We are seeking a dynamic and ambitious Financial Adviser to join our team and help grow our client base.
Join a leading Directly authorised Independent Financial Adviser (IFA) firm renowned for delivering exceptional financial services to high-net-worth individuals.
Our firm is dedicated to providing personalized financial advice to clients with an average of £1.5 million in Assets Under Management (AUM) per client.
We are currently recruiting for an experienced HR Advisor to support a team on a temporary basis whilst they recruit perm.
The HR Advisor will provide high quality advice and support directly to managers to facilitate the early resolution of difficult, complex or sensitive employee relations issues, ensuring the risks associated with such cases are effectively managed.
This is an office based role working Monday to Friday 9.00am to 5.00pm.
Posted by Financial Divisions • £50K/yr to £55K/yr
My client are a boutique independent wealth planning firm based near Newbury (Berkshire) who offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across mainly Surrey but also across other home counites.
Clients have varying levels of asset to invest but the top case has over £1m to invest.
The business offers advice on pensions, investments, tax planning, cashflow modelling, retirement planning, protections (both personal and business) and some esoteric schemes such as VCT & EIS schemes.
Posted by Financial Divisions • £30K/yr to £35K/yr
This role is a great opportunity to work with a well-run, professional Financial Advice business, who has an excellent record as both an employer and as a provider of conscientious, ethical and holistic advice on wealth management services.
We are delighted to be working in partnership with one of the leading Financial Planning businesses in West Berkshire.
They are based in plush modern offices based in the rural outskirts of Newbury and are looking to recruit an experienced Financial Planning Administrator to join their hugely social team.
Posted by Financial Divisions • £50K/yr to £55K/yr
My client are a boutique independent wealth planning firm based near Newbury (Berkshire) who offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across mainly Surrey but also across other home counites.
Senior Paraplanner/Technical Manager - £55k, Support 3 established advisers - Boutique IFA - Newbury
Clients have varying levels of asset to invest but the top clients have over £1m to invest.
Posted by Financial Divisions • £25K/yr to £32K/yr
My client are a boutique independent wealth planning firm near Newbury who offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across mainly Surrey but also across other home counites.
The business offers advice on pensions, managed investment portfolios, tax planning, cashflow modelling, retirement planning, protections (both personal and business) and some esoteric schemes such as VCT & EIS schemes.
Clients have varying levels of asset to invest but the top clients have over £1m to invest.