Our client is a well-respected wealth client, with a global network, looking for a Wealth Planner to join them in building long term client relationships.
As a Wealth Planner you will be working directly with clients, providing a wide range of financial planning solutions, and conducting annual reviews. It will also include growing your client bank via referrals and giving solid advice recommendations and cash flow modelling reports.
You will be qualified to a minimum of Level 4 in Regulated Financial Planning, keen to develop and progress your career further. Experience of managing private client relationships and giving financial advice is a must, with a wide range of knowledge across a raft of products and asset classes.
You will have the ability to work with clients across all wealth bands and provide the best financial advice and support to clients with little or no financial knowledge.
This would suit a candidate with a year or two of experience, for example, looking to build a long-term career in the sector.
An excellent basic and benefits package on offer.
For more information, please contact mike@wealthresourcing.com or call on 07921 566779
Our client is a well-respected boutique wealth firm in the heart of Mayfair. They are looking for a Financial Administrator to join the team, someone keen to develop their career with them long term.
You will be supporting the business handling admin-related queries and providing a friendly and professional point of contact for clients and product providers (by phone, email and in person). Working closely with the firm’s partners and planners you will help prepare for meetings, maintain client files in line with compliance requirements and other ad hoc administrative duties.
Previous financial services experience in a similar position is desirable but not essential. This position would suit someone perhaps embarking on a career in the wealth management sector, with a passion for the industry and willing to work hard. Excellent communication skills both written and verbal are a must, with a disciplined and organised approach to your work.
This is a wonderful opportunity for someone with a positive mindset and approach.
For more information, please contact mike@wealthresourcing.com or call on 07921 566779
This is a wonderful opportunity for a paraplanner to join a very well-respected wealth client, entering a period of growth and expansion.
Working closely with the Head of Wealth Management, the successful candidate will be undertaking a range of paraplanning duties, across the investment and pension piece. You will be joining a client, with an enviable tack record and position in the industry.
Your paraplanning duties will include supporting the Chartered Financial Planner and Head of Wealth Management in formulating the advice to the client, providing technical and administrative support where appropriate, in a professional and considered manner.
You might be starting out on your paraplanning journey or be more experienced and considering where your career may take you next. Either way, this firm has huge potential for both personal and professional growth.
You will hold a Level 4 Diploma in Financial Planning, although we will consider those who are part-qualified actively working towards the Diploma. You will have a passion for paraplanning, and a desire to provide a “best-in-service” approach to your work.
For more information, please contact mike@wealthresourcing.com or call on 07921 566779
Our client is a very well established and respected wealth manager, entering a period of growth. Due to this, they are looking for an experienced Head of Administration, Client Delivery.
You will be overseeing and managing the administrative functions for the wealth firm, covering areas such as process optimisation and ensuring compliance. You will be tasked with streamlining the admin procedures, helping to improve the accuracy and efficiency of the department.
You will be ensuring that the administrative and client delivery adheres to required regulatory compliance, as well as overseeing the administrative support given to the client’s team. There is an element of project management, as you oversee projects and initiatives relating to client delivery and administration. Your contribution to client services by ensuring timely and accurate processing of administrative tasks, will help in ensuring a “best in service” client experience.
The ideal candidate will have held a similar position within a wealth management client, with a track record of helping to bring process improvement. Diploma Level 4 qualified and with a real desire and passion to help in the growth and development of the business is a must. You will be tasked with the mentoring and training of the administrator team, reporting directly to the Operational Director.
This is a business-critical hire, and the package will reflect that, as well as the opportunities for growth and career progression. A fantastic opportunity to join an exceptional client.
For more information, please contact mike@wealthresourcing.com or call on 07921 566779
We are working on an exclusive basis with a highly respected wealth client, who are entering a period of growth and looking to expand their team.
A Client Support Administrator is needed, working within a busy team which is responsible for ensuring all administrative requirements are executed to the highest of standards.
Day to day, your work may involve information gathering from product providers, to allow documents such as Letters of Authority to be produced. Generating plan valuations, assisting with new business processing and research work. During busy periods you may also be required to meet clients as they visit the office, ensuring they feel welcome and looked after.
Previous experience of a similar role in the financial services industry is preferred but not essential, and you will have a proven track record of client support and administrative duties. A professional telephone manner and excellent communication skills are a must, being able to manage a busy workload and a wiliness to help as needed.
The opportunities for personal and professional development are front and centre with our client. It’s important you have the right tools for the job, this includes achieving the Chartered Insurance Institute qualification in Financial Administration. This award is vital, and full support and mentoring will be given to help you achieve this.
For more information, please contact mike@wealthresourcing.com or call on 07921 566779