Our client is looking for an experienced Personal Assistant to join their team in London. The role consists of providing comprehensive executive assistance and client servicing to the senior Financial Planner. As Personal Assistant, you wil...
be either full or part-time. The role includes the following responsibilities: - Liaison with recruitment agents - Drafting... of initial telephone interviews of candidates - Attending interviews and taking notes - Co-ordinating of recruitment process...
Our client is looking for a Financial Adviser to act as an intermediary between their company and customers. You will provide clients with financial guidance and make recommendations on how to best utilise their money. The ideal candidate w...
Our client is looking for a Financial Adviser to act as an intermediary between their company and customers. You will provide clients with financial guidance and make recommendations on how to best utilise their money. The ideal candidate w...
We are looking for a Technical Consultant / Paraplanner for our clients based in the heart of London. You will be providing vital paraplanning support to a team of wealth advisers. There is also the potential to progress into and Advisory r...
Our client is looking for a Financial Adviser to act as an intermediary between their company and customers. You will provide clients with financial guidance and make recommendations on how to best utilise their money. The ideal candidate w...
We have a great opportunity for someone to join a well-established wealth management firm in London who are looking for a Trainee Mortgage Advisor to join their friendly team. If you are someone who is confident speaking over the phone to a...
We are looking for an experienced Financial Administrator to join our clients wealth management firm based in Horsham. This position will involve supporting Financial Advisers with all areas of administration including, business processing,...
An exciting opportunity has arisen for a highly experienced Paraplanner within a Wealth Management Practice providing bespoke face to face financial advice to individuals and businesses throughout the UK. Our client is an appointed represen...
Support Consultants and any additional requests when required, managing this in a timely manner. - Update the back office.... - Build relationships with clients, consultants and third parties (professional connections/product providers etc) as part...