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.
Posted by TIME Appointments Ltd • £25K/yr to £30K/yr
General
We are proud to be working on behalf of one of Ipswich's leading Independent Financial Advisor's, who are currently seeking to recruit an experienced Senior Financial Services Administrator.
The successful candidate will be rewarded with a competitive salary and the opportunity for further qualifications to develop their knowledge and understanding.
Skills & Experience Required
Proven experience as a Financial Services Administrator, with exposure to supporting Financial Advisor's in a technical administration capacity.
As a Senior Administrator, you'll play a crucial role in supporting the team of financial advisors and providing exceptional administrative support to our individual and corporate clients.
Are you a highly organised and motivated professional with experience in financial services?
We're seeking a talented Senior Administrator to join my clients growing team in St. Albans.
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
Established financial advisory business with exciting, significant growth plans over the next 5 years, providing great opportunities to develop within a top class working environment.
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.