An exciting opportunity has arisen for an experienced Senior Paraplanner to join a growing financial planning firm. This role is ideal for someone with strong technical expertise, leadership skills, and previous paraplanning experience wh...
We have a fantastic opportunity for an Independent Financial Adviser to join our clients firm based in London. This organisation is recognised as one of the UK’s largest Chartered Financial Planning firms and provides clients with independe...
We are seeking a detail-oriented and proactive Paraplanner to join a growing financial planning team based in Central Manchester. This opportunity is ideal for a career Paraplanner who holds the Level 4 Diploma in Financial Planning (mini...
external compliance consultants. Manage Professional Indemnity Insurance renewals. Oversee the Training & Competence (T&C...) scheme. Monitor file reviews and management information (MI). Human Resources: Manage recruitment activities Prepare...
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 detail-oriented and analytical Financial Paraplanner to support our team of 5 advisors in delivering exceptional client service and comprehensive financial planning. As a paraplanner, you will assist in gathering client inf...
We are recruiting for a Paraplanner to join a growing financial planning firm based in Warwick. This is a full-time, hybrid position supporting three Financial Advisers, playing a key role in delivering high-quality financial planning solut...
We have a fantastic opportunity for an Independent Financial Adviser to join our clients firm based in Leicester. This organisation is recognised as one of the UK’s largest Chartered Financial Planning firms and provides clients with indepe...
Our client is seeking a Client Relationship Manager to collaborate as part of a team to assist Advisers in all areas of client administration, ensuring exceptional client outcomes. In coordination with Advisers, Paraplanners, and Client Ser...
Support Consultants and any additional requests when required, managing this in a timely manner. - Update the back office.... - Build relationships with clients, consultants and third parties (professional connections/product providers etc) as part...