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Highly successful and prestigious financial planning practice linked to a chartered accountancy firm requires an experienced self employed financial planner to join the very established team. This is an absolutely superb opportunity for the right individual to take their career to the highest level working in the HNW fee based.
Highly successful and prestigious financial planning practice linked to a chartered accountancy firm requires an experienced self employed financial planner to join the very established team. This is an absolutely superb opportunity for the right individual to take their career to the highest level working in the HNW fee based.
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Our client is looking for a proven track record of client management and strong sales figures. If you have a client bank that is portable this would be seen as an advantage but not essential.
The business mix is bias towards investments over pensions but experience within both is essential. You will be CAS status, professionally minded and ready for a new challenge with an RDR ready fee based IFA.
Technically, the ideal candidate will have a strong knowledge of SQL databases, source code control systems (preferably ClearCase, perforce) and knowledge of automation tools (Cruise Control, nant,) In addition, its.
This is an exciting opportunity for a candidate with experience of Regulatory control within an Insurance environment, you will join the Global Re-Insurance Strategy team in a high-impact role which.
The support unit in place is very experienced and hold excellent qualifications and are arguable the strong support team in the region, you will benefit from reporting writing, portfolio construction and after care of the clients.
The role will be responsible for helping to plan and manage US GAAP closes on a quarterly basis. The role holder will focus a significant time in the non close periods in leading other projects and will also help in planning and managing board reporting and year end statutory reporting requirements.
Being a forward thinking and experienced advisor you will be used to generating and closing business from existing and potential clients by developing and maintaining the organisation's client base whilst continuing to expand your portfolio through networking, referrals and business relationships.
Due to the professional level of the role our client will only consider those at a minimum of Diploma FS qualified with proven success in a similar role. Ideally our client is looking for those familiar with dealing with HNW clients, such as solicitors and accountants.
Due to their outstanding service offering in these markets and rapid growth, we are looking for those of you that can demonstrate a consultative business development background, coupled with an outstanding track record of achievement against target.
Working as part of a fully integrated team of investigators and lawyers that investigates and brings regulatory action and/or criminal proceedings, you will, depending on your level of skill and.
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