Our client, a well-established and successful independent financial planning firm, are looking for a charismatic and driven trainee 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.
Our client, a well-established and successful independent financial planning firm, are looking for a charismatic and driven financial planner to join their team.
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.
Posted by Robinson Financial Careers • £30K/yr to £100K/yr
Role Overview
Provide professional advice and solutions in accordance with FA regulations, adhering to group standards, processes, and procedures, providing the most suitable research for all clients.
General
A new opportunity has been created for a career minded IFA to join one of the UK's largest Chartered Wealth Management Houses at their Cambridge location.
This opportunity comes with a clear developmental path, initial and ongoing clients and a comprehensive succession plan.
The opportunity for an experienced Paraplanner to join a fantastic Financial Services firm who focus on providing a high quality financial planning and investment management service.
During a period of key expansion, our client is looking for an experienced Paraplanner to support the successful Financial Planners of the business.
Our client, a well-established and successful financial advisory firm, are looking for a charismatic and driven financial adviser to join their team; As a result of continued success and growth, the firm can provide the successful individual with a client bank, further client leads, back-office support, and continued professional development opportunities.
You will meet with prospective clients on a regular basis and provide them with a high level of service while conducting meetings in line with company expectations; You must outline with your clients the type of on-going service that they wish to receive.
Posted by Capio Recruitment Financial Planning • £35K/yr to £45K/yr
A Chartered Financial Planning firm offering a comprehensive financial advice service including, Pensions, Investment, IHT and Discretionary Investment Management services are on the lookout for an experienced Paraplanner to join their growing team.
The role would include paraplanning across a range of cases and being involved with the clients, managing and developing relationships whilst working closely with the firm's financial planners.
They pride themselves on their technical, professional service which is tailored to each client's needs.
Recruit UK is proud to collaborate with a leading wealth management firm in Cambridge, currently seeking an experienced Paraplanner to become an integral part of their expert team.
Job Description
Are you ready to advance your Paraplanning career within a distinguished and highly regarded wealth management firm?
Here, you will inherit a longstanding portfolio of clients and be supported in the day-to-day management of these accounts by gifted, highly technical Broking & Account Handling Teams.
Whether you are an experienced Corporate Account Executive, or one from more of a Commercial or Middle-Market background, if you want to challenge yourself dealing with complex insurance programmes, then there are few better places to forge a career than with this global broker.
You will also benefit from a comprehensive array of ancillary services and solutions to offer your clients, provided by inhouse specialist teams.