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 LHH Recruitment Solutions • £50K/yr to £85K/yr
What you can expect from the role
As a senior member of the Private Client Department within a growing mid-tier firm, you will play a pivotal part in managing annual compliance work for a personal portfolio of clients, primarily HNWIs, including sole traders and partnerships.
You will manage clients who are beneficiaries of UK and non-UK trusts, and ensure timely, budget-compliant delivery of work.
You will work directly with Partners on planning matters, supervise staff, and handle both UK and non-resident tax issues, particularly for individuals moving to and from the UK.
Posted by Ideal Personnel and Recruitment Solutions • £24K/yr to £26K/yr
Our client is a market leader in the supply of leisure and sport related products in the UK and have an exciting opportunity for a Customer Sales Advisor.
Industry of providing excellent customer service.
As their business continues to grow, they pride themselves on their reputation within the
Posted by Ideal Personnel and Recruitment Solutions • £30K/yr to £45K/yr
We would be interested in hearing from applicants qualifying into a private client team.
Our client has an exciting new opportunity for a newly qualified Solicitor to join their Private Client team.
The ideal candidate will be able to demonstrate their organisational skills, meet deadlines and work well under pressure in a team environment, whilst managing client expectation.