Latest Opportunities

Financial Planning and Wealth Management

Below are a selection of our opportunities, to learn more about these please click the opportunity title or read more. For other opportunities or an open minded chat please contact us on 020 7232 2225 or e-mail info@e-volveconsulting.co.uk


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Senior Financial Planning Manager                       >> Register with e-volve
Location: Romford
Salary range: Flexible, plus a generous bonus structure and benefits

Our client is an established IFA business which has grown through the successful development of professional introducers. A recent significant development has given them the opportunity to expand the business by providing their full range of services to the clients of a top 20 firm of Chartered Accountants.

 

They aim to offer a professional level of service for both individuals and businesses which is second to none. They are independent and provide a comprehensive appraisal, owner managed businesses, high net worth individuals and property buyers. Read more...

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Senior Sales Consultant                                           >> Register with e-volve
Location: Shillington, nr Hitchin
Salary range: Salary dependent on experience, good bonus structure

Our client has been established for over 8 years and has grown over that time by attracting clients who need assistance in mitigating their inheritance tax liability and/or investment advice.  These clients have been gained through conducting seminars on these subjects which demonstrates some methods and key facts. Clients have also been attracted to the business as they value the none aggressive and none arrogant style.

There is no doubt that our client is dynamic, has a big heart and takes great pride in it’s appearance to others and encourages a good work life balance.

Read more...

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Financial Adviser [Partner]                                      >> Register with e-volve
Location: London and Home Counties
Salary range: Self employed, very competitive structure

Our client is one of the UK's most prestigious specialist wealth management organisations with over 400,000 clients and £17.2 billion funds under management and award winning FTSE 250 Company. They are also very much a growth company, with a strong track record of success and achievement. As a result of that growth, they are committed to attracting the best and most ambitious advisers. Read more...

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Associate Director                                                     >> Register with e-volve
Location: London, City
Salary range: £55,000 - £80,000 4xDIS, 75% PHI (after probationary period), PMI (after probationary period), 5% matched GPP, 25 days holiday, expenses

Our client is a City-based, specialist wealth management firm.  They advise those who wish to take control of all aspects of their financial affairs, with the on-going help of a trusted adviser. They offer two levels of service wealth planning and financial management.  It is not about selling things.Read more...

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Practice Head                                                              >> Register with e-volve
Location: London, City
Salary range:

£55,000 - £80,000 4xDIS, 75% PHI (after probationary period), PMI (after probationary period), 5% matched GPP, 25 days holiday, expenses

Our client is a City-based, specialist wealth management firm.  They advise those who wish to take control of all aspects of their financial affairs, with the on-going help of a trusted adviser. They offer two levels of service wealth planning and financial management.  It is not about selling things. Read more...

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Equity Partner                                                             >> Register with e-volve
Location: London, City
Salary range: Flexible, plus a generous incentive scheme

Our client is an LLP and been established for four years, there are five partners, an associate partner and a dedicated administration team.  They are seeking a dynamic and entrepreneurial individual to become a partner within the business, who can benefit from the brand they have built and have an input in the day to day decisions of the business.  

Between them have over 60 years of experience within the financial planning industry and a long list of qualifications to match. Read more...

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Adviser                                                                          >> Register with e-volve
Location: London, City
Salary range:

£30,000 - £55,000 4xDIS, 75% PHI (after probationary period), PMI (after probationary period), 5% matched GPP, 25 days holiday, expenses

Our client is a City-based, specialist wealth management firm.  They advise those who wish to take control of all aspects of their financial affairs, with the on-going help of a trusted adviser.

They offer two levels of service wealth planning and financial management.  It is not about selling things. It is about having the insight, knowledge, experience and skill to fully understand an individual, family or corporate financial situation and to then work out the best financial strategy to improve that situation. Read more...

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Business Acquisition Manager                               >> Register with e-volve
Location: Moorgate, City
Salary range: £30,000 - £70,000

Our client is one of the UK's most prestigious specialist wealth management organisations with over 400,000 clients and £17.2 billion funds under management and award winning FTSE 250 Company. They are also very much a growth company, with a strong track record of success and achievement. As a result of that growth, they are committed to attracting the best and most ambitious advisers.

They are able to provide advice on many aspects of wealth management, helping individuals of widely differing financial resources or life stages. They are also able to assist businesses in the increasingly complex area of corporate financial planning, from pensions through to insuring against the loss of a key Director. Read more...

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Business Acquisition Manager                               >> Register with e-volve
Location: London & Elstree
Salary range: £30,000 - £70,000

Our client is one of the UK's most prestigious specialist wealth management organisations with over 400,000 clients and £17.2 billion funds under management and award winning FTSE 250 Company. They are also very much a growth company, with a strong track record of success and achievement. As a result of that growth, they are committed to attracting the best and most ambitious advisers.

They are able to provide advice on many aspects of wealth management, helping individuals of widely differing financial resources or life stages. They are also able to assist businesses in the increasingly complex area of corporate financial planning, from pensions through to insuring against the loss of a key Director. Read more...

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Financial Planning Adviser                                       >> Register with e-volve
Location: New Malden
Salary range: £40,000 - £45,000

Our client is an established IFA business which has grown through the successful development of professional introducers. A recent significant development has given them the opportunity to expand the business by providing their full range of services to the clients of a top 20 firm of Chartered Accountants.

They aim to offer a professional level of service for both individuals and businesses which is second to none. They are independent and provide a comprehensive appraisal, owner managed businesses, high net worth individuals and property buyers. Read more...

printer icon print opportunity  E-mail us/call 020 7232 2225

 

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