We are specialist consultants who have a blend of industry knowledge and recruitment expertise, solely focused on specific market sectors.
All our consultants have at least six years recruitment experience in their chosen specialisation and work as a Team.
We have a dedicated Account Manager for every client.
Chartered Wealth Planner
To provide financial planning services to new and existing clients
Deliver technically excellent financial planning advice to clients using the Wealth Planning processes
Proactively working with the Investment Managers to identify new Wealth Planning opportunities for existing clients
Develop new client relationships
Conduct the above in a compliant manner in line with the rules set out by the firm and the regulator
Work effectively with other members of the team (Paraplanner and Administrator) to work as efficiently as possible, delivering an outstanding client service and providing learning opportunities for junior members of the team