An exciting opportunity has arisen with a leading Cambridge based technology company who are looking to add a driven and enthusiastic individual to their large accounts team, in the role of Finance Assistant.
Working as part of a large team, this role will take responsibility for the following duties:
The role is to support the Chartered Financial Planners dealing with our clients proving holistic financial planning including areas such as Pensions, Investments, Protection & nonmainstream investments.
If you are a skilled PARAPLANNER & Cambridge office Based, I can share you for a great office opportunity and you will need to be skilled & Diploma qualified minimum.
The role is to support the Chartered Financial Planners dealing with our clients proving holistic financial planning including areas such as Pensions, Investments, Protection & nonmainstream investments.
There could be 2 remote days after around half a year having joined the company.
If you are a skilled PARAPLANNER & Cambridge office Based, I can share you for a great office opportunity and you will need to be skilled & Diploma qualified minimum.
The role is to support the Chartered Financial Planners dealing with our clients proving holistic financial planning including areas such as Pensions, Investments, Protection & nonmainstream investments.
There could be 2 remote days after around half a year having joined the company.
If you are a skilled PARAPLANNER & Cambridge office Based, I can share you for a great office opportunity and you will need to be skilled & Diploma qualified minimum.
Fixed Term Contract - ending on 31st December 2024.
Whilst we can't make any promises right now, there is often potential for us to take on some seasonal colleagues on a permanent basis after the initial festive contract
Recruit UK is proud to collaborate with a leading wealth management firm in Cambridge, currently seeking an experienced Paraplanner to become an integral part of their expert team.
Job Description
Are you ready to advance your Paraplanning career within a distinguished and highly regarded wealth management firm?
Supporting a lovely company for FINANCIAL ADVISOR IN CAMBRIDGE.
Who Reports to the Head of Financial Planning / Director in Charge of Financial Planning Location: The job holder is based at the office close and after around 6 months you may be allowed 2 remote days but also other steps to link to in the business and Clients support.