Weekly team activity management Monthly one-to-one meetings with Financial Consultants Build and maintain relationships... levels. Responsible for recruitment, training and development of the individual team, carrying out regular one to ones...
Our client is looking for a Senior Technical Administrator to join their expanding team. Purpose of Role To provide exceptional quality technical and general administrative support to the Private Client Director of a successful team. Th...
Working in collaboration with Financial Advisers and other colleagues, you will assist the Financial Advisers in preparing recommendations and producing suitability reports in line with company policy, including preparing and maintaining cl...
This is an excellent opportunity to get on board with our highly regarded client who is looking for an additional Property Manager due their expanding portfolio of properties in East Kent. Our client has several offices and this position is...
Our client is looking for a Private Client Advisor to join their team. The job purpose comprises of meeting with clients and prospective clients to provide financial planning for them in accordance with the company propositions, in order to...
Our client is looking for a Financial Planning Administrator to assist their in their busy practice in Bolney. This will be a part-time position, 3 days a week. You will be responsible for ensuring that every task is carried out as instruct...
Our client is looking for a Financial Administrator to join their team based in Barnet. The Administrator will help provide admin support to both the office manager and financial adviser. PRINCIPAL DUTIES Review submitted cases and ensu...
Our client is looking for a Financial Administrator to join their team in London. The Administrator will help provide admin support to both the office manager and financial adviser. PRINCIPAL DUTIES Review submitted cases and ensure doc...
Our client is looking to welcome a Financial Adviser into their team in Dorking, to advise clients as appropriate to their circumstances and objectives. Specific responsibilities Prospecting and contacting potential clients in accordanc...
Our client is looking for a Wealth Management Administrator to join their team in Berkswell, Birmingham. This will be a hybrid working position with progression opportunities available. Key Responsibilities: Prepare and package financia...