Posted by Financial Divisions • £28K/yr to £30K/yr
My client is a financial advice business who have been operating for 20 years and have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages and some Protections to clients across London and Southeast.
Client Services Administrator - £28k - £30k depending on experience plus benefits
Boutique IFA - Sutton - 30 days annual leave plus PMI, DIS and pension scheme
Posted by BWD Search & Selection • £70K/yr to £80K/yr
The independent Financial Planning division of a high profile, Top 20 Accountancy firm are looking to hire a Financial Planner to their office on the SW London/Surrey border.
Working closely with a very experienced and successful Partner, you will take over around 50 clients (typically in the £500K-1M range) and grow your book through both internal and external networking.
The firm has an impeccable reputation and has been consistently recognised over the years for the quality of both its team and its client proposition.
Posted by Financial Divisions • £70K/yr to £90K/yr
A key client of mine who I have met and placed 3 staff with are a Chartered IFA near Hersham/Esher that are looking to recruit a Senior Financial Adviser (ideally Chartered or at least studying towards this) who can manage a portion of their longstanding existing book of business.
Financial Planner - Surrey based Chartered IFA (Near Esher) - Up to £90k basic salary benefits
But there will be an expectation that you would want/are capable of supporting the expansion of their client base and onboard new cases via recommendation and referral.