Our client, a well-established and successful independent financial planning firm, are looking for a charismatic and driven trainee 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.
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.
Our client, a well-established and successful independent financial planning firm, are looking for a charismatic and driven financial planner to join their team.
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.
Our client, a well-established and successful financial advisory firm, are looking for a charismatic and driven financial adviser to join their team; As a result of continued success and growth, the firm can provide the successful individual with a client bank, further client leads, back-office support, and continued professional development opportunities.
You will meet with prospective clients on a regular basis and provide them with a high level of service while conducting meetings in line with company expectations; You must outline with your clients the type of on-going service that they wish to receive.
We are currently recruiting on behalf of a Charity in Central Cambridge who are recruiting for a Finance Business Partner on a full-time permanent basis.
Our client can offer an excellent benefits package and a flexible hybrid working model.
To be successful, you will have experience working in a similar position.
Posted by Robinson Financial Careers • £30K/yr to £100K/yr
Role Overview
Provide professional advice and solutions in accordance with FA regulations, adhering to group standards, processes, and procedures, providing the most suitable research for all clients.
General
A new opportunity has been created for a career minded IFA to join one of the UK's largest Chartered Wealth Management Houses at their Cambridge location.
This opportunity comes with a clear developmental path, initial and ongoing clients and a comprehensive succession plan.