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.
Time Appointments are proud to be working on behalf of a prestigious client who are looking for an experienced individual from a IFA/Senior Financial Services background to progress their career and further develop their skillset and knowledge.
Duties & Responsibilities
Ensuring correct completion of all necessary documents.
Are you an adept Senior Financial Administrator within Private Client Wealth Management?
Our client has provided straightforward independent financial advice for many years in the Kent area and has built up a solid reputation with their clients and local professional services firms, who help supply them with a steady stream of new business enquiries.
They offer a straightforward non jargon based holistic approach to advice, taking the time to understand clients on both professional and personal levels.
A key client of mine who I have placed 3 staff with in the past are looking for a Senior Financial Adviser (ideally Chartered) who can manage a portion of their longstanding existing book of business.
Senior Financial Adviser - £75k - £85k basic salary plus bonus and benefits package - manage existing clients and generate some new business- Surrey based Chartered IFA
But there will be an expectation that you would want to grow their offering and onboard new cases via recommendation and referral.
ProTalent is thrilled to be partnering with a successful and well-established accountancy practice in Henley to find a new Accounts Senior to join their dynamic and friendly team.
Looking for a new adventure in the world of accountancy?
Reporting to the Head of Credit - Asset Finance - Credit & Risk, the Senior Underwriter will draft and present structured credit proposals, maintaining an objective and independent view within the credit process and complying with Credit Policy, guidelines, and processes.
As Senior Underwriteryour responsibilities and duties will include
Consistently demonstrate strong financial, analytical, and numerical skills.
Demonstrate excellent credit assessment and report writing skills with appropriate due diligence undertaken on all credits, and completion of structured credit reports for presentation to the appropriate sanctioning authorities.
Our client is a financial planning and asset management house that is dedicated to providing a high-quality service for private clients, trusts, and smaller institutions.
Their mission is to improve everyone's relationship with their wealth: to make it a positive force for their future and, at the same time, to prevent it being a source of anxiety.
They want everyone who works there to be proud, and to derive fulfilment and meaning from their work.
Our large multinational financial services client requires driven individuals to join their dynamic and growing workforce as a SeniorPensions Administrator.
This position is a permanent and the client is looking for an ambitious individual with a progressive attitude.
Office Flexibility: Working from Home availability (2 days per week).