The company provides bespoke Wealth Planning Advice to both established HNW clients and new clients which are referred through reputation and excellence.
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 office ethos combines a modern flexible attitude to work which focuses on employee development and wellbeing with a traditional highly professional approach to clients.
With offices in Uxbridge, my client is a reputable Independent Financial Advice firm.
They provide rich clients in the London and home counties region with whole of market advice on pensions, investments, tax planning, IHT, mortgages, and certain protections.
Additionally, they provide estate planning services, wills, and trusts to assist clients with their multigenerational planning.
Areas of advice are retirement planning, investment and saving advice, pensions, inheritance tax, estate planning, mortgages, equity release or employee benefits.
They require additional support in the Capacity of IFA Client Support Administrator
Our Clients, Wealth Managers based in Buckinghamshire, in beautiful surroundings, provide friendly and highly professional financial advice to HNW Private Clients and business in the local area.
A fantastic company based in High Wycombe are looking for a Customer Advisor to join their team.
The Customer Account Advisor is also responsible for identifying up-sell/cross-sell opportunities and achieving them by working towards a monthly sales target.
Your main responsibility will be to manage customer queries, place orders and process escalations across a number of communication channels.
A fantastic company based in High Wycombe are looking for a Customer Advisor to join their team.
The Customer Account Advisor is also responsible for identifying up-sell/cross-sell opportunities and achieving them by working towards a monthly sales target.
Your main responsibility will be to manage customer queries, place orders and process escalations across a number of communication channels.
The company provides bespoke Wealth Planning Advice to both established HNW clients and new clients which are referred through reputation and excellence.
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 holds Corporate Chartered Status awarded by the CII and are committed to providing the highest levels of service.
My client is a well-established Independent Financial Advice firm with offices based in Uxbridge.
They also offer Wills and Trusts and Estate work, to help clients with their inter-generational planning.
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.
The advisers within the business are well supported, with paraplanning, and administration support to allow you to focus on your clients.
This role is best suited to those advisers with 7 years' experience as a Financial Advisor, who are ideally chartered and who are looking for a very competitive salary (tailored to the individual) where they will be handed over a high-net-worth client bank to manager and should you wish a route to becoming a director in the short term.
The Independent Financial advisory firm based just outside London, in the Buckinghamshire area, have been providing holistic advice for over 30 years and specialise in providing advice to high-net-worth individuals.
Our client a leading specialist in their industry are looking for a Client Relationship Manager to join their team.
The role will be within the Administration department and the ideal candidate will have previous work experience in financial services, with good attention to detail and the desire to learn a variety of processing tasks in a busy office environment.
This is a full time office based role with no hybrid working.