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.
Are you an immediately available experienced Administrator seeking a challenging role supporting a Deputy Chief Exec and Planning Team?
The successful candidate will provide support to the Deputy Chief Executive and Planning Team whilst liaising with internal service areas, elected councillors, members of the public, other boroughs and districts and local stakeholders/partner agencies.
This support requires confidentially, discretion, proactivity and the ability to manage sensitive issues.
Manage calendars, schedule meetings, and coordinate appointments for partners and senior staff.
General
A well-established professional services firm in the Redhill area is seeking a proactive and organized Personal Assistant to support their partners and enhance operational efficiency.
This role is ideal for a dedicated professional who thrives in a dynamic environment and is committed to delivering high-quality support.
Our client, a reputable and growing independent wealth management firm, is seeking an experienced and ambitious Paraplanner.
Plus bonus and benefits package hybrid working
Due to continued growth primarily through acquisitions, they need to maintain exemplary service levels and ensure robust resources for increasing client demand.
The successful Financial Planner will either be an experienced Financial Planner / Financial Adviser or a highly competent Paraplanner with client facing experience, ready to progress into advising.
The Role: I am recruiting a Financial Planner on behalf of Citywide Financial Partners, a leading Financial Planning firm based in Leatherhead, Surrey (KT22).
We are looking for a warm relationship builder who is service orientated and who is used to delivering a personalised and holistic financial planning service of the highest standard, putting the client at the heart of everything you do.
Working across the CFM team and Sales to ensure our quarterly commercial planning process runs efficiently and effectively!
Commercial Finance FP&A Team sits under the Finance ops supporting the Commercial Finance Team and wider Sales/Controlling teams across many day-to-day operations including commercial planning, planning, and forecasting.
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.