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 Uxbridge.
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.
Additionally, they provide estate planning services, wills, and trusts to assist clients with their multigenerational planning.
With offices in Uxbridge, my client is a reputable Independent Financial Advice firm.
They provide rich clients in the London and home counties region with whole of market advice on pensions, investments, tax planning, IHT, mortgages, and certain protections.
Our client, a well-established Independent Financial Advice firm based near Hillingdon, offers an exceptional opportunity for you to transition into a Paraplanner role.
The firm caters to a diverse range of clients, including city professionals, SME business owners, and retirees, with portfolios ranging from £500k to several million in investable assets.
With a rich history of providing whole-of-market financial advice on Pensions, Investments, Tax Planning, IHT, Mortgages, and other Protections, they serve a high-net-worth clientele across London and the Home Counties region.
Penguin Recruitment are excited to be supporting one of our well known national clients who are a well known housebuilder looking to appoint a Graduate Town Planner in their Uxbridge North London team.
We are looking for candidates who have completed or about to complete an MSc within Town Planning (RTPI Accredited) along with a placement.
To be considered for this role you must have excellent GCSE's and A-levels.
The option to progress on to Paraplanning is available.
Are you an experienced paraplanner / financial services administrator, looking for a new role in a dynamic and supportive environment, offer genuine long term career opportunities?
Due to continued success in providing fee based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide support to the Financial Advisers and Paraplanning team.
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 Uxbridge.
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.