The Role: The Head of Financial Planning is a pivotal and newly created role, reporting to the business Founders (MD and Head of Growth) of First Wealth, an award winning and ambitious Chartered Financial Planning firm based in Marylebone, London W1.
The successful Head of Financial Planning will be responsible for evaluating and directing the firm's financial planning service to improve the productivity and profitability of the financial planning team.
You will lead and develop the team of Financial Planners, ensuring they are consistently delivering exceptional client outcomes as measured by breadth and quality of advice and adherence to regulatory responsibilities.
We're seeking Trainee Mortgage Advisers to join our successful team.
Mortgage Advice Bureau (MAB) are a nationally recognised mortgage broker and network, winners of over 200 awards in the past 5 years and continually growing.
Are you ready to take your career to the next level with a thriving company experiencing continuous growth?
Award-winning Chartered Financial Planning Firm who provide a flawless financial planning service are looking for an exceptional IFA to join their team.
You will be providing a service of the highest calibre to clients for Savings and Investments, Tax Planning, Estate Planning and Pension and Retirement Planning.
You will work with the business's existing client portfolio and working to increase your own client bank.
My client is seeking an IFA to join their progressive and client-focused, financial planning-led wealth management firm as an employed Adviser.
In this role, you will understand your clients current and future financial goals and formulate easy to understand financial strategies, guiding your clients to financial independence.
This role offers home based / remote working with access to office locations if preferred.
Mortgage Advice Bureau (MAB) are a nationally recognised mortgage broker and network, winners of over 200 awards in the past 5 years and continually growing.
We're seeking a Protection Advisor to join our team in our vibrant office in Horwich.
Are you ready to take your career to the next level with a thriving company experiencing continuous growth?