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.
My client is a specialist organisation that offers exceptional financial planning for medical professionals.
Their advisers are committed to excellence and have a deep understanding of the financial matters important to their clients, gained from decades of working with practitioners, senior hospital management and the NHS Pensions Agency.
They are widely referred to as the go-to' company for retirement planning for doctors across the UK.
We are currently seeking to recruit for a Senior Financial Planner to join our client, covering the East Anglia region.
Our client is the UK's leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive.
Our client has recently made an acquisition in the Cambridge area and this particular hire will be to advise clients introduced by the Cambridge office, across the East Anglia region.
In our CFCs - together with the proprietary software applications - we operate a world-class online grocery business that automates the single pick of products, ready for your online delivery.
We provide services to partner clients globally via our innovative advanced robotics technology, known as the Ocado Smart Platform ("OSP"), this drives our highly automated, multi-million-pound Customer Fulfilment Centres (CFCs).
Our teams are putting the world's retailers online using the cloud, robotics, AI, and IoT.
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.
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.