We are in search of a dedicated Estate Planner who will be responsible for conducting in-home consultations to assist clients in drafting and creating wills.
The ideal candidate will take the time to thoroughly understand clients' requirements, providing personalised guidance on the use of wills, trusts, and lasting powers of attorney to protect their estate and loved ones.
Penguin Recruitment is pleased to be working with one of the UK's leading property consultancies on the appointment of a Town Planner to their team in London.
The company has multiple planning teams throughout the UK and London and there are 20 Planners in this team, providing plenty of opportunity for camaraderie and support.
My client is a well-established Independent Financial Advice firm with offices based in Northwest London is looking for a Paraplanner to join their team.
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.
Your responsibilities will include, but are not limited to:
Research and Analysis: Conduct thorough research and analysis of financial products and services to support the creation of tailored financial plans.
As a Paraplanner, you will play a pivotal role in supporting our team of experienced financial advisers in providing top-notch financial planning services to our clients.
Full study support, 25 days holiday, additional Christmas close, PMI, 10% Bonus, extra day for Birthday and prior to RO exams.
My Client with offices based in the Watford area has been now operating in excess of 15 years and have built their reputation on providing a very solid Financial Advisory service to their Clients, many of which fall into the HNW Category with assets over £1m to invest.
Opportunity Highlights
The Admin and Paraplanning team support a team of 10 Advisers.
Temporary Administrative support to the Director for Climate and Infrastructure - 3 days per week - Tuesdays, Wednesdays and Thursdays
Our client, a membership organisation for businesses looking to secure infrastructure contacts globally, is seeking a highly organised and proactive individual to join their team as an Administrative Coordinator.
In this role, you will provide comprehensive administrative support, assisting with day-to-day operations and ensuring the smooth running of the department.
My client is an independent wealth planning firm in Watford, providing whole-of-market financial advice to a diverse clientele with several regional offices in the U.K.
Managing over £200m of clients' assets, they specialise in pensions, investments, tax planning, cash flow modelling, retirement planning, and personal and business protections, including esoteric schemes like VTC & EIS schemes.