An Award-winning Chartered 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 holds Corporate Chartered Status awarded by the CII and are committed to providing the highest levels of service.
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.
My client is a well-established Independent Financial Advice firm with offices based in Uxbridge.
They offer whole of market advice on Pensions, Investments, Tax Planning, IHT, Mortgages and some Protections to wealthy clients across the London and home counties region.
They also offer Wills and Trusts and Estate work, to help clients with their inter-generational planning.
We are seeking a highly motivated and experienced Property Consultant to join our client's team.
The successful candidate will be responsible for providing professional property consulting services to clients, including property valuation, market analysis, and negotiation support.
Key Responsibilities
Conduct property valuations and market appraisals.
Are you a highly professional and competent individual seeking a rewarding opportunity in the world of Chartered Financial Planning?
We are working with an Award-winning Chartered Financial Planning firm nestled in the heart of Marlow, Buckinghamshire, and we are on the lookout for a dynamic addition to their Paraplanning team.
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