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
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
Posted by Jenson Fisher Consulting Ltd • £50K/yr to £60K/yr
The Senior Paraplanner will provide support to their assigned Financial Advisers.
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
We are currently recruiting for a Senior Financial Planner with a clear pathway to become Head of Account Management within 12-18 months.
Are you an experienced Financial Planning Administrator seeking a new challenge and the chance to step into a leadership role?
This exciting opportunity is perfect for someone looking to advance their career, take on mentoring and team leadership responsibilities, and grow within a successful wealth management firm.
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 Alderley Park Recruitment • £90K/yr to £120K/yr
As a Senior Manager Finance Transformation Consultant, you will be responsible for guiding and supporting clients through the deployment of new technology.
Alderley Park Recruitment are currently recruiting a Senior Manager Finance Transformation Consultant for our notable Transformation client based in London.
The role is permanent, hybrid working model and is paying a salary of £90,000 - £100,000 per annum DOE.