , Wiltshire SN13 8AA
Reference ID: PR/009375