Posted by Blakemore Recruitment • £55K/yr to £60K/yr
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.
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.
Salary Range: £35,000-£45,000 dependant on experience
We are seeking an Accountant who is keen, enthusiastic, hardworking, and motivated.
This role is ideal for someone with strong analytical, organisational, communication, and problem-solving skills, who also has a keen eye for detail and numerical aptitude.
You will be responsible for supporting in account management and sales administration, and the coordination of customer documentation and management of information.
You will be working for our client, who are based in Marlow.
This is a great opportunity for a Senior Administrator, seeking a temporary assignment for six months.