Join a team where your expertise shapes the future of financial advice.
We are recruiting for a leading wealth management firm in Marlow, known for its personal approach and dedication to helping clients navigate the complexities of financial decisions.
Are you a detail-oriented Paraplanner with a passion for delivering high-quality financial planning?
Posted by Blakemore Recruitment • £50K/yr to £60K/yr
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.
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.
To be considered you as outlined, must have a skilled CAS Status in order to join.
We are seeking an Assistant Finance Manager to join our team of international finance professionals.
This role is crucial for leveraging the benefits of our upcoming SAP ByDesign implementation and streamlining operations to enhance support to the business.
Assistant Finance Manager
Salary: £40,000-£50,000 dependant on experience with 10% company/personal bonus plan.
We are seeking an Assistant Finance Manager to join our team of international finance professionals.
This role is crucial for leveraging the benefits of our upcoming SAP ByDesign implementation and streamlining operations to enhance support to the business.
Assistant Finance Manager
Salary: £40000-£50,000 dependant on experience with 10% company/personal bonus plan.
The floor is yours as an Assistant Manager, as we have a passion for discovery and learning which gives everyone the opportunity to grow.
We're open minded and love to share ideas and learn from other's experiences.
At Cte, we're big on trust and have a culture built on camaraderie and friendship, which makes it easy to bring what makes you uniquely you, to the table.
The floor is yours as an Assistant Manager, as we have a passion for discovery and learning which gives everyone the opportunity to grow.
We're open minded and love to share ideas and learn from other's experiences.
At Cte, we're big on trust and have a culture built on camaraderie and friendship, which makes it easy to bring what makes you uniquely you, to the table.
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.
You will ensure that customers are provided with the highest level of care and satisfaction whilst assisting with their digital service needs via various channels including live chat and WhatsApp.
You will be working shifts between 08.00 - 19.00 Monday to Friday, a total of 40 hours per week.