Our client is a pioneering full service wealth management firm, combining the institutional strength of a FTSE 100 company with the personal service and trusted advice of a Partner owned firm.
They build intelligent, holistic & tax-efficient wealth management programmes for a select group of private clients, families, and institutions.
And has an exciting opportunity for a driven and entrepreneurial individual to join the leading Wealth Managers in the UK.
We are working with a leading Wealth Management client who are seeking qualified and experienced Paraplanner /s to join their team.
You will support the new business team by analysing prospective client portfolios to provide regulated advice on areas such as pension transfers, bond surrenders, investment taxation and structure suitability.
Reporting to your Team Leader, in this role you will be expected to formulate asset allocation recommendations, and write suitability reports.
The firm has a large and loyal client base, and are looking for multiple UK (London) based Swedish Client Services Associates to support their Investment Counsellors in the Sweden.
An investment firm, known for its global investment strategy and long-term focus.
It has a strong track record of performance, but it also charges high fees and uses aggressive marketing tactics.
Efficiently managing your time to ensure your client portfolio is properly serviced and work is completed in a timely manner;
Identifying business opportunities from existing clients and supporting initiatives to develop new business opportunities including attending and organising network events;
Responsibilities
You will manage an allocated client portfolio of commercial clients, which will involve:.
Mortgage Advisor - Our client is a Directly Authorised household name and an established leader within their niche, employing circa 150 people remotely across the UK.
£30,000 to £35,000 (DOE) plus uncapped commission (realistic OTE £50k)
I am looking for a Customer Success Manager to join a dynamic legal tech startup, where you will be pivotal in ensuring top 100 law firms remain satisfied and engaged with their platforms.
In this role, you'll be at the heart of operations, ensuring client satisfaction and maximizing the value they receive from legaltech platforms.
Your role will involve utilising your exceptional presentation skills, strong interpersonal capabilities, and dedication to delivering outstanding client experiences.
We are currently recruiting for Consumer Credit Compliant Investigators.
It will pay a starting rate of £210 per day (Umbrella) - increasing to £260 after accreditation - to join our client, the Financial Ombudsman Service, the organisation that settles individual disputes between financial businesses and their customers.
This assignment will be home-based for the duration of the assignment - which is 12 months - and must be carried out from the UK - for the purposes of the assignment, the UK is defined as England, Scotland, Wales and Northern Ireland.