Personal Banker jobs in Bewdley, Worcestershire

Banker to join our London branch....

For those who wish to develop their career further, the firm offers progression opportunities into: Trainee Paraplanner Paraplanner Financial Adviser Importantly, this is not a requirement, our client equally values experienced...

Producing high quality suitability reports Conducting detailed research on financial products, providers and strategies Supporting Financial Planners with client reviews and ongoing planning needs Acting as a technical support contact for the financial planner...

Overseeing payment requests Maintaining accurate client records Identifying and implementing process improvements Adhering to internal policies and FCA guidelines Skills and experience: Experience within a Financial Services IFA...

The Opportunity An established and growing independent financial planning business is looking to recruit an experienced Paraplanner to join their technical team based in Worcester....