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.
We are currently recruiting for a Financial Planning practice who are looking to recruit a Level 4 Diploma Qualified Paraplanner to join their team in their Aylesbury office.
This role offers hybrid working.
The role will report to the Head of Paraplanning, and the key areas of the role are as follows:
I am looking for a candidates with previous technical experience in a Paraplanner role and this can be from a whole of the market or restricted advice background
A fantastic opportunity has arisen for an experienced Paraplanner to join a thriving financial advice practice near Amersham.
They are looking for someone who is flexible and confident to provide their input as the team continues to develop and grow.
We are currently recruiting for a Financial Planning practice in Stokenchurch who are looking to recruit a Paraplanner to join their team.
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.
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.
Additionally, they provide estate planning services, wills, and trusts to assist clients with their multigenerational planning.
With offices in Uxbridge, my client is a reputable Independent Financial Advice firm.
They provide rich clients in the London and home counties region with whole of market advice on pensions, investments, tax planning, IHT, mortgages, and certain protections.
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.
As a Sales Consultant, you'll guide potential buyers through finding and purchasing their dream homes, providing personalised support every step of the way.
They are currently looking for a Sales Consultant to join their busy team to work on this luxury site.
My client is a leading developer known for crafting exceptional living spaces and delivering homes to communities.
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.