Posted by Blakemore Recruitment • £60K/yr to £80K/yr
We are recruiting for a Chartered Financial Planning firm in Surrey who have a requirement for someone to service an existing client bank.
Your primary responsibilities will be to conduct financial reviews and identify suitable opportunities for new business.
Their typical client up to £500,000 of investable assets and you must have experience of providing pension and investments advice to high net worth clients.
Posted by Lloyd Recruitment Services Ltd • £13.50/hr to £15.50/hr
Duties will include
Coordinating travel and hotel arrangements.
General
Our client is looking for an individual to join them, where you will provide full administration and coordination support.
A unique position, supporting a Project Director and field-based contractors, you will need to be highly organised and able to work in an ever-changing environment.
The role would suit an individual who wants to also give advice and therefore be suitably qualified ideally chartered or happy to work towards.
This is a perfect opportunity to join an independent Wealth Management firm who are moving with the times and offering this hybrid Client facing Financial Advice opportunity.
They will support your personal development, pay bonuses and have a whole range of additional benefits.
This is an excellent opportunity for a practicing, qualified and experienced Mortgage & Protection Advisor to join an established Financial Services Company based in the Epsom area who specialise in providing outstanding mortgage advice.