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.
Join a team where your expertise shapes the future of financial advice.
Are you a detail-oriented Paraplanner with a passion for delivering high-quality financial planning?
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.
The financial advisory firm is a medium sized business who have been in operation for over 10 years who provide fee-based advice, with its clients at the forefront of everything they do.
This administration role is best suited for IFA administrators with at least 1 years of experience, ideally with IO experience.
The business provides hybrid working, with most employees not in the office on a Friday and some good benefits including a salary of up to £35,000.
Our main business line Tradebe Environmental Services is an international leader focused on recycling, energy recovery and circular economy, managing all different environmental liabilities in a sustainable way.
Tradebe is a group of industrial businesses with the commitment of creating a more sustainable planet and making significant contributions to human wellbeing.
We provide services to the entire industrial complex with high safety and quality standards.
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.
In addition:-
To be considered you as outlined, must have a skilled CAS Status in order to join.
My client are looking for someome who has previous experience working for one of the Building / Plumbing / Electrical Merchants and is looking for a change, whilst being able to utilise their previous experience.
This is a fantastic opportunity for someone within the Building / Plumbing / Electrical industry to move into the Account Management space.
This role will work closely with our merchants to help drive excellent merchant engagement, operational excellence and activation activities to help drive growth and customer acquisition in TradeKart.