If you're a qualified and client-focused Financial Planner ready to take the next step in your career, this is a unique opportunity to join a long-standing, independently owned firm.
The Partners are looking to hire a Financial Planner to look after an existing portfolio of HNW clients with typically over £500,000 AUM.
Join One of the UK's Most Respected Financial Planning Firms Chartered, Award-Winning, and Built Around People.
Coordinating the recruitment, vetting and induction processes.
To provide a quality administration service in respect of all aspects of HR throughout the employee lifecycle, including the administration of employee benefits and supporting the delivery of wellbeing initiatives.
General
We are excited to be working with a well established financial planning company in Leicestershire looking for a HR Assistant.
Are you an experienced financial services professional looking to deepen your impact in a Chartered, award-winning Wealth Management firm?
Known for excellence, collaboration, and long-term client relationships, the firm is also proud to have been named "Best Financial Adviser to Work For" three times by Professional Adviser.
This is a prime opportunity to join a respected, client-centric business looking after HNW individuals.
As the Investment Accounts Executive your responsibilities will mostly consist of:.
Why this role
We are currently recruiting for 2 Investment Accounts Executive, with SIPP or SSAS experience, to work within a well-established Chartered firm of Financial Planners.