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.
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.
You will benefit from full administrative, technical and compliance support as well as being able to utilise in house discretionary management services.
Posted by Your Resourcing Partner Limited • £23K/yr to £28K/yr
You will be working with one Financial Adviser assisting them to deliver a first-class professional client service level within an administrative capacity.
We are recruiting for a Financial Adviser Administrator to join an established Principal Practice of St. James's Place Wealth Management based in Moorgate, London supporting one Financial Adviser / Partner.
Please note that whilst previous experience in financial services administration is preferrable it is not essential, as full training on all areas shall be provided.
MERJE has partnered with a prestigious advisory firm to find a dynamic Principal Consultant to lead and manage advisory engagements, while spearheading business development initiatives.
This role is ideal for an experienced professional with a background in lending or wealth management.
Key Responsibilities
Act as an ambassador for the firm across the industry.
Join a progressive and high-performing Independent Financial Adviser (IFA) firm that is making waves in the financial planning industry.
Our client is dedicated to providing a modern financial planning experience, combining personalised client service with cutting-edge financial technology.
They are expanding rapidly and are seeking a talented individual to join our team as an Operations Manager / Assistant to the Managing Director.
Posted by Antony George Recruitment • £40K/yr to £50K/yr
Our client offers expert advice on a wide range of financial protection areas, Retirement Planning, Saving & Investments, Mortgages, Protection and Business financial protection, together with General Insurance.
Their mantra is 'enriching lives and futures' stemming from their ethos of keeping their client's financial wellbeing at the heart of everything they do.
Above all they know that the relationships they build with their clients today is what sets them apart tomorrow.
We're currently recruiting for an exciting opportunity for a highly motivated Financial Adviser to join a dynamic team at a leading global investment company.
This company, known for its expertise in investment management, financial planning, and research, has recently merged with a prominent UK investment platform, bringing together two industry powerhouses.