Posted by KHR Recruitment Specialists • £40K/yr to £45K/yr
KHR are working with a specialist consultancy who provide financial advice and services to their established client base across London and the home counties.
Competitive salary (DOE) Holiday, pension, travel expenses, and study support
Full-time, permanent Monday to Friday 9am - 5.30pm
Posted by Resource Matters Ltd • £55K/yr to £90K/yr
Due to considerable growth and expansion plans this large IFA firm are looking to recruit a Senior Financial Planner to help develop the business in the local region.
Resource Matters have been retained by this well known national IFA firm to recruit an experienced Senior Financial Planner.
Basic Up to £60k Package Paraplanning Clients & Lead Generation
Posted by Resource Matters Ltd • £65K/yr to £75K/yr
Due to considerable growth and expansion plans this large IFA firm are looking to recruit a Senior Financial Planner to help develop the business in the local region.
Resource Matters have been retained by this well known national IFA firm to recruit an experienced Senior Financial Planner.
Basic Up to £75k Package Paraplanning Clients with on-going advice fees people management - OTE £100k
SAP FICO (Funds Management & Grants Management) Senior Consultant
We are working with a consulting firm who are searching for a SAP FICO Senior Consultant with knowledge in the Funds Management & Grants Management areas.
Client sites when required (typically 1-2 times per week)
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.
As the Senior Paraplanner, your role is to provide vital support that encompasses research, report writing, quotations, and preparation of suitability reports for the financial advisers you assist.
With a minimum of 2-3 years of experience in a Paraplanning role at an IFA (Independent Financial Adviser) environment, you will demonstrate exceptional technical knowledge across all financial planning areas.
Our client, a fantastic , fast-growing IFA, is dedicated to improving the financial wellbeing of its clients by developing comprehensive financial planning and investment strategies tailored to individual objectives.
Our client, a well-established and successful independent financial planning firm, are looking for a charismatic and driven financial planner to join their team; Due to their strong focus on developing and maintaining long-term and trusted client relationships, the firm are eager to find an individual who possesses honesty, integrity, and an excellent work ethic.
As a result of continued success and growth, the firm can provide the successful individual with a regular flow of client leads as-well as back-office support and continued professional development opportunities; Therefore, it is imperative that the successful individual will be a professional and client-centred adviser who always strives to provide the highest level of service possible.
Posted by Jenson Fisher Consulting Ltd • £50K/yr to £60K/yr
Senior / Technical Paraplanner
Our client is a leading established and prestigious Wealth Management firm that is an industry thought leader and a regular commentator across all media.
There team of experts throughout all departments and teams are the pinnacle of excellence and they now seek their next talented Paraplanner to join the team Purpose
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