Are you a paraplanner with a passion for working with financial planners?
Do you thrive in a fast-paced environment and strive to deliver good outcomes for clients If so, then this is the opportunity for you!
They are an award-winning financial services firm based in North West London dedicated to providing comprehensive and personalised financial planning solutions to clients.
We have an exciting role for a Planning Team Leader.
The Planning Team Leader will be responsible for a team providing expert planning and project programming services to the Project Managers and clients through all phases of planning of projects in Major Projects and Infrastructure through to project completion.
Our client offers excellent BENEFITS along with a BONUS of 15%!
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.
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.