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.
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.
As we continue to grow, we are seeking a dynamic and experienced Senior Finance Manager to join our team and drive our financial strategy forward.
About Us: Our client is a leading provider of residential care services, dedicated to offering the highest standards of care and support for elderly residents.
With a commitment to creating a warm, welcoming, and secure environment, we pride ourselves on our professional and compassionate approach.
Join one of the UK's foremost leading wealth management businesses with an international presence, renowned for its first-class reputation and commitment to excellence.
They are dedicated to providing tailored financial solutions to clients, empowering them to achieve their financial goals with confidence.
As one of the UKs leading wealth management organisations, they have offices across the country.
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.