Responsible for providing Financial Planning to clients based on their individual circumstances and objectives.
General
I am pleased to supporting my client, a boutique Wealth Management Partnership, based in Farringdon find established Chartered Wealth Managers with a minimum £25M of client following, to join their growing team!
Duties & Responsibilities
Increase income stream into the business by attracting new clients and identifying opportunities for fee based financial planning work with existing clients.
We are currently seeking an experienced and dynamic Finance Manager to join their prestigious team.
Harper May is partnering with a leading financial services company in Central London, known for its innovative approach and consistently ranked as one of the best places to work in the UK.
This is a fantastic opportunity for a driven individual to advance their career in a forward-thinking and supportive environment.
Posted by Financial Divisions • £30K/yr to £35K/yr
Private client wealth management
Plus bonus and excellent benefits package
Our client, a highly regarded and rapidly expanding private client wealth manager is currently looking to strengthen their acquisition integration function.
My client, a highly-regarded IFA is looking for experienced and qualified Financial Planners to join their team, offering comprehensive financial planning advice to clients, both individual and corporate.
Chartered is preferred but not required.
The ideal candidate will bring several years of Financial Planner experience and have a good network of clients.
Your expertise in numbers, sales trends, and profit and loss accounts, combined with your mastery of Microsoft Excel, will be vital in maintaining accurate financial records, analysing data, and providing valuable insights to drive our business forward.
As Operations and Finance Coordinator, you will play a crucial role in supporting our team to ensure the smooth financial operations of our agency.
Responsibilities
All bookkeeping duties and management of financial documents, including invoices, purchase orders, and expense reports.