Our client is looking for a new Investment Administrator in this London/hybrid working role. Key responsibilities: You will be part of the Central Paraplanning Team working closely with the Paraplanning Manager. In addition to this, yo...
Our client is looking for a Financial Administrator to join their team in Banstead, Surrey. Key Responsibilities: Deal effectively with queries from clients and other parties through effective communication. Record your client communic...
We are seeking a client services administrator to join a well-established financial services firm based near to Bath. You will work closely with the senior paraplanners and financial advisers to support the existing client bank and assist i...
Are you an experienced Paraplanner looking for your next career step? We are working with a firm based in Leeds who are looking for a paraplanner with at least 2 years experience to join their fast growing and dynamic business. Key Respon...
Our client is looking for a commercially-minded and article individual to join its Technical Paraplanning Team as a Junior Paraplanner in Horsham. This will be an office-based role. Key Responsibilities: Delivering accurate, well-drafte...
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 desk-based Private Client Advisor in Farnborough. Job Content: Summary of Job Purpose: To provide cost efficient, effective and compliant whole of market/focused financial planning advice to Pension Liabili...
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...
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 for an IFA Administrator to join their team in Shoreham-by-Sea. The role of the Administrator is to work alongside Team Leader(s) and Paraplanner(s) to ensure the appropriate end to end management of the client lifecyc...