Posted by Blakemore Recruitment • £40K/yr to £50K/yr
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 Professional Placement (Southern) Ltd • £38K/yr to £43K/yr
We are seeking a skilled Paraplanner to join our dynamic financial planning team.
The successful candidate will play a crucial role in supporting our financial advisors by providing comprehensive administrative and technical support.
This role is 3 days office based and 2 days home based.
Our respected client is currently seeking an IFA Administrator to join their friendly team.
As a valued member of the Financial Planning team, you will work alongside accomplished Advisers who provide comprehensive financial advice across the entire market, focusing on high-net-worth private clients.
We are delighted to represent a highly successful Independent Financial Planning firm located in Woking.