Wealth Adviser / IFA recruitment
Wealth Adviser IFA FPSG are continuing to work with one of the pre-eminent names in the wealth management arena, a firm that have been at the forefront of the move to a fee based approach utilising ethical, highly qualified financial planners. Given the fee based approach, the average case value remains high with the work focusing on investment planning, tax mitigation and specialist pensions. The organisation is able to sustain additional, high quality consultants across the UK who can add value to the business. Given the provision of clients and introducers, the framework is in place for consultants Read more […]
Financial Planner / IFA recruitment
Our client is an award winning, Chartered IFA practice with offices across the Midlands. They specialise in providing a holistic Financial Planning and Investment Management service to a vast portfolio of HNW individuals and corporate clients. In addition, they offer their clients a bespoke Discretionary Investment Management service. Due to a substantial increase in clients, an excellent opportunity has arisen for an experienced IFA / Financial Planner to join their team and service an existing book of private clients on all areas within Financial Planning and Investment Management. The Read more […]
Wealth Manager / IFA recruitment
Committed to providing professional advice in a clear straight forward manner you can be assured of joining a company who have the customer at the forefront of everything they do. Operating in an RDR compliant manner they are well positioned in a changing market and will have no issues with their proposition beyond the impending regulatory changes.Due to expansion they are now seeking a motivated, client focussed advisor who understands the importance of delivering exceptional service at all times. With a passion and belief in investing in their people you can expect a whole lot of support when Read more […]
Wealth Manager – IFA recruitment
My client is seeking a Wealth Manager IFA for their operation based in the Channel Islands.However you can based from home and work remotely with your existing client/custome baseIdeally you will have at least 5 years experience/knowledge as a IFA/Wealth Manager.You will have an active portfolio of clients/customers from the HNW section of the community within your area who require a range of Wealth Management products/servicesPreferred:Industry-related courses – FPC etc.Professional designations (Certified Financial Planner, Chartered Accountant, Chartered Financial Analyst)Second language an Read more […]