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                      Trainee paraplanner trainee adviser jobs

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                      Career Choices Dewis Gyrfa Ltd (CCDG) is a wholly owned subsidiary of the Welsh Government. We deliver a remit set by Welsh Ministers and provide the all-age, independent, impartial and bilingual Careers Information, Advice and Guidance (CIAG) service in Wales. Our vision is for all young people to move smoothly and successfully into employment and for adults to be inspired to take control of thei...
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                      Our client is an established and rapidly expanding wealth management firm in Leeds (LS15 area) and are looking to take on additional paraplanner. You will work with a number of advisors preparing compliance paperwork, conducting the research, analysing the results and writing the suitability letter. You will also have a good understanding of the financial planning process and keep up to date with ...
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                      POST MY JOB LTD - Aylesford, South East/Southern(5 days ago)
                      Trainee Marketing Assistant The company is a leading manufacturer of plastic piping systems for the residential, commercial, civils and infrastructure sectors. Our Aylesford, Kent site is currently looking for a Trainee Marketing Assistant to join their team. The working hours for the role is Monday - Friday - 37.5 hours per week. The Trainee Marketing Assistant will work closely with the Marketin...
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                      We are seeking a Senior Paraplanner for a fantastic IFA Practice about 10 miles outside of High Wycombe. The Company Our client are a progressive firm of Independent Financial Advisers which has established successful business relationships with firms of Accountants and Solicitors. Offering clients strategic financial planning on Investment, Pension, Insurance and IHT, you will be located within a...
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                      Working on behalf of a highly successful national IFA firm who provide holistic financial advice to personal clients and businesses, we are seeking an experienced Paraplanner to join their head office in Reading. Working as Paraplanner, you will be responsible for providing paraplanning support, ensuring the highest possible standard of client service delivery that is consistent, compliant and pro...
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                      Paraplanner Thornbury, near Bristol £35k to £40k + potential bonus Excellent opportunity for career minded Paraplanner with a successful & professional Chartered financial planning firm in Thornbury The Role As a Paraplanner you will work alongside the advisory team which includes the two directors. The role will incorporate traditional paraplanning work as well as being actively involved in clien...
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                      Huntswood - Cardiff, Wales (5 days ago)
                      We are looking for a Paraplanner in Cardiff to work alongside an experienced Adviser, for a well established and respected wealth management business. Responsibilities: Research of products and funds; work with third party for products and fund choices to assist the adviser when making recommendations Suitability report writing; ensuring the accuracy of the included information and that these repo...
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                      Clark James - Fareham, South East/Southern, PO15 7AW(4 days ago)
                      Clark James are pleased to be representing an Independently owned Investment Management and Financial Planning Company, who are seeking an experienced Senior Paraplanner. Our client currently manages and advise assets of £930m, via discretionary portfolios and funds, either directly or through intermediaries. The company’s object is to preserve and grow wealth for their clients, through risk based...
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                      Huntswood - London, London (4 days ago)
                      Our client, a well-known financial advice business, is seeking an individual to join their paraplanning team in London on an interim basis. Job role: Carry out high quality research on both restricted and whole of market products whilst adhering to the businesses advice and compliance processes Put together detailed recommendations which result in specific recommendations tailored towards the clie...
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                      The Office for National Statistics (ONS) requires a Community Adviser. Location: Tower Hamlets & Hackney Part time - 15 hours per week This is a fantastic opportunity to help your area count for the 2021 Census! Your engagement and outreach work will aim to maximise participation. The ONS are responsible for running the census and planning is well underway! In 2019, ONS will hold a rehearsal to te...
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                      SF Group are currently recruiting for a Financial Adviser on the behalf of an established and successful Independent Financial Advice Group in Lancashire. This is an opportunity to join a growing business who pride themselves on taking excellent care of their employees and offering a brilliant and long-term career opportunity. Benefits: •Established and wholly Independent Financial Advice Group •C...
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                      Are you passionate about UK-China business relations? Do you have strong proven experience of working with or in China? Are you driven to help other companies achieve export success or grow their business in China? The China market continues to offer exciting opportunities for UK companies. CBBC's role is to advise companies about those opportunities and support them through a range of service sol...
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                      networx - Croydon, London (3 days ago)
                      Family Court Adviser (Social Worker) - PRIVATE LAW Croydon, South London Salary: £42,071 - £46,403 (Inclusive of London weighting) Closing Date: Monday 22 April 2019 Our client know why you became a Social Worker, to make a difference. They know you want to spend time on the parts of your work that really enable that to happen. They also understand you want support to continue your professional de...
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                      Recruitment Genius Ltd - Sevenoaks, South East/Southern, TN145WH(3 days ago)
                      A Customer Services Adviser is required to join a successful fast growing Fintech consumer lending business with 200 staff based in the UK. They are the market leader in their sector, with fantastic modern office and a great working environment. The role is to be part of a team who deliver timely and accurate administration of the company's loan products including direct liaison with the company's...
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                      Financial Adviser- Protection Products- Retail Banking-up to £70K Perm Location: canary wharf Retail Investment Products including Offshore Bonds, Pensions and Protection. Requirements Manage and drive the Protection and Offshore Bonds Solutions & services in partnership with the existing customer Relationship Managers for High Net-Worth individuals. Holds relevant regulatory qualifications to adv...
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                      Spider Web Recruitment - Cambridge, CB1 2JW(3 days ago)
                      Brexit Business Adviser - Our Client are the largest independent business forum that lobbies and responds to Government on behalf of their members on all major issues affecting the business community. They currently have an exciting opportunity for two Brexit Business Advisers to help shape their policy strategy they remain the leading voice of business in Suffolk. This role is for a fixed term fo...
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                      Spider Web Recruitment - Norwich, NR1 1EF(3 days ago)
                      Brexit Business Adviser - Our Client are the largest independent business forum that lobbies and responds to Government on behalf of their members on all major issues affecting the business community. They currently have an exciting opportunity for two Brexit Business Advisers to help shape their policy strategy they remain the leading voice of business in Suffolk. This role is for a fixed term fo...
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                      Spider Web Recruitment - Ipswich, IP2 8AL(3 days ago)
                      Brexit Business Adviser - Our Client are the largest independent business forum that lobbies and responds to Government on behalf of their members on all major issues affecting the business community. They currently have an exciting opportunity for two Brexit Business Advisers to help shape their policy strategy they remain the leading voice of business in Suffolk. This role is for a fixed term fo...
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                      Our client, an award winning, employee and client focused wealth management business are looking to grow their paraplanning team. Key responsibilities: Responsibility for a certain bank of clients and be expected to manage and maintain good working relationships with these Provide support in the following key areas; Tax Planning (ISA, pension contributions, CGT planning), Estate Planning (inherita...
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                      Our client have an opportunity for a Customer Service Adviser to join the team based in Leeds City Centre working on a full time, permanent basis the successful candidate will receive a competitive salary of £17,000 - £20,000 per annum + bonus. The Company My clients are a young, fast-growing and dynamic specialist financial services company who have already established themselves as a leader in t...
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                      Working on behalf of a firm of Award-winning Financial Advisers, we are seeking an Employee Benefits Adviser to join the London branch. Our client are a UK-Wide group with offices throughout the country and provide specialist financial planning advice and investment services to businesses, charities, individuals and their families. Working as Employee Benefits Adviser, you will be working alongsid...
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                      Our client, an award winning, employee and client focused wealth management business are looking to grow their paraplanning team. Key responsibilities: Responsibility for a certain bank of clients and be expected to manage and maintain good working relationships with these Provide support in the following key areas; Tax Planning (ISA, pension contributions, CGT planning), Estate Planning (inherita...
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                      My client is currently looking to recruit for an experienced Independent Financial Adviser for their highly successful IFA business. The successful candidate will be Diploma Qualified and be working towards Chartered Status. This role would suit a Financial Adviser or Bancassurance Adviser who is looking to join a business that will help them achieve their full potential and maximise their earning...
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                      Health and Safety Adviser (H&S, NEBOSH) BLUH80781 London Competitive Salary plus Benefits Our client has been going strong since 2001 and their Management Team worked together for many years before that as the Occupational Health, Safety and Environmental function for a FTSE 100 communications company. Today they employ over 40 people who continue to deliver a professional service to clients. They...
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                      Our client, an award winning, employee and client focused wealth management business are looking to grow their paraplanning team. Key responsibilities: Responsibility for a certain bank of clients and be expected to manage and maintain good working relationships with these Provide support in the following key areas; Tax Planning (ISA, pension contributions, CGT planning), Estate Planning (inherita...
                      full job description
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