Our client is looking for a New Business Administrator to join their Wealth Management team based in London. This will be a hybrid working role with 3 days in the office. Main Duties and Responsibilities:- Achieve a comprehensive unders...
Our client is looking for a talented Paraplanner to join their team based in Birmingham, to join their Technical Team, supporting their team of Financial Advisers advising Clients on financial strategies, plans and products. Key Responsib...
Our client is looking to welcome a Financial Adviser into their team in Birmingham, to advise clients as appropriate to their circumstances and objectives. Specific responsibilities - Prospecting and contacting potential clients in acco...
We are looking for a Financial Planning Administrator to join our clients team based near Burgess Hill. We are looking for an individual who has previous experience either working for a wealth management firm, or within mortgages. Your main...
Our client is looking for an Administrator/PA to join their SJP Practice, with their head office based in London. This position will predominantly be a remote role, with travel into their London office once a month for team meetings. You wi...
Our client is looking for a commercially-minded and articulate individual to join their SJP Practice in its Paraplanning Team as a Junior Paraplanner based in Tring. You will supporting 3 Financial Advisers, along with a team of support sta...
Our client is looking to take on a new Associate Adviser to join their SJP Practice based in Central Maidstone, Kent. You will help play a vital role in supporting Financial Advisers through delivery of suitability reports and acquisition o...
Our client a large wealth management company is looking for a Paraplanning Manager to head up a team of paraplanners and work closely with a Senior Adviser assisting in operations. - You will be assisting the Partner with administration n...
Our client is looking to take on a new Private Client Associate to join their SJP Practice based in Central London. You will help play a vital role in supporting Financial Advisers through delivery of suitability reports and acquisition of ...
Our client is looking a Financial Planning Administrator to join their expanding team of Chartered Financial Planners in Lewes, East Sussex. They are looking for a Financial Planning Assistant to join their team and provide day-to-day suppo...