We are working with a well established Wealth Management firm in Weybridge looking to take on a new IT Support Executive. Answering to the firms' Head of IT, you will have responsibility for their IT systems, software and hardware support. ...
Our client is looking for a Financial Planning Administrator to assist their in their busy practice in Brighton You will be responsible for ensuring that every task is carried out as instructed, while maintaining contact with the relevant p...
We are looking for an experienced Financial Administrator to join our clients SJP Practice based in Kings Hill, Maidstone. This position will involve supporting Financial Advisers with all areas of administration including, business process...
Our client is looking for a Client Administrator Team Leader to join their team. You will be line-managing a team of Wealth Client Administrators in a way that supports delivery of service excellence at all times. As the Team Leader, provid...
Our client is looking for a Trainee Paraplanner to join their team. This role would suit an individual who is halfway to being Diploma qualified and wants to work towards becoming a fully qualified Paraplanner. Key Responsibilities: Pro...
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 an experienced Policy Servicing Administrator to join their Wealth Management team based in London. This will be a hybrid working role with 3 days in the office. Responsibilities:- Achieve a comprehensive under...
We are looking for an experienced Compliance Officer for our client! Previous experience within the Financial Services industry is essential, and preference would be that you are diploma qualified (level 4). The successful candidate will be...
We are seeking a client services administrator to join a well-established financial services firm based near to Whiteley. You will work closely with the senior paraplanners and financial advisers to support the existing client bank and assi...
Our client is looking for a talented Paraplanner to join their team in London. Accountabilities: Delivering accurate, well-drafted and compliant advice within agreed timescales and cost budgets Providing technical resource to the advis...