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.
Location & Flexibility: Hybrid working with site visits required on an as and when basis.
Their Purpose: My client is a dynamic and growing solar development company providing end-to-end renewable energy solutions for landowners, SMEs, and large corporations.
The company is committed to delivering sustainable energy projects while meeting the financial, energy, and environmental goals of its clients.
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 Surrey, in the recruitment of an experienced Financial Planning Assistant to join their growing team.
To ensure full system automation can be achieved and to work closely with Administration and Systems.
Following on the job training, the successful candidate will be expected to run and manage large projects successfully and maintain existing reporting requirements.
Initially, the successful candidate will provide support to existing senior associates with the production of pension increases, benefit statements, administration reports, monthly reporting and testing of automated calculation solutions.
Posted by Bennett & Game Recruitment • £70K/yr to £85K/yr
This is a fantastic opportunity for a Head of Planning to join a company with current turnover of £50 million and with steady growth plans anticipated.
Bennett and Game have the pleasure of exclusively representing a prestigious regional house developer based near Redhill, Surrey who are seeking a Head of Planning to join their growing team.
Our client is genuinely proud of their product, and are widely considered one of the premium house builders from both a specification and build quality perspective in the Home Counties and southeast of England.
Mbf are working with one of the UKs largest & most successful Financial Planning & Investment Management organisations to recruit a Junior Paraplanner.
Our client is one of the foremost names in the industry, they are a reputable business who are at an exciting stage of growth.
They are dedicated to providing first class financial planning & investment management services to clients across the UK.
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.