We're currently seeking a Senior Financial Planner at Director level to join our client, a leading wealth management organisation based in London.
Known for their client-centric approach, they help individuals, family trusts, businesses, and charities to achieve financial success through comprehensive, tailored advice.
Our client, a trusted name with over 186 years of experience, is on the lookout for an Associate Director to join their London team.
Responsible for providing Financial Planning to clients based on their individual circumstances and objectives.
General
I am pleased to supporting my client, a boutique Wealth Management Partnership, based in Farringdon find established Chartered Wealth Managers with a minimum £25M of client following, to join their growing team!
Duties & Responsibilities
Increase income stream into the business by attracting new clients and identifying opportunities for fee based financial planning work with existing clients.
Experienced Financial Consultant sought for a regulatroy body based in the South West of England and/or London, on an interim basis for a period of twelve months.
Renowned for delivering tailored solutions and exceptional client service, our client is seeking a dynamic Associate Financial Consultant to join their expert team.
As an Associate Financial Consultant, you will have the opportunity to work alongside industry experts in providing financial advice to corporate clients.
We are partnering with a reputable advisory consultancy specialising in financial planning services for corporate clients, with a strong emphasis on the Independent Schools sector.
Reporting directly into the CFO you will be responsible for leading complex Finance Transformation initiatives focusing on Finance Operating Model (Finance TOM) design, shared service centre (SSC) design and re-scoping.
C. £800 P/D outside IR35
As a key advisor you will help them to design a new Finance function, helping to streamline operations and drive efficiency through strategic solutions.