We have an excellent opportunity to offer to a Trainee Associate Wealth Manager. The role will eventually lead to becoming a fully DipPFS qualified Wealth Manager. The Role – Trainee Associate Wealth Manager: The position will require a...
Our client is looking for a Wealth Management Administrator to join their team in Farnborough. Key Responsibilities: Prepare and package financial planning reports for the Financial Planners and their clients Preparation of transaction...
We have an opportunity for an Operations Administrator to join our clients team based in Whiteley, Fareham. You will report to the Platform Operations Deputy Manager, and we are looking for a candidate who can demonstrate a background of pr...
Our client is looking for a Financial Administrator to join their team in London. The Administrator will support all tasks across the Submissions team including issues management and to resolve escalations. PRINCIPAL DUTIES Review submi...
Our client is looking for a talented individual to join their team. You will have relevant financial services experience and will be based in a full-time permanent role in the administration team in London. Key tasks will include: Actin...
Our client is looking for a Trainee Paraplanner to join their team in Farnborough. Key responsibilities: To review and quality check Private Client fact finds to ensure the information provided allows you to conduct fund and product res...
We are seeking a client services administrator to join a well-established financial services firm based near to St. Albans. You will work closely with the senior paraplanners and financial advisers to support the existing client bank and as...
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 an IFA Administrator to join their team based in Bracknell. You will be working as part of a team providing timely and efficient support to the Advisers in conjunction with the Paraplanners. Responsibilities: P...
Our client is looking for a PA to join their successful team in Burgess Hill. The role will involve supporting a Financial Adviser, ensuring client requirements are met. Our client is a well-established Partner Practice of St. James Place a...