Experience within Financial Services, Wealth Management, IFA is required
Eng4ge Business Consultancy have an exciting new opportunity for an individual looking to take the next step in their career to join a busy team within a wealth management practice who are a highly successful Appointed Representative of St. James's Place Wealth Management Plc.
SF Executive have been retained by a prolific mid-market PE house to find a commercially astute and communicative Chief Financial Officer for their portfolio company in Berkshire.
Big plans are afoot to scale the business through a combination of organic growth and sensible M&A - we will then be into a sale process which could see a secondary PE deal or potentially a trade exit.
The business has turnover of c£30m and a strong conversion of revenue into EBITDA.
A fantastic opportunity has arisen with a well-established IFA practice for an ambitious individual looking to pursue career either as a Paraplanner or IFA in the future
Financial Adviser - Newbury based boutique IFA Firm - Lots of flexibility to work from home - £50k - £70k basic salary with bonuses
My client is a wealth planning firm with its main office near Newbury with 3 established Advisers and a full support team of Paraplanners and Administrators.
They offer financial advice on a whole of market basis across: pensions, investments, tax planning, estate planning, IHT planning and some protections etc.
Financial Adviser - Newbury based boutique IFA Firm - Lots of flexibility to work from home - £50k - £70k basic salary with bonuses
My client is a wealth planning firm with its main office near Newbury with 3 established Advisers and a full support team of Paraplanners and Administrators.
They offer financial advice on a whole of market basis across: pensions, investments, tax planning, estate planning, IHT planning and some protections etc.