This is a strategic appointment for someone to focus on the firms offering in the Manchester office. It is a new and exciting opportunity for someone who has their own established clients and contacts with referrers and intermediaries such as Banks, Brokers and FSAs. You will play a key role on the future development and management of the team.
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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Working as a Private Client Manager you will manage your own caseload of Wills and Probate work and be responsible for managing the team effectively and promoting the department both.
The Role: ?X To build a portfolio of clients / case work advising on tax planning for the elderly and advising on issues around community care law. ?X To create with the private client team a centre of excellence for the provision of advice to the elderly client group both locally and nationally ?X To market the services of the firm both in this area and generally.
This is a strategic appointment for someone to focus on the firms offering in the Manchester office. It is a new and exciting opportunity for someone who has their own established clients and contacts with referrers and intermediaries such as Banks, Brokers and FSAs.
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.
The largest truly independent financial practice in the UK seek top quality advisors to join their already very successful team in the Manchester and surrounding; a fantastic opportunity for a.
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.
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.
Your responsibilities will include but not be exhaustive as follows: * Head up the practice whilst at the same time generating revenue streams through business development and account management activities. * Delivery of high-level quality IT solutions to clients with a collaborative approach to consultancy.
An exciting opportunity has arisen to join Steria as the Microsoft BI Practice Lead. The successful candidate will head up the Microsoft BI Practice and lead a team of Microsoft Developers who work with Sterias clients on Microsoft BI Projects including supporting bids and projects using Microsoft Technology.
The successful candidate will provide advice to existing and new clients with the support of a technical support and paraplanning unit. The role will develop long term into a leadership role with the opportunity for the IFA to build his or her own team of consultants.
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