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 provides bespoke Wealth Planning Advice to both established HNW clients and new clients which are referred through reputation and excellence.
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.
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 provides bespoke Wealth Planning Advice to both established HNW clients and new clients which are referred through reputation and excellence.
The company holds Corporate Chartered Status awarded by the CII and are committed to providing the highest levels of service.
Join the Whistl Doordrop Media team in Marlow as an Account Executive and become an essential part of our Client Services team.
Your role is crucial - from initiating client contact to executing campaigns - you'll use Excel for data-driven decisions, delivering tailored solutions.
With excellent communication and negotiation skills, you'll proactively address client needs, driving sales and maintaining high standards in company-client relationships.
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.
This administration role is best suited for IFA administrators with at least 1 years of experience, ideally with IO experience.
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.
Must have previous experience working for a Financial Planning practice and ideally knowledge and experience with Intelligent Office would be desirable
We are currently recruiting for a Financial Planning practice based in Marlow who are looking for an experienced IFA administrator to join their team.
This is a key role in the Financial Planning process and they require a confident and professional individual who is comfortable dealing with client queries and general assistance.
We are working with an Award-winning Chartered Financial Planning firm nestled in the heart of Marlow, Buckinghamshire, and we are on the lookout for a dynamic addition to their Paraplanning team.
Are you a highly professional and competent individual seeking a rewarding opportunity in the world of Chartered Financial Planning?