Employment Type : Full-Time
Our client is looking for a commercially-minded and article individual to join their SJP Practice in its Technical Paraplanning Team as a Junior Paraplanner in London. Key Responsibilities: Delivering accurate, well-drafted and compliant advice within agreed timescales and cost budgets Providing technical resource to the adviser team Acting as an effective point of liaison between adviser and support teams Contributing to the continued improveme...
Employment Type : Full-Time
Our client is looking for a commercially-minded and article individual to join their SJP Practice in its Paraplanning Team as a Junior Paraplanner based in Elstree. You will supporting 2 Financial Advisers, along with a team of support staff and administrators. This position will be office based and will support training development and provide funding for RO exams, to encourage the candidate to become diploma qualified. Key Responsibilities: De...
Employment Type : Full-Time
Wealth Management Firm Hitchin Full training, study support, structured career plan 28,000 - 35,000 (DOE) basic salary, plus excellent benefitsWe are proud to be working with an established IFA with offices in Hitchin seeking a Client Relations Manager They have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages and some Protections to clients ...