With offices in Uxbridge, my client is a reputable Independent Financial Advice firm.
Additionally, they provide estate planning services, wills, and trusts to assist clients with their multigenerational planning.
They provide rich clients in the London and home counties region with whole of market advice on pensions, investments, tax planning, IHT, mortgages, and certain protections.
Managing a large portfolio of clients' accounts including sole traders, Partnerships and SME Limited Companies.
Managing client sales, purchase and nominal ledgers and reconciling at month-end to trial balance level.
General
This established and reputable local Accountants are seeking a skilled and knowledgeable Portfolio Manager to manage the smooth management of client accounts and supervising the accounting team.
Recent IFA paraplanning experience or for a junior, with strong financial services administration experience
A fantastic opportunity has arisen to join a highly successful firm of Financial Advisors placed in beautiful surrounding just outside of town providing Paraplanning Support.
Ideally, they are looking for a paraplanner - but are also open to a junior dependent onability and current experience - someone who has :-
The firm has the flexibility to mould the Paraplanner opportunity around each person's specific skillset and support with progression to Financial Adviser as this pathway tends to work well within the business.
This role would suit someone looking to work within a smaller firm, allowing more involvement with the Advice process.
A well-established IFA based in Uxbridge is now looking for a Paraplanner to join their team.