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A FTSE 250 wealth manager with over £20 billion funds under management is seeking an Integration Manager for its Birmingham based Financial Planning team.Your role will be to work closely with the groups new Financial Planners and Financial Planning firms, developing their business through coaching, mentoring, utilisation of marketing tools and bus...
An opportunity to work with a major UK Wealth Manager. We are looking for a Diploma qualified Paraplanner to work in a highly successful Principal Partner Practice of St. James’s Place Wealth Management. The Practice has been established for 20 years and we offer a comprehensive range of financial services, specialising in investments, pen...
A leading global accountancy practice which has over 200 offices worldwide is seeking an Independent Financial Planner to join its London and South East based ultra-high net worth team.The organisation is active in over 50 countries and has over 20,000 employees.The UK financial planning division employs around 60 Financial Planners with a na...
My Client is currently looking for an experienced IFA to join their business in Lancaster.Based in their Lancaster office you will provide a full independent financial planning service to the practices clients.THE ROLE AND CANDIDATE• You will be an ambitious and experienced IFA with high earning potential. Your hands on approach, couple...
Employed IFA – Oxfordshire - £30,000 - £50,000My Client is currently looking for an experienced IFA to join their business in Oxfordshire where a full and active client bank is available for the successful candidate.THE ROLE AND CANDIDATE• You will be an ambitious and experienced IFA with high earning potential. Your hands on approach, ...
My Client is currently looking for an experienced IFA to join their business in Chester where a full and live client bank is available for the successful candidate.Based in their Chester office you will provide a full independent financial planning service to the practices clients.THE ROLE AND CANDIDATE• You will be an ambitious and exp...
Financial Planner - East MidlandsSalary up to £45,000 + bonus + benefitsA professional practice who have an approach to financial planning which is based around high quality, fee-based financial planning have a requirement for a Level 4 qualified Financial Planner to service an existing range of clients, the firm has a consistent lead flow of...
Our client a leading Wealth Management Group is looking for a specialist with expertise in the tax and trust arena to join one of their technical advice teams providing support to advisers over the telephone. As well as this technical helpline support you will also be involved with contributing towards the development and implementation of prod...
This newly created sociable team of highly qualified individuals provide advice solutions to private clients with £millions to invest. This team designs the advice/investment solution working alongside the relationship manager as a technical support.In this role you will be dealing with front to back Investment solutions for very HNW individual...
This small, well-established practice has built an outstanding reputation in Cumbria by offering holistic lifestyle financial planning to their loyal client following. They now wish to grow the practice and to this end are looking to secure an additional consultant. It is worth noting that the company are not in a position to offer a client bas...