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.
They specialize in investing in, and providing comprehensive support services to, a diverse portfolio of start-up companies and smaller businesses looking to scale, primarily within the Recruitment Sector.
Their mission is to empower these budding enterprises with the tools they need to thrive and succeed in today's competitive business landscape.
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 dynamic, fast forward-thinking Accountancy firm of the future and are currently looking for a Personal Tax Client Manager to support the Directors with managing a portfolio of Personal Tax clients.
The role offers good future career opportunities and development.
This role has the opportunity for a 30% Accounts split, if the candidate also has experience of FRS 105 / FRS 102 1A accounts.
We're delighted to be partnering with a leading social housing provider based in Buckinghamshire, who are currently recruiting for Financial Services Manager (Financial Controller) to join the team on a permanent basis.
What's on offer
The annual salary is £66,545.00 per annum.
The role is 37 hours per week with flexible working and with an excellent hybrid working set up.
Areas of advice are retirement planning, investment and saving advice, pensions, inheritance tax, estate planning, mortgages, equity release or employee benefits.
Our Clients, Wealth Managers based in Buckinghamshire, in beautiful surroundings, provide friendly and highly professional financial advice to HNW Private Clients and business in the local area.
They require additional support in the Capacity of IFA Client Support Administrator
They invest in a diverse portfolio of other like minded start ups and due to growth they're looking for an ambitious, confident and driven Finance Associate to join their team.
The successful candidate will play a crucial role in ensuring the smooth financial operations for our client's portfolio as well as for our client itself.
Our client is a dynamic and innovative private equity company based in Marlow.