With their whole of market strategies and advice, coupled with their personalised service, my client, a proud member of the CFP profession, has established themselves as the go-to wealth planner in their community.Having worked closely with this firm and placing several candidates with them, they have asked us to help recruit a Financial Administrator to join their dynamic team.
This very well-established client of ourshas an excellent reputation for providing high quality advice and an exceptionally professional and friendly service to their client base.
As a business they are committed to quality and delivering exceptional client outcomes and demonstrate the highest standards and ethics throughout all aspects of the company.
Our client, a Chartered independent wealth planning firm with offices throughout Kent, is seeking a Chartered Financial Planner to manage a portfolio of high-net-worth clients from a retiring adviser.
This firm, known for its whole-of-market financial advice, caters to HNW retirees, accumulators, local families, and SME owners in Sussex, Kent, and London.
Their client base consists of 1,000 clients with assets ranging from £200k to £5m.