A leading Wealth Management firm, who have an excellent reputation and established in the Cambridge area for many years are looking to recruit an experienced Paraplanner.
The role will support a team of Financial Planners who offer full market products to a HNW client base.
Working as part of a growing team of around 30 members of staff this is an excellent opportunity to join a Chartered practice who will invest in your development and can offer strong career prospects.
During a period of key expansion, our client is looking for an experienced Paraplanner to support the successful Financial Planners of the business.
The opportunity for an experienced Paraplanner to join a fantastic Financial Services firm who focus on providing a high quality financial planning and investment management service.
If you are a skilled PARAPLANNER & Cambridge office Based, I can share you for a great office opportunity and you will need to be skilled & Diploma qualified minimum.
The role is to support the Chartered Financial Planners dealing with our clients proving holistic financial planning including areas such as Pensions, Investments, Protection & nonmainstream investments.
If you are a skilled PARAPLANNER & Cambridge office Based, I can share you for a great office opportunity and you will need to be skilled & Diploma qualified minimum.
The role is to support the Chartered Financial Planners dealing with our clients proving holistic financial planning including areas such as Pensions, Investments, Protection & nonmainstream investments.
There could be 2 remote days after around half a year having joined the company.
If you are a skilled PARAPLANNER & Cambridge office Based, I can share you for a great office opportunity and you will need to be skilled & Diploma qualified minimum.
The role is to support the Chartered Financial Planners dealing with our clients proving holistic financial planning including areas such as Pensions, Investments, Protection & nonmainstream investments.
There could be 2 remote days after around half a year having joined the company.
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.
Posted by Cooper Lomaz Recruitment • £50K/yr to £100K/yr
Ideally the successful candidate will have achieved Chartered status but this is not essential, previous experience working either as a Paraplanner or Financial Adviser or Financial Planner is essential.
Cooper Lomaz is working with a Chartered Financial Planning institute and they are seeking an experienced Financial Planner or Financial Adviser.
My client can provide some clients, however, business development, networking and contacting leads and enquiries that come into the business will be essential to the role.
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