{"id":304,"date":"2015-03-19T15:19:40","date_gmt":"2015-03-19T15:19:40","guid":{"rendered":"http:\/\/www.recruitment-connection.co.uk\/?page_id=304"},"modified":"2025-11-06T18:39:44","modified_gmt":"2025-11-06T18:39:44","slug":"about-us","status":"publish","type":"page","link":"https:\/\/www.recruitment-connection.co.uk\/index.php\/about-us\/","title":{"rendered":"About Us"},"content":{"rendered":"<p><em>Who are we?<\/em><\/p>\n<p>As of 2025 The Recruitment Connection is no longer actively taking on new clients but will happily support our long standing clients with recruitment advice and guidance and will happily take on new assignments!<\/p>\n<p>Current Assignments Nov 2025<\/p>\n<p><strong>Writer &amp; Adviser Support<\/strong><\/p>\n<p><strong>Location:<\/strong> Cheam (Office-based)<br \/>\n<strong>Salary:<\/strong> Up to \u00a345,000 per annum (pro-rata if 4 days)<br \/>\n<strong>Hours:<\/strong> Full-time, with flexibility for a four-day week or a temporary arrangement<\/p>\n<p><strong>About the Role<\/strong><\/p>\n<p>A highly regarded wealth management practice is seeking an experienced <strong>Report Writer &amp; Adviser Support<\/strong> professional to join its established team in Cheam.<\/p>\n<p>This role has become available due to a planned retirement and offers an excellent opportunity to work in a close-knit, professional environment where quality of service and client care are at the heart of everything the firm does.<\/p>\n<p>You\u2019ll work alongside advisers to provide technical support, prepare suitability and review reports, and ensure every client receives clear, compliant, and well-presented advice documentation.<\/p>\n<p><strong>Key Responsibilities<\/strong><\/p>\n<ul>\n<li>Prepare <strong>suitability reports<\/strong>, review letters, and withdrawal letters.<\/li>\n<li>Support advisers with <strong>cashflow modelling, risk reports, and research<\/strong>.<\/li>\n<li>Conduct <strong>product and fund research<\/strong> to support recommendations.<\/li>\n<li>Use systems such as <strong>Intelligent Office, Volume, Aveni, and Mabel Insight<\/strong>.<\/li>\n<li>Confidently navigate <strong>provider platforms<\/strong> and maintain data accuracy.<\/li>\n<\/ul>\n<p><strong>About You<\/strong><\/p>\n<ul>\n<li>Experience in <strong>report writing, paraplanning, or adviser support<\/strong> within financial planning.<\/li>\n<li>Strong understanding of <strong>pensions, investments, and protection<\/strong>.<\/li>\n<li>Excellent written communication and attention to detail.<\/li>\n<\/ul>\n<p><strong>\u00a0<\/strong><strong>What\u2019s on Offer<\/strong><\/p>\n<ul>\n<li>Up to <strong>\u00a345,000<\/strong> (pro-rata for four days).<\/li>\n<li>Friendly, professional team with a strong client-first culture.<\/li>\n<li>Opportunity for a <strong>four-day week or temporary role<\/strong> leading up to Christmas.<\/li>\n<\/ul>\n<p data-start=\"105\" data-end=\"247\">&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;<\/p>\n<p data-start=\"105\" data-end=\"247\"><strong data-start=\"105\" data-end=\"166\">Independent Wealth Manager \u2013 Remote (London \/ South East)<\/strong><br data-start=\"166\" data-end=\"169\" \/><strong data-start=\"169\" data-end=\"247\">Competitive salary (DOE) + bonus + pension + funded exams &amp; CPD + expenses<\/strong><\/p>\n<p data-start=\"249\" data-end=\"448\">Our client is a boutique wealth management firm with c.\u00a3500m AUM, discretionary permissions, and leading technology \u2014 delivering bespoke investment and pension strategies to high-net-worth clients.<\/p>\n<p data-start=\"450\" data-end=\"675\">As an <strong data-start=\"456\" data-end=\"486\">Independent Wealth Manager<\/strong>, you\u2019ll inherit a quality client base and provide tailored financial, pension, and investment advice. You\u2019ll have the freedom to deepen relationships and shape long-term client outcomes.<\/p>\n<p data-start=\"677\" data-end=\"699\"><strong data-start=\"677\" data-end=\"697\">What\u2019s on offer:<\/strong><\/p>\n<ul data-start=\"700\" data-end=\"950\">\n<li data-start=\"700\" data-end=\"745\">\n<p data-start=\"702\" data-end=\"745\">Established, high-value client portfolio.<\/p>\n<\/li>\n<li data-start=\"746\" data-end=\"820\">\n<p data-start=\"748\" data-end=\"820\">Full autonomy with remote flexibility and exceptional systems support.<\/p>\n<\/li>\n<li data-start=\"821\" data-end=\"893\">\n<p data-start=\"823\" data-end=\"893\">A respected, close-knit team built on integrity and professionalism.<\/p>\n<\/li>\n<li data-start=\"894\" data-end=\"950\">\n<p data-start=\"896\" data-end=\"950\">Fully funded exams, qualifications, and ongoing CPD.<\/p>\n<\/li>\n<\/ul>\n<p data-start=\"952\" data-end=\"1093\">A rare opportunity to combine independence, flexibility, and institutional-quality support within a highly regarded wealth management firm.<\/p>\n<p data-start=\"1095\" data-end=\"1109\"><strong data-start=\"1095\" data-end=\"1109\">Ref: 15176\u00a0<\/strong><\/p>\n<p data-start=\"1095\" data-end=\"1109\">Please email or call if interested\u00a0 simon@recruitment-connection.co.uk<\/p>\n<p>.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Who are we? As of 2025 The Recruitment Connection is no longer actively taking on new clients but will happily support our long standing clients with recruitment advice and guidance and will happily take on new assignments! Current Assignments Nov 2025 Writer &amp; Adviser Support Location: Cheam (Office-based) Salary: Up to \u00a345,000 per annum (pro-rata if 4 days) Hours: Full-time, with flexibility for a four-day week or a temporary arrangement About the Role A highly regarded wealth management practice is seeking an experienced Report Writer &amp; Adviser Support professional to join its established team in Cheam. This role has become&#8230; <\/p>\n","protected":false},"author":2,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"open","template":"no-sidebar.php","meta":{"twitterCardType":"app","cardImageID":0,"cardImage":"","cardTitle":"","cardDesc":"","cardImageAlt":"","cardPlayer":"","cardPlayerWidth":0,"cardPlayerHeight":0,"cardPlayerStream":"","cardPlayerCodec":"","footnotes":""},"class_list":["post-304","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/www.recruitment-connection.co.uk\/index.php\/wp-json\/wp\/v2\/pages\/304","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.recruitment-connection.co.uk\/index.php\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.recruitment-connection.co.uk\/index.php\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.recruitment-connection.co.uk\/index.php\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.recruitment-connection.co.uk\/index.php\/wp-json\/wp\/v2\/comments?post=304"}],"version-history":[{"count":14,"href":"https:\/\/www.recruitment-connection.co.uk\/index.php\/wp-json\/wp\/v2\/pages\/304\/revisions"}],"predecessor-version":[{"id":2044,"href":"https:\/\/www.recruitment-connection.co.uk\/index.php\/wp-json\/wp\/v2\/pages\/304\/revisions\/2044"}],"wp:attachment":[{"href":"https:\/\/www.recruitment-connection.co.uk\/index.php\/wp-json\/wp\/v2\/media?parent=304"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}