Location – Richmond House, Hale, UK Salary – £22,000 -£30,000 (DOE) Due to continued expansion, we are delighted to announce that we are looking to recruit an IFA Administrator to join our dynamic and forward-thinking team. Our ambitious plans can only be achieved by recruiting the right people. We provide an excellent on the job…
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We are delighted to welcome Meg to the Foresight Team as our newest Client Manager. Meg is working towards her Diploma and brings a wealth of knowledge over with her from her previous roles. Meg is already settling in to the team and we look forward to supporting her through this next stage of her…
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At Foresight, we always aim to provide the best service for our clients and work hard to maintain these standards. However, we’re always happy to be recognised for our efforts. We are delighted to announce that we have once again been awarded the Solidus Achievement of Excellent for our Estate Planning and Trust based solutions.…
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In October 2022 Ben Dyson our Senior Wealth Strategist joined Kimberley Dondo on her In Conversation With… Podcast. They discussed a number of things, including how Ben got into a career in finance, and how he uses his knowledge to empower clients to be financially free listen to the entire podcast here.
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Location – Richmond House, Hale, UK Salary – £22,000-£45,000 (dependant on experience and qualifications) Who are we… Foresight Wealth Strategists are an award-winning financial planning practice, based in the centre of Hale, near Altrincham. Since 1998, we have been specialising in providing high-quality financial planning advice to business owners, professionals, and high net worth individuals.…
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We are delighted to welcome Michael to the team as our newest Wealth Strategist. Michael has been working in the Financial Services Industry for a number of years and is currently working towards becoming Chartered, alongside his numerous other qualifications. Michael is already settling into the team really well and we look forward to working…
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Damian has joined our team as our newest Client Manager, Damian has previously worked in the Financial Services industry at a compliance firm doing research and has transitioned into paraplanning. Damian is currently working towards his diploma in Regulated Financial Planning and in his spare time competes all over Europe in Buhurt (medieval armoured combat)…
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In August 2022 we welcomed Harry to do a week of work experience with us, Harry has never worked in an office before and wanted to get an idea of what to expect before he heads off to university. Let’s see what he got up to while he was with us… For a college student…
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Every quarter, we sit down together and discuss what has happened so far in the year, look at where we are in regard to our targets and what our focus is going to be for the next quarter. We have found doing this quarterly works particularly well, as it ensures the team are kept abreast…
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As the end of the academic year arrives, it feels good to announce that the last of our Client Manager team has achieved their Diploma qualification. The financial planning profession is one of the most highly regulated, and anyone advising clients must hold a Level 4 qualification, usually the Diploma in Financial Planning from the…
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