We are looking for an experienced Financial Administrator to join our clients SJP Practice based in Brighton. This position will involve supporting Financial Advisers with all areas of administration including, business processing, financia...
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...
We are working with a well-established IF Firm based in Weybridge that are looking to take on a new Practice Manager. We are looking for a candidate that is very experienced in a similar type of role, who is flexible and can effectively com...
Our client is looking for a talented Mortgage Administrator to join their team in Bolney. This role would suit either a career administrator or an administrator who has their eyes on progressing to be a mortgage advisor or financial planner...
We are looking for a Senior IFA Administrator to join our clients firm based in the Wokingham area. This will be a fully office-based position, and you will be working directly alongside Financial Advisers helping them to provide Financial ...
Our client is looking for a Financial Services Administrator/Trainee Paraplanner to join their team based in Cranbrook, Kent. You will pay a supportive role to the Financial Advisors and Paraplanners, and help deliver an exceptional service...
Our client is looking for a talented Client Strategy Manager to join their team in Wallingford. You will be working with the Wealth Management Team to provide wealth management services to the company's clients. Key Duties: Review Meeti...
Our client is looking to welcome a Financial Adviser into their team in Cornwall, to advise clients as appropriate to their circumstances and objectives. Specific responsibilities Prospecting and contacting potential clients in accordan...
Our client is looking for an experienced Paraplanner to join their growing business in St Albans. You will be working closely with the Financial Adviser and the rest of the Administration team, this would suit someone looking to become part...
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...