Posted by Blakemore Recruitment • £50K/yr to £60K/yr
A 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 office ethos combines a modern flexible attitude to work which focuses on employee development and wellbeing with a traditional highly professional approach to clients.
Join a team where your expertise shapes the future of financial advice.
We are recruiting for a leading wealth management firm in Marlow, known for its personal approach and dedication to helping clients navigate the complexities of financial decisions.
Are you a detail-oriented Paraplanner with a passion for delivering high-quality financial planning?
I am currently supporting a skilled Financial Advisor Role to join a very successful and high level Financial Planning and Investment and Pensions Company in the Buckinghamshire area if you are actively looking and have client banks to follow up with or the ability to develop them further which is always wonderful & linked to a very successful strong skilled Financial Advisor.
In addition:-
To be considered you as outlined, must have a skilled CAS Status in order to join.
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.
The floor is yours as an Assistant Manager, as we have a passion for discovery and learning which gives everyone the opportunity to grow.
At Cte, we're big on trust and have a culture built on camaraderie and friendship, which makes it easy to bring what makes you uniquely you, to the table.
We're open minded and love to share ideas and learn from other's experiences.
Posted by Public Practice Recruitment Ltd • £42K/yr to £52K/yr
We're delighted to be representing an exceptional and thriving firm of accountants in Marlow in their search for an ACCA/ACA qualified or nearly qualified accountant to take up the position of Senior Accountant.
This role will suit a professional looking for a real opportunity to embark upon a professional pathway of progression.
Are you an experienced supervisor of a thriving accountancy team with great communication skills and a positive mindset and work ethic?