Our client provides a truly holistic service across financial planning, wealth management, investment management and professional services.
Recruit Wealth are delighted to be representing one of the fastest growing, national Financial Planning & Wealth Management businesses in the UK, who are private equity backed for further growth and acquisition.
This newly created Paraplanner role is located for their Milton Keynes regional hub, one of 40 national offices.
Are you an aspiring Financial Adviser who is passionate about the Financial Services Industry and would like to develop as part of a flourishing and exciting firm?
£24,000 - £35,000 basic whilst in training for first 12 months
If you'd like an employed role in which you can start without prior experience and gain your qualifications (if you haven't already), this could be the role for you.
An exciting position has risen with my client who is an independent financial advice business who 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 Berkshire and Wiltshire.
Plus Full study support to level 4 diploma and hybrid working
The business has 3 Advisers and overall, 10 staff who work with c.200 retirees, City professionals, families and professional sportsmen and women with varying levels of assets ranging from £100k - multiple millions.
You will have the freedom to tailor your advice and recommendations to meet each client's specific financial goals and objectives.
Whether it's helping a young couple plan for their future or assisting a soon to be Retiree plan for their money to work for them, your expertise and guidance will make a meaningful impact on peoples lives
In this role, you will have the opportunity to work with a diverse portfolio of clients.
A fantastic opportunity to join a forward-thinking Independent Financial Planning firm that are based in Milton Keynes on a opportunity for a Paraplanner to join their team.
With a technical back-office team, this role would suit someone who is diploma qualified and wishes to test their technical knowledge within an established financial planning firm.
This firm has a strong reputation in the industry, providing advice on Pensions, Investments, and Corporate Advice.
The Financial Planning Business Partner with responsibility for supervising a small team, will be responsible for providing; accurate and timely management accounting including insight and commentary; trading performance and KPI reporting (daily / weekly / monthly); analysis of commercial and operational performance, identifying drivers of both positive and negative results and margin to enable the business to maximise opportunities and strengthen existing product lines; to lead the development of monthly reporting packs; budgeting and re-forecasting of commercial performance targets and top to bottom line profitability (EBITDA); Management of EBITDA risk and opportunity outside of re-forecasting cycles; You will also be one of the lead finance representatives on a change projects and continuous improvement task force who will be looking at and reviewing business reporting and involved in pro-actively analysing existing customer channels, product offerings and practices, to propose improvement opportunities.
In this role you will be responsible for providing commercial and value adding analytical and financial support and insight to the CFO and senior operational stakeholder's whilst facilitating understanding of both performance and underpinning drivers.
This is a highly visible, rewarding and challenging newly created FP&A opportunity to join an insightful commercial finance team in a proactive and forward thinking multi-national business.
Are you an aspiring Financial Adviser who is passionate about the Financial Services Industry and would like to develop as part of a flourishing and exciting firm?
If you'd like an employed role in which you can start without prior experience and gain your qualifications (if you haven't already), this could be the role for you.
You will have access to industry leading training and support to develop from an administrative position, in which you learn processes and systems whilst you study towards your qualifications, to shadow the Principal and become more customer facing as you grow in confidence and become more proficient.
They are currently seeking to appoint an experienced whole of market mortgage advisor to work from home either over the phone or virtually advising on quality pre-qualified appointments.
Our clients are a is a newly established whole of market mortgage brokerage and are the trading style of a long-established IFA firm.