Due to expansion and a large client base, our clients, an expanding Nationwide business, are looking to recruit a Self Employed Estate Planner to join their team, working on a remote basis.
The position offers flexibility in terms of location and working hours.
Our clients have a large client bank of leads, offering generous commission splits
As an Associate Financial Consultant, you will have the opportunity to work alongside industry experts in providing financial advice to corporate clients.
Renowned for delivering tailored solutions and exceptional client service, our client is seeking a dynamic Associate Financial Consultant to join their expert team.
We are partnering with a reputable advisory consultancy specialising in financial planning services for corporate clients, with a strong emphasis on the Independent Schools sector.
Our client, a rapidly growing independent firm with coverage across the South of the UK, is seeking an experienced and driven estate planner to join their team.
In this role, you'll benefit from a strong flow of pre-qualified leads provided by the company's IFA team, allowing you to focus on delivering top-notch service and building client relationships.
Known for its supportive and collaborative culture, this company is also expanding through regular business acquisitions, making it an exciting place for career growth.
This is a fantastic opportunity for a talented individual to contribute to our clients work with High Net Worth and Ultra High Net Worth clients, their families, and advisors in tax and estate planning.
Join our clients esteemed Wealth and Succession team within the Private Client department as an Associate.
General
Our clients team serves a diverse clientele, including entrepreneurs, artists, authors, foreign royals, charities, and sports professionals, both in the UK and internationally.
As an Associate Financial Consultant, you will have the opportunity to work alongside industry experts in providing financial advice to corporate clients.
Renowned for delivering tailored solutions and exceptional client service, our client is seeking a dynamic Associate Financial Consultant to join their expert team.
We are partnering with a reputable advisory consultancy specialising in financial planning services for corporate clients, with a strong emphasis on the Independent Schools sector.
Client Services Executive, The Role: I am recruiting a Client Services Executive for Clear Future Financial Planners, a progressive financial planning firm based on the outskirts of Stroud (GL10), with easy access to junction 13 of the M5.
The role of Client Services Executive (Financial Planning Assistant / Administrator) involves providing administration and support to the Financial Planners, the team and the clients.
This includes preparing for client review meetings, processing new business and supporting the team in delivering an exceptional financial planning service to clients.
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?