We are looking for a Paraplanning Team Leader to join our client's expanding firm in Farnborough. You will help manage the team on a day to day basis, ensuring pipleine management and progressing cases in a timely manner, highlighting any p...
We are looking for both trainee and experienced Paraplanners for our clients based in the Banstead area of Surrey. You will be providing vital paraplanning support to a team of wealth advisers. There is also the potential to progress into a...
Our client is looking for a Financial Planning Administrator to assist their in their busy practice in Burgess Hill. This will be a part-time position, 3 days a week. You will be responsible for ensuring that every task is carried out as in...
Our client is looking for a Trainee Financial Adviser to join their expanding team, based in Canary Wharf, London. This is an exciting opportunity for those who have little to no experience working as a Financial Adviser in the UK and who a...
We are looking for an experienced Paraplanner for our client, based near Leicester, to join their expanding team. You will be working for a dynamic wealth management firms that offers holistic Financial Advice to clients around the world. ...
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...
This is a rare opportunity for a results-orientated, hard-working individual with excellent telephone manner and organisational skills to join a rapidly growing and high-impact IFA business. Due to our client’s ongoing success, they have an...
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...
We have an exciting opportunity for an individual to fill a Client Services Associate role in London. Job purpose: To deputise for the Client and Investment Administration Manager. To support the company in delivering a high qualit...
Our client is looking for a PA to join their successful team in Central London. The role will involve supporting the Managing Director, ensuring client requirements are met. Earn up to £50k with benefits, depending on experience. Specific...