Posted by Blakemore Recruitment • £50K/yr to £60K/yr
As a member of the paraplanning team, you will work collaboratively with the financial planners.
As a member of the paraplanning team, you will work collaboratively with the financial planners and compliance team to deliver quality and tailored financial planning services to clients.
You will strive to deliver good outcomes for clients by analysing their needs, researching solutions and writing compliant and suitable recommendations that clients will value.
We are working with a highly successful Financial Planning and Investment Management practice in Weybridge who are now looking for an experienced Senior Paraplanner to join the team.
The Senior Paraplanner will be a key hire for the business and will be responsible for helping the Paraplanning Manager with processes, technical cases, and overall team improvements.
This is a really exciting time to join the company due to the business' recent and ongoing growth.
Are you a driven and motivated Financial Planner looking for an exciting career opportunity?
We are currently recruiting Financial Planners for a leading Financial Advisory practice in the UK, serving clients in London and the South East.
In a tough market, some exceptional clients continue to grow their AUM year on year and a as result, are seeking to recruit motivated individuals with a vision for their long term future.
Posted by Professional Placement (Southern) Ltd • £50K/yr to £65K/yr
I am working with a new client that has a new opportunity for an experienced and dynamic Financial Services professional to lead their Financial Planning administration Teams offering in a leadership role with direct line management and responsibility for delivery of the overall financial planning administration support.
Ensuring delivery of high quality service and advice to our clients whilst developing team members to support our clients and driving business performance.
This role is a hybrid role with regular visits to all sites.
Posted by Corporate Recruitment Solutions • £35K/yr to £50K/yr
This is an exciting time of growth for the company, and they need a Senior Account Manager to help continue the success.
We are working with the leading provider of insurance premium finance and a range of annually charged services, including tax, regulatory and accountancy fees and more.
The company are a multi award winning business lending more than £4.5 billion to over 2.5 million customers through a network of almost three thousand partners- and growing.
Posted by Professional Placement (Southern) Ltd • £38K/yr to £43K/yr
We are seeking a skilled Paraplanner to join our dynamic financial planning team.
The successful candidate will play a crucial role in supporting our financial advisors by providing comprehensive administrative and technical support.
This role is 3 days office based and 2 days home based.