Our client is a boutique wealth planner, asset manager and employee benefits specialist.
General
Due to continued expansion our client have a vacancy for a part time Client Administrator working 20-25 hours per week, the role will include some office working in London, the rest will be based from home (minimum of one day a month in the office, the successful applicant can work in the office more if they desire).
Clark James Recruitment are working with a highly professional wealth business.
The company's main aim is to provide the best and most impartial advice available to its clientele.
My client is an exciting, successful, Independent Mortgage Brokerage who are currently experiencing large growth.
Due to business expansion and high demand the company are currently looking for three additional Mortgage and Protection Advisor's (handling mainly Residential and BTL cases initially at least) to join their team.
Our client, one of the UK's largest financial advisory firms, is looking for trainee advisers to join the business; Working predominantly within wealth management, the firm have bases all over the country that are eager to find driven, engaging, and ambitious professionals who wish to begin a career as a financial adviser.
Due to their strong focus on developing and maintaining long-term and trusted client relationships, it is highly important to the firm that their trainee advisers possess honesty, loyalty, integrity, and an excellent work ethic.
Our clients, a highly successful, award-winning Financial Planners, are looking to add to their team with a qualified Financial Advisor specialising in Wealth Management.
The successful candidate will be servicing an existing client bank, however, candidates can have funds under management already.
Our clients are fully independent and offer whole of market advice in a variety of services.
The company's main aim is to provide the best and most impartial advice available to its clientele.
My client is a very well established, successful, Directly Authorised, Independent Mortgage and Protection Brokerage.
Due to increasing business levels, the company are currently keen to recruit an additional employed Mortgage and Protection Advisor (handling mainly Residential and BTL cases) to join their established team based within London.
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.
My client is seeking a dedicated and detail-oriented Technical Administrator to provide essential support to their Financial Advisers and Senior Paraplanner.
The role involves managing various client administration tasks, enabling their advisers to focus more on client-facing activities.
Responsibilities include attending client meetings, conducting research, preparing client recommendations, and maintaining strong relationships with providers and third parties.