Posted by Financial Divisions • £35K/yr to £40K/yr
My client, a leading SJP Practice specialising in personalised wealth management solutions, is on the lookout for a highly skilled Client Services Consultant.
Renowned for their client-centric approach, my client provides a wide range of services, including investment planning, retirement planning, and financial advice, all tailored to meet the unique goals of their clients.
Are you a seasoned professional with extensive SJP experience?
Posted by Resource Matters Ltd • £55K/yr to £60K/yr
Basic Up to £60k Package Paraplanning Full client portfolio with on-going advice fees
Due to the existing advisor retiring you will provide holistic financial planning advice to a large portfolio of clients with substantial on-going advice fees and you will benefit from ongoing lead generation.
Resource Matters have been retained by this well known local IFA firm to recruit an experienced Independent Financial Advisor.
Our client, a rapidly growing financial services firm, is seeking an experienced financial adviser to join their dynamic team.
In this role, you'll work closely with clients, providing expert guidance on managing their finances through strategic cashflow planning and offering ongoing, reliable support.
The ideal candidate will have a strong ability to understand client needs and recommend the most suitable products and services to achieve their financial goals.
Posted by The Workplace Consultancy • £25K/yr to £30K/yr
General
My client is an award-winning advisory providing centralised management and advice with their own technology platforms for HR, Payroll, employee benefit and wellbeing.
They are looking for a payroll advisor to join their team.
Job Description
To work collaboratively with the team of payroll advisers, processing payrolls for clients, keeping accurate employee records and handling general office administration.
Posted by FJT CONSULTANCY LIMITED • £30K/yr to £80K/yr
The key focuses of this role are
Team Management:.
The role
To deliver accurate, timely and efficient fee earning work to clients with a high degree of skill and care whilst ensuring an excellent level of service at all times.
Salaried Partners are required to; conduct themselves as highly professional advocates of the Firm at all times, both during and outside of contracted office hours, undertake casework commensurate with their level of seniority, to achieve and maintain an appropriate profile such that they are recognised for their expertise and standing in the Firm.
Posted by Financial Divisions • £50K/yr to £60K/yr
Are you looking for a stable Paraplanner opportunity with a firm who truly puts the client first?
Our client, an esteemed and well-established chartered financial practice with clients, who have high net worth AUM, are looking for a committed and client centric Paraplanner.
Paraplanner to Advisor opportunity - progression to Supervisor Plus benefits
As a result of continued success and growth, the firm can provide the successful individual with a regular flow of client leads as-well as back-office support and continued professional development opportunities; Therefore, it is imperative that the successful individual will be a professional and client-centred adviser who always strives to provide the highest level of service possible.
Role: Independent Financial Planner
Our client, a well-established and successful independent financial planning firm, are looking for a charismatic and driven financial planner to join their team; Due to their strong focus on developing and maintaining long-term and trusted client relationships, the firm are eager to find an individual who possesses honesty, integrity, and an excellent work ethic.
Posted by Coast Specialist Recruitment • £35K/yr to £45K/yr
General
Our client a very successful wealth manager looking for an experienced Mortgage Adviser to join the growing business.
Main responsibilities
As a mortgage and protection adviser you will be able to walk our customers through the entire mortgage service, including providing advice on a range of products and services to meet customer needs.
Attracting new customers and business, whilst being motivated to achieve professional goals within a result-driven environment.
Posted by Robinson Financial Careers • £26K/yr to £38K/yr
Working in collaboration with a Financial Adviser and other colleagues, you will assist the Financial Adviser in preparing recommendations in line with company policy including preparing and maintaining client records, learn all aspects of the business and become a valued member of the team and pass industry-based exams.
You will be expected to keep up to date with legislative and industry changes which affect the business and its clients.
A new role has become available for an experienced Administrator to join a national, Chartered Wealth Management Firm at their offices in Tunbridge Wells.