They are currently seeking to appoint an experienced whole of market mortgage advisor to work from home either over the phone or virtually advising on quality pre-qualified appointments.
Our clients are a is a newly established whole of market mortgage brokerage and are the trading style of a long-established IFA firm.
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.
I have placed 3 staff into the business and they are looking to expand their team with a brand new Financial Adviser.
A key client of mine who I have met and worked with very closely over the past year are a Chartered IFA business with a very ethical and values driven culture and ethos.
The business has been operating for many years and has built an outstanding reputation for providing holistic financial planning services to local clients who are families, retirees and some City professionals.
A key client of mine who I have placed 4 staff with are looking for a Senior Financial Adviser (ideally Chartered) who can manage a portion of their longstanding existing book of business.
But there will be an expectation that you would want to grow their offering and onboard new cases via recommendation and referral.
The company has been operating for over 20 years and has built an outstanding reputation for providing holistic advisory services to local families, retirees and some City professionals.
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.
You will provide a high quality, administrative service to our Financial Advisers whilst working collaboratively with the Client Support Team.
The Client Support role is an ideal opportunity for someone looking to work in a well-established and highly respected financial planning company.
We are also committed to fostering personal growth and development and see this role as a progressive opportunity for an individual who wishes to pave a career path within the firm.