Posted by Financial Divisions • £35K/yr to £40K/yr
My client, a leading SJP Practice specialising in personalised wealth management solutions, is on the lookout for a highly skilled Client Services Consultant.
Are you a seasoned professional with extensive SJP experience?
Renowned for their client-centric approach, my client provides a wide range of services, including investment planning, retirement planning, and financial advice, all tailored to meet the unique goals of their clients.
Posted by Pursuit Resources Group • £42K/yr to £45K/yr
My client is looking for a consultant to join their managed services team.
Working in a small but growing team, you will be responsible for a variety of tasks including system administration, configuration, general troubleshooting and knowledge transfer for our Managed Service customers.
The role requires deep product knowledge and expertise, with excellent internal and customer-facing communication skills.
Posted by Financial Divisions • £35K/yr to £40K/yr
My client, a leading SJP Practice specialising in personalised wealth management solutions, is on the lookout for a highly skilled Client Services Consultant.
Are you a seasoned professional with extensive SJP experience?
Renowned for their client-centric approach, my client provides a wide range of services, including investment planning, retirement planning, and financial advice, all tailored to meet the unique goals of their clients.
Posted by Antony George Recruitment • £35K/yr to £40K/yr
Sound Financial Planning provide holistic Financial Planning to business owners; approaching, at or through retirement ensuring that client service excellence is standard.
In keeping their clients at the heart of what they do, their boutique business is designed and nurtured as a place for the industry to benchmark the greatness of solid, sound and safe financial advice.
They believe that honesty, trust and kindness are the best ways to build their long-lasting client and business relationships, and the 25 years as a business has confirmed this!
In this role, you will be responsible for providing service offerings & service update information to customers, creating service catalogue plans, ensuring those plans are maintained, design of the Service Catalogue, as well as gap analysis and due diligence throughout the design phase.
This an exciting role that will give an experienced Service Catalogue expert the opportunity to join a global Service Provider who champion a healthy work-life balance.
Posted by Antony George Recruitment • £20K/yr to £24K/yr
Sound Financial Planning provide holistic Financial Planning to business owners; approaching, at or through retirement ensuring that client service excellence is standard.
In keeping their clients at the heart of what they do, their boutique business is designed and nurtured as a place for the industry to benchmark the greatness of solid, sound and safe financial advice.
They believe that honesty, trust and kindness are the best ways to build their long-lasting client and business relationships, and the 25 years as a business has confirmed this!
With 20 consultants covering the London and the Southeast we are well placed to benefit from the current market conditions in the legal sector and are always at the forefront of the client's mind.
The specialist legal recruitment team at SEARCH has been established for over 20 years and has an established offering in Private Practice and In House recruitment.
The Private Practice business in the Legal team is very established, working with some of the biggest names in the legal world from US and TOP 20 firms in the City to Regional firms in the Southeast.
Posted by Focus Search and Selection • £45K/yr to £60K/yr
The Opportunity
The Paraplanner under our clients New Business team analyses prospective client portfolios to provide regulated advice on areas such as pension transfers, bond surrenders, investment taxation and structure suitability.
Reporting to your Team Leader, in this role you will be expected to formulate asset allocation recommendations, and write suitability reports.
The Day-to-ay
Evaluate prospective client objectives, portfolio holdings, time-horizon, cash flow needs, and financial situation to determine a suitable asset allocation recommendation.
With 20 consultants covering the London and the Southeast we are well placed to benefit from the current market conditions in the legal sector and are always at the forefront of the client's mind.
The specialist legal recruitment team at SEARCH has been established for over 20 years and has an established offering in Private Practice and In House recruitment.
The Private Practice business in the Legal team is very established, working with some of the biggest names in the legal world from US and TOP 20 firms in the City to Regional firms in the Southeast.