Our client is looking for a commercially-minded and article individual to join their SJP Practice in its Paraplanning Team as a Junior Paraplanner based in London. You will supporting 3 Financial Advisers, along with a team of support staff...
Our client is looking for a Financial Administrator to join their team in London. Key Responsibilities: Prepare client meeting packs and process action points post meeting. Produce accurate and timely client portfolio summaries and pla...
We have a new opportunity for a Senior Paraplanner to join our clients based in central London. They are one of the market leaders within wealth management across Europe, and in this role you will be analysing trading client portfolios and ...
Our client is looking for a Private Client Adviser to join their team. This will be a home/office/hybrid based role, working with an existing bank of recurring income clients and to address their clients financial planning needs. Our client...
Our client is looking to welcome a Financial Adviser into their team in York, to advise clients as appropriate to their circumstances and objectives. Specific responsibilities Prospecting and contacting potential clients in accordance w...
Our client is looking for a Private Client Adviser to join their team. This will be a home/office/hybrid based role, working with an existing bank of recurring income clients and to address their clients financial planning needs. Our client...
Our client is looking for a talented Paraplanner to join their team. Key Responsibilities: To assist the Financial Planner in formulating the advice to the client, providing technical support and guidance where appropriate. Review clie...
Our client is looking for an additional Paraplanner to join their team. You will be working alongside the Financial Advisers, preparing and maintaining client files and putting forward recommendations, and reviewing client financial strateg...
Weekly team activity management Monthly one-to-one meetings with Financial Consultants Build and maintain relationships... levels. Responsible for recruitment, training and development of the individual team, carrying out regular one to ones...
Our client is looking for a Financial Services Administrator to join their team in Cranbrook, Kent. Key duties · Answering incoming calls and directing calls appropriately · Processing applications, letters of authority and requests f...