Our client is a privately owned firm offering a full range of active and discretionary investment services alongside a financial planning team offering full independent advice to private individuals and business owners.
Idex is delighted to be working in partnership with this well-established and highly successful investment management and financial advisory practice.
Our client is an established, reputable and continuously growing Independent private client wealth manager who, due to continued growth need to recruit an experienced and ambitious Paraplanner to immediately ensure that exemplary service levels are maintained for their client base, and resource is in place to ensure that the business is robust to deal with higher client demand.
As the business grows (primarily through acquisition) there are two genuine career paths that are available to the successful candidate, dependent on preferences, namely to Adviser or moving into a senior paraplanning position and undertaking more complex/technical cases, therefore this opportunity could suit applicants who have an open mind on the future at this stage of their career.
Plus: bonus and benefits package hybrid working Overtime (time and a half) (Realistic OTE £50k)
An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world.
Ideas People Trust; We're BDO.
We work with the companies that are Britain's economic engine ambitious, entrepreneurially-spirited and high-growth businesses that fuel the economy and directly advise the owners and management teams leading them.
You'll earn a competitive salary, with a bonus on top, to work closely with brokers and assist them in providing their clients with the best advice possible.
This role is for those who are looking to develop a career in the mortgage industry.
Hands on experience in the role will put you in a very good position to then move into a broker position within the firm later down the line.
My client are a Chartered independent wealth planning firm in Haywards Heath who I have placed 3 staff with.
Financial Administrator - £25k - £32k bonus, Full study support - Chartered IFA - Haywards Heath
They offer whole of market financial advice to HNW private clients who are retirees, accumulators, local families and SME owners based across Sussex/Kent and London.
Full support and training provided to become CeMAP qualified and achieve CAS/RAM status.
Up to 6 months spent in the residential business as a paid employee with dedicated study time to complete your mortgage qualification.
General
Structured and transparent progression opportunities Competitive basic salary OTE year one £35,000 - £45,000 realistic and achievable Company car or car allowance - Warm leads Industry leading training Agile and nimble IT systems