My client is a boutique wealth planner, asset manager and employee benefits specialist.
As they are independent, this allows them to provide objective advice that is aligned to a client's best interests, delivered by teams steeped in financial services knowledge and experience.
They have built their Company on integrity and trust, because doing what is right for their clients is best for their business.
The Event Planning Coordinator will support with planning, coordination and execution of all client-related, firm-hosted events, seminars, sponsorship opportunities and attorney speaking engagements.
I'm currently working with a leading US law firm in their search for an Event Coordinator to join their team based in London.
This role will be focused on their European markets working with their global team.
A City of London boutique Investment Managers with a client centric, holistic outlook has recently acquired an Essex based financial planners with appx £60-£70M of client funds and is seeking to recruit an additional Wealth Planner to help maintain and further help with growing and developing the book of clients.
Role would initially be split between London and Essex.
About the Role
As a Wealth Planner, you will play a pivotal role in maintaining and nurturing existing relationships, with a view to developing to book further over a period of time.
Penguin Recruitment is delighted to be supporting an award-winning independent planning and development consultancy in their hire of a Town Planner for their London based team!
We are seeking applications from candidate who are ambitious and enthusiastic about Planning, who hold an RTPI accredited degree and have either already achieved, or are working towards, full MRTPI chartership.
Due to continued expansion, we have been retained by a prestigious boutique Wealth Planning firm, with an in-house DFM team, to recruit an ambitious Financial Planner.
To £60,000, plus bonus
All clients will be provided, which are mass affluent or UHNW and you will not be required to move clients over or self-generate new clients.
We are partnered with a prestigious firm of chartered financial planners who as a result of continued business growth, are looking to add to their London based financial planning team.
We are looking to speak with enthusiastic and forward-thinking financial planners, who will offer totally independent & professional advice to HNW/ UHNW clientele.
Considering the level of wealth held by the firm's client base, the advice offered will prove both complex & highly interesting.
Penguin Recruitment is pleased to be working with one of the UK's leading property consultancies on the appointment of a Town Planner to their team in London.
This is a permanent position.
The company has multiple planning teams throughout the UK and London and there are 20 Planners in this team, providing plenty of opportunity for camaraderie and support.
As a Paraplanner, you will play a pivotal role in supporting our team of experienced financial advisers in providing top-notch financial planning services to our clients.
Your responsibilities will include, but are not limited to:
Research and Analysis: Conduct thorough research and analysis of financial products and services to support the creation of tailored financial plans.