We are looking for a warm relationship builder who is service orientated and who is used to delivering a personalised and holistic financial planning service of the highest standard, putting the client at the heart of everything you do.
The Role: I am recruiting a Financial Planner on behalf of Citywide Financial Partners, a leading Financial Planning firm based in Leatherhead, Surrey (KT22).
The successful Financial Planner will either be an experienced Financial Planner / Financial Adviser or a highly competent Paraplanner with client facing experience, ready to progress into advising.
Platinum Recruitment is working in partnership with a popular property in Birmingham and we have a fantastic opportunity for an Event Planner to start on immediate basis for an ongoing temporary placement.
This is a full time vacancy, and my client would preferably like someone who is happy to be office based, flexible working hours are available.
At present my client is looking to add a Financial Planning Assistant to complement their team of professionals, you will need to currently work in holistic financial planning and the ideal candidate will have spent a minimum of four years in the industry and previous use of Intelligent Office would be beneficial.
This is a fantastic opportunity to join one of the county's most stellar firms, synonymous with wealth management and a high standard of professionalism and expertise, in their field.
My client are an award winning Chartered independent wealth planning firm in Central London who I have met and placed 20 staff with over the past 3 years.
They have beautiful offices in the City of London offices and offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across London and Southeast.
They have over 5000 clients in their current setup with cases ranging from £100k - £20m to invest.
We are currently recruiting for a boutique financial planning practice in Hitchin who are looking for an experinced Cleint Relationship Manager to join their team.
Maybe you would like to develop in your role, have more client contact or progress to become a para-planner, adviser or just be the best you can be?
Are you a qualified and experienced administrator seeking to make your next move in the industry?