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.
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.
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.
Posted by Professional Placement (Southern) Ltd • £33K/yr to £38K/yr
We are seeking a motivated and detail-oriented Junior Paraplanner to join our dynamic financial planning team.
The successful candidate will play a crucial role in supporting financial advisers by preparing comprehensive reports and assisting in the development of financial plans for clients.
This position is ideal for individuals looking to build a career in financial services while honing their organisational and analytical skills.