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Financial Adviser/Co-ordinator - Wiltshire

  • Salary Negotiable
  • Ref. 217939

IMMEDIATELY AVAILABLE - FINANCIAL ADVISOR / CO-ORDINATOR who has experience of working within an IFA Practice working with both new and existing clients. Most recently working directly with a portfolio of 350 existing clients, managing £13.

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Paraplanner - South Yorkshire

  • Salary Negotiable
  • Ref. 217940

PARAPLANNER who has had exposure to High Net Worth Clients, £500k to £10m, Enterprise Investment Schemes, DC Pensions Contributions, transfers and withdrawals, Onshore/Offshore Bonds Assignments, new money, withdrawals (partial and full surrenders), Protection - Estate planning, Relevant life, Tax year planning and- ISA funding and AEA utilisation. Has excellent communication skills both face to face and virtually, occasionally attends client appointments alongside the IFA.

More info on this Paraplanner job in South Yorkshire