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.
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.
You will benefit from full administrative, technical and compliance support as well as being able to utilise in house discretionary management services.
As a Financial Adviser, you should actively look to build your client bank through usual methods of referrals, networking, introducers, marketing etc.
This remote Financial Adviser job provides opportunity to join one of the fastest growing IFAs aimed at offering holistic wealth management to all.
They provide all the services of a traditional IFA firm, plus as a fintech firm they offer an online digital platform to help individuals at the start of their financial planning journey alongside established investors.
Alexander Lloyd are partnered with a West London based Council on the hiring of 2 experience Pension Advisors that will be based from the office just once per week.
You MUST have Local Government Pension Scheme experience to be considered for these roles.
City & Capital are currently representing a highly respected & fast growing lender of specialist property finance who have retained our services with a view to appointing a confident & highly organised Senior Team Assistant to their growing loan & investment management department, at an exciting time.
Our client is renowned within their sector for supporting property developers and investors with access to funds for key property projects.
Our client offers a broad range of solutions for bridging finance, buy to let, development exit & commercial mortgages & have doubled the size of their UK operation 5 times in the last 5 years.