Employment Type : Full-Time
Excellent Benefits, hybrid working, study support and study towards Chartered Status Our client is an independent, award-winning firm with headquarters in London. They take pride in their client-focused culture, which prioritises referrals and recommendations. Their high-net-worth clients receive help from this talented and professional team who offer truly holistic financial advice. They are now looking to recruit a Paraplanner to join their fi...
Employment Type : Full-Time
Chartered Financial Advisor - Manage an existing client base Manage a book of 70 clients with AUM between 750k- 1.2m! My client are a long-standing Chartered Independent Financial Advice firm with offices based near Maidenhead. They offer whole of market advice on Pensions, Investments, Tax Planning, IHT, Mortgages and some Protections, and also offer Wills and Trusts as well as Powers of Attorney assistance and a string of other services. They ...
Employment Type : Full-Time
Location: Offices close to Watford (Hertfordshire) Package: 65k- 75k, plus competitive bonus and excellent benefits package with hybrid working With offices near Watford, my client is a reputable Independent firm of Chartered Financial Advisers that has a long history of giving clients in Hertfordshire the best non-jargon-based advice possible on trusts, mortgages, investments, retirement planning, pensions, tax planning, IHT, and protections. A...
Employment Type : Full-Time
Manage client bank generating from retiring adviser over the next 3 years and bring on new clients 50,000 - 65,000 Basic salary plus attractive bonus and benefits package Offices near Colchester (Essex) Hybrid working - come to offices once or twice a week A key client of mine whom we have worked with for the past 5 years and due to growth are looking for a Financial Adviser who can manage an existing book of business from a retiring adviser as ...
Employment Type : Full-Time
My client is a highly successful and well-established Wealth Management firm (SJP) based in London, currently seeking a versatile IFA Administrator eager for a new opportunity in Wealth Management. The company offers a flexible hybrid working arrangement. In this role, you will provide technical administrative support to a Partner, handling UHNW (Ultra High Net Worth) and complex cases involving pensions, investments, IHT, estate planning, and p...
Employment Type : Full-Time
Join a Growing IFA Firm Remote, with access to local offices in Petts Wood, Bromley, and Orpington We are working exclusively with a growing independent IFA firm to find a Financial Administrator/Practice Manager/PA to join their team. This is a fantastic opportunity for someone looking to make a real impact within a dynamic and ambitious business that’s on track for impressive growth. Why This Role is Perfect for You: 1. Career Progression Oppo...
Employment Type : Full-Time
Are you an adept Senior Financial Administrator within Private Client Wealth Management? Our client has provided straightforward independent financial advice for many years in the Kent area and has built up a solid reputation with their clients and local professional services firms, who help supply them with a steady stream of new business enquiries. They offer a straightforward non jargon based holistic approach to advice, taking the time to un...
Employment Type : Full-Time
Hybrid working, Bonus, Study Support & Career Progression Plan An excellent opportunity has risen for a very well-established Wealth Management firm based near Colchester in Essex. Due to expansion and an internal promotion, they are now looking to take on a Junior Paraplanner within their team and offer them a clear career path. They have been providing high-quality financial and investment planning services to their clients for over 20 yea...
Employment Type : Full-Time
Discretionary Bonus Benefits Package An exciting opportunity has arisen for an experienced Financial Administrator to join a well-established Chartered wealth planning business with offices across the Southeast. This boutique firm, backed by significant financial support, has a reputation for delivering comprehensive whole-of-market advice to a wide range of private clients, including City professionals, families, business owners, retirees, and ...
Employment Type : Full-Time
Financial Advisor - servicing role, managing existing HNW clients from CEO ( 600k - 8m per case) - I have met and placed a staff member with my client, a chartered independent wealth planning firm with premises close to Epsom and Leatherhead. For HNW retirees, accumulators, local families, and SME owners in Sussex, Kent, and London, they provide comprehensive financial assistance. As of right now, they oversee the affairs of 250 families with fo...