A Financial Planning firm located in Crawley 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.
Reed Specialist Recruitment are proud to be representing one of the UK's leading Financial Advice networks, who are looking for a Trainee Paraplanner to join their team in Horsham.
Main Duties and Responsibilities
To promote and always work towards delivery of Client Best Interest outcomes.
To ensure adherence at all times to the principles of data protection and to the OPGL policies on such matters.
Reed Specialist Recruitment are proud to be representing one of the UK's leading Financial Advice networks, who are looking for a new Paraplanner to join their team in Horsham.
Remote work is also available, with occasional visits to the Horsham office.
Main Duties and Responsibilities
To promote and always work towards our policy of delivery of Client Best Interest outcomes.
Posted by Mortgage Advice Bureau (MAB) • £30K/yr to £60K/yr
Are you a fully qualified Mortgage & Protection Adviser with experience of providing a first class advised customer service to all types of mortgage customers?
This is your chance to join the "Best Mortgage Broker (fewer than 8 advisors) as awarded at the Mortgage Strategy Awards 2024"
Mortgage Advice Bureau (MAB) are a nationally recognised mortgage broker and network, winners of over 200 awards in the past 5 years and continually growing.
We are currently working with a leading Financial Planners based in Horley, Surrey, to recruit for a Paraplanner to join their team.
Company Overview: This highly regarded financial planning business is committed to providing comprehensive financial planning and wealth management services.
Our client operates a hybrid structure with 3 days wfh and 2 in the office.
What's in it for you as our Trainee Mortgage Advisor
Full support and training provided to become CF1&CF6 qualified and achieve CAS/RMA status.
Up to 6 months spent in the residential business as a paid employee with dedicated study time to complete your mortgage qualification.
General
King & Chasemore in Crawley 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