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.
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.
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.
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 Kenneth Brian Associates Limited • £30K/yr to £35K/yr
Personal Assistant £32-000-£35,000 West Byfleet
The postholder will either be, an Administrator who has experience with diary management for Directors and travel arrangements, or you will already possess experience working as a Personal Assistant and looking for a new challenge.
Kenneth Brian Associates are recruiting exclusively on behalf of a leading company based in West Byfleet.
As a member of the pension administration team, you'll support the Pension Administrator and work with the Pension Consultant to deliver excellent in-office and client service.
As part of our their continued growth, they are seeking a skilled and detail-oriented Paraplanner to join our team.
This role is essential in supporting our Financial Planners and ensuring our clients receive tailored, high-quality financial advice.
We are thrilled to be working with a dynamic financial advisory firm based in Woking, dedicated to providing top-tier financial planning and wealth management services to valued clients.