Posted by BWD Search & Selection • £70K/yr to £80K/yr
The independent Financial Planning division of a high profile, Top 20 Accountancy firm are looking to hire a Financial Planner to their office on the SW London/Surrey border.
Working closely with a very experienced and successful Partner, you will take over around 50 clients (typically in the £500K-1M range) and grow your book through both internal and external networking.
The firm has an impeccable reputation and has been consistently recognised over the years for the quality of both its team and its client proposition.
Posted by Financial Divisions • £28K/yr to £30K/yr
My client is a financial advice business who have been operating for 20 years and have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages and some Protections to clients across London and Southeast.
Boutique IFA - Sutton - 30 days annual leave plus PMI, DIS and pension scheme
Client Services Administrator - £28k - £30k depending on experience plus benefits
Posted by Capital Private Finance • £20K/yr to £35K/yr
Capital Private Finance
We are looking for an Experienced Mortgage Broker to join us in Surrey, who has ideally looked after high net worth clientele, to join our premium Estate Agency Partner Hamptons.
This role is also hybrid, whereby at a minimum you are required in the office 3 days a week and then 2 days from home ( once fully trained and authorised)
Opportunity for either a recent graduate to break into Financial Services, or someone with strong admin or phones-based experience to get into a company that encourages growth and development.
Office/WFH: All training in the office, upon completion 3-4 days p/w office based & 1-2 days WFH
Job Title/Location: Administrator, 5-10 mins walk from Epsom Station