This role is best suited to those advisers with 7 years' experience as a Financial Advisor, who are ideally chartered and who are looking for a very competitive salary (tailored to the individual) where they will be handed over a high-net-worth client bank to manager and should you wish a route to becoming a director in the short term.
The advisers within the business are well supported, with paraplanning, and administration support to allow you to focus on your clients.
The Independent Financial advisory firm based just outside London, in the Buckinghamshire area, have been providing holistic advice for over 30 years and specialise in providing advice to high-net-worth individuals.
A wonderful and very successful Financial Services business is Looking to recruit an experienced, enthusiastic, and driven qualified Independent Financial Adviser to complement the existing team.
Ideally but not essential, the successful candidate will be a Chartered Financial Planner.
The successful candidate will be hugely skilled in Pensions and Investments on the Advisor side & confident in their ability to create new opportunities and service existing clients to assist with the firms' future development plans also.
My client is a Chartered Independent Financial advice firm based in Gerrards Cross.
They looking to take on an administrator who can demonstrate a solid track record of working within a support role in Wealth Management and who is now looking for an opportunity that can further develop their technical knowledge in pursuit of a career as a paraplanner, and eventually as an advisor.
They are currently expanding their team of experienced IFA administrators on the back of rapid growth and expansion.
My client (an independent firm of Financial Advisers) provides a financial planning and discretionary investment management service to both corporate and private clients from their boutique office in Gerrards Cross, Buckinghamshire.
Due to an increase in Business, they are looking to strengthen their Client Support team by bringing in a new Paraplanner to support both the client administrator team and one of the Financial Advisers.
They are looking to hire an individual who has aspirations to become a fully qualified paraplanner within the next 24 months.
A wonderful and very successful Financial Services business is Looking to recruit an experienced, enthusiastic, and driven qualified Independent ideally CHARTERED Financial Adviser to complement the existing team.
Ideally but not essential, the successful candidate will be a Chartered Financial Planner.
The successful candidate will be confident in their ability to create new opportunities and service existing clients to assist with the firms' future development plans also.
Well established wealth management practice based in the Gerrards Cross who require an additional administrator to complement their existing team.
The Role
To support Wealth Planners by undertaking administration duties that foster excellent client relations through a high standard of communication and general administration.
Responsibilities
Significant contribution to the client experience and service delivery to both existing and new clients, including a smooth client take on process, general client communications and administration, mailings and valuations.