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.
Posted by Coast Specialist Recruitment • £28K/yr to £40K/yr
Key Responsibilities
Client Research: Conduct thorough research and analysis on financial products, market trends, and client portfolios to support IFAs in making informed recommendations.
General
Our client a very well established wealth manager is looking for an experienced Paraplanner to join there dynamic team.
The successful candidate will play a crucial role in supporting our Financial Advisors by preparing high-quality financial reports, conducting research, and ensuring the delivery of tailored client advice.
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.
Build and maintain strong relationships with high-net-worth clients, providing tailored legal advice on succession planning, tax advice, wills, and estate administration.
General
Join a top 50 Legal Firm as a Partner / Legal Director in the Private Client Advisory Department.
Ideal for a seasoned professional with a strong background in private client law, this position involves managing high-net-worth client portfolios and leading strategic initiatives within the firm.
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.