Posted by Blakemore Recruitment • £55K/yr to £60K/yr
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.
I am currently supporting a skilled Financial Advisor Role to join a very successful and high level Financial Planning and Investment and Pensions Company in the Buckinghamshire area if you are actively looking and have client banks to follow up with or the ability to develop them further which is always wonderful & linked to a very successful strong skilled Financial Advisor.
In addition:-
To be considered you as outlined, must have a skilled CAS Status in order to join.
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.
This is an outbound and inbound customer service role - excellent customer service.
You will be working shifts between 08.00 - 19.00 Monday to Friday, a total of 40 hours per week.
Paying a basic of £24,000, with the opportunity to increase your earnings to over £32,000 and some of the top performers earn late £30's through upselling and cross-selling.
Posted by Fourteen Ventures Limited • £28K/yr to £32K/yr
About Us
We are currently engaged with a diverse range of clients, providing consultancy services and both financial and administrative support services to their growing ventures.
We specialize in investing in, and subsequently providing comprehensive support services to a diverse portfolio of start-up companies and smaller businesses within the recruitment sector looking to scale.
The Fourteen Group is a dynamic and innovative start-up private equity and support company based on the outskirts of the vibrant town of Marlow.