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.
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.
This role is targeted at candidates with an interest in broadening their experience of planning and being closely involved with managing and taking responsibility for interesting projects and clients.
We have an exciting opportunity for RTPI or RICS qualified Planners to join Savills London Planning team.
My client are an award winning Chartered independent wealth planning firm in Central London who I have met and placed 20 staff with over the past 3 years.
They have over 5000 clients in their current setup with cases ranging from £100k - £20m to invest.
They have beautiful offices in the City of London offices and offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across London and Southeast.
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.
Typically, your role will involve managing your own workload, assisting the Associate Directors & Directors, undertaking planning research and enquiries, drafting reports and planning submissions (site assessments, policy notes, applications, appeals, development plan representations and so on).
Assisting with the management of the team's project instructions and its business development activities.
We have an opportunity for a RTPI (or soon to be qualified) Planner to join our London Corporate, Commerical & Education Planning team.
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.