plus benefits include full study support.
My client is a stand-alone wealth planning company in Southampton that serves a wide range of clients across Hampshire, Surrey, Sussex, Kent, and London with whole-of-market financial advice. They oversee more than £200 million in client assets and are experts in cash flow modelling, pensions, investments, tax planning, and business and personal protection, including obscure programmes like VTC and EIS programmes.
They work closely with families to protect their financial legacy, placing a strong emphasis on intergenerational asset planning. We actively support the larger community and actively participate in local activities as part of our commitment to community engagement.
The Managing Director is establishing a new position for a Financial Administrator/Junior Paraplanner to join their Southampton branch due to organic development.
If you're interested in this role or any other opportunities we're offering, please contact Sam Negbenebor.