As a paraplanner, your work would consist of reporting on portfolio performance, analysing market offerings, services and products, and administering and actioning any advice given by the advisor that you will be supporting.
Our client is a professional Financial Advice firm with over 30 years experience in handling wealth portfolios of ultra-high net worth individuals with assets under management ranging from £2m up to £100m, and who appreciate the close relationship offered by this IFA practice.
This role offers a great opportunity to work on complex wealth management projects and portfolios for a number of high profile, wealthy private wealth management clients, which include many high profile sports personalities and professionals.
It is an opportunity created for individuals who are genuinely interested in business and financial services.
Exciting graduate opportunity for a business minded, ambitious individual with excellent communication skills, and a drive to succeed.
The position of Sales Support Executive is a newly created role, designed to provide a training programme aimed at progression to become a New Business Executive.
Working for our fantastic client in their Dorking office, this role is focused on providing support to the Financial Adviser whilst deeloping your career through studying to achieve The Award in Financial Services (administration modules) or Financial Planning Certificate.
Sales Consultant Salary £37,000 guaranteed first year Uncapped Percentage Based Commission
We are searching for someone that is looking to join a successful company based in Dorking you will play an extremely important role for the business which is within the 10-person strong sales team.
The role is an exciting one for the business and due to fantastic year on year growth they are looking for another member of staff to join their team.
As a Pharmacist with us you'll be providing excellent customer and patient care, it's more than dispensing medicine, it's listening and providing your expert advice and reassurance.
Harvey John are delighted to be representing a small accountancy practice based in Dorking, Surrey as they look to expand their Personal Tax team!
If you're looking for a friendly firm where you can excel within your specialism at a firm that can support part-time working, this is the role for you!
Despite their size, the firm's client base is varied and you'll work on the tax affairs of HNWIs, sole traders and Directors of OMBs and contribute towards maintaining the strong relationships that the team pride themselves on.