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.
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.
Posted by Pro-Tax Recruitment • £40K/yr to £49K/yr
They are looking for someone to manage a varied personal client tax portfolio dealing with all routine personal tax compliance and ad hoc advisory work.
This leading mid-tier accountancy firm is looking to hire a Private Client Tax Senior to join their exciting and growing team.
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 and training and access to a hand-picked selection of introducers, it's a ready-made package to help make your dreams a reality.
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 Your Resourcing Partner Limited • £23K/yr to £28K/yr
You will be working with one Financial Adviser assisting them to deliver a first-class professional client service level within an administrative capacity.
We are recruiting for a Financial Adviser Administrator to join an established Principal Practice of St. James's Place Wealth Management based in Moorgate, London supporting one Financial Adviser / Partner.
Please note that whilst previous experience in financial services administration is preferrable it is not essential, as full training on all areas shall be provided.
Posted by Financial Divisions • £38K/yr to £50K/yr
My client based in St Albans is a well-established independent firm of Financial Advisers, who have built a lasting reputation for providing the highest levels of non-jargon-based advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages, and Protections to clients across Hertfordshire.
Plus competitive bonus and excellent benefits package with hybrid working
Having worked closely with this firm for over 6 years, we have seen them grow organically and have placed a number of people with them, who have thrived under their support and management.