2 jobs found in Amersham

Location: Amersham, Buckinghamshire (REMOTE Working) Salary: Up to £37,000 + Bonus & Excellent Benefits (Wellness days) Hours: REMOTE ROLE, 35 Hours per Week, An excellent opportunity has arisen for an experienced Client Services Assistant to join a growing and highly regarded wealth management firm based in Amersham. This role would suit an individual with previous experience within an Independent Financial Advice (IFA) or Wealth Management environment who enjoys delivering exceptional client service and working as part of a collaborative team. The Role As a Client Services Assistant, you will play a key role in supporting Financial Planners and ensuring a smooth and efficient client journey. You will be responsible for managing client administration, processing new and existing business, and maintaining high standards of service and compliance. Key Responsibilities Processing new and existing business across a range of financial products Managing the...

Location: Amersham, Buckinghamshire (Remote Working with Occasional Office Attendance) Salary: Up to £50,000 + Bonus & Excellent Benefits (Private medical, Wellness Days, & social events) Hours: Full-Time A highly regarded and growing financial planning firm based near Amersham, Buckinghamshire, is seeking an experienced, Diploma-qualified Paraplanner to join its technical team. This is a predominantly remote role, with occasional attendance at the firm's Buckinghamshire office for team meetings, collaboration sessions and client-related activities. What's on Offer? Fully remote working Salary up to £50,000 depending on experience Supportive and collaborative team culture Opportunity to work closely with Financial Planners and clients Ongoing professional development and career progression Involvement in strategic business initiatives, including participation in the Investment Committee Opportunity to make a meaningful contribution to a growing and...