Paraplanner jobs in Swindon

The opportunity We are looking for an experienced Paraplanner to join the newly established and growing team of advice professionals. Working as an integral part of the support team providing our advisers and their clients with a professional and efficient service, you will... 

The opportunity We’re on a mission to make financial advice accessible to everyone – and we need passionate, driven people to help us do it. We'relooking for an experienced Wealth Adviserto join our employed team, supporting our growth ambitions for the future.  You'll...

I am working with an Automotive client in the Swindon area who have a fantastic opportunity for an Accounts Assistant / Credit Controller. We are looking for a candidate with enthusiasm and a dynamic personality who will share our energy and passion and contribute to our...

The Role: I am recruiting a Trainee Financial Adviser on behalf of Philip James Independent Financial Advice, a highly regarded IFA, based in Burford, Oxfordshire (OX18). The Opportunity: W orking closely with the Director and Principal Adviser , this role provides an exceptional...

About the Job Digital Trustee – Prospect Hospice Board Help shape the future of hospice care through digital leadership Please note this is a voluntary unpaid role. We are seeking a new Trustee with expertise in IT, digital and technology to join the Board of ...

 ...general administrative tasks as part of the scope for this role Working directly with a named Client Liaison Administrator and Paraplanner to ensure a first-class client experience In addition to these responsibilities, you’ll also receive full access to a market-leading... 

Oversee the management of client portfolios ensuring all financial and accountancy services are delivered to a high standard. Develop and maintain strong relationships with clientele. Provide expert advice to clients on matters related to tax, audit, and financial planning...

Apply Description At First Community Bank, we are committed to making our community, the places where we live and work, a better place each day. With a true focus on “community banking,” employees find that they can make an impact through company-sponsored programs such...

Manage a portfolio of mixed tax clients. Provide excellent tax services to clients. Ensure compliance with tax regulations and laws. Develop and maintain strong relationships with clients. Work closely with the tax team to improve service delivery. Participate...