Job Listing
Showing 1 - 20 out of 21
via KBM Training and Recruitment
London
Role and Responsibilities: Provide overall planning services Understand and adhere to PMO scheduling procedures and operating practices. Manage the project specific WBS responsibility for all project sections and ensure that responsibility ... See more
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Worcestershire - Bromsgrove
Our client is a boutique Wealth Management business based just on the outskirts of Cardiff. They work in modern and open plan offices and provide holistic financial planning and investment services. As a modern day wealth manager this organization ... See more
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West Yorkshire - Leeds
We are delighted to be working with a UK leading firm of Financial Advisors who have an interesting opportunity for an experienced Paraplanner to join their thriving Business. This is a fantastic opportunity for someone looking for their next care ... See more
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Hertfordshire - Hockerill
The role of a Senior Paraplanner is to support one or more Financial Advisor/s with the advice process in a compliant and efficient manner. This involves: Conducting regular meetings with the Adviser in order to:- Manage new business leads. ... See more
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Essex - Coggeshall
Duties will include Dealing with new IFA & client enquiries. Research using Selectapension, O&M, Synaptics, Exchange, Assureweb. New business preparation (illustrations, application, preparation). Compiling full compliance requirements, ... See more
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Essex - Chelmsford
Assisting with preparing documents for the Paraplanners and Financial Advisers, covering new business and existing client reviews Provide high quality service to clients over the phone, by email and via post, in a time-efficient manner Liaise ... See more
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Midlands - Nottingham
The role would involve risk profiling, cash-flow modelling, providing technical recommendations and suitability report writing, product research and working closely with the firms Financial Planners. There position would suit someone enjoys the more ... See more
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Essex - Basildon
Working with pensions, ISA’s, General Investment Accounts, Investment bonds and trusts, this is a hybrid role that will be writing New Business Suitability Reports and providing Ongoing Financial Advice to Existing Clients. The reports focus wi ... See more
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Essex - Basildon
The role also entails financial advice report writing covering a range of topics to include: pension and investment accumulation, pension contributions, lifetime allowance planning, designing tax efficient cash flow strategies during retirement and l ... See more
via KBM Training and Recruitment
Providing full technical support to the IFA team Assisting with the delivery of bespoke solutions to advisory and discretionary clients in all aspects of financial planning Carrying out in depth product research and analysis to prepare financi ... See more
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Wales - Swansea
This is a fantastic opportunity for an experienced paraplanner to become part of an outstanding organization. Our client values diversity in the workplace and welcomes applications from everyone. If you have a disability and need help with the applic ... See more
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Wales - Swansea
This role involves providing technical and administrative support to financial advisers, including research of suitable financial products to meet our client’s needs, processing business, creating technically accurate reports, recording and man ... See more
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Worcestershire - Redditch
Experience of supervising or leading a small team/department Experience of delivering great customer service ideally in a retail sales or a services business environment Experience of delivering on the job training / coaching to others Exper ... See more
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Borough of Halton
Providing cover for any planned or unplanned absences, you’ll help to produce meals and create a fulfilling dining experience for every resident. You’ll be an asset to your colleagues and your impact will reach beyond the kitchen too. The ... See more
via KBM Training and Recruitment
Midlothian - Dalkeith, NWH Group Head Office Unit 5 Mayfield Industrial Estate
Ensure the promotion of customer requirements throughout the company Manage and develop current AS9100 / ISO9001 quality systems Liaise with external bodies on all matters related to external accreditations Manage corrective actions, process ... See more
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Wales - Cardiff
An experienced Paraplanner is required to join a Local Financial Planning and Wealth Management organisation with an office in the South Hams, where you will join a very personable and experienced Team. You will have the ability to build the paraplan ... See more
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Manchester
* Day to day planning for all planned and reactive jobs in housing * Jeopardy Management to avoid customer complaints * Communication with both internal tenants and external customers regarding planned and ongoing work. * Ensuring all required inf ... See more
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Scotland - Glasgow
The firm has the flexibility to mould the perfect opportunity around each person’s specific skillset, so the role can be tailored to exactly what you want. You will have the opportunity to work in a supportive team environment where progression ... See more
via KBM Training and Recruitment
Scotland - Glasgow
This firm focus on providing a high quality financial planning and investment management service. You will have the chance to work in a close-knit, supportive team and you will be rewarded with a competitive salary alongside a great benefits package. ... See more
via KBM Training and Recruitment
Midlands - Nottingham
An excellent opportunity is available for a Paraplanner to join a dedicated and growing Investment Management team based in Nottingham. The role is currently home working until further notice, and upon office return, agile working can be achieved. ... See more