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.
My client is seeking a Financial Advisor 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.
Our client, a reputable and growing independent wealth management firm, is seeking an experienced and ambitious Paraplanner.
Plus bonus and benefits package hybrid working
Due to continued growth primarily through acquisitions, they need to maintain exemplary service levels and ensure robust resources for increasing client demand.
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.
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.
Due to the existing advisor retiring you will provide holistic financial planning advice to a large portfolio of clients with substantial on-going advice fees and you will benefit from ongoing lead generation.
Basic Up to £75k Package Paraplanning Full client portfolio
Resource Matters have been retained by this well known local IFA firm to recruit an experienced Independent Financial Advisor.
I am currently recruiting on behalf of a leading accountancy and business advisory firm known for providing essential advice and innovative solutions to help businesses navigate today's evolving landscape.
Expand Your Horizons
This firm partners with some of the most ambitious, high-growth businesses in the UK, driving the economy forward with entrepreneurial spirit.
Working for this Global Asset Manager in their Multi Asset Team,which covers a variety of portfolios: Rules Based (implementing trades based upon a set pre-determined rules), Passive (seeking to match an index), trading based on investment advice or external instructions, managing the cash and FX hedging activities for private equity or debt funds.
The administrative tasks and routines: managing funds and mandates requires various operations periodically, depending on the guidelines, settings and expectations.
In order to meet operational requirements, the role will be engaged in conducting tasks with diligence and carefulness.