Being qualified Chartered Financial Planners and encouraging others to work towards that accolade are seeking a qualified Paraplanner to join the successful team which consists of 2 further Paraplanners and administrators.
Our clients are a truly independent Financial Planners, specialises in the financial well-being of their clients.
The team have over 20 years' experience in the Financial Planning industry, with some team members having worked their whole 50-year career in the wider finance industry.
Berkshire IFA is an ambitious and growing company committed to our Clients, the outcomes they are seeking, and to our team of people who will help our clients achieve what they set out to.
About Us, Our Clients and Our People
We support all of our team in their own journey both professionally and on a more personal level.
Posted by Cranleigh Personnel • £25K/yr to £30K/yr
Are you a driven graduate eager to build a successful career in financial services?Or perhaps you are early on in your financial planning career and looking for a company that not only offers clear career progression but also provides a supportive, goal-oriented environment?
Our client, a Chartered and independent financial planning firm, is offering an exceptional opportunity for ambitious individuals to begin their journey as a Trainee Financial Planner.
This role is perfect for someone who is ready to immerse themselves in the world of holistic financial planning, with the full backing of a company passionate about nurturing future talent.
Being qualified Chartered Financial Planners and encouraging others to work towards that accolade are seeking a qualified Financial Planner to join the successful team.
Our client, a truly independent Financial Planners, specialises in the financial well-being of their clients.
The team have over 20 years' experience in the Financial Planning industry, with some team members having worked their whole 50-year career in the wider finance industry.
Berkshire IFA is an ambitious and growing company committed to our Clients, the outcomes they are seeking, and to our team of people who will help our clients achieve these outcomes.
About Us, Our Clients and Our People
We support all of our team in their own journey both professionally and on a more personal level.
Berkshire IFA is an ambitious and growing company committed to our Clients, the outcomes they are seeking, and to our team of people who will help our clients achieve these outcomes.
About Us, Our Clients and Our People
We support all of our team in their own journey both professionally and on a more personal level.
Posted by Mulberry Recruitment • £33K/yr to £36K/yr
The Team Manager will be the first point of contact for the team and will be expected to have the skills and knowledge to understand and resolve any issues that should arise
My client who are based in Winnersh are seeking a Customer Service Manager to join their fast growing team.
The role of the Team Manager is to manage and support a Client Services Team in providing exceptional servicing to a portfolio of clients.
Managing the financial outsourcing for a portfolio of clients, including but not limited to bookkeeping, VAT returns (with partial exemption) and management accounts in accordance with UK GAAP and IFRS.
General
They are currently seeking an Outsourcing manager to join their friendly & approachable team.
REED Practice are currently working with a rapidly growing, Top 100 firm that are based in Reading.