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.
Area Sales Managers are defined accounts up to £250,000 revenue, operating as regional single-source agreements, for the provision of hazardous wastes and associated services to some of the UKs SME industrial businesses.
As a Tradebe Area Sales Manager (ASM), you will be responsible for a portfolio of accounts within your region, ensuring the delivery of an exceptional customer experience alongside profitable sales and growth.
You will foster partnerships with accounts - typically industrial producers in key manufacturing markets, creating a detailed understanding of the customer.
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.