Posted by Employment Specialists Ltd • £100K/yr to £120K/yr
Our Client's specialist Real Estate team continues to grow, and we are now hiring for a Senior Executive to join them.
You will be experienced with working closely with major Clients and have the credibility to manage all of their Insurance requirements and to make recommendations to them to improve their risk management.
This role will lead the delivery and client service for a variety of European accounts.
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
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.
Are you a highly technical Senior Paraplanner, level 6 qualified (Chartered) with experience of working on complex Financial Planning cases for HNW and UHNW clients?
If so, you might be the perfect candidate for the Senior Paraplanner role at First Wealth Financial Planning, an award winning and ambitious Chartered Financial Planning firm based in Marylebone, London W1.
Would you relish the opportunity to fully utilise your technical expertise, working with complex clients alongside the Director of Growth in the newly launched Private Office proposition?
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.