Support the team with the Investments Advice Guidance Framework.
Provide technical support to the business regarding the different products on offer.
General
We are looking for a Level 4 QCF (or equivalent) advisor to give support within the Tax, Protection, Investments and Trusts space, for a national wealth client.
Are you an experienced Debt Advisor looking for a new opportunity?
This allows us to deliver grants for customers, energy support, job coaching, money coaching and money and debt advice.
As part of the ongoing commitment to supporting our customers through the Cost of Living Crisis, SNG invests in a Customer Support Fund to provide additional services.
The Financial Accounting Advisory Services (FAAS) team within Grant Thornton UK LLP are currently looking for Fully Qualified Accountants to join their community of Independent Consultants based in the Birmingham Area.
Engagement Route: Open to Personal Services Company (PSC) / Limited Company (Ltd Co.)
We are in search of a dedicated Estate Planner who will be responsible for conducting in-home consultations to assist clients in drafting and creating wills.
The ideal candidate will take the time to thoroughly understand clients' requirements, providing personalised guidance on the use of wills, trusts, and lasting powers of attorney to protect their estate and loved ones.
Due to rapid growth, an exciting opportunity has arisen to join a boutique Investment House based in Bristol, as they seek to hire a Client Administrator to join their team.
We are in search of a dedicated Estate Planner who will be responsible for conducting in-home consultations to assist clients in drafting and creating wills.
The ideal candidate will take the time to thoroughly understand clients' requirements, providing personalised guidance on the use of wills, trusts, and lasting powers of attorney to protect their estate and loved ones.
6-12 month contract - Real Estate Investment Management - £80-100K
I've partnered with a leading Real Estate Investment Manager with a pan-European presence, to bring on an experienced Fund Accountant on a fixed term basis.
Joining a highly engaging and collaborative team, you will be a key point of contact between the firm and its' investors, as well as other external stakeholders.
In this role, you will play a pivotal part in providing essential support to Wealth Planners, ensuring compliance with company processes.
General
One of the UK's leading Wealth Management firms is currently seeking to recruit high quality Wealth Planning Administrators (with previous knowledge of Xplan) to join their London team.
Role offers hybrid working with 3 days in the office and 2 from home.