With over 15 years of experience providing top-tier financial services to both individuals and businesses, this firm is looking to expand its team as they continue their growth journey.
We are thrilled to have exclusively partnered with a thriving and ambitious IFA firm based in Cheltenham.
Over the years, hundreds of happy clients have built lasting connections with our client, which is testament to their down-to-earth approach.
Posted by Capio Recruitment Financial Planning • £50K/yr to £80K/yr
The Company
The opportunity to join an established, Chartered Financial Planning firm with a fantastic reputation who focus on offering their clients an outstanding service.
Development is something they are very passionate about and there is potential progression opportunities into senior roles.
General
This role will be a great opportunity for you to cover all aspects of financial planning, with a varied caseload and some technical and complex cases.
They pride themselves on offering expert and personal service to their clients and require the successful individual taking on this position to be responsible for conducting analytical tasks, finance-related activities, preparation of paperwork for advisers and report writing to support the financial advisers in creating tailored financial plans.
Are you looking to join an award-winning firm that is offering great earning potential, career path and hybrid working?
If you are, we are currently looking for a Paraplanner to join our clients an established, award-winning firm with an excellent reputation within the Birmingham area.
As you advance in your career and consistently achieve excellent customer outcomes while meeting your KPIs, you'll have the chance to be promoted to Senior Mortgage Advisor and beyond.
We are excited to offer an exceptional opportunity to join a leading mortgage provider, where you can enjoy the flexibility of working from home with adaptable hours!
Starting with a guaranteed minimum salary of up to £50,000 for the first 12 months, you'll have the potential to increase your earnings year after year.
Posted by Premier Jobs UK Limited • £26K/yr to £32K/yr
You would be providing financial planning administration support to their team of Financial Advisors, who provide holistic financial planning to clients.
This Financial Services Administrator job in Cheltenham is ideal for current Financial Services Administrators keen to join a growing company which has exciting plans ahead!
The business values the role you play and recognises your worth in helping the whole team to deliver a quality service.
What's in it for you as our Trainee Mortgage Advisor
Up to 6 months spent in the residential business as a paid employee with dedicated study time to complete your mortgage qualification.
Full support and training provided to become CeMAP qualified and achieve CAS/RMA status.
General
RA Bennett in Cheltenham offers structured and transparent progression opportunities Competitive basic salary OTE year one £35,000 - £45,000 realistic and achievable Company car or car allowance - Warm leads Industry leading training Agile and nimble IT systems