Posted by Blakemore Recruitment • £40K/yr to £50K/yr
A Financial Planning firm located in Walton-on-Thames 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.
We are currently looking for a Mortgage and Protection Advisor to join our clients, a nationally recognised Estate Agency, who are looking for a Mortgage and Protection Advisor to join their busy team in the Shepperton area.
The successful candidate will provide excellent customer service with the ability to hit targets.
This is an extremely fast-paced office with excellent earning potential and leads will be provided by the Estate Agency team.
Posted by Financial Divisions • £35K/yr to £38K/yr
My client is an independent financial advice business who have built a lasting reputation for providing the highest levels of advice with private clients across Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, and employee benefits advice to corporate clients across London and Southeast.
They manage the affairs of retirees, City professionals, families, SME owners, large corporate businesses and medium sized enterprises.
The business has 3 offices and collectively manages approximately £1bn AUM.
Posted by Financial Divisions • £28K/yr to £35K/yr
My client is an independent financial advice business who have built a lasting reputation for providing the highest levels of advice with private clients across Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, and employee benefits advice to corporate clients across London and Southeast.
They manage the affairs of retirees, City professionals, families, SME owners, large corporate businesses and medium sized enterprises.
The business has 3 offices and collectively manages approximately £1bn AUM.
We are working with a facilities client who are looking for a part-qualified finance business partner to join their team.
The successful candidate will be responsible for providing financial support and will work closely with the finance team to ensure that the company's financial goals are met.
Key Responsibilities
Provide financial analysis and insight to support business performance and improvement.
Posted by Financial Divisions • £30K/yr to £33K/yr
My client is an independent financial advice business who have built a lasting reputation for providing the highest levels of advice with private clients across Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, and employee benefits advice to corporate clients across London and Southeast.
Corporate Administrator/Employee Benefits Administrator - £28k - £35k depending on experience plus benefits - Full study support - Surrey office
The business has 3 offices and collectively manages approximately £1bn AUM.
Posted by Public Practice Recruitment Ltd • £35K/yr to £45K/yr
Are you a tax professional passionate about working with private clients and looking to further your career in a leading firm?
An exciting opportunity has opened up for a Tax Senior job in Weybridge with a highly regarded accountancy firm known for its expertise in private client services.
This firm has a strong market presence and is recognised for delivering exceptional tax and compliance services to high-net-worth individuals, including those with complex portfolios involving property, investments, and trusts.
Posted by Financial Divisions • £28K/yr to £35K/yr
My client is an independent financial advice business who have built a lasting reputation for providing the highest levels of advice with private clients across Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, and employee benefits advice to corporate clients across London and Southeast.
Corporate Administrator/Employee Benefits Administrator - £28k - £35k depending on experience plus benefits - Full study support - Surrey office
The business has 3 offices and collectively manages approximately £1bn AUM.