They also offer Wills and Trusts and Estate work, to help clients with their inter-generational planning.
My client is a well-established Independent Financial Advice firm with offices based in Epsom.
They offer whole of market advice on Pensions, Investments, Tax Planning, IHT, Mortgages and some Protections to wealthy clients across London, Surrey and the wider Southeast region.
Working as part of the Paraplanning Team and assist in the functioning of the team in supporting the firm's Financial Planners to deliver fantastic service to their clients.
Professional study support; Up to £29,000
With the opportunity to study for qualifications offered by the Chartered Insurance Institute (CII), supported by the business this will suit someone who is keen to build a career within finacial services.
You will be working as part of the Paraplanning Team and assist in the functioning of the team in supporting the firm's Financial Planners to deliver fantastic service to their clients.
This role would suit a Graduate who is looking to start a career within the Wealth Management / Investment sector, or it would suit someone who is currently working in financial services but is looking to streamline into a more analytical role where you will have the opportunity to take qualifications to become qualified and develop organically within the business.
I am currently working with a superb company that has a rare opportunity for an ambitious individual to join a growing IFA practice.
We are recruiting for a Chartered Financial Planning firm in Surrey who have a requirement for someone to service an existing client bank.
Your primary responsibilities will be to conduct financial reviews and identify suitable opportunities for new business.
Their typical client up to £500,000 of investable assets and you must have experience of providing pension and investments advice to high net worth clients.
Lloyd Recruitment Services are delighted to be recruiting for an established, highly professional and leading mechanical and electrical building services company that seek an experienced, detail oriented Mechanical Estimator to be responsible for accurately estimating the costs associated with mechanical systems in construction projects.
My client is becoming one of the market leaders in their field, they provide support to a variety of prestigious clients within the education, healthcare, and heritage sectors, that also undertakes building fabric projects, responding to client demand to use a single source partner.
They have experience of risk management for working within complex, high risk and critical environments creating an intrinsic relationship between people, process, and technology.