Join a leading Directly authorised Independent Financial Adviser (IFA) firm renowned for delivering exceptional financial services to high-net-worth individuals.
We are seeking a dynamic and ambitious Financial Adviser to join our team and help grow our client base.
Our firm is dedicated to providing personalized financial advice to clients with an average of £1.5 million in Assets Under Management (AUM) per client.
Full study support for ATT or STEP or part qualified candidates will be considered
You will be supporting the managers and directors with their portfolio of Trusts, and personal tax clients, in carrying out trust administration duties, helping with the preparation of trust accounts and tax returns to ensure all compliance work is completed on time, accurately and efficiently.
We are seeking enthusiastic graduate seeking a career in our clients Private Client Trusts Tax Team.
Full study support for ATT or STEP or part qualified candidates will be considered
You will be supporting the managers and directors with their portfolio of Trusts, and personal tax clients, in carrying out trust administration duties, helping with the preparation of trust accounts and tax returns to ensure all compliance work is completed on time, accurately and efficiently.
We are seeking enthusiastic graduate seeking a career in our clients Private Client Trusts Tax Team.
Posted by Premier Jobs UK Limited • £40K/yr to £75K/yr
The business typically is able to provide you with an existing client bank to takeover servicing, either from an internal change or a retiring Adviser.
This is a unique opportunity to join a highly respected IFA firm who are continually improving their client proposition and feature in the industry press for their success.
Are you an experienced Financial Advisor near Newbury, seeking an employed job, based from home with quality leads and existing clients provided?
Posted by AFH Wealth Management • £50K/yr to £75K/yr
Be part of a progressive and client-focused, financial planning-led wealth management firm as a self-employed or 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.
At AFH, as we grow, we're looking for like-minded financial advisers to join us.
Together, we have pushed the boundaries of insurance.
Howden is a collective - a group of talented and passionate people all around the world.
We are united by a shared passion and no-limits mindset, and our strength lies in our ability to collaborate as a powerful international team comprised of 18,000 employees spanning over 100 countries.
Posted by Brown & Brown (Europe) • £40K/yr to £70K/yr
General
This role requires good understanding of client business operations, opportunities, risks and their approach to risk management and insurance.
In addition you will need proven experience in the offer and presentation of complex commercial insurances to secure renewal or new business elements to a clients programme.
Overview
At Alan & Thomas Insurance (part of Brown & Brown Europe) we are currently looking for a Commercial Account Executive to join the welcoming and experienced team in the Newbury office (or Poole or Gillingham).
Posted by Kerridge Commercial Systems • £70K/yr to £80K/yr
General
M&A Integration Manager will support the day-to-day activity of M&A, and work closely across the business with key stakeholders and end users to ensure changes are managed effectively, issues are resolved quickly and ensure we get maximum value from our portfolio of acquisitions.
This role offers an exciting opportunity to manage diverse transaction and integration projects that ranges from Sales to Finance to HR.
Key Responsibilities
Prepare, update and project plans for transactions including interdependencies, critical paths and progress.