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.
Are you a highly professional and competent individual seeking a rewarding opportunity in the world of Chartered Financial Planning?
We are working with an Award-winning Chartered Financial Planning firm nestled in the heart of Marlow, Buckinghamshire, and we are on the lookout for a dynamic addition to their Paraplanning team.
Posted by Financial Divisions • £60K/yr to £75K/yr
Financial Advisor - Manage an existing client base!
My client are a tied Financial Advice firm and operate with support from a large network.
Operating out of several offices in across the Southeast, they offer financial advice on Pensions, Investments, Tax Planning, IHT, Mortgages and some Protections to their clients.
The financial advisory firm is a medium sized business who have been in operation for over 10 years who provide fee-based advice, with its clients at the forefront of everything they do.
This administration role is best suited for IFA administrators with at least 1 years of experience, ideally with IO experience.
The business provides hybrid working, with most employees not in the office on a Friday and some good benefits including a salary of up to £35,000.