My client is a well-established Independent Financial Advice firm with offices based in Uxbridge.
They also offer Wills and Trusts and Estate work, to help clients with their inter-generational planning.
They offer whole of market advice on Pensions, Investments, Tax Planning, IHT, Mortgages and some Protections to wealthy clients across the London and home counties region.
We are delighted to represent this elite firm of Chartered Financial Planners who seek an experienced Paraplanner to join them.
Based out of the Cambridge office (hybrid working is available), you will receive a competitive salary an excellent range of employee benefits, including company pension, private medical and 30 days holiday (plus Bank Holidays).
You will support the successful team of financial planners.
This role is best suited to those with 2 years paraplanning experience who also have their level 4 qualification.
This is a large Financial Advisory business that provides advice on a whole of market basis.
With this role you will benefit from joining a large team where you will receive support, hybrid working, great benefits, and due to growth plans, there will be opportunities to progress further within the business.
An exciting opportunity has arisen within the Service Performance and Communications Department based at Fire Service Headquarters, Forest View Business Park, Llantrisant, CF72 8LX, for the role of Information Governance Manager.
The successful candidate will be responsible for providing direction, support and advice to the Authority and the Service in matters relating to Information Governance, ensuring compliance with the relevant legislation.
You will be providing technical expertise to support and assist in this process, through undertaking detailed research and analysis of a wide variety of financial planning solutions and producing compliant financial planning reports for our Financial Advisors to present to clients.
Our Practice is highly successful and prides itself on offering a first-class service to all our clients, providing them with a range of investment and retirement products and solutions to meet their financial goals and objectives.
You will always strive to produce well thought out and meaningful Client reports that demonstrate your attention to detail and understanding of their needs.
I am looking for a candidates with previous technical experience in a Paraplanner role and this can be from a whole of the market or restricted advice background
A fantastic opportunity has arisen for an experienced Paraplanner to join a thriving financial advice practice near Amersham.
They are looking for someone who is flexible and confident to provide their input as the team continues to develop and grow.