The successful Paraplanner will ideally be Chartered (Diploma qualified as a minimum) and will become the technical 'go to' in the office, keeping abreast of industry changes and supporting the Partners in delivering an outstanding financial planning service to a wide range of technically complex, high net worth clients.
The Role: I am recruiting a highly experienced and technically proficient Paraplanner to join the team at David Smith Financial Services, a Chartered Financial Planning firm based in Loughton, Essex (IG10).
The successful Paraplanner will be responsible for technical research, cash flow modelling, report writing, producing recommendations and supporting with the building and implementation of the financial planning solutions required to meet a variety of clients' needs and personal goals.
Posted by Resource Matters Ltd • £55K/yr to £60K/yr
Due to the existing advisor retiring you will provide holistic financial planning advice to a large portfolio of clients with substantial on-going advice fees and you will benefit from ongoing lead generation.
Basic Up to £60k Package Paraplanning Full client portfolio with on-going advice fees
Resource Matters have been retained by this well known local IFA firm to recruit an experienced Independent Financial Advisor.
The Person: We are keen to consider either a highly competent administrator who enjoys working in a varied and involved support role and/or someone who would like to progress within the financial planning industry and work towards becoming Diploma qualified (training and support with exams will be provided).
I am recruiting a Financial Planning Administrator to join the team at David Smith Financial Services, a Chartered Financial Planning firm based in Loughton, Essex (IG10).
The Role: Working in a collaborative, fast paced and client focused team, the role of Financial Planning Administrator involves providing administrative support to the Partners, Financial Planners and Paraplanners, working with them to deliver an exceptional financial planning service to their clients.
AJ Chambers is thrilled to partner with a forward-thinking firm of chartered accountants based in Ilford in their search for a skilled Accounts Senior to join their dynamic and growing team.
This is a fantastic opportunity to join a firm that's at the forefront of technology, creating an efficient work environment where everyone can thrive.
AJ Chambers is thrilled to partner with a forward-thinking firm of chartered accountants based in Ilford in their search for a skilled Accounts Senior to join their dynamic and growing team.
This is a fantastic opportunity to join a ech-driven environment ideal for professionals seeking impactful work.