This is a hugely important role in delivering client support, working closely with the Paraplanning team and Financial Advisers.
An outstanding, Chartered firm of Financial Planners who have been providing financial advice to private and corporate clients for more than 30 years.
Directly authorised with their own in-house investment offering, the firm have an outstanding repuration within the industry and now look after north of £650m in assets under management.
A leading financial services firm dedicated to providing tailored and comprehensive wealth management solutions is looking to hire a Financial Adviser to inherit a client book.
As part of the growth strategy, they are seeking an experienced and dynamic Financial Advisor to inherit a client book and contribute to its ongoing development.
With a commitment to excellence, integrity, and client-centricity, the team have established a strong reputation in the industry.
My client is a boutique wealth planner, asset manager and employee benefits specialist.
As they are independent, this allows them to provide objective advice that is aligned to a client's best interests, delivered by teams steeped in financial services knowledge and experience.
They have built their Company on integrity and trust, because doing what is right for their clients is best for their business.
Our Global banking client is looking for a Client Service Advisor responsible for being the primary contact for telephone and email requests including technical support for their banking clients relating to Cash Management and Debit/Charge Card related products.
Responsibilities
Front line support, via email and telephony, navigating all internal partnerships and activities throughout the enquiry to deliver an accurate and timely service.
Our private client administration teams work closely with the financial advisers and paraplanners to ensure that we deliver the best possible service to both new and existing clients.
Supported by our experienced operations management and learning and development team, our client support administrators receive full industry training to ensure their knowledge is of a high standard.
My client is seeking an IFA to join their progressive and client-focused, financial planning-led wealth management firm as an employed Adviser.
In this role, you will understand your clients current and future financial goals and formulate easy to understand financial strategies, guiding your clients to financial independence.
This role offers home based / remote working with access to office locations if preferred.
A leading, established Independent Financial Practice and multi-office Accountancy firm, based in London, the South-East and Surrey, currently requires an experienced Independent Financial Advisor on an Employed or Self-Employed basis.
Transferable clients advantageous, good quality leads provided.
This role can be either office based (free onsite parking available) or fully home based or hybrid.
They are looking for a customer orientated candidate to join them as a Client Service Advisor on an initial 6 month contract with the likelihood of a permanent opportunity at the end.
The role will be office based.
Our client is a family feel, growing business based in South Cambridge.