Our reputable client, based in Canary Wharf, is seeking a motivated Financial Planner to join their expanding Private Client Advice group.
This hybrid role involves providing in-person, telephone, and written financial advice to existing clients, making it a diverse and dynamic position within a growing team.
General
Working Arrangement: hybrid, 5 days per week Monday to Friday.
Posted by Recruitment Solutions (Folkestone) Limited • £80K/yr to £90K/yr
An award-winning Chartered Wealth Manager is seeking a highly skilled and motivated Chartered Financial Planner to join its dynamic team and help it continue delivering top-tier financial planning.
You will be servicing an existing client book.
Very competitive package including uncapped on-target earnings.
Posted by Antony George Recruitment • £40K/yr to £50K/yr
The role
This includes performing senior administrative duties, client research, report construction and client contact ensuring the highest possible standard of client service, working closely with Financial Advisers and IFA Administrators, to support the client advisory process, playing a key role in the business.
The purpose of this role is to act as a Paraplanner within the business.
Duties and Responsibilities
Your duties and responsibilities will include but not be limited to:.
If you are a skilled and self-driven financial adviser with a talent for building client relationships, a passion for networking, and a commitment to providing outstanding service, this role could be your perfect match.
We are partnering with our client to find an experienced Financial Adviser to join their rapidly expanding team in Bishop's Stortford.
This position offers a competitive salary and bonus structure, along with the opportunity to manage an existing client portfolio, presenting a unique chance to make a substantial impact.