Posted by Human Capital Partners Limited • £70K/yr to £85K/yr
Human Capital Partners are working with a growing, advisory focused, accounting and financial services firm to recruit their Senior Client Manager.
This role reports directly to the Managing Partner and will focus on delivering world-class advice and support to entrepreneurs and SME business leaders across the UK.
The Senior Client Manager will lead a team of capable, training accountants and will manage the output of the offshore team based in India.
Your role will be to provide holistic advice to the clients within your portfolio and deliver tailored solutions across the areas of retirement, investment, tax and protection planning.
Due to continued growth and success in providing wealth management services to HNW clients, this innovative firm of Financial Advisors is looking to attract a skilled and experienced individual to manage and develop a portfolio of clients.
You will benefit from full administrative, technical and compliance support as well as being able to utilise in house discretionary management services.
Posted by Financial Divisions • £60K/yr to £65K/yr
One of the long-standing Advisers in the firm is looking to retire shortly, so my client is looking for an experienced Financial Adviser that can take over this retiring Advisers book of business.
They have built an impressive reputation with clients in the local area, and have enjoyed a very prosperous year, so are looking for an additional Financial Adviser.
This highly successful Chartered firm of Wealth Managers have grown both organically and via acquisition over the last few years.
Responsible for providing Financial Planning to clients based on their individual circumstances and objectives.
General
I am pleased to supporting my client, a boutique Wealth Management Partnership, based in Farringdon find established Chartered Wealth Managers with a minimum £25M of client following, to join their growing team!
Duties & Responsibilities
Increase income stream into the business by attracting new clients and identifying opportunities for fee based financial planning work with existing clients.
MERJE has partnered with a prestigious advisory firm to find a dynamic Principal Consultant to lead and manage advisory engagements, while spearheading business development initiatives.
This role is ideal for an experienced professional with a background in lending or wealth management.
Key Responsibilities
Act as an ambassador for the firm across the industry.
Posted by THE OPENWORK PARTNERSHIP • £40K/yr to £120K/yr
We are recruiting for a prestigious and well-known brand, who are looking for Financial Advisors across South London and The South, who want the autonomy of self employment, allowing flexible working and greater earning potential, but with added support to help ensure your success including access to a ready built network of introducers.
If you're a financial Advisor dreaming of becoming your own boss, we have the firm for you!
With unrivalled support, training, financial support and access to a hand-picked selection of introducers, it's a ready-made package to help make your dreams a reality.
This opportunity has arisen due to internal career progressiona paraplanner transitioning to a trainee advisor roleand the addition of a seasoned financial advisor to the firm.
Financial support with exams; Future career progression
Fram is collaborating with a well-established, directly authorised financial planning firm in Norwich, currently seeking a Paraplanner to join their growing team.
Client Advisory: Provide bespoke tax planning and compliance services on matters such as inheritance tax, trusts, estate planning, and capital gains tax.
General
A premier UK Top 20 accountancy firm are seeking an experienced Private Client Tax Partner to join their London-based team.
This role involves offering sophisticated tax advisory and planning services to high-net-worth individuals (HNWIs), business owners, and families.