Employment Type : Full-Time
Graduate Town Planner - Consultancy - Exeter Penguin Recruitment is pleased to be supporting a forward-thinking specialist Planning and Development Consultancy in Exeter in their hire of an ambitious Graduate or Assistant Planner! The current planning team has a wealth of experience in dealing with a variety of complex residential, commercial, retail, and urban regeneration development schemes. They specialise in leading multi-disciplinary teams...
Employment Type : Full-Time
We are working with a top tier Wealth Planning business, who provide an ultra-modern workplace to support virtual and face-to-face communications and offer agile and flexible working policies to allow our advisers and employees to find their own work life balance. They offer full Paraplanners, PA and administrators support, who all working together to deliver an outstanding service to one another and clients. They offer a great home for advisers...
Employment Type : Full-Time
My client is looking for an experienced Financial Planner Assistant to join their established Financial Planning team; this is an excellent opportunity to join a well-established team of wealth management and retirement provision, professionals; this is a new vacancy and has arisen through growth. You will ideally have experience working in a Financial Planning environment previously e.g. Independent financial advice practice, my client will als...
Employment Type : Full-Time
Assistant Wealth Planner (Paraplanner) Permanent Role London Team About the Role: We are seeking an experienced and dedicated Assistant Wealth Planner (Paraplanner) to join our clients London based Wealth Planning team. This is a permanent position within an established global leader in private banking and wealth management services. Company Overview: This organisation has a long-standing reputation as a global leader in private banking and weal...
Employment Type : Full-Time
Location - City of London Salary - 33,000 Role - Wealth Management Administrator Well established wealth management practice based in the City of London require an additional administrator to complement their existing team. Hybrid working 3 days in office. Ideally knowledge of Xplan would be desirable The Role; To support Investment Managers and Wealth Planners by undertaking administration duties that foster excellent client relations through a...
Employment Type : Full-Time
An exciting opportunity is available to work for our Client, an established and award winning firm of Chartered Wealth Planners who are currently experiencing exciting growth plans. Working from modern and state of the art offices based just outside of Wilmslow, an experienced Administrator is required to provide support to a team of Technical Paraplanners and Financial Consultants. To apply for the role candidates with be looking for a 'Career ...
Employment Type : Full-Time
Location - City of London Salary - 32,000- 35,000 Role - Wealth Management Administrator Well established wealth management practice based in the City of London require an additional administrator to complement their existing team. Hybrid working 3 days in office. Ideally knowledge of Xplan would be desirable The Role; To support Investment Managers and Wealth Planners by undertaking administration duties that foster excellent client relations t...
Employment Type : Full-Time
This is a perfect opportunity to join an independent Wealth Management firm who are moving with the times and offering this hybrid Client facing Financial Advice opportunity. They will support your personal development, pay bonuses and have a whole range of additional benefits. The role would suit an individual who wants to also give advice and therefore be suitably qualified ideally chartered or happy to work towards. You should be reliable, me...
Employment Type : Full-Time
The Private Clients Financial is responsible for understanding and reviewing clients' financial objectives, attitude to risk, existing personal circumstances and then proposing a suitable strategy. You will be capable of building relationships with both new and existing private clients. Lead flow for prospective clients will arise from a variety of sources including general marketing, events attendance, referrals, partnerships and professional r...
Employment Type : Full-Time
Our client is an established firm of Wealth Planners based in Hampshire who require a qualified Financial Planner. The role is flexible in terms of home based etc. Candidates who have a client following will be considered. The purpose of this role is to assist the Managing Director with the development, maintenance and growth of the Company’s financial planning proposition. As such, the successful candidate will have a strong financial planning ...