Our client is a financial planning and asset management house that is dedicated to providing a high-quality service for private clients, trusts, and smaller institutions.
Their mission is to improve everyone's relationship with their wealth: to make it a positive force for their future and, at the same time, to prevent it being a source of anxiety.
They want everyone who works there to be proud, and to derive fulfilment and meaning from their work.
Financial Adviser - manage some existing clients from the MD - £65k - £85k basic salary plus benefits package - Surrey based Chartered IFA
I have placed 3 staff into the team and they are looking to expand their team with a brand new Adviser.
A key client of mine who I have met and worked with very closely over the past year are a Chartered IFA firm with a very ethical and values driven culture and ethos.
Our client, a leader in the industry, is on the lookout for a dedicated Financial Planner to join their successful team.
Our client stands at the forefront of the financial services sector as one of the largest and most successful Financial Planning & Investment Management organisations in the UK.
We are thrilled to represent one of the UK's premier Financial Planning & Investment Management organisations.
As they continue to grow, they are seeking a highly skilled and dedicated Accountant to manage a diverse portfolio of clients.
Who pride ourselves on their well-rounded portfolio and the trust their clients place in them.
ProTalent are working with a well-established, one-office accountancy firm in Farnham, known for its unwavering commitment to client satisfaction and a strong client-advisor relationship.
Working closely with a diverse portfolio of clients from various sectors, you will be providing expert advice and be their main point of contact for the firm.
Perfect role for someone with an accounts or audit background within practice, seeking a change to a client facing role where you will be able to utilise your experience and expertise.
We are delighted to bring this exciting and varied role to the market with one of our most well-established clients.
The successful candidate will provide tax advisory services which could possibly cover areas such as Inheritance Tax, Trusts, Estate planning, Non Dom and International clients and Offshore.
Absolute Executive Search are partnered with a Top 30 Accountancy Practice who are looking for a Private Client Tax Manager to join their growing team based in Surrey.
Due to a number of acquisitions and a recent retirement our client is seeking to recruit an additional Financial Adviser who can come in and take on a portfolio of clients.
Our client provides holistic financial planning solutions to a range of clients across the South West, they are a friendly & professional business that have a unique approach to financial advice.
We are working with a very successful Financial Advisory Practice to recruit an experienced Financial Adviser.
My client are am independent wealth planning firm near Dorking who offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Surrey, Sussex, Kent and London.
The business offers advice on pensions, investments, tax planning, cashflow modelling, retirement planning, protections (both personal and business) and some esoteric schemes such as VTC & EIS schemes.
In their current setup they manage the affairs of 200 clients with assets ranging from £100k - £5m, with £500k being their average case.