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.
Our client is a leading financial planning firm dedicated to providing exceptional services to individuals and corporates.
They pride themselves on maintaining the highest standards of service and integrity.
With a team of approximately 25 professionals, they foster a collaborative environment and uphold core values of trust, industry-leading service, teamwork, honesty, and accountability.
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.
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.
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.
You will support the successful team of financial planners.
We are delighted to represent this elite firm of Chartered Financial Planners who seek an experienced Paraplanner to join them.
Based out of the Cambridge office (hybrid working is available), you will receive a competitive salary an excellent range of employee benefits, including company pension, private medical and 30 days holiday (plus Bank Holidays).
Now currently seeking a Qualified Senior Fund Manager to join the expanding team in London.
Our clients are simply one of the best in Financial Services, offering a variety of Administration Services globally.
You will deliver a comprehensive first-class accounting service to a portfolio of private equity and real estate structures in line with the defined business activities.