A Financial Planning firm located in Marlow, Buckinghamshire 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.
An Award-winning Chartered Financial Planning firm located in Marlow, Buckinghamshire 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 holds Corporate Chartered Status awarded by the CII and are committed to providing the highest levels of service.
Are you a highly professional and competent individual seeking a rewarding opportunity in the world of Chartered Financial Planning?
We are working with an Award-winning Chartered Financial Planning firm nestled in the heart of Marlow, Buckinghamshire, and we are on the lookout for a dynamic addition to their Paraplanning team.
My client a fantastic IFA Firm is actively looking to recruit a Senior PARAPLANNER to join their hugely successful business.
The position will be suitable to someone who has a minimum of 3 years background in Paraplanning, ideally at CHARTERED level or definitely working ideally CHARTERED LEVEL AND MINIMUM Diploma Level 4 Qualified and is a full time position with part remote/home working available.
The client may 2 PART REMOTE DAYS in terms of SKILLED PARAPLANNERS HUGELY SKILLED Report Writer in SENIOR PARAPLANNING.
They also offer Wills and Trusts and Estate work, to help clients with their inter-generational planning.
My client is a well-established Independent Financial Advice firm with offices based in Uxbridge.
They offer whole of market advice on Pensions, Investments, Tax Planning, IHT, Mortgages and some Protections to wealthy clients across the London and home counties region.
The successful candidate will be responsible for providing professional property consulting services to clients, including property valuation, market analysis, and negotiation support.
We are seeking a highly motivated and experienced Property Consultant to join our client's team.
Key Responsibilities
Conduct property valuations and market appraisals.
They also offer Wills and Trusts and Estate work, to help clients with their inter-generational planning.
My client is a well-established Independent Financial Advice firm with offices based in Uxbridge.
They offer whole of market advice on Pensions, Investments, Tax Planning, IHT, Mortgages and some Protections to wealthy clients across the London and home counties region.
We are currently recruiting for a Financial Planning practice in Stokenchurch who are looking to recruit a Senior Paraplanner to join their team to support one of the top Advisers and working alongside our Head of Paraplanning
Key Purpose of the Role
The successful candidate will be responsible for providing strategic support to one of the Financial Advisers of the firm, responsible for over £30 million of funds under management.
They will be expected to have a high level of independent responsibility, whilst being involved in a wide range of activities.