Due to continued success and growth my client, a leading Investment practice in the UK Institutional field, currently seek a talented graduate to join their expanding team.
Duties will include: Planning asset transition projects from start through to completion
This is an extremely important role as it involves the project management of small to large scale investment transitions on behalf of some of the UK's largest institutional funds.
We are urgently seeking a Junior Financial Adviser, ideally someone who has recently qualified with their Diploma in Financial Advice / Planning and looking to take their first step into Advice.
My client is a leading Investment Management & Financial Planning firm based in Central Sheffield, managing clients money and providing sound financial Advice to both businesses and individuals covering Discretionary Investment Management & Financial Planning.
Specific duties will include
Meet potential new clients to ascertain their current and future financial planning needs.
One of the UK's leading independent insurance brokers and employee benefits consultants are looking for an experienced DC Pensions Consultant to join their rapidly expanding pension's team.
Responsibilities will include servicing a varied portfolio of corporate clients as well as gaining new business.
If delivering the right solutions for your clients is your top priority - based on a thorough understanding of your client's business, creative thinking and state-of-the-art systems then this could be the right opportunity for you.
My client is a busy Independent Financial Advisory firm based in Chesterfield, providing sound financial advice to both businesses and HNW individuals predominately on investments, pensions and Inheritance Tax planning.
We are urgently seeking an experienced Paraplanner (office or home-based) who will support the principal Adviser of the firm and will also be supported by an Administration team.
My client is a Independent Financial Advisory firm, specialising on advising both businesses and individuals on aspects of Financial Planning including Investments, Pensions, Retirement Planning, Mortgages and on the Corporate side Employee Benefits, Pensions, Corporate Protection and Finance.
Due to this we now have a need to employ a Financial Adviser who will gradually take over around 150-200 clients from the principal fee earner of the business over the next year.
My client is currently going through a company restructure due to implementing an Employee Ownership Trust (EOT) later in 2023, the purpose of this will be to transfer ownership of the company to the employees of the business.
Recruit Wealth are delighted to be representing one of the fastest growing, national Financial Planning businesses in the UK, who are private equity backed for further growth and acquisition.
Our client provides a truly holistic service across financial planning, wealth management, investment management and professional services.
This newly created Paraplanner role is located for their Huddersfield regional hub, one of 40 national offices.
We urgently require a Paraplanner / Trainee Paraplanner to join an existing team supporting the Financial Advisers of the business to both research new products and also writing detailed technical compliant suitability reports for clients.
Providing a full Financial Planning service to both individuals and businesses.
Y client are an well reputable Investment Management & Financial Planning firm based in the North Leeds areas.