First Look 05/08/24

Relationship Manager - Up to ￡29k - Northwich (hybrid)?

• Client technical support role within intermediary sales team
• Working for a leading wealth management firm?
• Offering excellent benefits inc.: 25 days annual leave + bank holidays, 10% pension, hybrid working, share incentive scheme and more.?

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Assistant Paraplanner - up to ￡29k + bonus + benefits - Bristol (hybrid)?

• Join the Paraplanning team and provide support in the Financial Planning life cycle?
• Support & funding with your CII exams to become Diploma qualified.
• Offering excellent benefits inc.: 25 days annual leave + bank holidays, 10% pension, hybrid working, share incentive scheme and more.?
• Progression into Paraplanning and Advice.

Senior Paraplanner Supervisor - Whiteley???????

• 28 days holiday, plus the ability to buy more
• Progression opportunities to Advice, management or other senior roles
• Full exam support to Chartered
• 5% employer contribution to pension
• Group Death in Service of 4 x basic annual salary
• Group Income Protection ?
• Private Medical Insurance after the probation period
• Flexible benefits platform with discount schemes
• Cycle to work scheme
• Flexible working ?????

Data Administrator - Bath

• Salary: ￡22,000-27,000
• 4 X Death in Service
• Private Medical Insurance
• 25 Days Holiday
• 5% Pension Contribution
• Long-Term Career Progression
• Sociable Office - Regular Days Out

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Financial Data Administrator - Whiteley

• 28 days holiday, plus ability to buy more
• Progression opportunities to Advice, management or other senior roles
• Full exam support to Chartered
• 5% employer contribution to pension
• Group Death in Service of 4 x basic annual salary
• Group Income Protection ?
• Private Medical Insurance after probation period
• Flexible benefits platform with discount schemes
• Cycle to work scheme
• Flexible working - home and in any office?

Paraplanner – will also consider Junior Applicants - Fareham

• Hybrid working: 3 days from home (after training)
• Flexible working hours
• Pension scheme
• Birthday off
• Discretionary bonus: Up to 7.5% of basic salary (eligible after 6-month probation)
• Free parking
• Modern office environment??????

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Candidates:

IFA Administrator

• 15+ years Financial Planning Administrator experience
• Providing full administrative support to Financial Planners
• Utilising Intelligent Office
• Report writing
• Looking for a hybrid role based in Bristol. Salary expectations of ￡32,000

Financial Adviser

• 7 years experience in financial services
• Client book
• Near chartered
• Seeking a salary of ￡60k +

Financial Adviser Scotland?

• Nearly Chartered
• 7+ years experience?
• Seeking ￡65k+ bonus?
• Fantastic history of hitting targets?
• Very client centric seeking only IFA environment?

Paraplanner - North

• Has been a paraplanner for the past 5 years.
• Chartered
• Open to another paraplanner or trainee financial adviser role.
• Experience supporting multiple financial advisers.
• Looking for ￡50,000.

Interested?

For further details on any of the above, or to speak about more opportunities in your area, DM Recruit UK or reach out to Emily Dalton for more details.