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.
Posted by Financial Divisions • £45K/yr to £55K/yr
Due to continued organic growth, this is an exciting opportunity for an experienced, Diploma-qualified Senior Paraplanner to work closely with a team of Financial Planners.
Join an established, highly reputable firm of Advisers that has been providing independent, personal financial planning services for over 40 years, built on professionalism and integrity.
Excellent Benefits Package, Hybrid working, Study Support
The Senior DC Pensions Consultant will be responsible for maintaining and growing a portfolio of clients and ensuring the effective delivery of the firm's services to those clients.
One of the UK's leading providers of actuarial and consultancy services are currently looking for a Senior DC Pensions Consultant to join their rapidly expanding pension's team.
Advice will consist mainly of providing advice to companies regarding DC pensions and other workplace savings solutions.
An exciting opportunity has arisen for a Financial Planner to join a leading UK Wealth Manager based in London.
In this role, you will be entrusted with managing a portion of the client bank of an existing adviser who is retiring - the total client bank currently generates circa £1M AUM and the successful candidate will be given a client portfolio generating an annual revenue of £500,000.
This is a unique chance to provide private client advice to a well-established portfolio of clients who have been with the business for many years.
Posted by Synchronicity Group • £100K/yr to £120K/yr
General
Our client, an independent Chartered financial planning firm with a strong growth strategy is seeking a senior Chartered Financial Planner to join their growing team.
This role will report directly into the Head of Financial Planning and will be client facing, managing a book of mainly inherited HNW complex clients, whilst also supporting with the management of the rest of the team.
We're currently recruiting for an exciting opportunity for a highly motivated Financial Consultant to join a dynamic team at a leading global investment company.
This company, known for its expertise in investment management, financial planning, and research, has recently merged with a prominent UK investment platform, bringing together two industry powerhouses.
We are seeking 3x Workday Fins Senior Managers, to be responsible for leading and delivering client programmes as well as supporting roadmap strategy and decision making.
Oliver James are currently supporting a key consultancy client of ours to augment their UK Workday Finance Practice.