Our client is a national wealth management firm who are looking for an experienced Training and Competence Manager.
This is a fantastic opportunity for someone wishing to join an exciting wealth management group focused on providing top-quality financial advice and wealth management services to retail and professional clients.
The role will involve taking responsibility for the following
Reviewing third-party audit reports (client file reviews) and analysing the findings.
Join an Elite Wealth Management Team as a Financial Planner Unlock Unprecedented Earnings Potential!
An exciting opportunity has arisen for an experienced Financial Planner to join a prestigious wealth management firm that rewards hard work and client relationships like never before.
This role offers the chance to maximize earnings by bringing existing clients into the firm, with a competitive revenue-sharing model designed to reward success.
Recruit Wealth are representing one of the UK's fastest growing, national Financial Planning & Wealth Management businesses who are currently recruiting for several experienced Administrators to join their regional Sheffield offices.
Our client offers expert, regulated, independent advice to private clients, companies and trustee's in all areas of Financial Planning & Wealth Management.
With over 40 offices nationally, our client is a modern, highly ethical and rewarding employer to work for who can offer genuine career opportunities for Financial Services professionals.
Posted by Financial Divisions • £45K/yr to £50K/yr
Having worked with this highly successful Chartered firm of Wealth Managers for nearly 10 years, we have seen them grow both organically and via acquisition, placing a number of staff with them, all of which are still there and enjoying their roles.
One of the roles we are currently helping them to recruit for is a Financial Adviser that can take over part of the founding Advisers book of business, as they have too many clients to effectively manage now.
They have built an impressive reputation with clients in the local area, and have enjoyed a very prosperous year, so are looking for additional staff.
Posted by Coburg Banks Limited • £27K/yr to £28K/yr
We're currently looking to recruit a skilled and highly organised Client Service Administrator who would join and play a key role as part of a highly respected and innovative Wealth Management business.
As a member of the Financial Planning support team, you will participate in all aspects of client service administration, providing support to a growing team of Financial Planners and Para planners.
Offering an attractive salary plus benefits including critical illness cover discounted gym membership, this is a fantastic opportunity to develop your skills as part of a supportive team.