Join a team where your expertise shapes the future of financial advice.
Are you a detail-oriented Paraplanner with a passion for delivering high-quality financial planning?
We are recruiting for a leading wealth management firm in Marlow, known for its personal approach and dedication to helping clients navigate the complexities of financial decisions.
Posted by Blakemore Recruitment • £50K/yr to £60K/yr
A 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 office ethos combines a modern flexible attitude to work which focuses on employee development and wellbeing with a traditional highly professional approach to clients.
We're open minded and love to share ideas and learn from other's experiences.
The floor is yours as an Assistant Manager, as we have a passion for discovery and learning which gives everyone the opportunity to grow.
At Cte, we're big on trust and have a culture built on camaraderie and friendship, which makes it easy to bring what makes you uniquely you, to the table.
I am currently supporting a skilled Financial Advisor Role to join a very successful and high level Financial Planning and Investment and Pensions Company in the Buckinghamshire area if you are actively looking and have client banks to follow up with or the ability to develop them further which is always wonderful & linked to a very successful strong skilled Financial Advisor.
To be considered you as outlined, must have a skilled CAS Status in order to join.
As a Tradebe Area Sales Manager (ASM), you will be responsible for a portfolio of accounts within your region, ensuring the delivery of an exceptional customer experience alongside profitable sales and growth.
Area Sales Managers are defined accounts up to £250,000 revenue, operating as regional single-source agreements, for the provision of hazardous wastes and associated services to some of the UKs SME industrial businesses.
You will foster partnerships with accounts - typically industrial producers in key manufacturing markets, creating a detailed understanding of the customer.