Posted by Financial Divisions • £35K/yr to £40K/yr
My client, a leading SJP Practice specialising in personalised wealth management solutions, is on the lookout for a highly skilled Client Services Consultant.
Are you a seasoned professional with extensive SJP experience?
Renowned for their client-centric approach, my client provides a wide range of services, including investment planning, retirement planning, and financial advice, all tailored to meet the unique goals of their clients.
Posted by Financial Divisions • £35K/yr to £40K/yr
My client, a leading SJP Practice specialising in personalised wealth management solutions, is on the lookout for a highly skilled Client Services Consultant.
Are you a seasoned professional with extensive SJP experience?
Renowned for their client-centric approach, my client provides a wide range of services, including investment planning, retirement planning, and financial advice, all tailored to meet the unique goals of their clients.
TPF Recruitment is supporting a well-established accountancy practice near Gravesend who is seeking to recruit a Personal Tax Senior into their successful tax team.
You will be responsible for supporting a range of clients, comprising of Directors, Sole Traders, Partnerships and HNWI's.
This is an excellent opportunity to work as part of a highly successful tax team.
You will be supporting 3 advisers and working alongside another paraplanner to guide clients.
The role will require that you can undertake research, write suitability reports, liaise with product providers, and be comfortable liaising with clients when needed.
A new opportunity has opened for an experienced Paraplanner to join a reputable company based on the outskirts of Swanley.
Our client is a successful IFA business and they are currently looking for an experienced Paraplanner to join their team working mainly in a Remote capacity
NEW to market
Thsi is a successful IFA fim with around 100 employees