Our client is looking for a New Business Administrator to join their Wealth Management team based in Berkswell. This will be a hybrid working role with 3 days in the office. Main Duties and Responsibilities:- Achieve a comprehensive und...
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 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 to welcome a Trainee Wealth Manager into their team in Preston, to advise clients as appropriate to their circumstances and objectives. Specific responsibilities Prospecting and contacting potential clients in acco...
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 Chartered Paraplanner to join their team in London. The role will provide financial planning support to Private Client Advisors, assisting them in delivering financial planning to new and existing clients. Key ...
Our client is looking for a Financial Adviser to act as an intermediary between their company and customers. You will provide clients with financial guidance and make recommendations on how to best utilise their money. The ideal candidate w...
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...
compliance consultant with relevant matters Recruitment: Onboarding new starters Personnel: Planning company days out...
Weekly team activity management Monthly one-to-one meetings with Financial Consultants Build and maintain relationships... levels. Responsible for recruitment, training and development of the individual team, carrying out regular one to ones...