HNW Wealth Planner – Grow Trusted Client Relationships

We're seeking an ambitious individual to join our Financial Planning team in Knutsford. As part of a team of 6 FPs you will have a couple of years of proven FP experience already and be keen to generate new business in the region focusing on HNW clients. Your role is to build and develop trusted relationships with current and potential clients. To be...

**Are you a wealth management administration professional, looking for a new role in a dynamic and supportive environment?** Due to continued success in providing advice to HNW clients, this successful wealth management practice requires a professionaland proactive PA / Administrator to provide holistic support to the Financial Advisers and Paraplanning...

Are you a Private Client Solicitor (3yrs) or CILEX looking to work 4 days a week from home and only 1 day in the office in Sussex? Our client is an established and growing West Sussex practice boasting a range of HNW clients including celebrities, entrepreneurs and clients in the technology sector.Any additional information you require for this job can be...

Are you a Private Client Solicitor (3yrs) or CILEX looking to work 4 days a week from home and only 1 day in the office in Sussex? Our client is an established and growing West Sussex practice boasting a range of HNW clients including celebrities, entrepreneurs and clients in the technology sector.Any additional information you require for this job can be...

**Executive IFA Administrator / Paraplanner** We have an exciting opportunityto join our existing administration team**.** We are looking for those of you who have a hunger for learning and wish to grow with us as a business in our Bromsgrove office with remote working opportunities. Youwill join us on a **full-time, permanent** basis, and in return, you...

Job DescriptionAre you a Private Client Solicitor (3yrs+) or CILEX looking to work 4 days a week from home and only 1 day in the office in Sussex? Our client is an established and growing West Sussex practice boasting a range of HNW clients including celebrities, entrepreneurs and clients in the technology sector.The successful individual will be joining and...

Are you a Private Client Solicitor (3yrs+) or CILEX looking to work 4 days a week from home and only 1 day in the office in Sussex? Ready to make your application Please do read through the description at least once before clicking on Apply.Our client is an established and growing West Sussex practice boasting a range of HNW clients including celebrities,...

Join us as a Client Support Specialist where you will be delivering exceptional customer service whilst resolving complex customer needs or request. This role is 100% telephony-based, focusing on communication via phone. It is a Monday - Friday position, working shifts ranging between 8am - 7pm., To provide exceptional customer service while resolving more...

**Graduate Financial Administrator - Haywards Heath - Wealth Management Firm - up to £28k** Are you an all-round financial administrator dealing all aspects of a wealth management practice or similar? or possibly a graduate looking to take your first steps into the world of wealth management. My client, a Chartered Independent Financial Advisor(IFA) based...

**Job title: IFA Administrator / Wealth Planning Administrator** **Location: Haywards Heath** **Salary: £25,000 - £35,000 depending upon experience** Are you an IFA Administrator / Wealth Planning Administrator who loves supporting and being part of a team? If so, we may have the perfect opportunity for you. **Information on the role/company** Our...