Head of Content opportunity at large, well-known investment manager based in the City.
They are looking for a strategic leader with a deep understanding of investments who can lead a team effectively, drive content creation aligned with marketing objectives and foster a collaborative and inclusive workplace culture.
The candidate should have excellent communication skills and the ability to collaborate with senior stakeholders to meet commercial needs.
My client is a wealth planning firm in Leatherhead who I have met and placed staff with.
They offer financial advice to HNW private clients who are retirees, accumulators, local families and SME owners based across Surrey and London, however they do have client based abroad.
Some of their clients have been with the business for over 10 years and they have built genuine relationships which go beyond just managing their financial affairs.
An exciting opportunity awaits a motivated individual to join a reputable wealth planning firm in Leatherhead as an Investment Administrator
Our client is a well-established wealth planning firm catering to high-net-worth private clients, including retirees, accumulators, local families, and SME owners based in Surrey, London, and abroad.
With a client base of over 200 families and an average of £1 million in assets per client, they have built genuine relationships that go beyond managing financial affairs.
Our client was established in 2010 as a not-for-profit organisation, and with almost 6000 homes, they're the largest provider of homes in Blaenau Gwent.
They're dedicated to ensuring that every resident has a nice and safe place to live, and they've spent over £130 million to ensure their homes meet the Welsh Housing Quality Standards.
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.
Investment Administrator - £25k - £30k bonus, Full study support - Leatherhead/Dorking
My client is a wealth planning firm in Leatherhead/Dorking who I have met and placed staff with.
They offer financial advice to HNW private clients who are retirees, accumulators, local families and SME owners based across Surrey and London, however they do have client based abroad.
Our client, a rapidly expanding business, who have seen a sustained period of exciting growth and transition, are looking to bring on board a talented and highly driven Head of Finance.
Our client, a rapidly expanding business, who have seen a sustained period of exciting growth and transition, are looking to bring on board a talented and highly driven Head of Finance.