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.
Due to continued groeth they are seeking a skilled Senior Paraplanner to join their team in providing comprehensive financial planning services.
Reed Financial Services are pleased to be representing an established IFA firm who offer Life Centred Financial Planning .
They work closely with clients to understand their history, values, and goals and with them, shape a financial plan for clients to believe in, and to follow for life.
We are lookign for a Senior Construction Planner to join our clients EPC project office in Surrey.
The successfull applicant will need to gain a quick understanding of the project schedule, the schedule basis and the work process to be followed for plan creation.
This will be 6 months in design office with a further six months on site at Immingham in the North East.
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.
They are looking to add an ambitious Sustainability Consultant to their team in their Guildford offices.
My client is one of the UK's leading independent sustainability consultancy whose multidiscipline approach to the built environment has allowed them to work with a range of clients across a variety of sectors.
Role responsibilities include
Assisting the net zero team and mentoring each member of the team.
Are you experienced in the Defined Benefit Pensions industry within a consultancy environment and who is now looking to develop and advance their career away from the day-to-day administration/consulting environment?
We are working with leading provider of specialist data management, projects and administrator support services within UK pensions industry who are now seeking someone with Defined Benefit pension's experience to:
Due to continued growth they are seeking a skilled Senior Paraplanner to join their team in providing comprehensive financial planning services.
Reed Financial Services are pleased to be representing an established IFA firm, who offer Life Centred Financial Planning .
They work closely with clients to understand their history, values, and goals and with them, shape a financial plan for clients to believe in and to follow for life.