Due to continued growth and success in providing wealth management services to HNW clients, this innovative firm of Financial Advisors is looking to attract a skilled and experienced individual to manage and develop a portfolio of clients.
Your role will be to provide holistic advice to the clients within your portfolio and deliver tailored solutions across the areas of retirement, investment, tax and protection planning.
You will benefit from full administrative, technical and compliance support as well as being able to utilise in house discretionary management services.
They provide all the services of a traditional IFA firm, plus as a fintech firm they offer an online digital platform to help individuals at the start of their financial planning journey alongside established investors.
As a Financial Adviser, you should actively look to build your client bank through usual methods of referrals, networking, introducers, marketing etc.
This remote Financial Adviser job provides opportunity to join one of the fastest growing IFAs aimed at offering holistic wealth management to all.
We are supporting a leading financial services firm specialising in providing tailored financing solutions to clients across various industries.
As they continue to expand our operations, they are seeking a dynamic and driven Graduate Finance Broker to join the team.
With a dedicated team of experienced professionals and a commitment to excellence, they strive to empower businesses and individuals to achieve their financial goals.
The Chartered Financial Planning arm of a very high quality, mid-sized Wealth & Investment Management firm, headquartered in Mayfair, are looking to add an additional Financial Planner to their team to provide holistic, independent financial planning, with a focus on high earners at the wealth accumulation phase.
The role would suit a motivated, career-minded Financial Planner with 1-3 years authorised experience.
This is a really innovative firm, with excellent marketing support and internal lead flow from the Investment Managers.
Do you have Senior Compliance Officer experience in Wealth Management / Financial Planning sector, and are you seeking a new hybrid job?
Our client is looking for a Senior Compliance Officer (Investment Mgt / Financial Services background) in either Sittingbourne or London Mayfair, and the remote role comes with an attractive salary package £90k-£100k package including Bonus, Share options, Pension etc...
As a Senior Compliance Officer, you will work closely with other departments to support our business objectives, manage risk, and promote a culture of compliance across the organisation.
In this role, you will be responsible for conducting daily reconciliation processes related to customer funds held in safeguarding accounts, ensuring compliance with Financial Conduct Authority (FCA) regulations, and the company's own Safeguarding policy.
Due to exciting business growth, a fantastic opportunity has arisen for a diligent and motivated Reconciliations Associate to join a leading Fintech Payments company in the heart of London.