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.
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.
Our client is a fast growing Chartered Financial Planning firm with offices across the South of England.
As a result of continued growth, we are looking for a Chartered (or very close to) Financial Planner with leadership experience to join their Surrey team.
You will be managing up to 6 Advisors, with leadership making up around 25% of the role.
My client is an independent wealth planning firm in Leatherhead/Dorking who I have met and placed staff with.
Graduate Financial Administrator - £25k - £30k bonus, Full study support - Leatherhead/Dorking
They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Surrey and London, however they do have client based abroad.