A wonderful and very successful Financial Services business is Looking to recruit an experienced, enthusiastic, and driven qualified Independent Financial Adviser to complement the existing team.
The successful candidate will be hugely skilled in Pensions and Investments on the Advisor side & confident in their ability to create new opportunities and service existing clients to assist with the firms' future development plans also.
Ideally but not essential, the successful candidate will be a Chartered Financial Planner.
A wonderful and very successful Financial Services business is Looking to recruit an experienced, enthusiastic, and driven qualified Independent ideally CHARTERED Financial Adviser to complement the existing team.
Ideally but not essential, the successful candidate will be a Chartered Financial Planner.
The successful candidate will be confident in their ability to create new opportunities and service existing clients to assist with the firms' future development plans also.
My client (an independent firm of Financial Advisers) provides a financial planning and discretionary investment management service to both corporate and private clients from their boutique office in Gerrards Cross, Buckinghamshire.
They are looking to hire an individual who has aspirations to become a fully qualified paraplanner within the next 24 months.
Due to an increase in Business, they are looking to strengthen their Client Support team by bringing in a new Paraplanner to support both the client administrator team and one of the Financial Advisers.
My client is a Chartered Independent Financial advice firm based in Gerrards Cross.
They looking to take on an administrator who can demonstrate a solid track record of working within a support role in Wealth Management and who is now looking for an opportunity that can further develop their technical knowledge in pursuit of a career as a paraplanner, and eventually as an advisor.
They are currently expanding their team of experienced IFA administrators on the back of rapid growth and expansion.
Our client is a professional Central Berkshire based Financial Advice firm with over 30 years experience in handling wealth portfolios of high net worth individuals, giving advice on pensions, investments, tax planning, IHT, mortgages and some protections to clients across the home counties region.
Following a promotion of the existing assistant to a paraplanning position, they are now hiring a Financial Planning Assistant to provide close administrative support to two of their highest performing advisors.
They also offer advice on Wills, trusts and Estate planning to help with inter-generational planning.