Our client is a financial planning and asset management house that is dedicated to providing a high-quality service for private clients, trusts, and smaller institutions.
Their mission is to improve everyone's relationship with their wealth: to make it a positive force for their future and, at the same time, to prevent it being a source of anxiety.
They want everyone who works there to be proud, and to derive fulfilment and meaning from their work.
Our client, a well-established and successful independent financial planning firm, are looking for a charismatic and driven financial planner to join their team; Due to their strong focus on developing and maintaining long-term and trusted client relationships, the firm are eager to find an individual who possesses honesty, integrity, and an excellent work ethic.
As a result of continued success and growth, the firm can provide the successful individual with a regular flow of client leads as-well as back-office support and continued professional development opportunities; Therefore, it is imperative that the successful individual will be a professional and client-centred adviser who always strives to provide the highest level of service possible.
You will support the successful team of financial planners.
We are delighted to represent this elite firm of Chartered Financial Planners who seek an experienced Paraplanner to join them.
Based out of the Cambridge office (hybrid working is available), you will receive a competitive salary an excellent range of employee benefits, including company pension, private medical and 30 days holiday (plus Bank Holidays).
We are are seeking, on behalf of a highly regarded financial planning firm, a full time experienced Paraplanner to support a senior adviser and clients with goal based financial planning.
Providing a high level of accuracy and detail in the advice suitability process with detailed technical analysis, product research and drafting letters of recommendations.
General
Hybrid working available: 2 days from home each week
We are proud to represent a prestigious financial planning firm who are looking for an experienced Financial Planner to join the team.
Renowned for its excellence and innovation in the industry, our client is an award-winning leader in the financial services sector, operating at the forefront of innovation.
With a track record of success, they are committed to delivering exceptional service and upholding the highest standards of professionalism.
My client is a specialist organisation that offers exceptional financial planning for medical professionals.
Their advisers are committed to excellence and have a deep understanding of the financial matters important to their clients, gained from decades of working with practitioners, senior hospital management and the NHS Pensions Agency.
They are widely referred to as the go-to' company for retirement planning for doctors across the UK.