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.
The position will be suitable to someone who has a minimum of 3 years background in Paraplanning, ideally at CHARTERED level or definitely working ideally CHARTERED LEVEL AND MINIMUM Diploma Level 4 Qualified and is a full time position with part remote/home working available.
My client a fantastic IFA Firm is actively looking to recruit a Senior PARAPLANNER to join their hugely successful business.
The client may 2 PART REMOTE DAYS in terms of SKILLED PARAPLANNERS HUGELY SKILLED Report Writer in SENIOR PARAPLANNING.
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.
My client is looking to recruit a junior project manager whose day-to-day role will involve acting as first line for all customer contact and updating details of the contact via the internal CRM system within agreed SLA's.
The role will also involve the management and coordination of workloads, progress reports and service updates for both the business and customers, whilst ensuring the customer has the best experience possible.
Outbound calling is vital to this role, to keep the customer updated with queries that can range from a fault, invoicing, and contract queries.
A well-established specialist for the utility scale solar farms in the UK and Europe are looking for a savvy and bright individual to join their team as a Junior Project Manager!
In return you will be rewarded with a high level of job satisfaction, training and proven career progression within a stable industry.
This is a fantastic opportunity to join a highly experienced and well-trained team managing one of the largest portfolios in the UK.
We are currently recruiting for a Financial Planning practice who are looking to recruit a Level 4 Diploma Qualified Paraplanner to join their team in their Aylesbury office.
This role offers hybrid working.
The role will report to the Head of Paraplanning, and the key areas of the role are as follows:
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.