We're assisting a forward-thinking Financial Planning firm near Milton Keynes where the employees enjoy being part of a fantastic, long-established team.
This is a fantastic opportunity for an experienced Paraplanner to join their paraplanning team and provide day-to-day product and technical support to the business and the advisers.
The firm in the last few years has experienced great success and is looking to continue growing over the coming years.
Are you an experienced Financial Planning Administrator looking to pursue a new opportunity?
We are supporting a leading and successful client that is looking to bring on an IFA Administrator to provide client-facing, administrative support within the the business.
This Savings and Investments firm prides itself on a strong values-focused work culture that encourages training and study support progression.
Posted by Capio Recruitment Financial Planning • £25K/yr to £30K/yr
A fantastic opportunity to join a forward-thinking Independent Financial Planning firm that are based in Milton Keynes and who specialise in provide a tailored solution to their clientele across a range of advice areas.
This firm advise on Pensions, Investments, Protection, IHT and corporate employee benefits.
All of this is using the latest technology to add to their service, and they offer Pension reviews and cash-flow modelling to their clients.
They pride themselves on offering expert and personal service to their clients and require the successful individual taking on this position to be responsible for conducting analytical tasks, finance-related activities, preparation of paperwork for advisers and report writing to support the financial advisers in creating tailored financial plans.
If you are, we are currently looking for a Paraplanner to join our clients an established, award-winning firm with an excellent reputation within the Birmingham area.
Are you looking to join an award-winning firm that is offering great earning potential, career path and hybrid working?
Responsible for the end-to-end monthly financial close process for the division in their remits.
Lead the preparation of annual budgets and periodic re-forecasts.
General
We are currently recruiting for an amazing opportunity to join our client who is a worldwide manufacturer renowned for small cars, 4x4 expertise, motorcycles, marine engines and ATVs.