Our client is looking for a talented Compliance Administrator to join their team based in Horsham. This will be a hybrid working position. Key responsibilities To provide first class support to the Compliance Officer To represent t...
We are looking for an experienced IFA Administrator for our client based in Horsham. This will be an office based position with a growing and reputable firm. Working in collaboration with Financial Advisers and other colleagues, you will ...
Our client is looking for a Client Services Representative to work as part of the Client Services team based in Farnborough. Key Responsibilities: Manage inbound and outbound calls and book appointments. Respond to customer questions a...
Our client is looking for an articulate individual with relevant financial services experience for a full-time permanent role in the administration team, based in London. Key responsibilities: Acting as the point of contact between advi...
Working in collaboration with Financial Advisers and other colleagues, you will assist the Financial Advisers in preparing recommendations and producing suitability reports in line with company policy, including preparing and maintaining cl...
Our client is looking for an Administrator/PA to join their expanding team based in Elstree, Hertfordshire. You will be providing administrative support to the financial planner(-s) to maintain existing business with current clients, grow b...
Our client, based in Worthing, is looking for an experienced Financial Client Executive to join their team to help provide efficient administrative support to clients and senior members of staff. You will supporting several Financial Advise...
Our client is looking for a Financial Administrator to join their expanding team based in the Liverpool area. You will be joining a financial advisory firm, helping to prepare and package financial planning reports for Advisers and their cl...
We are working with a well-established wealth management firm based in Liverpool looking for an experienced Client Services Support Administrator to join their busy team. The right candidate will be flexible and dedicated, with effective co...
Our client is looking for a Wealth Management Administrator to join their team in Epsom, Surrey, Key Responsibilities: Prepare and package financial planning reports for the Financial Planners and their clients Preparation of transacti...