Our client, one of the UK's largest financial advisory firms, is looking for trainee advisers to join the business; Working predominantly within wealth management, the firm have bases all over the country that are eager to find driven, engaging, and ambitious professionals who wish to begin a career as a financial adviser.
Due to their strong focus on developing and maintaining long-term and trusted client relationships, it is highly important to the firm that their trainee advisers possess honesty, loyalty, integrity, and an excellent work ethic.
Our client, a well-established and successful independent financial planning firm, are looking for a charismatic and driven 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.
In order to give our client and their devoted clientele complete support, my client, a very successful Financial Adviser who recently opened their own boutique independent practice, needs to find a capable, technically certified Paraplanner with a Diploma.
With monthly team meetings and sporadic training sessions in the City of London, this Independent Financial Advisory business will conduct all of its operations remotely for this post.
As a Paraplanner, you will play a pivotal role in supporting our team of experienced financial advisers in providing top-notch financial planning services to our clients.
Research and Analysis: Conduct thorough research and analysis of financial products and services to support the creation of tailored financial plans.
Your responsibilities will include, but are not limited to:
The Adviser needs to have at least £10 million worth of transferrable clients.
A fully independent and holistic Financial Advisers based in the heart of the City are looking to hire 2-3 new Advisers over the coming few months on a self-employed basis.
The firm prides itself on its whole of market approach to Advice, and they are a small company so have less barriers or constraints to allow you to meet the individual needs of every client.
Our clients, a highly successful Financial Planners, are looking to add to their team with qualified Self Employed Financial Advisors across the UK.
Our clients are fully independent and offer whole of market advice in a variety of services including Wealth, Mortgages, Commercial Finance, Employee Benefits and Protection.
Due to the size of the business they offer exceptional job security and growth, with a dedicated business development team as well as a strong administrative support team.