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mbf.
Cardiff
We are currently working with a national Wealth Management organisation to recruit an experienced Paraplanner. As a leading employer in the Financial Planning market, this company recognise the importance of offering flexibility to their staff and as such, they are happy to be able to offer experienced Paraplanners the opportunity to work from hom
Job Source: mbf.Recruit UK | Certified B Corp™
cardiff, wales, United Kingdom
Recruit UK are working on an exciting opportunity for an IFA Administrator to join an Independent Financial Planning firm in Cardiff. Our client is a long standing financial planning company, who specialise in tailor made adviser for clients across Wales and the South East. They have a dedicated team of Financial Advisers, Paraplanners and Adminis
Job Source: Recruit UK | Certified B Corp™Recruit UK | Certified B Corp™
Cardiff
Job Description Recruit UK are working on an exciting opportunity for an IFA Administrator to join an Independent Financial Planning firm in Cardiff. Our client is a long standing financial planning company, who specialise in tailor made adviser for clients across Wales and the South East. They have a dedicated team of Financial Advisers, Parapl
Job Source: Recruit UK | Certified B Corp™Recruit UK
Cardiff
Job Title: IFA Administrator Industry: Financial Planning Location: Cardiff Salary: £28,000 - £32,000 Job Reference: 9024 Job Description: Recruit UK are orking on an exciting opportunity for an IFA Administrator to join an Independent Financial Planning firm in Cardiff. Our client is a long standing financial planning company, who specialise
Job Source: Recruit UKAberdare
The preparation of meeting packs, illustrations, valuations and notes.
Processing fund switches, transfers, withdrawals, and money movements.
Acting as a point of contact for client enquiries, handling requests and providing information.
Liaising with third parties, processing new business, collating existing plan information, and requesting information.
Prepare annual reviews letters.
Maintain all client and company records, administration and documentation.
Keep up to date with financial products and legislation,
Comply with all company and industry guidelines, rules, and regulations.
Assist in budgeting and forecasting processes
New Directions Holdings Ltd is acting as an Employment Agency in relation to this vacancy.
Paraplanner jobs in Aberdare
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