You will help with preparing advice cases for submission, and assisting with producing suitability reports, researching financial products, reviewing products.
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.
TPF Recruitment, Surrey's leading accountancy practice recruitment agency, are supporting a fantastic firm of chartered accountants in Godalming who are looking to recruit an Audit Semi-Senior / Senior.
This is a fantastic opportunity, where you will work in an audit semi-senior / senior role, servicing an exciting client base.
This practice offers a great work-life balance but without the sacrifice of good quality work.
As a member of the pension administration team, you'll support the Pension Administrator and work with the Pension Consultant to deliver excellent in-office and client service.
Posted by Financial Divisions • £30K/yr to £38K/yr
IFA Administrator - Godalming - Wealth Management Firm - Up to £38k full study support and benefits package
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.