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Financial Planning Professional
1 month ago
Witney, Oxfordshire, United Kingdom findapprenticeships.co - Jobboard Full timeFinancial Planning Career OpportunityThe Burford Recruitment Company is partnering with a reputable Financial Planning firm in Witney, Oxfordshire, to find a motivated Trainee Financial Adviser. This is an excellent chance for someone to develop their career in financial planning, working closely with the Director and managing an existing client base.Key...
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Financial Planning Professional
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Witney, Oxfordshire, United Kingdom The Burford Recruitment Company Ltd Full timeTrainee Financial Adviser (Diploma Qualified)The Burford Recruitment Company Ltd is working with an established, independent Financial Planning firm based in Oxfordshire. With a reputation for delivering tailored financial advice to a wide range of clients, they take pride in their client-centric approach, helping individuals achieve their financial...
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Financial Planning Professional
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Witney, Oxfordshire, United Kingdom The Burford Recruitment Company Ltd Full timeThe Burford Recruitment Company Ltd is partnering with an established, independent Financial Planning firm based in Oxfordshire. This respected firm takes pride in delivering tailored financial advice to a diverse range of clients, prioritizing a client-centric approach to help individuals achieve their financial goals.Due to growth, the firm is seeking a...
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Financial Planning Assistant
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Witney, Oxfordshire, United Kingdom undisclosed Full timeThe Burford Recruitment Company is working with an established financial planning firm in Oxfordshire. The company provides tailored financial advice to a wide range of clients and prides itself on a client-centric approach.This is an excellent opportunity for a motivated and ambitious Trainee Financial Adviser to join the experienced team.Assist the...
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Financial Planning Specialist
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Financial Planning Specialist
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Senior Financial Professional Opportunity
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Strategic Financial Planning Specialist
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Senior Financial Leader
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Senior Financial Analyst
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Financial Planning Professional
1 month ago
The Burford Recruitment Company Ltd is working with an established, independent Financial Planning firm based in Oxfordshire. This firm takes pride in delivering tailored financial advice to a wide range of clients, focusing on a client-centric approach to help individuals achieve their financial goals. Due to growth, they are looking for a motivated and ambitious Trainee Financial Adviser to join their experienced team. This is an excellent opportunity for someone keen to develop their career in financial planning, working alongside the Director and managing an existing book of business. The successful candidate will assist the Director with client meetings, including preparation of financial reports and documentation. They will also conduct research on financial products and solutions to meet client needs, develop a solid understanding of financial planning, products, and markets, and have proven experience working in a Paraplanning or Client Support role for a financial planning firm. The ideal candidate will hold the CII Level 4 Diploma Regulated Financial Planning or be close to completing it, have knowledge of financial products, investment strategies, and retirement planning, and possess excellent communication skills to explain financial concepts in a clear and understandable manner. The firm offers mentorship from an experienced Adviser to help the candidate grow their knowledge and skills, as well as a competitive salary package and a hybrid role.
