Our client is a growing wealth management firm who are looking for a Financial Adviser.
The Financial Adviser will take full responsibility for the preparation of client reports, preparation and implementation of recommendations and financial plans and the on-going review of client financial goals.
General
To be considered for this role you will need to be Diploma qualified, have competent adviser status and currently working in the financial services sector at a financial planning or wealth management business.
Our dedicated team of professionals merges deep industry knowledge with cutting-edge tools, ensuring that our clients receive tailored support to meet and exceed compliance standards.
With a mission to foster compliance, resilience, and success, we take pride in being the go-to partner for businesses navigating the complexities of regulatory landscapes.
William Martin, part of the wider SRC division, are at the forefront of revolutionising health and safety compliance solutions.
Our dedicated team of professionals merges deep industry knowledge with cutting-edge tools, ensuring that our clients receive tailored support to meet and exceed compliance standards.
With a mission to foster compliance, resilience, and success, we take pride in being the go-to partner for businesses navigating the complexities of regulatory landscapes.
William Martin, part of the wider Marlowe SRC division, are at the forefront of revolutionising health and safety compliance solutions.
Posted by Emma Gibbs Recruitment • £29K/yr to £30K/yr
The person is to be able to work on their own initiative, be self-motivated and proactive.
A resourceful and flexible approach is required.
The role of the Admin Assistant is to co-ordinate and provide secretarial administrative support to Partners and project teams for this world leading Design Firm.