Posted by BWD Search & Selection • £70K/yr to £80K/yr
The independent Financial Planning division of a high profile, Top 20 Accountancy firm are looking to hire a Financial Planner to their office on the SW London/Surrey border.
Working closely with a very experienced and successful Partner, you will take over around 50 clients (typically in the £500K-1M range) and grow your book through both internal and external networking.
The firm has an impeccable reputation and has been consistently recognised over the years for the quality of both its team and its client proposition.
Posted by Financial Divisions • £28K/yr to £30K/yr
My client is a financial advice business who have been operating for 20 years and have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages and some Protections to clients across London and Southeast.
Boutique IFA - Sutton - 30 days annual leave plus PMI, DIS and pension scheme
Client Services Administrator - £28k - £30k depending on experience plus benefits
You will be providing technical expertise to support and assist in this process, through undertaking detailed research and analysis of a wide variety of financial planning solutions.
We are an SJP Partner Practice looking to appoint an experienced Paraplanner to join our growing team.
Our Practice is highly successful and prides itself on offering a first-class service to all our clients, providing them with a range of investment and retirement products and solutions to meet their financial goals and objectives.
Opportunity for either a recent graduate to break into Financial Services, or someone with strong admin or phones-based experience to get into a company that encourages growth and development.
Job Title/Location: Administrator, 5-10 mins walk from Epsom Station
Office/WFH: All training in the office, upon completion 3-4 days p/w office based & 1-2 days WFH
Requirements: Administrative experience within Financial Services, Insurance or Banking essential
Great chance for someone with administration experience within either mortgage, pensions, banking, insurance or any area of Financial Services to break into a business known for training & developing staff, with a direct route to go on an eventually develop into an Underwriter.
Office/WFH: After initial office-based training, you would be office-based 3 days and WFH 2 days per week