21/06/2024 | Fulltime | Devizes | CV-Library | £40,000 - £60,000 / Year And estate administration • Wills • Tax • LPAs • Lifetime Tax Planning • Farming and agricultural estate planning • Court of Protection • IPFD Claims • Trusts • Conveyancing The role is to assist a partner with an established caseload, working in conjunction with, and independently of, the partner concerned
Save for laterRegister your CV21/06/2024 | Fulltime | Devizes | CV-Library | £60,000 - £85,000 / Year Associate Private Client Solicitor to join their offices based in Devizes, Wiltshire on a hybrid basis. This role requires advising clients with tax planning advice, as well as advice on inheritance and capital gains tax savings. The role will require providing clients with tax efficient solutions
Save for laterRegister your CV19/06/2024 | Fulltime | Calne | CV-Library | £25,000 - £28,000 / Year The Role As an IFA Administrator, you will be a highly valued member of the team. Responsible for everything you would expect as an Administrator for a Financial Planning Firm you will be making sure that all the admin is well maintained and ready for the Advisors to provide clients with advice
Save for laterRegister your CV18/06/2024 | Fulltime | Westbury | CV-Library | £33,000 - £37,000 / Year Staff. You will ideally have had responsibility for managing a logistics budget previously and using route-planning software (we use Masternaut). It’s also important that you have a strong grasp of health & safety (including manual handling) and are accustomed to completing regular vehicle checks
Save for laterRegister your CV18/06/2024 | Fulltime | Marlborough | CV-Library | £26,000 - £33,000 / Year Duties and responsibilities - Writing financial planning reports - Conduct research on products - supporting advisers - Assist with reviewing customers requests and q - Queries - Maintain detailed and accurate client records - Prepare review packs A requirement for this role will be to ensure you are up
Save for laterRegister your CV18/06/2024 | Fulltime | Trowbridge | CV-Library | £45,000 - £50,000 / Year These standards are maintained. Develop systems in which young people are consulted about the quality of care they receive. Progress any complaints or child protection concerns, working in partnership with parents, carers, and other professionals. Attend and contribute to child care planning and review meetings
Save for laterRegister your CV17/06/2024 | Fulltime | Marlborough | CV-Library | £24,000 - £28,000 / Year New Business. - Preparation of client review packs. - Arranging client meetings and managing the Adviser’s diary. - Illustration requests. - Ensure that all financial planning client administration is carried out in accordance with the Firm's procedures. - Maintain client records on the company
Save for laterRegister your CV17/06/2024 | Fulltime | Hook | CV-Library | £40,000 / Year Should hold full Level 4 Diploma in Financial Planning or equivalent - This will likely suit a newly experienced Financial Advisor keen to continue developing their career - You should be within 30 minutes of their office in Royal Wootton Bassett The Company A highly professional Wealth Management
Save for laterRegister your CV17/06/2024 | Fulltime | Marlborough | CV-Library | £35,000 - £40,000 / Year Candidate will need to be motivated, friendly and professional at all times. - Writing Financial Planning Reports that our Planners present to clients. - Supporting the Planners by conducting research on products and helping find the right solutions for our clients. - Assisting with reviews and customer
Save for laterRegister your CV14/06/2024 | Fulltime | Southwick (Wiltshire) | CV-Library | £35,000 - £42,000 / Year Into actionable insights and narratives. - Experience with budgeting, forecasting, and financial planning, demonstrating an ability to align financial strategies with organisational goals. - Knowledge of payroll processes and regulations, with the flexibility to support this function as needed. - Strong
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