Financial Planning Assistant

We are seeking a Financial Adviser to join our team at Quilter Financial Planning, based in Rutland, Oakham.This exciting opportunity offers a starting salary of £60,000 and the chance to work with a reputable company.Key responsibilities will include providing expert financial advice to clients and working closely with the team to achieve business...

We are seeking a Financial Adviser to join our team at Quilter Financial Planning, based in Rutland, Oakham.This exciting opportunity offers a starting salary of £60,000 and the chance to work with a reputable company.Key responsibilities will include providing expert financial advice to clients and working closely with the team to achieve business...

Financial Planning AssistantAre you a detail-oriented professional looking for an exciting opportunity to work with a well-established Independent Financial Advisor (IFA) firm in a supportive environment? This role offers a fantastic chance to thrive in a career where development is strongly encouraged.As a Financial Planning Assistant, you will play a...

Paraplanner RoleWe are seeking an experienced Paraplanner to join our team at Burgh Recruitment Ltd (Financial Services). As a Paraplanner, you will play a crucial role in supporting our advisors in providing high-quality financial planning solutions to our clients.Key Responsibilities:Transact client investments and assist with the preparation of...

Paraplanner RoleWe are seeking an experienced Paraplanner to join our team at Burgh Recruitment Ltd (Financial Services). As a Paraplanner, you will play a crucial role in supporting our advisors in providing high-quality financial planning solutions to our clients.Key Responsibilities:Transact client investments and assist with the preparation of...

Role OverviewThe successful candidate will be responsible for providing technical expertise throughout the advice process, undertaking detailed research and analysis to produce a wide variety of financial planning solutions. This will involve transacting client investments, assisting with the preparation of presentations and documentation required for client...

Paraplanner RoleWe are seeking an experienced Paraplanner to join our team in Oakham, providing technical expertise throughout the advice process. As a Paraplanner, you will focus on the whole client journey, attending and/or hosting client-facing meetings, and providing detailed research and analysis to produce financial planning solutions.Key...

Paraplanner OpportunityWe are seeking an experienced Paraplanner to join our team at Burgh Recruitment Limited. Our client, a successful SJP Partner Practice in Oakham, is looking for a skilled professional to support their financial advisors in providing exceptional service to clients.Key Responsibilities:Assist financial advisors in preparing and...

Paraplanner OpportunityWe are seeking an experienced Paraplanner to join our team at Burgh Recruitment Limited. Our client, a successful SJP Partner Practice in Oakham, is looking for a skilled professional to support their financial advisors in providing exceptional service to clients.Key Responsibilities:Assist financial advisors in preparing and...

Paraplanner Opportunity in OakhamWe are seeking an experienced Paraplanner to join our team in Oakham, a vibrant and bustling town in the heart of England.The successful candidate will be responsible for providing high-quality support to our financial planning team, ensuring that our clients receive exceptional service and advice.Key Responsibilities:Assist...

Paraplanner Opportunity in OakhamWe are seeking an experienced Paraplanner to join our team in Oakham, a vibrant and bustling town in the heart of England.The successful candidate will be responsible for providing high-quality support to our financial planning team, ensuring that our clients receive exceptional service and advice.Key Responsibilities:Assist...

Paraplanner Opportunity in OakhamLocation: Oakham (LE15)Salary: £40,000 - £45,000Burgh Recruitment Limited is pleased to announce a Paraplanner position at a highly successful SJP Partner Practice in Oakham. The Practice is renowned for providing a first-class service to its clients, offering a range of investment and financial solutions.Key...

Paraplanner Opportunity in OakhamLocation: Oakham (LE15)Salary: £40,000 - £45,000Burgh Recruitment Limited is pleased to announce a Paraplanner position at a highly successful SJP Partner Practice in Oakham. The Practice is renowned for providing a first-class service to its clients, offering a range of investment and financial solutions.Key...

Paraplanner OpportunityWe are seeking an experienced Paraplanner to join our team at Burgh Recruitment. As a Paraplanner, you will play a crucial role in supporting our financial planning team in delivering exceptional client service.Key Responsibilities:Transact client investments and assist with the preparation of presentations and documentation required...

Paraplanner OpportunityWe are seeking an experienced Paraplanner to join our team at Burgh Recruitment. As a Paraplanner, you will play a crucial role in supporting our financial planning team in delivering exceptional client service.Key Responsibilities:Transact client investments and assist with the preparation of presentations and documentation required...

Paraplanner Role OverviewWe are seeking an experienced Paraplanner to join our team at Burgh Recruitment, working with a highly successful SJP Partner Practice in Oakham. The Practice offers a first-class service to clients, providing a range of investment and retirement products and solutions.Key Responsibilities:Transact client investments and assist with...

Join Our Team as a Financial Planning AdvisorResource Matters Ltd is seeking an experienced Financial Planning Advisor to join our team. As a Financial Planning Advisor, you will provide holistic financial planning advice to a large portfolio of clients and benefit from ongoing lead generation.Our client distinguishes itself by putting clients first,...

Join Our Team as a Financial Planning AdvisorResource Matters Ltd is seeking an experienced Financial Planning Advisor to join our team. As a Financial Planning Advisor, you will provide holistic financial planning advice to a large portfolio of clients and benefit from ongoing lead generation.Our client distinguishes itself by putting clients first,...

Job Title: Paraplanning ExpertLocation: Oakham (LE15)Salary: Up to £50k, depending on experience.A highly successful Partner Practice in Oakham is seeking an experienced Paraplanning Expert to join their growing team in their new offices in the centre of the town.The Practice prides itself on offering a first-class service to all clients, providing a range...

Paraplanner RoleWe are seeking an experienced Paraplanner to join our team at Burgh Recruitment Ltd. As a Paraplanner, you will play a crucial role in supporting our Advisors in providing high-quality financial planning solutions to our clients.Key Responsibilities:Transact client investments and assist with the preparation of presentations and documentation...