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.
The company provides bespoke Wealth Planning Advice to both established HNW clients and new clients which are referred through reputation and excellence.
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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 provides bespoke Wealth Planning Advice to both established HNW clients and new clients which are referred through reputation and excellence.
The company holds Corporate Chartered Status awarded by the CII and are committed to providing the highest levels of service.
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.
Must have previous experience working for a Financial Planning practice and ideally knowledge and experience with Intelligent Office would be desirable
We are currently recruiting for a Financial Planning practice based in Marlow who are looking for an experienced IFA administrator to join their team.
This is a key role in the Financial Planning process and they require a confident and professional individual who is comfortable dealing with client queries and general assistance.
Our client, who work on some of the most prestigious events across the world including high profile charity dinners, business awards and prestigious sporting events worldwide, is looking for an Administrator to join them at their office in Marlow.
We are looking for a professional individual who can pro-actively support the sales team for both events and retail side of the business.
Alongside supporting the process, you will be entrusted to be involved in the communication with existing clients both pre and post event.
It could be an industry event, B2B event marketing, launch event, exhibition, trade show, corporate events, VIP party, a product showcase, conference, theme park attraction, screening, app or website.
2Heads are a proudly independent, award winning, strategically minded and fiercely creative experiential agency.
We provide digital, hybrid & live solutions to the world's leading brands with the objective of producing optimum audience connection.
This administration role is best suited for IFA administrators with at least 1 years of experience, ideally with IO experience.
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.
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.