Do you want the opportunity to join a business that supports you in your growth of your portfolio, provide support with compliance, feel part of a team and be able to speak to other advisors who are willing to help and support you?
Are you an independent financial advisor looking for a more supportive team behind you without the extra cost, no matter where you are based in the UK?
On offer is a fantastic chance to become part of a network of advisors and have the technical and advisory support as well as business support to help you grow your business and help you with technical issues without unexpected costs.
Our client, one of the UK's largest financial advisory firms, is looking for trainee advisers to join the business; Working predominantly within wealth management, the firm have bases all over the country that are eager to find driven, engaging, and ambitious professionals who wish to begin a career as a financial adviser.
Due to their strong focus on developing and maintaining long-term and trusted client relationships, it is highly important to the firm that their trainee advisers possess honesty, loyalty, integrity, and an excellent work ethic.
Research and Analysis: Conduct thorough research and analysis of financial products and services to support the creation of tailored financial plans.
As a Paraplanner, you will play a pivotal role in supporting our team of experienced financial advisers in providing top-notch financial planning services to our clients.
Your responsibilities will include, but are not limited to:
Marks Sattin are delighted to be supporting a global consulting firm in recruiting an experienced and ambitious individual to join their Restructuring Advisory Services team in London.
As a Partner in the Restructuring Advisory Services team, you will be responsible for developing new and existing client and intermediary relationships to provide restructuring and recovery advice.
As Partner, some of your responsibilities will include
Providing suitable strategic and technical advice and guidance to clients about restructuring and advisory services (including business restructuring, corporate advisory, insolvency, refinancing and exit management, and creditor services).
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.