Our client, a well-established and successful independent financial planning firm, are looking for a charismatic and driven trainee financial planner to join their team; Due to their strong focus on developing and maintaining long-term and trusted client relationships, the firm are eager to find an individual who possesses honesty, integrity, and an excellent work ethic.
As a result of continued success and growth, the firm can provide the successful individual with a regular flow of client leads as-well as back-office support and continued professional development opportunities; Therefore, it is imperative that the successful individual will be a professional and client-centred adviser who always strives to provide the highest level of service possible.
Our client, a well-established and successful independent financial planning firm, are looking for a charismatic and driven financial planner to join their team; Due to their strong focus on developing and maintaining long-term and trusted client relationships, the firm are eager to find an individual who possesses honesty, integrity, and an excellent work ethic.
As a result of continued success and growth, the firm can provide the successful individual with a regular flow of client leads as-well as back-office support and continued professional development opportunities; Therefore, it is imperative that the successful individual will be a professional and client-centred adviser who always strives to provide the highest level of service possible.
They are sourcing a SKILLED FINANCIAL ADVISOR, CAS STATUS AND LEVEL 4 DIPLOM FINANCIAL QUALIFIED - WHICH IS ESSENTIAL IN ORDER TO BE RECRUITED TO THE ROLE.
Reed are currently supporting a really great Financial Services Business linked to several areas (mine of which is CAMBRIDGE).
The successful candidate will be highly motivated to generate new business by converting leads from the Union's General Insurance team across the Cambridge area.
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.
My client, is a reputable IFA and Chartered Accountants, is seeking an experienced Independent Financial Adviser to join their dynamic team.
While being Chartered is preferred, it is not essential, level 4 diploma qualifications are required.
Chartered APFS or FPFS Only: Demonstrable expertise and accreditation in financial planning are essential.
General
Our Client, a prestigious Financial Advice firm, is seeking an experienced and driven Chartered APFS or FPFS Independent Financial Adviser (IFA) to join their dynamic team in London.
This is an exceptional opportunity for a motivated individual who is passionate about financial planning and eager to make a significant impact within a reputable organisation.
An Asset Management firm with a strong presence in the financial industry is looking for a new CFO.
Our client is committed to delivering superior investment solutions and exceptional client service.
Their diverse portfolio, innovative approach, and strategic vision has positioned them as a trusted partner for individuals and institutions seeking financial growth and stability.
Our client, a well-established and successful independent financial planning firm, are looking for a charismatic and driven financial planner to join their team; Due to their strong focus on developing and maintaining long-term and trusted client relationships, the firm are eager to find an individual who possesses honesty, integrity, and an excellent work ethic.
As a result of continued success and growth, the firm can provide the successful individual with a regular flow of client leads as-well as back-office support and continued professional development opportunities; Therefore, it is imperative that the successful individual will be a professional and client-centred adviser who always strives to provide the highest level of service possible.
Our client, a well-established and successful financial planning firm that deliver a comprehensive holistic financial planning service to their clients, are looking for an administrator to join the team; The firm are eager to find an individual who possesses honesty, loyalty, integrity, an excellent work ethic and a strong knowledge of the role and the industry.
The Role
You will be required to provide a proficient and proactive administration support service for the firm's advisers.
Our client, a well-established and successful independent financial planning firm, are looking for a charismatic and driven financial planner to join their team.
As a result of continued success and growth, the firm can provide the successful individual with a regular flow of client leads as-well as back-office support.