Employment Type : Full-Time
HNW Investment Director 60,000 Comms BUPA Dental Pension (14%) Remote Do you have a background within financial investment & a Level 4 Qualification in Financial Advising? Would you rather someone else did your report writing, para planning, after care and lead flow aspects of your role? Would you rather just close business and make money? This US Asset Management company has over 200 billion under their management and they are focused on co...
Employment Type : Full-Time
HNW Investment Director 60,000 Comms BUPA Dental Pension (14%) Remote Do you have a Level 4 Qualification in Financial Advising? Do you hate the report writing, para planning, after care and lead flow aspects of your role? Would you rather just close business and make money? This US Asset Management company has over 200 billion under their management and they are focused on continued growth. They are looking for Salespeople with Financial Servic...
Employment Type : Full-Time
Managing Director / Executive Director / Private Banker / Banker / Relationship Manager / Investment / Wealth / UHNW / HNW / London / Permanent Managing Director / Director - Senior Private Banker Location: Central London Role: Senior Relationship Manager Sector: Private Banking / Wealth Management Our client, a globally renowned Private Bank, is entering its next phase of strategic growth following record-breaking year on year performance. As p...
Employment Type : Full-Time
Financial Planning Director, Edinburgh As a Financial Planning Director, you'll be at the forefront of empowering clients to achieve their financial planning goals through strategic planning and insightful advice. This role demands a financial planning professional with a deep understanding of financial markets, a knack for holistic financial planning, and the ability to forge lasting client relationships with High Net Worth clients. Key Respons...
Employment Type : Full-Time
Financial Planning Director, London As a Financial Planning Director, you'll be at the forefront of empowering clients to achieve their financial planning goals through strategic planning and insightful advice. This role demands a financial planning professional with a deep understanding of financial markets, a knack for holistic financial planning, and the ability to forge lasting client relationships with High Net Worth clients. Key Responsibi...
Employment Type : Full-Time
Senior Administrator - Ultra HNW IFA Based: Guildford Salary: 30-35,000 free parking on site, excellent benefits including upto 10% contributory Pension, PMI, IP, DIS and annual bonuses - discretionary and performance related. Study support for professional qualifications, training and development days. Our client is a professional, well established HNW IFA who have built a fantastic reputation over a number of years. An extremely low turnover o...
Employment Type : Full-Time
My client is a wealth planning firm in Leatherhead who I have met and placed staff with. They offer financial advice to HNW private clients who are retirees, accumulators, local families and SME owners based across Surrey and London, however they do have client based abroad. Some of their clients have been with the business for over 10 years and they have built genuine relationships which go beyond just managing their financial affairs. They man...
Employment Type : Full-Time
Financial Planning Director As a Financial Planning Director, you'll be at the forefront of empowering clients to achieve their financial goals through strategic planning and insightful advice. This role demands a financial planning professional with a deep understanding of financial markets, a knack for holistic financial planning, and the ability to forge lasting client relationships with High Net Worth clients. Key Responsibilities: Provide c...
Employment Type : Full-Time
Are you a skilled Sales Support Administrator with experience gained within an IFA/Wealth Management firm? Are you able to utilise your expertise to deliver a first class service to clients and colleagues? Are you looking for a professional environment with a client centric approach? If the answer to these questions is yes, this could be the ideal role for you. Due to continued success in providing fee based advice to HNW clients, this successfu...
Employment Type : Full-Time
Are you a skilled Sales Support Administrator with experience gained within an IFA/Wealth Management firm? Are you able to utilise your expertise to deliver a first class service to clients and colleagues? Are you looking for a professional environment with a client centric approach? If the answer to these questions is yes, this could be the ideal role for you. Due to continued success in providing fee based advice to HNW clients, this successfu...