Reed Specialist Recruitment are proud to be representing one of the UK's largest financial networks, who are looking for a new Financial Advisor to help service their clients directly, working out of their head-office in Horsham.
Main Duties and Responsibilities
1.
To promote our policy of delivering Client Best Interest outcomes.
They are dedicated to providing tailored financial solutions to clients, empowering them to achieve their financial goals with confidence.
Join one of the UK's foremost leading wealth management businesses with an international presence, renowned for its first-class reputation and commitment to excellence.
As one of the UKs leading wealth management organisations, they have offices across the country.
As a paraplanner, your work would consist of reporting on portfolio performance, analysing market offerings, services and products, and administering and actioning any advice given by the advisor that you will be supporting.
Our client is a professional Financial Advice firm with over 30 years experience in handling wealth portfolios of ultra-high net worth individuals with assets under management ranging from £2m up to £100m, and who appreciate the close relationship offered by this IFA practice.
This role offers a great opportunity to work on complex wealth management projects and portfolios for a number of high profile, wealthy private wealth management clients, which include many high profile sports personalities and professionals.
We are recruiting for a Chartered Financial Planning firm in Surrey who have a requirement for someone to service an existing client bank.
Your primary responsibilities will be to conduct financial reviews and identify suitable opportunities for new business.
Their typical client up to £500,000 of investable assets and you must have experience of providing pension and investments advice to high net worth clients.
They also offer advice on Wills, trusts and Estate planning to help with inter-generational planning.
Our client is a professional Financial Advice firm with over 30 years experience in handling wealth portfolios of high net worth individuals, giving advice on pensions, investments, tax planning, IHT, mortgages and some protections to clients across the home counties region.
Following a promotion of the existing assistant to a paraplanning position, they are now hiring a Financial Planning Assistant to provide close administrative support to two of their highest performing advisors.