This includes preparing for client review meetings, processing new business and supporting the team in delivering an exceptional financial planning service to clients.
Client Services Executive, The Role: I am recruiting a Client Services Executive for Clear Future Financial Planners, a progressive financial planning firm based on the outskirts of Stroud (GL10), with easy access to junction 13 of the M5.
The role of Client Services Executive (Financial Planning Assistant / Administrator) involves providing administration and support to the Financial Planners, the team and the clients.
If you are, we are currently looking for a Paraplanner to join our clients an established, award-winning firm with an excellent reputation within the Birmingham area.
They pride themselves on offering expert and personal service to their clients and require the successful individual taking on this position to be responsible for conducting analytical tasks, finance-related activities, preparation of paperwork for advisers and report writing to support the financial advisers in creating tailored financial plans.
Are you looking to join an award-winning firm that is offering great earning potential, career path and hybrid working?
Posted by Bennett & Game Recruitment • £40K/yr to £55K/yr
Our client offers a range of services including Masterplanning, Planning, Landscape Architecture, Ecology and Environmental services.
Bennett and Game Recruitment, currently have the pleasure of representing a well-established, multi - disciplinary planning and environmental consultancy based in the Gloucestershire area, who are seeking a Senior Town Planner to join their ever-growing team.
Over the years this well-established consultancy has developed a strong cliental, and pride themselves in the quality of projects/service they provide to them, therefore are seeking an individual who comes across extremely well and has the ability to form/maintain client relationships.
If you are, we are currently looking for a Paraplanner to join our clients an established, award-winning firm with an excellent reputation within the Cheltenham area.
They pride themselves on offering expert and personal service to their clients and require the successful individual taking on this position to be responsible for conducting analytical tasks, finance-related activities, preparation of paperwork for advisers and report writing to support the financial advisers in creating tailored financial plans.
Are you looking to join an award-winning firm that is offering great earning potential, career path and hybrid working?