The primary focus will be on private clients and owner-managed businesses.
This Hybridposition entails managing a diverse client portfolio across different regions, including East Anglia, the home counties, London, and international clients.
Additionally, there may be opportunities to handle trust-related work and matters related to residence and domicile.
The primary focus will be on private clients and owner-managed businesses.
This Hybrid position entails managing a diverse client portfolio across different regions, including East Anglia, the home counties, London, and international clients.
Additionally, there may be opportunities to handle trust-related work and matters related to residence and domicile.
My client is seeking a Financial Services experienced candidate who has spent time working in corporate/employee benefits, though candidates with a solid IFA practice background will also be considered.
My client is an award winning advice firm with offices across Norfolk and Suffolk and they have been established for all most forty years.
Do you have experience of working in corporate/employee benefits, do you want to work for a personable, engaging and rewarding organisation, then read on...
This role will involve undertaking a lead support role to the Employee Benefits Consultants and Directors to ensure clients receive a consistent high level of service and support.
Reed Financial Services are pleased to be representing an award-winning Financial Planning and Wealth Management firm.
They seek to add a Consultant Support to their growing team on a salary paying up to £35k per annum.
Kelly Services are looking for a Showroom Sales Advisor to join our well respected and expanding client on a full-time and permanent position based in Bury St Edmunds.
Are you looking for the next step in your career with a well-established company... then we might have the job for you!
Due to continued success in providing fee-based advice to HNW clients, this successful practice requires a professional and proactive Financial Services Administrator to provide support to the planning process.
Are you interested in developing within financial services, looking for a new role in a dynamic and supportive environment, offer genuine long term career opportunities?
The successful candidate will have experience within a professional services environment, ideally some exposure to FCA regulations and strong IT skills.
My client is a well-established business who offer regulated Financial Advice to their private and corporate clients.
You will also have full support from a Paraplanner, Financial Services Assistant and an Administrator too and they will take care of the paperwork, which will enable you to give a top-class service to your clients.
They are looking for a Chartered qualified Independent Financial Adviser to look after a book of HNW/UHNW individuals in the Nottinghamshire region so you MUST be a current Level 6 qualified Financial Adviser.