With a focus on personalised service and tailored financial strategies, they are dedicated to helping their clients achieve their financial goals.
We are working with a prestigious financial services firm based close to Kingston, Surrey, renowned for their commitment to delivering exceptional financial planning solutions to high net worth individuals (HNW) and long-established private clients.
Position Overview
They are currently seeking a dynamic and experienced Financial Planner to join their esteemed team.
Kenneth Brian Associates are working with a well-established Financial Services provider in the Epsom area, who are seeking a New Business Representative to join their team.
The New Business team are the first point of contact for prospective customers and intermediaries who make enquiries about products and services.
Specific responsibilities include
Responding to enquiries from customers, intermediaries and other third parties.
I have placed 3 staff into the business and they are looking to expand their team with a brand new Financial Adviser.
The business has been operating for many years and has built an outstanding reputation for providing holistic financial planning services to local clients who are families, retirees and some City professionals.
A key client of mine who I have met and worked with very closely over the past year are a Chartered IFA business with a very ethical and values driven culture and ethos.
Are you a highly academic ACA/ACCA/CIMA qualified, currently working as a Financial Accountant/Group Financial Accountant who particularly enjoys "high octane", fast paced/analytical work and looking to progress Group Finance Manager level ?
Looking for a highly demanding, but exciting role, with strong career prospects.
This new role within the UK Shared Service Centre of a rapidly expanding £45 million service start up, looking to grow quickly to £500 million turnover.