Financial Planning Manager Jobs in Godalming
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Search results - Financial Planning Manager Jobs in Godalming
Financial Divisions-Godalming
Job Description
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• Financial Planning Administrator
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• £30k - £40k plus bonus and benefits
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• Established Wealth Management Firm
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• Offices in Godalming (Surrey)
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• 4 days in the office per week
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My client are a very well...
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Godalming
in supporting the investment and sales teams, helping to deliver an excellent service to clients while gaining valuable exposure to investments, pensions and financial planning.
The Role
You’ll provide a high level of administrative support to the sales...
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cv-library.co.uk -
Allerton Park Recruitment Solutions-Godalming
is to support the firm’s Financial Planners in delivering high-quality financial planning and wealth management services to HNW clients.
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The successful candidate will undertake paraplanning and technical support responsibilities, working alongside...
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Michael Page-Godalming
About Our Client
This large-sized professional services company operates within the Accounting & Finance industry, offering tailored solutions to a variety of clients. Known for its expertise and client-focused approach, the organisation provides...
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michaelpage.co.uk -
Reed-Godalming
and regulatory knowledge through ongoing CPD
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About You
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The ideal candidate will have:
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• Previous paraplanning experience within a Financial Planning or Wealth Management firm
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• Progress towards the Level 4 Diploma in Financial Planning...
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Reed-Godalming
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• Previous experience within an IFA, Wealth Management or Financial Planning firm
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• Strong organisational and administrative skills
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• Excellent attention to detail
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• A professional and client-focused approach
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• The ability to manage...
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Reed-Godalming
with a growing and highly respected Financial Planning firm looking to expand its administration team.
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This is an ideal position for an experienced IFA Administrator who also has exposure to Mortgage Administration, and is looking to join a supportive...
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Financial Divisions-Godalming
Job Description
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• Financial Administrator
/n
• £30k - £40k plus bonus and benefits
/n
• Established Wealth Management Firm
/n
• Offices in Godalming (Surrey)
/n
• 4 days in the office per week
/n
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My client are a very well established...
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Hays Specialist Recruitment Limited-Godalming
delivering both compliance and advisory services while developing strong client relationships.Your responsibilities will include:
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• Managing corporate tax compliance and advisory work for a diverse client base.
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• Identifying tax planning...
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Financial Divisions-Godalming
for this role
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• Boutique IFA Chartered IFA firm
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My client are a Chartered wealth management business based near Guildford who I have met and placed several staff with over the years They provide financial advice to high-net-worth private individuals...
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Curtis Recruitment-Godalming
with the opportunity for career development. The firm operates agile, hybrid working practices.
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Within this role, you will provide complete and efficient delivery to the audit department management team and principals. This role, with the emphasis on audit...
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Mulberry Recruitment-Godalming
within the investment sector.
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You’ll play an important role in supporting the investment and sales teams, helping to deliver an excellent service to clients while gaining valuable exposure to investments, pensions and financial planning.
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