Cameron James is working with a successful Fully Independent Financial Planning firm based in Surrey, in the recruitment of an experienced Financial Planning Assistant to join their growing team.
You will help with preparing advice cases for submission, and assisting with producing suitability reports, researching financial products, reviewing products.
Posted by Blakemore Recruitment • £30K/yr to £35K/yr
We are currently recruiting for a boutique Wealth Management firm nearReigate who are looking to recruit a Financial Planning Administrator.
To offer financial planning support to advisers, paraplanners and the practice to ensure the client receives high quality financial advice.
Role is 100% office based in probation period then move on to a hybrid schedule of 2 days per week for full-time employees, to be implemented after their three-month sign-off training period.
You will help with preparing advice cases for submission, and assisting with producing suitability reports, researching financial products, reviewing products.
Cameron James is working with a successful Fully Independent Financial Planning firm based in Godalming, in the recruitment of an experienced Financial Planning Assistant to join their growing team.
A Financial Planning firm located in Walton-on-Thames are looking to recruit a highly professional and competent individual to join their Paraplanning team.
The company provides bespoke Wealth Planning Advice to both established HNW clients and new clients which are referred through reputation and excellence.
The company office ethos combines a modern flexible attitude to work which focuses on employee development and wellbeing with a traditional highly professional approach to clients.
Posted by Blakemore Recruitment • £45K/yr to £50K/yr
We are currently recruiting for a Financial Planning practice based in Guildford who are looking to recruit a Technical Paraplanner.
This role offers hybrid working 1 day in the office and 4 days from home.
The company is a boutique wealth management firm (approx 25 staff members) based just outside of Guildford, providing expert financial advice to a range of private and corporate clients.
Paraplanner Opportunity Elevate Your Career in Financial Planning - 4 days a week with work from home.
An experienced Paraplanner is sought to support a Private Client Director and a successful financial planning team in delivering outstanding, holistic services to high-net-worth (HNW) clients.
This client-facing role offers the chance to be part of an award-winning wealth management firm known for its exceptional client service and people-focused culture.