Our client, a reputable and growing independent wealth management firm, is seeking an experienced and ambitious Paraplanner.
Plus bonus and benefits package hybrid working
Due to continued growth primarily through acquisitions, they need to maintain exemplary service levels and ensure robust resources for increasing client demand.
They are currently seeking to appoint an experienced whole of market mortgage advisor to work from home either over the phone or virtually advising on quality pre-qualified appointments.
Please note this is a self-employed role.
Our clients are a is a newly established whole of market mortgage brokerage and are the trading style of a long-established IFA firm.
In this exciting role, you will be responsible for delivering a wide range of services, including day-to-day pensions management, governance and trustee secretariat support to both in-house functions and trustee boards.
GPS provides Outsourced Pensions Management services to occupational pension schemes, working with schemes of all shapes and sizes, including some of the most prestigious and intricate in the UK.
Join our Governance and Pensions Solutions (GPS) line of business, a key growth area within our Outsourcing function.
Our client, a leader in the industry, is on the lookout for a dedicated Financial Planner to join their successful team.
We are thrilled to represent one of the UK's premier Financial Planning & Investment Management organisations.
Our client stands at the forefront of the financial services sector as one of the largest and most successful Financial Planning & Investment Management organisations in the UK.
The successful Financial Planner will either be an experienced Financial Planner / Financial Adviser or a highly competent Paraplanner with client facing experience, ready to progress into advising.
The Role: I am recruiting a Financial Planner on behalf of Citywide Financial Partners, a leading Financial Planning firm based in Leatherhead, Surrey (KT22).
We are looking for a warm relationship builder who is service orientated and who is used to delivering a personalised and holistic financial planning service of the highest standard, putting the client at the heart of everything you do.