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.
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 Financial Divisions • £25K/yr to £30K/yr
General
My Client, an independent Financial Advisory firm are looking to offer this excellent opportunity to a talented individual with either 12 months IFA Admin experience or to an individual looking to cross over into wealth management from a provider.
Plus bank holidays, parking , DIS, Group Protection, excellent working environment and culture
Opportunity Highlights
Superb opportunity to carve your career within wealth management.
Posted by Regal Brooke Limited • £40K/yr to £47K/yr
General
Company Introduction: We are a leading wealth management firm seeking an enthusiastic and motivated Graduate Business Development Associate to join our dynamic team.
This entry-level position is perfectly suited for recent graduates eager to commence their career in wealth management, focusing on client engagement and business growth.
Job Responsibilities
Initiate contact with potential clients, arranging initial consultations with Senior Brokers.
Posted by BWD Search & Selection • £70K/yr to £90K/yr
The Wealth Planning division of a mid-sized, independently-owned Wealth Management firm in London who are looking to recruit a Wealth Planner to their team.
Taking over an existing client base, and working with both internal and external introducers, you will advise high net worth clients (typically £1M) on, often complex, holistic financial planning.
Candidate must hold CII Chartered Status, or be on the cusp of achieving this.
Posted by In-pact accountancy Ltd • £60K/yr to £70K/yr
Are you an experienced Financial Advisor seeking a new challenging role within a well established and highly professional local organisation?
Interested in joining an organisation that can offer significant benefits as well as a flexible working environment that offers an excellent work/life balance?
Have 1st class client liaison and communication skills and live locally to either the Sutton or Byfleet areas?
Posted by Austyn Smith Associates Limited • £60K/yr to £80K/yr
Are you an experienced financial adviser ready to elevate your career in a supportive and professional environment?
Austyn Smith Associates Ltd, are an award-winning independent financial advisory firm, offering a fantastic opportunity to take control of your career.
Offering responsibility for servicing and developing both new and established clients, we offer the opportunity to work closely with our founder as the number two, assuming more day-to-day management responsibilities and assisting in growing the business further.
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.