Posted by In-pact accountancy Ltd • £60K/yr to £70K/yr
Are you an experienced Financial Advisor seeking a new challenging role within a well established and highly professional local organisation?
Interested in joining an organisation that can offer significant benefits as well as a flexible working environment that offers an excellent work/life balance?
Have 1st class client liaison and communication skills and live locally to either the Sutton or Byfleet areas?
Posted by Blakemore Recruitment • £60K/yr to £80K/yr
We are recruiting for a Chartered Financial Planning firm in Surrey who have a requirement for someone to service an existing client bank.
Their typical client up to £500,000 of investable assets and you must have experience of providing pension and investments advice to high net worth clients.
Your primary responsibilities will be to conduct financial reviews and identify suitable opportunities for new business.
As the Financial Adviser Team Leader, you will be responsible for:.
General
We are currently recruiting on behalf of one of the UK's largest and most successful financial planning organisations for a Financial Adviser Team Leader.
This is a fantastic opportunity to lead a high-performing team while managing your own portfolio of clients and contributing to the growth of the business.
Posted by Blakemore Recruitment • £30K/yr to £35K/yr
We are currently recruiting for a boutique Wealth Management firm nearReigate who are looking to recruit a Financial Planning Administrator.
To offer financial planning support to advisers, paraplanners and the practice to ensure the client receives high quality financial advice.
Role is 100% office based in probation period then move on to a hybrid schedule of 2 days per week for full-time employees, to be implemented after their three-month sign-off training period.