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recruitment22
Bolton
Technical Support (Paraplanner) Vacancy. Bolton/Hybrid Working. Up to £35,000 An Independent Financial Advisers in Bolton is seeking additional 'Technical Support'. They don't need the finished article and they're not concerned if you have't got level 4 but the they do need someone with some Paraplanning experience, that's keen to be in a supporti
Job Source: recruitment22Agility
Bolton
Are you an experienced Insolvency Administrator looking for your next career move? Look no further! We're thrilled to be recruiting on behalf of our esteemed client for a talented individual to join their team in Bolton. About Our Client: Our client is a reputable firm specializing in insolvency services, renowned for their commitment to excellenc
Job Source: AgilityRedcurrant Jobs Ltd
Bolton
Spa Therapist - Bolton, Greater ManchesterWe are recruiting for a lovely 4* Spa in Greater Manchester/ Lancashire. This spa believes their attitude is just as important as the Spa, so they treat each member and every guest as individuals. They are passionate about personalising the service at every point, tailoring the consultations to ensuring th
Job Source: Redcurrant Jobs LtdClover HR Services Limited t/a Clover HR
Bolton
Our highly respected and expanding client, one of the UKs leading Personal Injury claims specialist, is looking for a Legal Administrator to join their busy team based in Bolton. Working within the accounts department and reporting to the Fee Earner the successful candidate will have a wide range of administrative responsibilities that must be car
Job Source: Clover HR Services Limited t/a Clover HREnterprise Mobility
Bolton
We’re Enterprise Mobility. A family-owned, world-class portfolio of brands that in the UK includes household names such as Enterprise Rent-A-Car. A Times Top 100 Graduate Employer, we’ve grown from a pioneering idea over 65-years ago, to the global mobility leader we are today. With a $35 billion turnover, nearly 90,000 team members and over 2.1 m
Job Source: Enterprise MobilityClover HR Services Limited t/a Clover HR
Bolton
Our highly respected and expanding client, one of the UKs leading Personal Injury claims specialist, is looking for a New Claims Handler to join their busy team based in Bolton at an exciting time for the business. This is a largely administrative role with very streamlined processes that requires no previous legal experience or qualification, full
Job Source: Clover HR Services Limited t/a Clover HROpus Recruitment Solutions Ltd
Bolton
Fullstack Developer / Bolton / HealthTech / Tech4Good / PHP / Laravel / Yii / Symfony / Zend / CodeIgniter / Vue.js / Vue/ React / AWS Are you looking to work with cutting edge technologies?Or are you looking to join a company that truly cares about its employees and have built an amazingly collaborative culture?I have just teamed up with a market
Job Source: Opus Recruitment Solutions LtdClover HR Services Limited t/a Clover HR
Bolton
Our industry leading client is offering and amazing opportunity for a talented, motivated and suitably experienced candidate to join their successful team as the Head of the Clinical Negligence department dealing with high end clinical negligence claims. The firm prides itself on the provision of an excellent service to all clients throughout the
Job Source: Clover HR Services Limited t/a Clover HRBolton
Paraplanner - Manchester
My client is a multiple award-winning Wealth Management firm, who are looking for an experienced Paraplanner to join their business. You will support the team of Independent Financial Advisers (IFAs), possessing extensive market knowledge in providing independent financial advice in relation to complex financial advice matters.
My clients’ independent financial advisers provide bespoke solutions on all aspects of financial planning for both private and corporate clients including but not limited to, investments, pensions, inheritance tax planning, personal and business protection, group pension schemes and mortgages.
An opportunity has arisen within my clients IFA team for a Paraplanner; the successful candidate will join a well-established and thriving team providing administrative and technical support to the Head of Department.
Duties will include:
Producing quality client friendly reports which outline recommendations and why they are suitable.
Building good relationships with key stakeholders.
Fund research.
Implement and manage service standards within the team so that the IFA’s can manage their client’s expectations.
Having a thorough understanding of the sales process, suitability letter requirements, internal pre-approval process and the regulatory requirements imposed by the FCA and SRA, and ensure these are reflected in your work.
Conducting research to facilitate advice opportunities.
Analysing complex financial information, undertaking calculations, and producing strategy reports.
Provide timely and useful MI to various areas of the business.
Meeting the regulator’s Fit & Proper requirements.
Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role.
Please note that our client is an equal opportunities Employer and adheres to all relevant legislation and offer services regardless of age, race, sex, disability or religious belief.
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Paraplanner - Bolton jobs in Bolton
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