Updates

Keeping you in the loop

This is the place to keep up to date with what’s happening in the world of financial planning. It’s full of interesting and inspirational articles, news about our team and stories of how we’re making a difference for our clients.

Grab a cup of tea, sit back and enjoy.

We’re hiring: Trainee Client Services Administrator

by Jane Smith • Wednesday, 6th October 2021 • Office notices
Job Title: Trainee Client Services Administrator Purpose of Job: To support Financial Planners and ensure smooth delivery of excellent client service and client communication, as per business processes. Reports To: Business Manager Salary Range: £19,000 – £23,000 depending on experience Working Hours: 9-5 pm Monday – Friday   About the… Read More

We’re hiring: Client Services Administrator

by Jane Smith • Wednesday, 6th October 2021 • Office notices, Vacancies
Job Title: Client Services Administrator Purpose of Job: To support Financial Planners and ensure smooth delivery of excellent client service and client communication, as per business processes. Reports To: Business Manager Salary Range: £23,000 – £28,000 depending on experience Working Hours: 9-5 pm Monday – Friday   About the role… Read More

The return of face-to-face meetings

by Jane Smith • Thursday, 2nd September 2021 • Office notices, What we've been up to
We’re delighted to announce that from Monday 13th September we will be offering the option for all clients to return to face-to-face meetings. However, we equally appreciate that some of you might want to continue with online meetings. They’ve been highly effective through what has been a very difficult time. Read More

Trainee Paraplanner / Paraplanning Assistant

by Amy Nechat • Friday, 26th June 2020 • Office notices, Vacancies
Trainee Paraplanner / Paraplanning Assistant Location: Olney, Milton Keynes Salary: £22,000 – £30,000, dependent on experience Job Type: Full Time, Permanent About the Company: We are a successful and award winning financial planning firm, based in Olney, Milton Keynes, looking to recruit an enthusiastic, driven, extremely organised… Read More

Christmas opening hours

by Amy Nechat • Monday, 16th December 2019 • Office notices
Christmas is just around the corner! As it’s a season of family time and togetherness, we will be closing for a short and well-deserved break. Our office will close at 12pm on Tuesday 24th December 2019 and will reopen at 8am on Thursday 2nd January 2020. We truly appreciate your… Read More

Office closure – advance notice

by Amy Nechat • Thursday, 20th June 2019 • Office notices
The office will be closed on Tuesday 25th June, with the whole team out of the office attending our six monthly off-site strategy day. This doesn’t sound very exciting, we know, but it is something we do regularly, giving us dedicated time away. Being out of the office, even just… Read More

Office closure – 29th March 2019

by Amy Nechat • Tuesday, 19th March 2019 • Office notices
In recent communications, we’ve mentioned some of the changes that have already happened in our office, and that there is more to come. To support the updates we are making to our environment, we need to close the office on the 29th March for the day. This is to allow… Read More
Loading...