A Financial Planning firm located in Walton-on-Thames 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.
Posted by Dynamite Recruitment Solutions Ltd • £28K/yr to £36K/yr
Dynamite Recruitment are proud to be recruiting in partnership with a Investment management firm on the recruit of an Investment Administrator to join their team.
This role will be to support customers with their enquiries regarding their investments and carry out Administration tasks to support the sales process.
Assisting the sales team with all administration tasks.
Are you looking to kickstart your career in finance with our client's Trainee Financial Advisor Programme?
This role offers a structured pathway to becoming a successful independent financial adviser.
Starting as a support administrator, you'll gain hands-on experience while building essential knowledge in financial products, investment strategies, and client relationship management.
We are thrilled to be working with a dynamic financial advisory firm based in Woking, dedicated to providing top-tier financial planning and wealth management services to valued clients.
This role is essential in supporting our Financial Planners and ensuring our clients receive tailored, high-quality financial advice.
As part of our their continued growth, they are seeking a skilled and detail-oriented Paraplanner to join our team.
Posted by Lloyd Recruitment Services Ltd • £25K/yr to £28K/yr
Our established client is offering the rare chance to train you to become a fully qualified Adviser.
Working alongside 3 very experienced advisers with a mentor programme in place, this 2-3 year programme is a great opportunity for a self-motivated individual.
With learning support and on the job experience, you are in control of how quickly you could be working as an Adviser.
Posted by Resource Matters Ltd • £55K/yr to £60K/yr
Basic Up to £60k Package Paraplanning Full client portfolio with on-going advice fees
Due to the existing advisor retiring you will provide holistic financial planning advice to a large portfolio of clients with substantial on-going advice fees and you will benefit from ongoing lead generation.
Resource Matters have been retained by this well known local IFA firm to recruit an experienced Independent Financial Advisor.