They offer financial advice on a whole of market basis across: pensions, investments, tax planning, estate planning, IHT planning and some protections etc.
Financial Adviser - Newbury based boutique IFA Firm - Lots of flexibility to work from home - £50k - £70k basic salary with bonuses
My client is a wealth planning firm with its main office near Newbury with 3 established Advisers and a full support team of Paraplanners and Administrators.
They offer financial advice on a whole of market basis across: pensions, investments, tax planning, estate planning, IHT planning and some protections etc.
Financial Adviser - Newbury based boutique IFA Firm - Lots of flexibility to work from home - £50k - £70k basic salary with bonuses
My client is a wealth planning firm with its main office near Newbury with 3 established Advisers and a full support team of Paraplanners and Administrators.
They offer financial advice on a whole of market basis across: pensions, investments, tax planning, estate planning, IHT planning and some protections etc.
Financial Adviser - Newbury based boutique IFA Firm - Lots of flexibility to work from home - £50k - £70k basic salary with bonuses
My client is a wealth planning firm with its main office near Newbury with 3 established Advisers and a full support team of Paraplanners and Administrators.
A fantastic opportunity has arisen with a well-established IFA practice for an ambitious individual looking to pursue career either as a Paraplanner or IFA in the future
SF Executive have been retained by a prolific mid-market PE house to find a commercially astute and communicative Chief Financial Officer for their portfolio company in Berkshire.
Big plans are afoot to scale the business through a combination of organic growth and sensible M&A - we will then be into a sale process which could see a secondary PE deal or potentially a trade exit.
The business has turnover of c£30m and a strong conversion of revenue into EBITDA.
We are an Independent Financial Planning firm that provides financial planning to predominantly Medical Practitioners & IT Professionals throughout the UK.
The practice has been established for over 20 years with the head office based in West Berkshire.
The Role
General office administration duties such as filing, faxing, photocopying and answering the telephone.
This broker's specialist Independent & Private Schools Division very much has the feel of a boutique practice; it has a dedicated team of circa 40 highly-knowledgeable employees (across Sales, Account Management, Claims and Account Handling) that are regarded as some of the most gifted insurance professionals within this niche, and look after some of the most prestigious accounts in the sector.
As such, whether you are currently working in the Education insurance niche, or you are an SME, Middle-Market or Corporate Account Executive in 'general commercial', who is seeking a new challenge, this is a superb opportunity to forge a career with a team that is perhaps the most respected in this fascinating sector.
That said, as part of one of the largest global brokers, this division still benefits from the infrastructure, market presence and ability to call upon specialist colleagues, that comes with being part of a much larger concern.