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.
Recent IFA paraplanning experience or for a junior, with strong financial services administration experience
Ideally, they are looking for a paraplanner - but are also open to a junior dependent onability and current experience - someone who has :-
A fantastic opportunity has arisen to join a highly successful firm of Financial Advisors placed in beautiful surrounding just outside of town providing Paraplanning Support.
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.
Are you an experienced Mortgage Advisor looking for a self employed work from home position... with all leads provided?
You will help clients secure the best mortgage product to suit their needs, providing expert advice and guidance to clients on their mortgage options and help them navigate the mortgage application process.
As a Self employed Mortgage Broker for the company, you will handle a varied range of residential and commercial mortgages cases, it is important that you have a broad knowledge and in depth understanding of the UK mortgage market.
This role would suit someone looking to work within a smaller firm, allowing more involvement with the Advice process.
The firm has the flexibility to mould the Paraplanner opportunity around each person's specific skillset and support with progression to Financial Adviser as this pathway tends to work well within the business.
A well-established IFA based in Uxbridge is now looking for a Paraplanner to join their team.
A business analyst is a problem solver who for example investigates an issue or area of weakness within an organisation, analyses solutions and helps facilitate the change that is needed.
Are you looking to start a career as a Business Analyst (BA) and need tailored recruitment support and the right qualifications to secure your career?
If you enjoy problem solving and analysing, have good admin skills and communicate well, then a career in this rewarding sector will suit you.
You will be responsible for writing high quality suitability reports for high net worth clients, assisting with preparation for meetings, delivering plans alongside the Adviser to clients and providing a bespoke wealth management service.
The firm has the flexibility to mould the perfect Paraplanner opportunity around each person's specific skillset and you will have the opportunity to work in a supportive team environment where progression into Advice or a customer facing Senior role is encouraged.
A well-established, values driven IFA based in Uxbridge is now looking for a Paraplanner to join their team.