Cameron James is working with a successful Fully Independent Financial Planning firm based in Godalming, in the recruitment of an experienced Financial Planning Assistant to join their growing team.
You will help with preparing advice cases for submission, and assisting with producing suitability reports, researching financial products, reviewing products.
Furthermore, this role will be fully office based in modern offices and will suit an experienced Administrator who has experience in the financial services sector and is now looking for a new challenge.
This well established, financial services organisation based in Godalming are looking for a Senior Administrator to join their team.
You will be joining a reputable business that provides a great service and a brilliant working culture.
We are seeking a dedicated Private Client Lawyer with a minimum of three years post-qualification experience (PQE) to join our team.
The successful candidate will handle a variety of tasks including powers of attorney, deputyships, Court of Protection matters such as statutory wills, and managing the affairs of incapacitated or vulnerable clients.
The Audit Senior position is a significant role within the firm, offering the opportunity to work with a varied client base and to be part of a dynamic and highly professional team.
General
This esteemed firm is renowned for its excellence in service, a diverse and impressive client portfolio, and a commitment to professional growth.
ProTalent are thrilled to collaborate with a prestigious accountancy firm in Godalming, Surrey, in their quest to find a skilled Audit Senior.
As part of the pension administration team, you'll oversee all stages of customers' pension schemes and provide essential reports, illustrations, and client support.
Posted by Financial Divisions • £30K/yr to £38K/yr
My client are a very well established Independent Financial Advisor (IFA) based in Godalming who have been operating for over 20 years with a full suite of financial advisers and mortgage advisers servicing local families, retirees and HNW private individuals.
I have met the Directors and been to the offices and placed 5 staff into the business.
IFA Administrator - Godalming - Wealth Management Firm - Up to £38k full study support and benefits package