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A well respected wealth management firm seeks to employ a full time Financial Services Administrator to join a friendly and enthusiastic team in Marlborough. The successful candidate will work in a team that deals with client queries relating to life assurance, pensions and investments as well as liaising with product providers and covering all aspects within the general office administration to ensure a first class service is provided to internal and external parties.
Leading wealth management firm seeks to employ an experienced paraplanner to join its Marlborough branch. The successful candidate will work closely with the Financial Advisers by providing technical support in the process of servicing Clients' Financial Advice needs, instinctively providing excellent standards of client service, and conduct detailed research on clients' existing and potential arrangements.
Leading wealth management practise seeks to employ a further experienced financial advisor to its ranks. You will provide clients with financial advice and make recommendations on how to best meet their goals.