Meraki Talent is working with a leading wealth management firm seeking a highly skilled Chartered Financial Adviser to join their growing team.
This is an excellent opportunity for an experienced professional who is passionate about providing tailored financial planning solutions and building long-term client relationships.
Key Responsibilities
Provide bespoke financial advice to a portfolio of high-net-worth clients, covering investments, pensions, tax planning, and estate planning.
Our client are one of the leading wealth management and professional services groups in the UK, with experience helping generations of individuals and businesses with tailored financial solutions.
Associate Financial Planner
Salary: Negotiable to around £55,000 Excellent Benefits Bonus.
As part of their succession planning, our Client in the North East of England, is looking to appoint 2 additional Financial Advisers.
The business has a family feel, an excellent reputation and truly values employees.
General
This is an exceptional opportunity, as the roles will be on an employed basis with clients provided (circa 150), along with full administration and paraplanning support, to allow you to focus on your clients.
Posted by UNITED RECRUITMENT SYSTEM LTD • £14/hr to £16/hr
United Recruitment is a leading specialist recruitment company, providing high-quality recruitment solutions to the Healthcare, engineering, manufacturing, and technical sectors.
With over 10 years of experience, we pride ourselves on our deep industry knowledge and commitment to delivering exceptional service to both our clients and candidates.
Our unique approach - The United Way - truly sets us apart.