Our client is looking for a talented Paraplanner to join their team, with options to be based in Harrow. This is a key role within the business, providing support to the Wealth Planners on financial strategies, plans and products to clients...
We are working with a client based in Berkswell looking for a Paraplanner to join their team. We are looking for a candidate who has good suitability report writing experience. Our client offers flexible working arrangements, including 1 da...
Our client is looking for an experienced Senior Administrator to join their Wealth Management firm based in London. This position comes with a generous pay and benefits package. Responsibilities To provide administrative support to one ...
Our client is looking for a Senior Financial Administrator to join their team in London. Key Accountabilities: PA and general admin duties Organise and diarise meetings on behalf of the Private Client Advisors Work with the Private Cl...
Our client is looking for a talented Practice Manager to join their wealth management team, joining a Practice of 15 team members. This will be an office based position working for a SJP Practice based in Durley. Key Responsibilities: I...
This is a rare opportunity for a results-orientated, hard-working individual with excellent telephone manner and organisational skills to join a rapidly growing and high-impact IFA business. Due to our client’s ongoing success, they have an...
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 talented Paraplanner to join their team, working remotely. You will be working for an SJP Practice, with their head office based in London. Key Responsibilities: To assist the Financial Planner in formulating...
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 a Trainee Paraplanner to join their Feering office. You will be providing support to the team of IFAs. Key Responsibilities: To write suitability reports for clients of the firm’s IFAs. Reports are often of a ...