The company provides bespoke Wealth Planning Advice to both established HNW clients and new clients which are referred through reputation and excellence.
An Award-winning Chartered Financial Planning firm located in Marlow, Buckinghamshire are looking to recruit a highly professional and competent individual to join their Paraplanning team.
The company holds Corporate Chartered Status awarded by the CII and are committed to providing the highest levels of service.
They specialize in investing in, and providing comprehensive support services to, a diverse portfolio of start-up companies and smaller businesses looking to scale, primarily within the Recruitment Sector.
Their mission is to empower these budding enterprises with the tools they need to thrive and succeed in today's competitive business landscape.
The company provides bespoke Wealth Planning Advice to both established HNW clients and new clients which are referred through reputation and excellence.
A Financial Planning firm located in Marlow, Buckinghamshire are looking to recruit a highly professional and competent individual to join their Paraplanning team.
The company office ethos combines a modern flexible attitude to work which focuses on employee development and wellbeing with a traditional highly professional approach to clients.
Your primary responsibility will be to ensure the timely and accurate processing of accounts payable transactions, making sure invoices are paid within company guidelines.
Are you an experienced Accounts Payable Clerk looking for an exciting opportunity in Marlow?
Join our dynamic team, where you'll report to the Accounts Payable and Treasury Team Leader.
The successful candidate will play a crucial role in ensuring the smooth financial operations for our client's portfolio as well as for our client itself.
They invest in a diverse portfolio of other like minded start ups and due to growth they're looking for an ambitious, confident and driven Finance Associate to join their team.
Our client is a dynamic and innovative private equity company based in Marlow.
The financial advisory firm is a medium sized business who have been in operation for over 10 years who provide fee-based advice, with its clients at the forefront of everything they do.
The business provides hybrid working, with most employees not in the office on a Friday and some good benefits including a salary of up to £35,000.
This administration role is best suited for IFA administrators with at least 1 years of experience, ideally with IO experience.