My client can offer a route into an advisory role although would need to comfortable working in a paraplanning capacity of two years.
A market leading Investments Managers continues to grow their Wealth Planning offering and now requires an additional, experienced Paraplanner to join their fast growing team.
Reporting to the Head of Wealth Planning, the Paraplanner is responsible for administration of the financial advisory offering.
We are working with a well-established firm of Chartered Accountants based in the City of London who are seeking to recruit an additional Financial Planner to join their wealth advisory team.
Their team includes chartered accountants, tax specialists, and financial advisors who pride themselves on understanding clients' unique needs and delivering tailored solutions.
As a member of MGI Worldwide, a global network of independent accounting firms spanning 100 countries, they can offer clients access to a vast array of resources and expertise worldwide.
As a Wealth Planner, you will play a pivotal role in maintaining and nurturing existing relationships, with a view to developing to book further over a period of time.
General
A City of London boutique Investment Managers with a client centric, holistic outlook has recently acquired an Essex based financial planners with appx £60-£70M of client funds and is seeking to recruit an additional Wealth Planner to help maintain and further help with growing and developing the book of clients.
Role would initially be split between London and Essex.
My client manages upwards of £2B of client funds on a discretionary basis and is now seeking to recruit a DipPFS qualified Financial Planner to help service and further develop a book of HNW clients.
A leading independently owned wealth managers based in Central London currently have a requirement for a highly motivated Junior Financial Planner to join their busy, highly profitable team.
Their niche market is advising clients within minimum of £1M of investable assets, you must comfortable communicating and working at that level.
Posted by 360 Resourcing Solutions • £45K/yr to £50K/yr
Power BI Administrator - £ 45 ,000-£5 0 ,000 12 mth FTC - London/Hybrid
The Chaucer Group is a leading insurance group who help protect industries around the world from the risks they face.
With UK headquarters in London, we also have international offices in Bermuda, Copenhagen, Dubai, and Singapore, and have doubled in size over the last four years.