As a paraplanner, your work would consist of reporting on portfolio performance, analysing market offerings, services and products, and administering and actioning any advice given by the advisor that you will be supporting.
Our client is a professional Financial Advice firm with over 30 years experience in handling wealth portfolios of ultra-high net worth individuals with assets under management ranging from £2m up to £100m, and who appreciate the close relationship offered by this IFA practice.
This role offers a great opportunity to work on complex wealth management projects and portfolios for a number of high profile, wealthy private wealth management clients, which include many high profile sports personalities and professionals.
Working for our fantastic client in their Dorking office, this role is focused on providing support to the Financial Adviser whilst deeloping your career through studying to achieve The Award in Financial Services (administration modules) or Financial Planning Certificate.
Sales Consultant Salary £37,000 guaranteed first year Uncapped Percentage Based Commission
The role is an exciting one for the business and due to fantastic year on year growth they are looking for another member of staff to join their team.
We are searching for someone that is looking to join a successful company based in Dorking you will play an extremely important role for the business which is within the 10-person strong sales team.
Our client, a highly established organisation based in Dorking, Surrey are seeking to recruit an experienced HR Advisor into their team on a permanent basis.
This role could be full time or our client appreciates the need for flexibility and has opened up this role additionally to 4 days a week.
They are a family friendly organisation and operate flexible hours, for full time it's a 35 hour working week and you can start between 8am and 10am and finish between 4pm and 6pm.
A highly regarded independent Estate Agency with an established Property Management department area are now seeking a Block Manager to join the team and assist with the running of a substantial managed portfolio.
A highly regarded independent Estate Agency with an established Property Management department area are now seeking a Block Manager to join the team and assist with the running of a substantial managed portfolio.
If you're looking for a friendly firm where you can excel within your specialism at a firm that can support part-time working, this is the role for you!
Harvey John are delighted to be representing a small accountancy practice based in Dorking, Surrey as they look to expand their Personal Tax team!
Despite their size, the firm's client base is varied and you'll work on the tax affairs of HNWIs, sole traders and Directors of OMBs and contribute towards maintaining the strong relationships that the team pride themselves on.