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.
Professional study support; Up to £29,000
With the opportunity to study for qualifications offered by the Chartered Insurance Institute (CII), supported by the business this will suit someone who is keen to build a career within finacial services.
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.
Professional study support; Up to £29,000
With the opportunity to study for qualifications offered by the Chartered Insurance Institute (CII), supported by the business this will suit someone who is keen to build a career within finacial services.
Due to continued groeth they are seeking a skilled Senior Paraplanner to join their team in providing comprehensive financial planning services.
Reed Financial Services are pleased to be representing an established IFA firm who offer Life Centred Financial Planning .
They work closely with clients to understand their history, values, and goals and with them, shape a financial plan for clients to believe in, and to follow for life.
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.
A prestigious client based in Farnham has an exciting opportunity for a Senior Paraplanner to join their expanding business.
In this role you will be reporting into and supporting the current team of financial advisors.
Working with a fantastic portfolio of clients and within a friendly and well-established team, you will be playing a crucial role in supporting the financial advisors and ensuring the high quality of their advice to clients.
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.