Client Planning Expert

**Career** If you are looking for a role where in 2 years time you could move to paraplanning or into management then this is for you. We're a growing wealth management firm that believes in building the best client service in the business. For self-motivated people, show us what you can do and we like to open opportunities to support your growth. Equally,...

About the OpportunityThis top 100 law firm is committed to professional growth and offers a clear path for career advancement. With a supportive environment and access to ongoing training, the ideal candidate will be empowered to develop their skills and progress within the firm.The successful candidate will handle a diverse caseload of residential property...

We are recruiting for an experienced Client Administrator to join our client, a successful wealth management firm based in Marlow.The successful candidate will support the Financial Planners whilst also providing some PA support to the manager.We are looking for someone with previous experience working in a similar environment such as wealth management,...

Buckinghamshire Healthcare NHS Trust is seeking a skilled and compassionate Agile Practitioner to join their team in Marlow. As part of the innovative Rapid Response & Intermediate Care service, this role will provide expert interventions and rehabilitation in a dynamic and tight-knit team.About the RoleThis position requires planning programmes of care to...

We are seeking a Precision Compliance Expert to join our team at Orion Electrotech Sales Careers, a leading aerospace company that values excellence, innovation, and work-life balance. As a detail-oriented professional, you will play a critical role in ensuring the highest standards of quality in our products and processes.About the OpportunityThis role...

Job Description We’re currently working with an award winning Wealth Management business, to recruit for a Financial Planning Administrator based in Marlow, offering a base salary of up to £30,000 (potentially higher for exceptional candidates). The Role As a Financial Planning Support team member, you will play a critical role in providing...

Job Description:We are seeking a highly skilled and motivated Financial Planning Administrator to join our team at Progeny. As a key member of our team, you will play a vital role in supporting our financial planners and paraplanners to deliver exceptional client outcomes.About the Role:You will work collaboratively with our financial planning teams to...

As a Financial Planning Assistant at Bucks & Berks Recruitment PLC Careers, you will be supporting the Financial Planners in a successful wealth management firm based in Marlow. This role offers superb benefits and a lovely working environment with hybrid working after 6 months and flexible working hours - 8 - 4.30, 8.30 - 5 or 9 - 5.30.The estimated salary...

Company Overview:Atomos is a small, dynamic IFA firm based in Marlow. We pride ourselves on providing comprehensive financial planning and advice to our clients, who include professionals, entrepreneurs, and retirees.About the Role:We are seeking an experienced Financial Planning Assistant to join our team. The successful candidate will work closely with our...

As a dynamic and progressive law firm, Talent Finder is always looking for talented individuals to join our team.We currently have an exciting opportunity for a Commercial Property Solicitor to join our office in Marlow, Buckinghamshire.The ideal candidate will have 1-2 years of post-qualification experience and a strong understanding of commercial property...

DescriptionAs a Financial Planning Administrator, internally known as Client Executive, you will work collaboratively with Financial Planners and Paraplanners to support a wide variety of tasks to elevate the overall client outcome. With excellent interpersonal and client care skills, you will build and maintain relationships across the business and always...

**About Domus Recruitment**">We are a leading recruitment company in the healthcare sector, specializing in middle management and board-level appointments. Our market-leading training program ensures our consultants possess expert-level knowledge to deliver exceptional recruitment services.">About the Role">We are seeking an ambitious and self-motivated...

Job Summary:We are looking for an experienced Financial Planning Administrator to join our team at Progeny. As a key member of our team, you will be responsible for supporting our financial planners and paraplanners to deliver exceptional client outcomes.About the Job:You will work closely with our financial planning teams to support a wide range of tasks,...

About Us: At Atomos Investments Limited, we're a dynamic wealth management firm committed to delivering exceptional client service. Our team is passionate about supporting the growth and development of our employees, and we're looking for a motivated individual to join our Hub team in Marlow.The Role: As a Client Planning Advisor, you'll play a crucial part...

Job DescriptionWe are seeking an enthusiastic and ambitious solicitor with a passion for commercial property law to join our dynamic team at Talent Finder. As a commercial property solicitor, you will be responsible for providing expert advice on all aspects of commercial property law.Key Responsibilities- Provide high-quality legal services to clients...

Lifelancer, a talent-hiring platform in Life Sciences, Pharma and IT, is seeking an experienced Global Supply Chain Planning Director to lead our efforts in rare disease management.Estimated Salary: $120,000 - $180,000 per annumAbout the RoleThe successful candidate will create a patient-centric environment where compliance, service, partners, and our people...

About This Opportunity: We're excited to offer a new challenge for a motivated and experienced Client Planning Advisor to join our Hub team in Marlow. In this role, you'll be responsible for providing exceptional administrative support to our Financial Planners and their clients. Your key responsibilities will include liaising with third-party providers,...

About the PositionWe are seeking a Pre-Sales Systems Expert to join our team at SAS Institute Inc. As a member of our Presales team, you will be responsible for providing technical support and guidance to our sales team and helping clients understand the value of our software.Key Responsibilities:Provide pre-sales and post-sales support to ensure the...

Company OverviewThe Progeny Group is a dynamic and growing financial services provider seeking an experienced individual to join our team as a Financial Planning Support Specialist.We offer a competitive salary of £25,000 - £30,000 per annum.Job DescriptionAs a key member of our team, you will be responsible for supporting our financial planners and...

About Us:Talent Finder Careers is a highly ranked law firm in both Chambers & Partners and Legal 500. We specialise in business law and have a national reputation for delivering top-tier service to our clients.Salary: £48,750 (estimated) per annum, dependent on experienceJob Summary:We are looking for an experienced commercial property solicitor to join our...