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.
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.
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 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.