Recruit Wealth are delighted to be representing once again, our highly successful, fast growing, national Financial Planning client who are currently recruiting for experienced Paraplanners to join several of their offices across the UK.
They deal with private clients relating to pensions and investment advice ensuring financial security with their expert advice and guidance.
Our client has organically grown over the last 10 years and is a modern, highly ethical and rewarding employer to work for.
Posted by Mortgage Advice Bureau (MAB) • £26K/yr to £60K/yr
Mortgage Advice Bureau (MAB) are a nationally recognised mortgage broker and network, winners of over 200 awards in the past 5 years and continually growing.
We're seeking a Protection Advisor to join our team in our vibrant office in Horwich.
Are you ready to take your career to the next level with a thriving company experiencing continuous growth?
Due to continued growth and success in providing wealth management services to HNW clients, this innovative firm of Financial Advisors is looking to attract a skilled and experienced individual to manage and develop a portfolio of clients.
Your role will be to provide holistic advice to the clients within your portfolio and deliver tailored solutions across the areas of retirement, investment, tax and protection planning.
You will benefit from full administrative, technical and compliance support as well as being able to utilise in house discretionary management services.
Posted by Focus Search and Selection • £45K/yr to £60K/yr
The Day-to-ay
Evaluate prospective client objectives, portfolio holdings, time-horizon, cash flow needs, and financial situation to determine a suitable asset allocation recommendation.
The Opportunity
The Paraplanner under our clients New Business team analyses prospective client portfolios to provide regulated advice on areas such as pension transfers, bond surrenders, investment taxation and structure suitability.
Reporting to your Team Leader, in this role you will be expected to formulate asset allocation recommendations, and write suitability reports.
We are thrilled to be partnering with one of the Uk's leading investment management companies with a 200 year legacy for building trusted advice on Wealth Management and Investments.
Posted by Get Staffed Online Recruitment Limited • £10K/yr to £100K/yr
About the opportunity
They are a dynamic proprietary trading company, founded by a team of experienced traders who are passionate about the financial markets.
Their unique approach to both long-term and short-term strategies, based on the powerful Elliot Waves Theory and Principles, has helped them achieve outstanding results.
Our client's vision
Our client's vision is to create a new team of highly skilled Traders who have the passion and strong interest necessary to learn and succeed in the financial industry.
Posted by Alexander Lort • €76,005.49/yr to €101,340.65/yr
Our client is a well- respected discretionary investment manager, privately owned and independently owned with a global presence
Financial advisor HNW clients fixed 90k -150,000 per annum, OTE,
They offer a wide range of wealth management strategies managed for individuals and institutions by devising a bespoke investment plan for each client.
Posted by Financial Divisions • £95K/yr to £100K/yr
My client, a Principal Partner Practice of St. James's Place Wealth Management, is seeking experienced Financial Advisors to join their expanding team.
Are you a qualified Financial Advisor looking to elevate your career?
Hybrid - Whiteley, Marlow, Tunbridge Wells, Bournemouth, Southampton, and Hampshire.