My client are a Chartered independent wealth planning firm in West Sussex who I have placed 3 staff with.
They offer whole of market financial advice to HNW private clients who are retirees, accumulators, local families and SME owners based across Sussex/Kent and London.
They have 500 clients in their current setup with on average £1m of assets to invest per client.
Financial Administrator - £25k - £32k bonus, Full study support - Chartered IFA - Haywards Heath
My client are a Chartered independent wealth planning firm in Haywards Heath who I have placed 3 staff with.
They offer whole of market financial advice to HNW private clients who are retirees, accumulators, local families and SME owners based across Sussex/Kent and London.
Financial Administrator - £25k - £35k bonus, Full study support - Chartered IFA - Haywards Heath
My client are a Chartered independent wealth planning firm in Haywards Heath who I have placed 3 staff with.
They offer whole of market financial advice to HNW private clients who are retirees, accumulators, local families and SME owners based across Sussex/Kent and London.
Our client is a privately owned firm offering a full range of active and discretionary investment services alongside a financial planning team offering full independent advice to private individuals and business owners.
About our client
Idex is delighted to be working in partnership with this well-established and highly successful investment management and financial advisory practice.
The 30-year old business specialises in giving expert retirement advice to it's vast number of clients across the UK.
Reporting to the Adviser Support Section Leader, the Compliance Consultant's core function is to review and assess the quality of evidence within the client's records in respect to the suitability and compliance across Investments, Insurance and Mortgage products.
One of the UK's most successful, award-winning Financial Planning groups has partnered with Vision-FS Recruitment to find a suitable Compliance Consultant for its rapidly expanding team.