Experienced Financial Planning Administrator | Apply for the position

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We have an opportunity for an Experienced Financial Planning Administrator to join our Team. Whilst we are a group of companies working towards the common goal to service our clients, this role is specifically for the Financial Planning part of the business.  You will have a passion for wealth management and drive for the delivery of exceptional levels of service in line with the company values.  

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You will work as part of a team to support our clients in achieving their goals and you will implement their financial plans and manage their financial strategies over the lifetime of the relationship. 

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For more details about this position and the package on offer, or to apply for the role, click here

Paraplanner | Apply for the position

We have an opportunity for a Paraplanner to join our growing Team. The main purpose of your role will be to work collaboratively with the team of Financial Planners to provide technical solutions for all aspects of financial planning, to prepare high quality written advice, delivered in an efficient manner; whilst mitigating any risks to the business.

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We would expect you to proactively engage with clients, to obtain or clarify information that we need to be able to provide the best possible advice and to answer client queries of a factual or technical nature.

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If you would like to find out more and apply for the role please click on the link above to fill out an application. 

Careers

Practice Accountant | Apply for the position

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We have an opportunity for a Practice Accountant to join our growing Accounting Team. We seek to recruit a full time Practice Accountant with a minimum of two years post qualification experience working in an accountancy practice (ACCA / ACA Qualified). It would be ideal if you have experience preparing accounts, returns & forms for medical practices.

We expect you to carry out the day to day activities necessary to maintain a highly efficient, flexible and responsive accounting service, creating and implementing a strategy to achieve the client’s goals.  You will be highly efficient, flexible & ensure work meets our high service standards.

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If you would like to find out more and apply for the role please click on the link above to fill out an application.