Halliday Marx have partnered with a large accounting practice to recruit a Qualified Accountant at Senior Manager level who is fluent in a European language.
This is a permanent role to work closely with the partner and the Investment team.
This role is 3 days a week in the office, 2 from home.
In order to continue their success in delivering bespoke wealth management solutions to a range of Private and SME Clients, this award winning Financial Planning firm seeks to recruit a skilled Paraplanner with broad technical expertise to join their practice.
Working closely with the Head of Wealth Management, your role will be to deliver holistic technical and Paraplanning services to clients.
You will provide insight and analysis on available financial planning options as well as guidance on market trends and future projections.
Due to continued growth and success in providing wealth management services to HNW clients, this innovative firm of Financial Advisors is looking to attract a skilled and experienced individual to manage and develop a portfolio of clients.
Your role will be to provide holistic advice to the clients within your portfolio and deliver tailored solutions across the areas of retirement, investment, tax and protection planning.
You will benefit from full administrative, technical and compliance support as well as being able to utilise in house discretionary management services.
Due to continued success in delivering bespoke Wealth Management solutions to their expanding client base, this innovative and successful Financial Planning firm is keen to attract a dedicated and enthusiastic Administrator/ Junior Paraplanner to join their team.
Based in state of the art offices, you will join an established team who provide support to experienced Advisors and Paraplanners.
You will provide full support to the Consultants ensuring that all the relevant information is obtained from clients and work with the Paraplanners to produce detailed suitability reports.
Are you a successful Financial Advisor with a proven record of providing innovative solutions to HNW clients?
Are you looking for an environment where you can provide a bespoke service to your clients whilst benefitting from wide ranging technical, administrative and development support?
In order to achieve their aims and to continue their development, our client who is one of the most successful IFA firms in the area, is looking to attract an accomplished and proven Financial Planner who will benefit from a professional environment with dedicated support incorporating administration, technical, compliance, marketing and investment management.
Due to continued success in delivering innovative Wealth Management solutions to their clients, a new opportunity exists for a positive and proactive Sales Support Administrator to join their expanding Financial Planning team.
If you are able to utilise your expertise to deliver a first class service to clients and colleagues and looking for a professional environment with a client centric approach, this role will be of interest.
Working as part of a multi disciplined team, your role will be to deliver first class to Advisors, Client Managers and Paraplanners.