We are currently working with a national Wealth Management organisation to recruit an experienced Paraplanner.
As a leading employer in the Financial Planning market, this company recognise the importance of offering flexibility to their staff and as such, they are happy to be able to offer experienced Paraplanners the opportunity to work from home.
Their current requirement is for an experienced Paraplanner to join the business to provide technical paraplanning support to a team of Senior Financial Planners.
An established Independent Financial Planning firm with a fantastic reputation is now looking for a Financial Adviser to join their growing team.
General
A very friendly team who focus on providing a Client focused approach to Financial Advice and finding every client the right financial solution.
Our client offers fully independent advice on Pensions, Investments, Insurance and Mortgage as well and have a team of advisers qualified in areas such as Pension Transfers, Equity release and Long-Term Care.
My client is a stand-alone wealth planning company in Southampton that serves a wide range of clients across Hampshire, Surrey, Sussex, Kent, and London with whole-of-market financial advice.
Plus benefits include full study support.
They oversee more than £200 million in client assets and are experts in cash flow modelling, pensions, investments, tax planning, and business and personal protection, including obscure programmes like VTC and EIS programmes.
Highest Payaway Rate for Self-Employed Financial Advisers
A rapidly expanding wealth management and financial advice firm is seeking to hire several financial advisers on a self-employed basis, offering highly competitive payaway rates.
This initiative aims to manage and expand our existing client base.
The successful candidate will be able to manage a portfolio of Strategic clients specialising in Invoice Discounting and Trade facilities.
The individual will be able to provide excellent customer service, building strong relationships and understanding of the client's needs.
As the 1st point of contact with their clients, excellent communication skills are essential maintaining a high level of professionalism either via face to face, on the phone, on email and in written communication.
Finance Business Partner and FP&A - mainly working from home -
The business model they have is remote-first which means - working mainly from home - so your location is not an issue as long as you'd be happy to be in the office for team meetings from time to time.
The office is in a rural location (with direct links to London from nearby Guildford),