Our client is looking for a Junior Paraplanner to join their team based in Dorking, Surrey, Key Responsibilities: To assist the Financial Planner in formulating the advice to the client, providing technical support and guidance where ap...
Our client is looking for an experienced Business Administrator to join their Wealth Management firm based in London. This position comes with a generous pay and benefits package and has hybrid working available. Responsibilities To pro...
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...
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 friendly and enthusiastic individual to join their busy Client Administration Team which supports the IFA and Technical Team. The main purpose of this role will is to provide support service to the advisory staff...
We have two available positions for a Pension and Investment Administrator to join our clients team based in Horsham, Sussex. This is a great opportunity to join a successful and well established team. Responsibilities will include: Pro...
Our client is looking for Paraplanner Support for their team in London. The role of Paraplanner Support is to work within the Paraplanning Team under the guidance of the allocated Key Responsibilities: Managing client data on X-Plan, sp...
Our client is looking for a Financial Administrator to join their team in London. The Administrator will help provide admin support to both the office manager and financial adviser. This will be a hybrid position, working 3 days in the offi...
Our client is looking for a Financial Administrator to join their expanding team based in London. You will be providing administrative support to the financial planner(-s) to maintain existing business with current clients, grow business re...
Our client is looking for a Financial Administrator to join their team based in Welwyn Garden City. The Administrator will help provide admin support to the team of Financial Advisers. PRINCIPAL DUTIES Review submitted cases and ensure ...