Posted by Financial Divisions • £38K/yr to £50K/yr
My client based in St Albans is a well-established independent firm of Financial Advisers, who have built a lasting reputation for providing the highest levels of non-jargon-based advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages, and Protections to clients across Hertfordshire.
Plus competitive bonus and excellent benefits package with hybrid working
Having worked closely with this firm for over 6 years, we have seen them grow organically and have placed a number of people with them, who have thrived under their support and management.
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 Graduate financial recruitment • £34K/yr to £38K/yr
We're excited to offer an opportunity for a Graduate ESG Investment Advisor to join our dynamic team!
Are you passionate about sustainable investing and looking to start your career in finance?
With offices located nationwide, we're looking for enthusiastic individuals who are eager to make an impact in the world of Environmental, Social, and Governance (ESG) investing.
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.
Posted by IDEX Consulting Ltd • £45K/yr to £55K/yr
General
Are you an experienced, level 4 qualified Paraplanner who is interested in combining that expertise with delivery of advice, or an Adviser who writes your own suitability reports?
We're looking for people who are passionate about great client service to join a team of Desk Based Advisors in London.
Key Outputs
Manage a very large portfolio of clients (upwards of 140) typically with AUA below £500k, maintain recurring income stream, delivering high quality financial planning remotely and achieving quality standards on a consistent basis.