Our client, a well-established and successful independent financial planning firm, are looking for a charismatic and driven 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 Chartered independent wealth planning firm with offices throughout Kent, is seeking a Chartered Financial Planner to manage a portfolio of high-net-worth clients from a retiring adviser.
This firm, known for its whole-of-market financial advice, caters to HNW retirees, accumulators, local families, and SME owners in Sussex, Kent, and London.
Their client base consists of 1,000 clients with assets ranging from £200k to £5m.
Currently, our client is in search of a Paraplanner to join their team, providing essential support to Senior Financial Planners.
These professionals offer wealth management services to a select portfolio of Ultra High Net Worth (UHNW) private clients.
Our highly regarded client, a prominent Investment Bank & Wealth Manager with a legacy tracing back to 1980, stands as a leader in Europe across the Asset Management, Private Banking, and Wealth Management sectors.
This very well-established client of ours has an excellent reputation for providing high quality advice and an exceptionally professional and friendly service to their client base.
As a business they are committed to quality and delivering exceptional client outcomes and demonstrate the highest standards and ethics throughout all aspects of the company.