My client is a stand-alone wealth planning company in Southampton that serves a wide range of clients across Hampshire, Surrey, Sussex, Kent, and London with whole-of-market financial advice.
Plus benefits include full study support.
They oversee more than £200 million in client assets and are experts in cash flow modelling, pensions, investments, tax planning, and business and personal protection, including obscure programmes like VTC and EIS programmes.
Assisting IM's with portfolio management for a range of discretionary and advisory clients
The role will involve supporting the Investment Managers (IM's) with a wide range of administrative and client driven activities - duties will include:
Due to continued growth my client, a leading Independent Investment Manager, currently seek a talented candidate to join their friendly team.
Recruit UK is working with a successful Wealth Management company which is growing its UK Financial Planning team.
They will provide a consistent flow ofclient leads across the UK with your role being focused engaging and converting clients.
They have opportunities across the UK for experienced Financial Adviser who thrive off new client engagement and can demonstrate a proven track record of winning new clients.