OVERALL SUMMARY - To support Advisers, and ultimately clients, in the advice-giving process with suitability reports, product research and technical analysis.
CLIENT National IFA firm in central Bristol seek an experienced Level 4 Diploma Paraplanner who can either work from home or a hybrid, the choice is yours.
IN RETURN - Salary upto £45,000 deppends on experience and qualifications plus 10% bonus and benefits.
I'm recruiting for a Client Manager who will work as a trusted advisor to a varied portfolio of sole traders, partnerships and limited companies.
Does your employer offer a progressive and forward thinking working environment, unlimited career and personal development opportunities, with the support of a very friendly and high-achieving team around you?
If not then it might be time for a change, so you should read on...
One of our clients based in London are recruiting for nationally to expand their team and are looking to onboard hungry Mortgage Advisors to work remotely on a self-employed basis.
Are you looking for a remote working from home opportunity, giving you the flexibility to work around your family life, whilst having access to existing company client data support provided?
For our client, a leading national audit, tax, advisory and risk firm with global reach and local expertise, we are looking for an Audit Manager - Corporate.
This firm is one of the top 10 accounting networks in the world
Purpose of the role
As a qualified Accountant, Managers in the Audit division are required to lead teams on a range of Audit assignments.
You will be responsible for building and maintaining strong relationships with clients, understanding their financial goals, and developing tailored strategies to help them achieve those goals.
As an IFA, you will have access to a full client bank, allowing you to hit the ground running and focus on providing exceptional financial advice to clients.
Reed Financial Services are proud to representing a local IFA firm in Cirencester, they have a unique opportunity for IFA to join their business and inherit a client bank.
For our client, a leading national audit, tax, advisory and risk firm with global reach and local expertise, we are looking for an Audit Manager - Corporate.
This firm is one of the top 10 accounting networks in the world
Purpose of the role
As a qualified Accountant, Managers in the Audit division are required to lead teams on a range of Audit assignments.
An outstanding opportunity for a Client Services Manager to provide high level office support and customer care within a prestigious Financial Planning practice.
A rare opportunity to work for a high profile Wealth Management firm with a great working environment/culture who offer excellent personal development
It is essential that you have prior work experience in the Professional Services sector.