Working closely with the Branch Manager and Fleet Commercial Operation, you will actively participate to enhancing team performance, commercial business growth, whilst supporting the wider Fleet / Branch Network, and Call Centre contribution.
As an integral part of our Retail Branch Network team, you will play a key role in driving our office's commercial success and supporting the leadership of our dynamic branch team.
You will be a SME of the local taxi industry including the requirements, restrictions, providers & competition.
They provide rich clients in the London and home counties region with whole of market advice on pensions, investments, tax planning, IHT, mortgages, and certain protections.
With offices in Uxbridge, my client is a reputable Independent Financial Advice firm.
Additionally, they provide estate planning services, wills, and trusts to assist clients with their multigenerational planning.
My client is a well-established Independent Financial Advice firm with offices based in Uxbridge.
They offer whole of market advice on Pensions, Investments, Tax Planning, IHT, Mortgages and some Protections to wealthy clients across the London and home counties region.
They also offer Wills and Trusts and Estate work, to help clients with their inter-generational planning.
My client is a well-established Independent Financial Advice firm with offices based in Uxbridge.
They offer whole of market advice on Pensions, Investments, Tax Planning, IHT, Mortgages and some Protections to wealthy clients across the London and home counties region.
They also offer Wills and Trusts and Estate work, to help clients with their inter-generational planning.
Our client, a well-established Independent Financial Advice firm based near Hillingdon, offers an exceptional opportunity for you to transition into a Paraplanner role.
With a rich history of providing whole-of-market financial advice on Pensions, Investments, Tax Planning, IHT, Mortgages, and other Protections, they serve a high-net-worth clientele across London and the Home Counties region.
The firm caters to a diverse range of clients, including city professionals, SME business owners, and retirees, with portfolios ranging from £500k to several million in investable assets.