Financial Planning Assistant

Job DescriptionWe are seeking a skilled Financial Planning Assistant to join our team at NGC Wealth Management, a growing Chartered Financial Planning firm based in the UK. As a key member of our team, you will play a vital role in providing specialist pension and investment advice to our clients.The main purpose of this role will be to assist our Financial...

Job DescriptionWe are seeking a skilled Financial Planning Assistant to join our team at NGC Wealth Management, a growing Chartered Financial Planning firm based in the UK. As a key member of our team, you will play a vital role in providing specialist pension and investment advice to our clients.The main purpose of this role will be to assist our Financial...

About NGC Wealth ManagementWe are a growing, specialist financial planning firm providing expert advice to clients in the local area and beyond. Our team is dedicated to delivering high-quality services and building long-term relationships with our clients.Job SummaryWe are seeking an experienced paraplanner to join our team. The main purpose of the role...

About NGC Wealth ManagementWe are a growing, specialist financial planning firm providing expert advice to clients in the local area and beyond. Our team is dedicated to delivering high-quality services and building long-term relationships with our clients.Job SummaryWe are seeking an experienced paraplanner to join our team. The main purpose of the role...

Job Title: Asset Planning OfficerWe are seeking a highly skilled and experienced Asset Planning Officer to join our team at Kingswood Group. As a key member of our wealth management team, you will be responsible for providing expert financial planning solutions to our clients, ensuring they receive the best possible guidance and advice to achieve their...

Job Title: Asset Planning OfficerWe are seeking a highly skilled and experienced Asset Planning Officer to join our team at Kingswood Group. As a key member of our wealth management team, you will be responsible for providing expert financial planning solutions to our clients, ensuring they receive the best possible guidance and advice to achieve their...

Job OverviewWe are a growing financial services firm, NGC Wealth Management, providing specialist advice to clients. We are seeking an experienced professional to join our team as a Paraplanner.Main Responsibilities:Supporting financial planners in the preparation of client reports and presentationsAssisting in the analysis of client data and market...

About NGC Wealth ManagementWe are a growing, specialist Chartered Financial Planning firm based in the UK, providing expert pension and investment advice to clients across the country.Main ResponsibilitiesSupport the delivery of high-quality financial planning services to clients.Conduct thorough research and analysis to identify suitable investment...

About NGC Wealth ManagementWe are a growing, specialist Chartered Financial Planning firm based in the UK, providing expert pension and investment advice to clients across the country.Main ResponsibilitiesSupport the delivery of high-quality financial planning services to clients.Conduct thorough research and analysis to identify suitable investment...

Unlock Your Potential in Financial PlanningAt Exchange Street Claims ltd, we're committed to finding the perfect balance between work and life. That's why we're offering a unique opportunity for a Financial Planning Associate to join our team.As a Financial Planning Associate, you'll be responsible for developing new business and growing our existing client...

Unlock Your Potential in Financial PlanningAt Exchange Street Claims ltd, we're committed to finding the perfect balance between work and life. That's why we're offering a unique opportunity for a Financial Planning Associate to join our team.As a Financial Planning Associate, you'll be responsible for developing new business and growing our existing client...

Position OverviewWe are excited to present a Financial Management Specialist opportunity within a dynamic and supportive team environment. This role is ideal for individuals seeking to contribute to a forward-thinking organization in a modern office setting.COMPENSATION AND PERKS:Enjoy a generous leave policy with 25 days of annual leave in addition to...

About the RoleWe are seeking an experienced Paraplanner to join our team at NGC Wealth Management. As a key member of our financial planning team, you will play a vital role in supporting our Financial Planners in preparing client financial plans, reports, research, and analysis.Key ResponsibilitiesProcess new business opportunities and manage client...

About the RoleWe are seeking an experienced Paraplanner to join our team at NGC Wealth Management. As a key member of our financial planning team, you will play a vital role in supporting our Financial Planners in preparing client financial plans, reports, research, and analysis.Key ResponsibilitiesProcess new business opportunities and manage client...

Job OverviewAbout UsCroda International Plc is a global leader in speciality chemicals, committed to delivering innovative, sustainable, and high-performance solutions.Key ResponsibilitiesContribute to the development and implementation of financial strategies and plans.Manage and analyse financial data to inform business decisions.Collaborate with...

About the RoleAMG Search is seeking an experienced Wealth Management Specialist to join its expanding international wealth management company. This is a key opportunity for a skilled professional to contribute to the company's growth and success.Key ResponsibilitiesProvide exceptional service to clients, nurturing and developing their financial plans.Work...

About the RoleAMG Search is seeking an experienced Wealth Management Specialist to join its expanding international wealth management company. This is a key opportunity for a skilled professional to contribute to the company's growth and success.Key ResponsibilitiesProvide exceptional service to clients, nurturing and developing their financial plans.Work...

At Exchange Street Claims Ltd, we're looking for a talented Financial Senior Associate to join our team.Our Financial Planning Firm: A Balanced ApproachWe've got the balance right at Exchange Street Claims Ltd. And that's because we offer a unique compensation structure that rewards our Financial Senior Associates for their hard work. You'll earn a bonus of...

At Exchange Street Claims Ltd, we're looking for a talented Financial Senior Associate to join our team.Our Financial Planning Firm: A Balanced ApproachWe've got the balance right at Exchange Street Claims Ltd. And that's because we offer a unique compensation structure that rewards our Financial Senior Associates for their hard work. You'll earn a bonus of...

Job Summary:We are seeking a skilled Paraplanner to join our team at Ernest Gordon Recruitment. As a Paraplanner, you will play a crucial role in supporting our financial planning team.Key Responsibilities:Assist in the preparation of financial plans and reportsProvide administrative support to the financial planning teamContribute to the development of new...