Technical Financial Advisor

Job Title: Senior Financial AdvisorWe are seeking a highly skilled Senior Financial Advisor to join our team at ARJ Investments in Loughton. This role will provide an exciting opportunity for a talented professional to utilize their expertise in financial management, tax compliance, and advisory services.About the Role:Salary:** £60,000 - £75,000 per...

OverviewDavid Smith Financial Services, a well-established Chartered Financial Planning firm based in Loughton, Essex, seeks an experienced and technically proficient Paraplanner to join their team. As a family-run business with a history spanning nearly 50 years, they value strong family values and strive to provide exceptional service to clients.

Job SummaryWe are looking for a highly skilled Paraplanner to collaborate with our Financial Planners in delivering a holistic financial planning service to high net worth clients. This role involves creating agendas for client meetings, understanding clients' financial situations, and using cash flow modelling to prepare financial plans and post-meeting...

Job Title: Senior ParaplannerIndustry: Financial PlanningLocation: LoughtonSalary: Up to £75,000 (negotiable dependent on experience)Job Reference: 9320Job Description:Recruit UK are delighted to offer an exciting opportunity for a Senior Paraplanner to join a highly respected and thriving Financial Planning firm based in Essex. Due to continued business...

The Role: We are seeking a highly experienced and technically proficient Paraplanner to join our team at CV Elite Ltd, a Chartered Financial Planning firm based in Essex. The successful candidate will be Chartered (Diploma qualified as a minimum) and will become the technical go-to expert in the office, staying up-to-date with industry developments and...

About the RoleWe are seeking a highly experienced Paraplanner to join our team at David Smith Financial Services. As a key member of our team, you will be responsible for providing technical support to our financial advisors, preparing and presenting reports and proposals, and assisting with client meetings and presentations.What We OfferWe offer a...

Key ResponsibilitiesAs a Senior Financial Support Role, you will be responsible for:Providing technical support to the financial advisor teamAssisting with client meetings and presentationsPreparing and presenting reports and proposalsRequirementsTo be considered for this role, you must have:A minimum of Diploma qualification in ParaplanningExtensive...

Senior Paraplanner OpportunityWe are seeking an experienced and skilled Senior Paraplanner to join our team at Recruit UK | Certified B Corp™.Salary: Up to £75,000 (dependent on experience)About the RoleThis is a fantastic opportunity for a Senior Paraplanner to take on a key role in a thriving Financial Planning firm based in Essex. As a member of our...

Estate Agent Senior Branch ManagerCharismatic… Ambitious… Profitable… Inspirational… Dynamic… Competitive… Driven... Successful... * If the words above describe your character and personality then we would encourage you to pick up the telephone and tell us why you are the right person for this lucrative and rewarding position! * You will work for...

Senior Lettings Negotiator / Lister * An exciting position to support the Lettings Manager. Would ideally suit someone already working as a Lettings Manager in a relatively small branch, or alternatively, a Senior Lettings Negotiator or Assistant Lettings Manager in a larger company who believes there are limited opportunities to progress their career...

Senior Lettings Negotiator * An exciting position to support the Lettings Manager. Would ideally suit someone already working as a Lettings Manager in a relatively small branch, or alternatively, a Senior Lettings Negotiator or Assistant Lettings Manager in a larger company who believes there are limited opportunities to progress their career further with...

Senior Lettings Negotiator / Lister * An exciting position to support the Lettings Manager. Would ideally suit someone already working as a Lettings Manager in a relatively small branch, or alternatively, a Senior Lettings Negotiator or Assistant Lettings Manager in a larger company who believes there are limited opportunities to progress their career...

Senior Lettings Negotiator * An exciting position to support the Lettings Manager. Would ideally suit someone already working as a Lettings Manager in a relatively small branch, or alternatively, a Senior Lettings Negotiator or Assistant Lettings Manager in a larger company who believes there are limited opportunities to progress their career further with...

Estate Agent Property Sales Negotiator * You will work in an office that has hit target this year and there is a distinct increase in brand visibility. * A high flying, talented Estate Agent Sales Negotiator is required for a high volume operation so if you are an existing Estate Agent we would love to hear from you. Estate Agent Property Sales...

Estate Agent Senior Branch Manager Charismatic… Ambitious… Profitable… Inspirational… Dynamic… Competitive… Driven... Successful... * If the words above describe your character and personality then we would encourage you to pick up the telephone and tell us why you are the right person for this lucrative and...

Role: Customer Service Advisor Location: Milton Keynes - hybrid Contract: Full-time, permanent If you're looking for a new role within customer services to kick-start your New Year then this could be the perfect opportunity for you! As a Customer Service Advisor, you will engage with both new and existing clients from multiple industry sectors by...

About the Role:  We are seeking an experienced and technically proficient Paraplanner to join our team at CV Elite Ltd. As a key member of our Financial Services division, the successful candidate will be responsible for providing technical support and guidance to our clients. Key Responsibilities:• Provide technical assistance to clients on a range of...

The Role:I am recruiting a highly experienced and technically proficient Paraplanner to join the team at David Smith Financial Services, a Chartered Financial Planning firm based in Loughton, Essex (IG10). The successful Paraplanner will ideally be Chartered (Diploma qualified as a minimum) and will become the technical go to in the office, keeping abreast...

Senior Accountant Lead Job Description">We are looking for a highly skilled Senior Accountant Lead to join our team at Ad Warrior. The successful candidate will have a strong foundation in tax compliance, governance, and strategy, with excellent analytical abilities, attention to detail, and effective communication skills.">This role requires a qualified...

OverviewAt David Smith Financial Services, we pride ourselves on delivering exceptional financial planning services to our clients. We are seeking a skilled Financial Planning Administrator to join our team in Loughton, Essex.Job DescriptionThe successful candidate will be responsible for providing administrative support to our Partners, Financial Planners,...

About the CompanyDavid Smith Financial Services is a reputable family-run business with nearly 50 years of history. Our strong family values guide how we treat our clients and staff, making our office feel like an extension of the family. We strive to deliver exceptional service and make a positive impact in every client's life.Job SummaryWe are recruiting a...

Job Description Job Title: Senior Paraplanner Industry: Financial Planning Location: Loughton Salary: Up to £75,000 (negotiable dependent on experience) Job Reference: 9320 Job Description: Recruit UK are delighted to offer an exciting opportunity for a Senior Paraplanner to join a highly respected and thriving Financial Planning firm based in...

Job Title: Senior ParaplannerIndustry: Financial PlanningLocation: LoughtonSalary: Up to £75,000 (negotiable dependent on experience)Job Reference: 9320Job Description:Recruit UK are delighted to offer an exciting opportunity for a Senior Paraplanner to join a highly respected and thriving Financial Planning firm based in Essex. Due to continued business...

Job Title: Senior ParaplannerIndustry: Financial PlanningLocation: LoughtonSalary: Up to £75,000 (negotiable dependent on experience)Job Reference: 9320Job Description:Recruit UK are delighted to offer an exciting opportunity for a Senior Paraplanner to join a highly respected and thriving Financial Planning firm based in Essex. Due to continued business...