Recruit Wealth are delighted to be representing one of the fastest growing, largest, national Financial Planning businesses in the UK, who are private equity backed for further growth and acquisition.
Our client provides a truly holistic, independent service across financial planning, wealth management and investment management.
This newly created advisory role is located for their Halesowen/Birmingham offices, one of 45 national hubs.
Our client, a well-established and successful wealth management firm that delivers comprehensive and holistic advice to both private and corporate clients, are looking for an experienced financial adviser to join the team; It is vital for this individual to possess the required knowledge, skills, and experience to work on the full spectrum of financial advice.
Due to their strong focus on developing and maintaining long-term and trusted client relationships, the firm are eager to find an individual who possesses honesty, integrity, and an excellent work ethic.
This no limits approach means that we can rise to any challenge.
Whatever the question, the concern, or the risk, we can get the right people in a room and find the right answer.
Our collective power is also helping us to change the insurance narrative - doing right by our clients while using insurance as a tool to build resilience for individuals, businesses and communities.
The successful candidate will step into a senior, established role, inheriting an exceptional portfolio of high-net-worth (HNW) clients.
An exciting opportunity has arisen for aDirector-level Chartered Financial Plannerto join the Birmingham office of an International Wealth & Investment Management organisation.
This vacancy has become available following the departure of a long-standing Director, who is taking a career break.
Posted by PIB Insurance Brokers • £25K/yr to £35K/yr
Join our dynamic and collaborative Claims team as a Motor Claims Handler!
You will put the customer at the heart of everything you do, utilising know your customer (KYC) and treating customers fairly (TCF) methodologies, handling claims in line with compliance, FCA regulations and business policies & procedures.
We are on the lookout for skilled and seasoned experts to join our fast-paced Motor Claims team, where you will take responsibility for handling a portfolio of Motor Claims from first notification to settlement.
With a no limits approach, we can rise to any challenge.
Whatever the question, the concern, or the risk, we can get the right people in a room and find the right answer.
Our collective power is also helping us to change the insurance narrative - doing right by our clients while using insurance as a tool to build resilience for individuals, businesses and communities.