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.
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.
Our client, a reputable and growing independent wealth management firm, is seeking an experienced and ambitious Paraplanner.
Due to continued growth primarily through acquisitions, they need to maintain exemplary service levels and ensure robust resources for increasing client demand.
This is an excellent opportunity for an experienced CeMAP (or equivalent) qualified Mortgage Adviser to join a busy, established Estate Agency Group with offices in Ashford & Englefield Green who specialise in providing excellent mortgage advice on first time purchases, onward purchases, buy to let and remortgaging.
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.
You will be working on a full-time, permanent basis, working 40 hours per week and in return, you will receive a competitive salary of £37-39k with Company Van, Fuel Card, Plus Excellent Benefits.
Liberty has an exciting opportunity for an Electrician to join our team, based in the Guildford area of Surrey.
We are an experienced and innovative Heating and Compliance firm that is committed to putting customers and clients at the heart of everything we do.