As a Financial Advisor, you will be responsible for providing comprehensive financial planning and investment management services to your existing clients, while also collaborating with our team to identify new business opportunities and grow your book of business.
We are seeking a motivated and experienced Financial Advisor to join our team, bringing their existing book of business to our organization.
Responsibilities
Manage an existing book of business, consisting of clients, with assets under management.
Posted by Financial Divisions • £25K/yr to £30K/yr
Trainee Financial Advisor
Study Support towards Diploma in Financial Planning.
Yearly payrises and qualification milestone payrises.
General
We are delighted to offer an opportunity to work with this well run, professional IFA practice, who has an excellent record as both an employer and as a provider of conscientious, ethical and holistic advice on wealth management services.
My client, is a reputable IFA and Chartered Accountants, is seeking an experienced Independent Financial Adviser to join their dynamic team.
The ideal candidate should possess a minimum of 5 years of proven experience in financial advising, have fantastic client relationship, with minimum client following of £10M AUM and be a strong business developer.
While being Chartered is preferred, it is not essential, level 4 diploma qualifications are required.
Our client is highly specialised in corporate restructuring and insolvency, and are looking to appoint a confident, experienced Restructuring Advisory Manager.
This is an opportunity to work with one of the most forward thinking Independent Advisory firms in London, gaining exposure to complex and big ticket cases, while developing your people management and client-facing skills.
Marks Sattin are delighted to be currently recruiting for one of the UK's market leaders in Restructuring and Business Recovery.
Posted by Focus Search and Selection • £60K/yr to £70K/yr
Whether you're seeking wealth preservation, growth opportunities, or risk management strategies, they're here to guide you every step of the way.
Our client are a Global Investment Management business with a relentless focus on delivering superior returns and personalised solutions, they specialise in navigating the complexities of today's financial landscape.
Backed by a team of seasoned experts and innovative technology, they empower clients worldwide to achieve their financial objectives with confidence.
Administrator with experience in IFA / Wealth Management / Finance company wanted!
About Us: Join a well-established financial institution dedicated to providing comprehensive financial planning and advice to individuals and business owners.
Type of Role: Temporary (ongoing, potential for temp to perm) ?
Our client, globally known investment advisor is on the look-out for a French speaking Graduate Financial Associate in London.
Are you interested to start a new challenge supporting a brokerage team?
You will help the team reach their ambitious goals by coordinating with internal departments, preparing onboarding paperwork, helping create sales deliverables, and building new processes.