Due to continued success in delivering bespoke Wealth Management solutions to their expanding client base, this innovative and successful Financial Planning firm is keen to attract a dedicated and enthusiastic Administrator/ Junior Paraplanner to join their team.
You will provide full support to the Consultants ensuring that all the relevant information is obtained from clients and work with the Paraplanners to produce detailed suitability reports.
Based in state of the art offices, you will join an established team who provide support to experienced Advisors and Paraplanners.
Posted by Taylor James Professional Recruitment • £50K/yr to £60K/yr
Duties & responsibilities (not limited to): full client job spec available
Taylor James are partnered with one of London's most exclusive firms of financial planners to appoint a qualified paraplanner to join the team on a permanent basis.
Our client offers true holistic financial planning to HNW clientele, delivered by a highly impressive team of professionals.
Are you a highly technical Senior Paraplanner, level 6 qualified (Chartered) with experience of working on complex Financial Planning cases for HNW and UHNW clients?
If so, you might be the perfect candidate for the Senior Paraplanner role at First Wealth Financial Planning, an award winning and ambitious Chartered Financial Planning firm based in Marylebone, London W1.
Would you relish the opportunity to fully utilise your technical expertise, working with complex clients alongside the Director of Growth in the newly launched Private Office proposition?
Our client, a medium sized law firm based in the West end are looking for anAdministrator to join their Business Services Centre team on a permanent basis.
The successful candidate will be career minded and proud of the service they provide and will strive to continually provide a value added and quality service delivery to all individuals, at all times and in all circumstances.
The role requires first class administrative and interpersonal skills and the proven ability to undertake a wide range of administrative tasks, demonstrating initiative, enthusiasm, professionalism and a high-level quality service delivery.
Posted by Twentyfour Recruitment Group • £35K/yr to £45K/yr
Responsibilities
Calendar Management: Help keep track of schedules and set up appointments.
Emails: You will handle emails for the partners including reading, writing, and organising emails.
General
Job Description: Our client based in the Property sphere are looking for an organised and helpful person to join their team as an EA where you will be a key and pivotal part of the office based team.