Our client is a leading independent financial advisory firm who are highly recognised and respected within the sector, offering a comprehensive financial planning and investment management service to high net-worth individuals, charities, and trusts.
A London-based single family office with varied interests is looking for a Senior Associate to assist the CEO and principal in overseeing the principal's personal and professional affairs and to oversee his investment portfolio.
The successful candidate will likely have previous Family Office experience and thus understand the need to be flexible (both in range of duties and working hours), autonomous and hard working.
The family office also provides support to a connected philanthropic foundation whose objective it is to empower communities, facilitate growth and create a sustainable impact across Africa.
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.
My client is an Independent Chartered IFA who due to organic growth, now require a diploma qualified Senior Paraplanner to work alongside a director of the business.
You must be technically competent across various products such as pensions, protection, investments, IHT, Estate planning and ideally Chartered or working towards this.
Other responsibilities will include bespoke Suitability Reports, Cash Flow Modelling, undertaking research within the market for specific financial products and investment opportunities relevant to the client's risk profile, Rebalancing client investment portfolios, soft fact finds and preparation of annual reviews with clients.
Our client is a boutique wealth planner, asset manager and employee benefits specialist.
General
Clark James Recruitment are working with a highly professional wealth business.
Due to continued expansion our client have a vacancy for a part time Client Administrator working 20-25 hours per week, the role will include some office working in London, the rest will be based from home (minimum of one day a month in the office, the successful applicant can work in the office more if they desire).
Our client is a dynamic and ambitious firm based in Watford, specialising in providing comprehensive mortgage and protection solutions to their clients, ensuring their financial security and peace of mind.
They are seeking a motivated and self-driven Self-Employed Protection Advisor to join the team.
offering up to 85% commission on self-generated leads and up to 50% for leads provided by the company.