A Wealth Management and Employee Benefits organisation with offices throughout the UK are now seeking an experienced Paraplanner to join their Leicester City Centre team. The purpose of the role will be to provide a complete research and report writing support service for Consultants within the branch, aiding them in the more highly skilled areas to ensure that the client receives a complete and comprehensive advice package.
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A Wealth Management and Employee Benefits organisation with offices throughout the UK are now seeking an experienced Practice Manager/Head of client support to join their Leicester City Centre team. The purpose of the role will be to manage and develop the branch client support staff to ensure superior administrative and servicing support is provided for all Consultants attached to the branch.
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Located within the Leicestershire region a highly successful Financial Planning and Legal Practice are now seeking an experienced Independent Financial Adviser to provide professional Financial Planning advice to HNW clients who have surplus funds in excess of £200k on whole of the market regulated products including Investments, Pensions, Protection and Tax related products. The position will very much be office based however there will be a requirement to carry out external appointments depending on the clients' requirements and needs.
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One of the leading insurance brokers and financial services organisations in the East Midlands offering Insurance, Financial Services, Risk Management and Corporate Finance advice are now seeking experienced Financial Services Sales Support staff to join their growing team based in Nottingham. Working within a small team you will work very closely with the Consultants.
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One of the UK's leading providers of pension consultancy and wealth management are now seeking experienced SSAS & SIPP individuals to join their Leicestershire base. My client have an enviable position in the market place having grown from a small number of people to employing in excess of 200 staff throughout the UK including London. As an experienced SSAS/SIPP Portfolio Manager you will manage a portfolio of HNW and SME's clients where you will build up a long term client relationship by being a vital contact between the client and the Consultant.
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