We are recruiting for a Chartered Financial Planning firm in Surrey who have a requirement for someone to service an existing client bank.
Their typical client up to £500,000 of investable assets and you must have experience of providing pension and investments advice to high net worth clients.
Your primary responsibilities will be to conduct financial reviews and identify suitable opportunities for new business.
My client is a well-established Independent Financial Advice firm with offices based in Epsom.
They offer whole of market advice on Pensions, Investments, Tax Planning, IHT, Mortgages and some Protections to wealthy clients across London, Surrey and the wider Southeast region.
They also offer Wills and Trusts and Estate work, to help clients with their inter-generational planning.
Working as part of the Paraplanning Team and assist in the functioning of the team in supporting the firm's Financial Planners to deliver fantastic service to their clients.
With the opportunity to study for qualifications offered by the Chartered Insurance Institute (CII), supported by the business this will suit someone who is keen to build a career within finacial services.
You will be responsible for conducting high quality calls & appointments with customers and providing regulated protection advice to them, focusing on appropriate outcomes.
We are seeking an experienced and enthusiastic individual protection specialist to join our protection team based in CHEAM and you must be RO5 or CeMAP qualilfied.
Mortgage Advice Bureau (MAB) are a nationally recognised mortgage broker and network, winners of over 200 awards in the past 5 years and continually growing.
Seeking an Employee on Record (EOR) Consultant to provide operational support to their hosted clients and their resources.
General
We are representing a prominent Technology Services Provider, specialising in Professional and Managed Services across EMEA.
With a team of over 500 consultants, they offer expertise in hybrid infrastructure, cybersecurity, Cisco solutions, modern engineering, telecommunications, and core systems.