Our client is a pioneering full service wealth management firm, combining the institutional strength of a FTSE 100 company with the personal service and trusted advice of a Partner owned firm.
And has an exciting opportunity for a driven and entrepreneurial individual to join the leading Wealth Managers in the UK.
They build intelligent, holistic & tax-efficient wealth management programmes for a select group of private clients, families, and institutions.
The wealth planning arm of a leading global investment managers is seeking to recruit a high quality wealth planner within a background in provide complex advice to UHNW private clients.
Their Wealth Planning team provides comprehensive financial advisory services to clients and prospects of the Wealth Management business.
This includes regulated advice on pensions, tax, and general financial guidance, serving as the cornerstone of our wealth management offering.
Posted by Financial Divisions • £60K/yr to £65K/yr
One of the long-standing Advisers in the firm is looking to retire shortly, so my client is looking for an experienced Financial Adviser that can take over this retiring Advisers book of business.
They have built an impressive reputation with clients in the local area, and have enjoyed a very prosperous year, so are looking for an additional Financial Adviser.
This highly successful Chartered firm of Wealth Managers have grown both organically and via acquisition over the last few years.
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.
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 THE OPENWORK PARTNERSHIP • £20K/yr to £100K/yr
With no micromanagement or targets and ability to work remotely, you are free to run your own business, benefiting from a high 80% commission split as standard and in house supervision you can concentrate on delivering exceptional advice as a Financial Advisor.
Founded in 2000, our client is a reputable firm of highly qualified advisers specialising in Mortgages, Protection, and all aspects of Financial Planning including Pensions and Investments.
With an unwavering commitment to service standards and client satisfaction.
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.
A market leading Investments Managers continues to grow their Wealth Planning offering and now requires an additional, experienced Paraplanner to join their fast growing team.
Reporting to the Head of Wealth Planning, the Paraplanner is responsible for administration of the financial advisory offering.
My client can offer a route into an advisory role although would need to comfortable working in a paraplanning capacity of two years.