A new, exciting opportunity exists with a national wealth and investment management firm working from prestigious Sheffield centre offices. Frequently liaising with HNW private clients and professional partner practices such as solicitor firms, you will be tasked with completing all manner of reports/suitability reports and furthermore provide a full administrative and clerical support to a small number of high performing and highly qualifi...
Our client, a reputable wealth & investment management firm require a highly motivated individual to provide a holistic financial planning service to both private HNW and corporate clients in the Bury St Edmunds, Thetford and wider Suffolk areas. As this is very much a new business generation role, the successful applicant will be highly motivated and adept at generating new business from professional introducer connections such a...
Our client, a leading investment management firm requires an Assistant Fund Manager to assist with asset allocation decisions. This role involves research, building model portfolios, participating in the firm’s Investment Committee decisions, trading and representing the investment team’s DFM proposition to the outside world in both clients and professional links. Furthermore, the post holder will ensure that all the trading and reba...
Our client, a reputable wealth management firm, requires an experienced Paraplanner to work from their North Birmingham offices. Our client provides holistic financial planning solutions to both private and corporate clients; however the majority of their work is focused on HNW private client financial planning with case sizes on average of £500,000 upwards. You will have at least 5 years good paraplanning experience and be high...
Our client, a reputable wealth management firm, requires an experienced Paraplanner to work from their North Birmingham offices. Our client provides holistic financial planning solutions to both private and corporate clients; however the majority of their work is focused on HNW private client financial planning with case sizes on average of £500,000 upwards. You will have at least 5 years good paraplanning experience and be high...
Providing holistic fee based advice to HNW individuals, you will be tasked with developing professional connections as well as client relationships in an extensive, orphan client portfolio across the North West region. You must have a proven record of success working in a fee based environment and be a CII Chartered Financial Planner: this is a requirement as our client is looking for a highly technical and well qualified individual. ...
Providing holistic fee based advice to HNW individuals, you will be tasked with developing professional connections as well as client relationships in an extensive, orphan client portfolio across the City. You must have a proven record of success working in a fee based environment and be a CII Chartered Financial Planner: this is a requirement as our client is looking for a highly technical and well qualified individual. You must also...
Providing holistic fee based advice to HNW individuals, you will be tasked with developing professional connections as well as client relationships in an extensive, orphan client portfolio across the North West region. You must have a proven record of success working in a fee based environment and be a CII Chartered Financial Planner: this is a requirement as our client is looking for a highly technical and well qualified individual. ...
A national wealth management firm are looking to add to their team in Northampton with a highly qualified and experienced individual. This 'New Model Advisory’ firm is RDR ready with 75% of their advisers at Chartered status already. Providing a holistic fee based advice service to HNW individuals, you will be tasked with developing professional connections as well as a client bank with clients from the surrounding area. Y...
Our Client is currently seeking an experienced Senior Paraplanner to provide vital support to senior IFA's, and management staff in their Northampton office. You will be expected to analyse and research their clients existing position and act as the technical interface between the Director, Advisor and clients-whilst managing the administration team where needed. Systems and controls experience also needed. You must have superb techn...
A national wealth management firm are looking to add to their team in Northampton with a highly qualified and experienced individual. This 'New Model Advisory’ firm is RDR ready with 75% of their advisers at Chartered status already. Providing a holistic fee based advice service to HNW individuals, you will be tasked with developing professional connections as well as a client bank with clients from the surrounding area. Y...
An outstanding opportunity exists within a highly reputable wealth management firm, with a substantial and demonstrable track record of profitable success over the years. Our client requires a Senior Paraplanner to manage a team of Paraplanner’s predominantly in the Technical Manager’s absence, alongside having full traditional paraplanning duties. The successful post-holder will hold the level 4 Dip PFS, with a number of additional ...
An outstanding opportunity exists within a highly reputable wealth management firm, with a substantial and demonstrable track record of profitable success over the years. Our client requires a Senior Paraplanner to manage a team of Paraplanner’s predominantly in the Technical Manager’s absence, alongside having full traditional paraplanning duties. The successful post-holder will hold the level 4 Dip PFS, with a number of additional ...
11 jobs matching this search were posted in the last week
Our client, a Top Tier UK Accountancy firm, requires and experienced IFA to work from their Birmingham city centre offices within their Financial Planning arm of the business. The successful post-holder will have a strong fee based financial planning background, be at Advanced Dip PFS level and have a demonstrable track record of high revenue production. You will have access to a large, wealthy client bank in this role and therefore ...
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Date: 4 May
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Ipswich, Suffolk
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£50,000 - £60,000 per annum, negotiable, inc benefits, OTE
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2 applications
A profitable Wealth Management firm requires a highly motivated regulated financial planning professional to provide a holistic financial planning service to private clients sited in both Suffolk and Norfolk. This firm is both highly reputable nationally and also profitable; offering a real chance for personal progression. Advanced Dip PFS is required (Chartered preferred) and a strong, demonstrable track record of revenue generation...
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Date: 4 May
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Ipswich, Suffolk
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£50,000 - £55,000 per annum, negotiable, inc benefits, OTE
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5 applications
Our client is a well-capitalised, leading financial services firm who are currently seeking an experienced IFA to work within their Private Client division. Having adopted a strong RDR compliant business model, they provide business leads to their wealth advisers both through internal and externals means. Their target demographic is affluent HNW professionals and top commercial/corporate business clients. You will possess the ability...
Our client, an industry leading wealth management firm requires a highly motivated and experienced IFA to report into their West Midlands offices. Our client provides predominantly investment and pension financial planning solutions specifically for HNW private clients, including notably top tier professional sports players/sports clubs, lottery winners, wealthy company directors and business owners, alongside court of protection/personal i...
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Date: 4 May
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Lancaster, Lancashire
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£40,000 - £50,000 per annum, negotiable, inc benefits, OTE
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2 applications
Our client, an award winning regional wealth management firm, require an experienced, well qualified (Chartered preferred) and importantly highly motivated IFA to join their practice. Our client has in place 12 separate professional introducer connections sited within regional accountancy practices and legal firms; you will be required to develop professional connections which will be supplied to you. You will not however get a client bank ...
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Date: 4 May
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Edinburgh, Midlothian
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£25,000 - £30,000 per annum, negotiable, inc benefits, OTE
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0 applications
A leading national Wealth Management organization have a requirement for a Paraplanner to join their team. You will be working closely alongside the Technical Manager in supporting the Financial Planning Manager. The role will involve elements of administration (processing new and existing business) as well as some paraplanning duties such as report writing - this is a varied role that would suit either a low level Paraplanner or an e...
Our client, a reputable wealth management firm requires an Independent Financial Adviser to work within their market leading, profitable business. Providing a professional holistic financial planning service, you will be tasked with developing professional introducer connections and new business from a small orphan client bank of mainly private clients. You must have a proven record of revenue generation working in a fee based financ...
Our client, a high quality wealth management firm based in the Birmingham City Centre area requires an experienced Paraplanner to work from their prestigious offices. Our client provides holistic financial planning solutions to both private and corporate clients; however the majority of their work is focused on HNW private clients in the West Midlands and wider West Midlands region. You will have at least 7 years paraplanning experie...
Our client, an industry leading financial services wealth management firm, requires an experienced tele-sales or tele-marketing consultant to work from their Wolverhampton offices. You will be tasked with generating new business leads for financial planners from a wide range of marketing sources. Either from a B2B or a B2C tele-sales background you must demonstrate that you are a highly motivated and professional individual with the ...
Our client, a reputable wealth management firm, requires an experienced Paraplanner to work from their prestigious Edinburgh offices. Our client provides holistic financial planning solutions to both private and corporate clients; however the majority of their work is focused on HNW private clients in the Edinburgh and borders region. You will have at least 7 years paraplanning experience and be highly capable in producing reports, f...
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Date: 29 April
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Edinburgh, Midlothian
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£40,000 - £55,000 per annum, negotiable, inc benefits, OTE
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3 applications
Our client, a forward thinking, reputable Wealth Management firm requires an outstanding IFA to provide a holistic financial planning service based from their Edinburgh offices. Our client’s target client demographic is affluent, HNW private and large corporate/commercial clients mainly sited in the Edinburgh/Glasgow and borders region. Due to a unique situation our client has a large portfolio of orphan clients that due to changes i...
Our client, a reputable wealth management firm, requires an experienced Paraplanner to work from their Leicester City Centre offices. Our client provides holistic financial planning solutions to both private and corporate clients; however the majority of their work is focused on HNW private client financial planning with case sizes on average of £500,000 upwards. You will have at least 5 years good paraplanning experience and be...
