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Wealth Management Our client, a highly respected Chartered Wealth Management firm, is currently seeking a highly capable and proactive Client Account Manager to support 1-3 Financial Advisers. This is an opportunity to join a collaborative, forward-thinking team where client service and precision are at the heart of everything they do. You'll play ...
This great client needs a very skilled Financial Services candidate WITH A MIXTURE OF SKILLS IN FINANCIAL SERVICES - INCLUDING FINANCIAL SERVICES ADMIN AND A minimum RO4 financial services skills which lines up a candidate to be offered a bit more senior in experience qualifications. Be great if you have any link to junior paraplanning. If you are...
Full-Time Study Support & Progression Offered Are you an experienced Paraplanner looking to join a warm, client-focused team with excellent long-term prospects? Our client a well-established St. James's Place (SJP) Partner Practice, based near Stansted, is seeking a dedicated in-house Paraplanner to support our growing business. This is a fantastic...
Study Support and Career Progression Are you a seasoned Financial Administrator seeking a dynamic role that offers career progression, hybrid working, and study support? Our client, a renowned boutique financial services firm based in Dorset, is celebrated for its personalised approach to financial planning. With a strong reputation for promotion a...
Financial PlannerBoutique financial planning businessOffices in Hertford (hybrid working)Manage existing clients and generate new business£50k - £70k basic salary plus bonusesI am currently recruiting for a boutique wealth planning firm based in Hertford who I have placed staff into. My client provides a full suite of advice covering Pensions, Inve...
Financial PlannerBoutique financial planning businessOffices in Hertford (hybrid working)Manage existing clients and generate new business£60k - £70k basic salary plus bonuses I am currently recruiting for a boutique wealth planning firm based in Hertford who I have placed staff into. My client provides a full suite of advice covering Pensions, I...
Chartered Financial Planner to take equity stake in a businessNorth Kent based IFA firm - medium sizedSalary negotiable c.£100k plus benefits My client are an independent wealth planning firm based in North Kent who I have met and placed several staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families a...
GREAT LOVELY COMPANY AND TEAM MEMBERS & VERY SPECIAL LINKED TO RECRUITING A SKILLED PARAPLANENR TO JOIN FOR 6 MONTHS OR 1 YEAR POTENTIALLY. SALARY AS OUTLINED WILL BE BETWEEN 45K TO MAXIMUM OF 50K LINKED TO SKILL SET. THE ROLE REQUIRES THE FOLLOWING. The PARAPLANNER Role - HERTFORDSHIRE AREA :) The role of the Paraplanner is to support the Financi...
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