We are looking for a Financial Administrator for our client, a Chartered Financial Planning firm, based in the Nottingham area. You will be providing administrative support to a group of Financial Planners, specialising in investments and p...
Our client is looking to welcome a Financial Adviser into their team in York, to advise clients as appropriate to their circumstances and objectives. Specific responsibilities Prospecting and contacting potential clients in accordance w...
Our client is looking for a Private Client Advisor to join their team. The job purpose comprises of meeting with clients and prospective clients to provide financial planning for them in accordance with the company propositions, in order to...
We are seeking a client services administrator to join a well-established financial services firm based near to Bath. You will work closely with the senior paraplanners and financial advisers to support the existing client bank and assist i...
Our client is looking to welcome a Financial Adviser into their team in Market Harborough, to advise clients as appropriate to their circumstances and objectives. Specific responsibilities Prospecting and contacting potential clients in...
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...
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...
Our client is looking to welcome a Financial Adviser into their team based in Burgess Hill, to advise clients as appropriate to their circumstances and objectives. Specific responsibilities Prospecting and contacting potential clients i...
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 ...
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...