Posted by IDEX Consulting Ltd • £70K/yr to £80K/yr
An exciting opportunity has arisen for an experienced Chartered Financial Planner to join a growing advice team for a highly reputable wealth advisory firm.
You will be joining a team, looking to build an innovative and disruptive guidance and advice proposition aimed at improving financial wellbeing through the workplace.
Their mission is to improve financial security for people regardless of their age and wealth.
Our client, a well-established and successful wealth management firm that delivers comprehensive and holistic advice to both private and corporate clients, are looking for an experienced financial adviser to join the team; It is vital for this individual to possess the required knowledge, skills, and experience to work on the full spectrum of financial advice.
Due to their strong focus on developing and maintaining long-term and trusted client relationships, the firm are eager to find an individual who possesses honesty, integrity, and an excellent work ethic.
Posted by IDEX Consulting Ltd • £45K/yr to £55K/yr
About our client
An expanding boutique financial planning business with an opportunity for an Associate Financial Planner to offer true client centric, high quality financial planning advice with a goals-based lifestyle focus.
This trusted advice firm offer independent and holistic planning across financial planning and tax planning to wealthy families and business owners.
Posted by IDEX Consulting Ltd • £35K/yr to £43K/yr
My client is an financial advice firm specialising in client-focused services that include investments, pensions and retirement planning, IHT planning and protection.
A opportunity is available for a Paraplanner to join a long-standing financial advice and investment firm based near Sutton Coldfield.
This is a superb opportunity for an experienced Paraplanner wishing to work in relaxed environment with client-centric approach.
Posted by Hays Specialist Recruitment Limited • £43K/yr to £55K/yr
Your new company
My client was established with the vision of delivering superior value through a unique approach to Geo and Environmental Consultancy, emphasising technical excellence, colleague wellbeing, and comprehensive team access at all levels.
By integrating employee training, welfare, and rewards, my client has been able to prioritise clients' needs and build strong relationships with various organisations.
Posted by IDEX Consulting Ltd • £35K/yr to £45K/yr
Role responsibilities include
Offering input into discussions to assist in the formulation of advice strategy.
Occasional inclusion in project work, assisting in the development of advice and regulatory processes across the business.
General
A fantastic opportunity to join a specialist boutique independent financial advisory and wealth management firm offering support with expanding your career and technical capability.
One of our clients based in London are recruiting for nationally to expand their team and are looking to onboard hungry Mortgage Advisors to work remotely on a self-employed basis.
Are you looking for a remote working from home opportunity, giving you the flexibility to work around your family life, whilst having access to existing company client data support provided?
A Senior Process Improvement Advisor is sought by this Legal firm to lead and manage a newly created team and ensure that new technology or processes are adopted effectively and efficiently across the firm.
Up to £50 ,000; The Company
With a commitment to identifying innovative new ways to deliver services and maintain a reputation for excellence, the business is at the forefront of its sector.