Due to an increase in Business, they are looking to strengthen their Client Support team by bringing in a new Paraplanner to support both the client administrator team and one of the Financial Advisers.
They are looking to hire an individual who has aspirations to become a fully qualified paraplanner within the next 24 months.
My client (an independent firm of Financial Advisers) provides a financial planning and discretionary investment management service to both corporate and private clients from their boutique office in Gerrards Cross, Buckinghamshire.
The firm has the flexibility to mould the Paraplanner opportunity around each person's specific skillset and support with progression to Financial Adviser as this pathway tends to work well within the business.
A well-established IFA based in Uxbridge is now looking for a Paraplanner to join their team.
This role would suit someone looking to work within a smaller firm, allowing more involvement with the Advice process.
Following a promotion of the existing assistant to a paraplanning position, they are now hiring a Financial Planning Assistant to provide close administrative support to two of their highest performing advisors.
They also offer advice on Wills, trusts and Estate planning to help with inter-generational planning.
Our client is a professional Central Berkshire based Financial Advice firm with over 30 years experience in handling wealth portfolios of high net worth individuals, giving advice on pensions, investments, tax planning, IHT, mortgages and some protections to clients across the home counties region.
Basic Up to £70k Package Paraplanning Full client portfolio with on-going advice fees due to retiring advisor
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 leads from the accountants.
Resource Matters have been retained by this well known National Company to recruit an experienced Independent Financial Advisor.
We specialise in placing candidates within the project sector using our career progression and placement program.
Are you looking to benefit from a new career in Project Management?
If you are organised, competent, dependable and can communicate well and motivate those around you; you could have a truly rewarding future as a Project Manager.
We do this using our specialised programme looking at placing candidates into gateway project management positions to build the foundation of a project management career.
Are you looking to benefit from a new career in Project Management?
If you are organised, competent, dependable and can communicate well and motivate those around you; you could have a truly rewarding future as a Project Manager.
We do this using our specialised programme looking at placing candidates into gateway project management positions to build the foundation of a project management career.
Are you looking to benefit from a new career in Project Management?
If you are organised, competent, dependable and can communicate well and motivate those around you; you could have a truly rewarding future as a Project Manager.