My client a fantastic IFA Firm is actively looking to recruit a Senior PARAPLANNER to join their hugely successful business.
The client may 2 PART REMOTE DAYS in terms of SKILLED PARAPLANNERS HUGELY SKILLED Report Writer in SENIOR PARAPLANNING.
The position will be suitable to someone who has a minimum of 3 years background in Paraplanning, ideally at CHARTERED level or definitely working ideally CHARTERED LEVEL AND MINIMUM Diploma Level 4 Qualified and is a full time position with part remote/home working available.
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 are currently recruiting for a Financial Planning practice in Stokenchurch who are looking to recruit a Senior Paraplanner to join their team to support one of the top Advisers and working alongside our Head of Paraplanning
Key Purpose of the Role
The successful candidate will be responsible for providing strategic support to one of the Financial Advisers of the firm, responsible for over £30 million of funds under management.
They will be expected to have a high level of independent responsibility, whilst being involved in a wide range of activities.
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.
Are you a highly professional and competent individual seeking a rewarding opportunity in the world of Chartered Financial Planning?
We are working with an Award-winning Chartered Financial Planning firm nestled in the heart of Marlow, Buckinghamshire, and we are on the lookout for a dynamic addition to their Paraplanning team.
Our client a leading specialist in their industry are looking for a Senior Administrator/Client Relations Manager to join their team.
The role will be within the Administration department and the ideal candidate will have previous work experience in financial services, with good attention to detail and the desire to learn a variety of processing tasks in a busy office environment.
This is a full time office based role with no hybrid working.
My client is a well-established Independent Financial Advice firm with offices based in Uxbridge.
They offer whole of market advice on Pensions, Investments, Tax Planning, IHT, Mortgages and some Protections to wealthy clients across the London and home counties region.
They also offer Wills and Trusts and Estate work, to help clients with their inter-generational planning.
With offices in Uxbridge, my client is a reputable Independent Financial Advice firm.
They provide rich clients in the London and home counties region with whole of market advice on pensions, investments, tax planning, IHT, mortgages, and certain protections.
Additionally, they provide estate planning services, wills, and trusts to assist clients with their multigenerational planning.