Employment Type : Full-Time
Only 6 months of experience required or no experience but with some industry exams completed. Full Study Support Our client is a wealth planning business with offices in Watford who have been operating for over 15 years have an excellent reputation providing very solid financial advice to City professionals, families, business owners retirees and accumulators. Many fall into the HNW category with over 1m of assets to invest. This business has a ...
Employment Type : Full-Time
Financial Planning Administrator with a route to Paraplanner 30k - 35k salary Bonus (10%) No experience required but have started industry exams OR 6 months of experience but keen to sit industry exams Full Study Support, Private Medical Cover and full study support 25 Days Annual Leave plus offices closed over Christmas Your birthday off work and days off work before any industry exams Company trip to France is company wide target is achieved M...
Employment Type : Full-Time
Financial Planning Administrator with a route to Paraplanner 30k - 35k salary Bonus (10%) No experience required but have started industry exams OR 6 months of experience but keen to sit industry exams Full Study Support, Private Medical Cover and full study support 25 Days Annual Leave plus offices closed over Christmas Your birthday off work and days off work before any industry exams Company trip to France is company wide target is achieved M...
Employment Type : Full-Time
Senior Financial Adviser - 75k - 85k basic salary plus bonus and benefits package - manage existing clients and generate some new business- Surrey based Chartered IFA A key client of mine who I have placed 3 staff with in the past are looking for a Senior Financial Adviser (ideally Chartered) who can manage a portion of their longstanding existing book of business. But there will be an expectation that you would want to grow their offering and o...
Employment Type : Full-Time
Financial Adviser - manage some existing clients from the MD - 65k - 85k basic salary plus benefits package - Surrey based Chartered IFA A key client of mine who I have met and worked with very closely over the past year are a Chartered IFA firm with a very ethical and values driven culture and ethos. I have placed 3 staff into the team and they are looking to expand their team with a brand new Adviser. They have been operating for many years an...
Employment Type : Full-Time
Outstanding opportunity for a Financial Adviser - 75k - 80k basic salary plus benefits package - manage existing clients - Surrey based Chartered IFA A key client of mine who I have placed 3 staff with in the past are looking for a Senior Financial Adviser (ideally Chartered) who can manage a portion of their longstanding existing client bank. The business has been operating for many years and has built an outstanding reputation for providing ho...
Employment Type : Full-Time
Chartered Financial Planner - 70k - 85k basic salary plus bonus and benefits package - manage existing clients and generate some new business- Surrey based Chartered IFA A key client of mine who I have placed 3 staff with in the past are looking for a Senior Financial Adviser (ideally Chartered) who can manage a portion of their longstanding existing book of business. But there will be an expectation that you would want to grow their offering an...
Employment Type : Full-Time
Financial Administrator - Wealth Management Firm - Warrington - Basic salary 28k - 35k - Full study support My client is an independent financial advice business who have have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages and some Protections to clients across the Northwest. The business has 3 Advisers and overall 10 staff who work with c....
Employment Type : Full-Time
Financial Administrator - (part-time or full-time) - Wealth Management Firm - Liverpool - Basic salary 30k - 35k - Full study support My client is an independent financial advice business who have have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages and some Protections to clients across the Northwest. The business has 3 Advisers and overall...
Employment Type : Full-Time
Financial Administrator - Wealth Management Firm - Liverpool - Basic salary 28k - 35k - Full study support My client is an independent financial advice business who have have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages and some Protections to clients across the Northwest. The business has 3 Advisers and overall 10 staff who work with c.2...