This role would suit a Graduate who is looking to start a career within the Wealth Management / Investment sector, or it would suit someone who is currently working in financial services but is looking to streamline into a more analytical role where you will have the opportunity to take qualifications to become qualified and develop organically within the business.
You will be working as part of the Paraplanning Team and assist in the functioning of the team in supporting the firm's Financial Planners to deliver fantastic service to their clients.
I am currently working with a superb company that has a rare opportunity for an ambitious individual to join a growing IFA practice.
This role would suit a Graduate who is looking to start a career within the Wealth Management / Investment sector, or it would suit someone who is currently working in financial services but is looking to streamline into a more analytical role where you will have the opportunity to take qualifications to become qualified and develop organically within the business.
You will be working as part of the Paraplanning Team and assist in the functioning of the team in supporting the firm's Financial Planners to deliver fantastic service to their clients.
I am currently working with a superb company that has a rare opportunity for an ambitious individual to join a growing IFA practice.
As a Analyst on the Projects team, you will be helping to cover work on a wide spectrum of pension projects ranging from small one-off data requests through to large single and regular projects.
This is an excellent opportunity to work within our Outsourcing Business as a Pensions Technical Analyst who will take on an important role within our Projects Team and will be primarily involved in the scoping, costing, review, management, and delivery of ad-hoc revenue generating project requests.
WTW's Outsourcing Business provides outsourced health and welfare, defined benefit (DB) and defined contribution (DC) plan, administration services to clients covering the day-to-day management of health and welfare and pension plans.
Following a promotion of the existing assistant to a paraplanning position, they are now hiring a Financial Planning Assistant to provide close administrative support to two of their highest performing advisors.
They also offer advice on Wills, trusts and Estate planning to help with inter-generational planning.
Our client is a professional Financial Advice firm with over 30 years experience in handling wealth portfolios of high net worth individuals, giving advice on pensions, investments, tax planning, IHT, mortgages and some protections to clients across the home counties region.
A leading local Financial Advisory Firm who provides bespoke advice to an established high value client base are looking to recruit a career oriented individual into their expanding paraplanning team.
The role would suit someone who is either working towards becoming diploma qualified or has recently completed their exams and is looking for their next career step.
Farnham area - £open experience depending plus package.
We currently have an exciting opportunity for a Principal Planning Officer to join our Planning Development Team within the Environment, Infrastructure and Growth directorate at Surrey County Council.
This is a 24-month fixed term contract or secondment opportunity.
The starting salary for this full-time, fixed term role is £50,047 per annum based on a 36 hour working week.