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.
With a focus on personalised service and tailored financial strategies, they are dedicated to helping their clients achieve their financial goals.
Position Overview
They are currently seeking a dynamic and experienced Financial Planner to join their esteemed team.
As part of our continuous growth strategy, we are seeking a dynamic and results-driven HNW (High Net Worth) Account Executive / Development Executive to join our team.
The client is a prestigious international Lloyds broker with a rich legacy of providing exceptional insurance services.
As a Wealth Manager, you'll be responsible for the management of relationships with the firm's UHNW clients, whose portfolios range from £5M-100M in size.
I'm supporting a well-respected wealth management firm in their search for a Wealth Manager.
The firm, who are renowned for their prestige and experience within the UHNW space, are looking for an individual experienced in the provision of private client investment advice to join their Manchesters team.
Financial Adviser - manage existing clients from the MD - employed role (up to £65k) or self employed role - Fleet (Hampshire) - lots of flexibility to work from home
My client is a wealth planning firm with its main office near Fleet who I have met and placed 2 staff with.
The business has 3 advisers and a full support team of Paraplanners and Administrators.
Financial Adviser - up to £65,000 - Manage existing clients from the MD - employed role (up to £65k) or self-employed role - Fleet (Hampshire) - lots of flexibility to work from home
My client is a wealth planning firm with its main office near Fleet who I have met and placed 2 staff with.
The business has 3 advisers and a full support team of Paraplanners and Administrators.