Our client, a national wealth management firm, is seeking an experienced, qualified Investment Manager to join their highly successful team.
This is a role that is part of the wider growth strategy so we are looking for someone who either has clients to bring or is a proven and motivated business developer, as there isn't a client bank to inherit from day one.
There is a clear progression structure on offer and extensive support as expected of a leading corporate in their field.
Even during these unprecedented times, my client a global leading financial services organisation is still very much "business as usual".
Their Brokerage Operation division is now seeking an additional Corporate Actions Senior Associate to join a team responsible for identifying, tracking, processing, and reporting all Corporate Action events and Dividends, which effect any security position held by clients on their Retail Investment Platform.
They have consistently grown and evolved over the last couple of years and this is something that is not going to change.
We are thrilled to represent one of the UK's premier Financial Planning & Investment Management organisations.
Our client stands at the forefront of the financial services sector as one of the largest and most successful Financial Planning & Investment Management organisations in the UK.
Our client, a leader in the industry, is on the lookout for a dedicated Financial Planner to join their successful team.
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.
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.
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.
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.
We are currently working with one of the UK's leading Wealth & Investment Management organisations who are looking to recruit an experienced Investment Manager to service and develop an existing book of clients.
Investment Manager - Guildford - Leading Wealth Management Organisation
The role will work alongside a very successful & senior Investment Manager who is currently over capacity, upon joining you will be passed a substantial number of existing clients.
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.