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.
A key client of mine who I have placed 3 staff with in the past are looking for a Senior Financial Adviser (ideally Chartered) who can manage a portion of their longstanding existing book of business.
The company has been operating for over 20 years and has built an outstanding reputation for providing holistic advisory services to local families, retirees and some City professionals.
But there will be an expectation that you would want to grow their offering and onboard new cases via recommendation and referral.
Currently, our client is in search of a Paraplanner to join their team, providing essential support to Senior Financial Planners.
Our highly regarded client, a prominent Investment Bank & Wealth Manager with a legacy tracing back to 1980, stands as a leader in Europe across the Asset Management, Private Banking, and Wealth Management sectors.
These professionals offer wealth management services to a select portfolio of Ultra High Net Worth (UHNW) private clients.
Are you an adept Senior Financial Administrator within Private Client Wealth Management?
Our client has provided straightforward independent financial advice for many years in the Kent area and has built up a solid reputation with their clients and local professional services firms, who help supply them with a steady stream of new business enquiries.
They offer a straightforward non jargon based holistic approach to advice, taking the time to understand clients on both professional and personal levels.
My client is seeking a dedicated and detail-oriented Technical Administrator to provide essential support to their Financial Advisers and Senior Paraplanner.
Responsibilities include attending client meetings, conducting research, preparing client recommendations, and maintaining strong relationships with providers and third parties.
The role involves managing various client administration tasks, enabling their advisers to focus more on client-facing activities.
We are currently recruiting for a Financial Planning practice in Sevenoaks who are looking to recruit a highly motivated and experienced Technical Administrator, with a Level 4 Diploma in Financial Planning, to join the team.
In this role, you will provide vital support to both the Financial Advisers and Paraplanners.
You will be responsible for a variety of client administration requirements that enable advisers to maximise their time with clients.
The ideal Senior Financial Accountant would need to be able to show the relevant experience with the below duties:
Reed Accountancy & Finance are currently supporting our Tunbridge Wells, based client who is looking to secure a Senior Financial Accountant on an interim basis, to support on an internal project.
They are looking to add to their team of talented Mortgage Advisors.
On behalf of a large independent estate agents based in Kent, Hawk Personnel are looking for an experienced Senior Mortgage Advisor to be based in the Thanet area.
Your Area Mortgage Manager will support your journey every step of the way and help you become the best you can be!
Our client, a well-established and successful financial planning firm that deliver a comprehensive holistic financial planning service to their clients, are looking for an administrator to join the team; The firm are eager to find an individual who possesses honesty, loyalty, integrity, an excellent work ethic and a strong knowledge of the role and the industry.
Role: IFA Administrator
The Role
You will be required to provide a proficient and proactive administration support service for the firm's advisers.