We are recruiting for a Chartered Financial Planning firm in Surrey who have a requirement for someone to service an existing client bank.
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.
Your primary responsibilities will be to conduct financial reviews and identify suitable opportunities for new business.
My client is a well-established Independent Financial Advice firm with offices based in Epsom.
They offer whole of market advice on Pensions, Investments, Tax Planning, IHT, Mortgages and some Protections to wealthy clients across London, Surrey and the wider Southeast region.
They also offer Wills and Trusts and Estate work, to help clients with their inter-generational planning.
We are looking for an Experienced Mortgage Broker to join us in Surrey, who has ideally looked after high net worth clientele, to join our premium Estate Agency Partner Hamptons.
This role is also hybrid, whereby at a minimum you are required in the office 3 days a week and then 2 days from home ( once fully trained and authorised)
We recruiting for a leading Investment Management organisation who are globally renowned for providing ongoing training, development and progressive career opportunities.
Due to an increase in business activity, they are now looking to further expand their teams and are seeking a number of trainee and experienced Client Service Associates/Customer Service Associates within their Surrey based offices.
After training, the roles offer an element of remote working where you working week/month will be split between working on the office and at home, if you wish.