We are seeking a client services administrator to join a well-established financial services firm based near to Wolverhampton. You will work closely with the senior paraplanners and financial advisers to support the existing client bank and...
We are looking for an experienced Financial Administrator for our client, based near Leicester, to join their expanding team. You will be working for a dynamic wealth management firms that offers holistic Financial Advice to clients around ...
We are looking for an experienced Financial Administrator for our client, based near Leicester, to join their expanding team. You will be working for a dynamic wealth management firms that offers holistic Financial Advice to clients around ...
We are working with a client in London looking for a confident, motivated and organised individual to join their team and have the opportunity to train to become a fully qualified Financial Adviser. The successful candidate will ideally be ...
We are looking for an experienced Financial Administrator to join our clients SJP Practice based in Colchester. This position will involve supporting Financial Advisers with all areas of administration including, business processing, financ...
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 IFA Administrator to join their busy team in Cranbrook, Kent. The role will require excellent planning and organisation skills, a professional pleasant telephone manner and good administration skills to deliver ...
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...
Our client is looking for a Trainee Paraplanner to join their team based in Cranbrook, Kent. You will pay a supportive role to the Financial Advisors and Paraplanners, and help deliver an exceptional service to their clients. This role also...
compliance consultant with relevant matters Recruitment: Onboarding new starters Personnel: Planning company days out...