Our client is looking for an experienced IFA Administrator to support Office Managers and Financial Planners, delivering a high-quality, compliant service to clients. You will manage client files, process new business, and provide administr...
We have a fantastic opportunity for an Independent Financial Adviser to join our clients firm based in Tunbridge Wells. This organisation is recognised as one of the UK’s largest Chartered Financial Planning firms and provides clients with ...
We have a fantastic opportunity for an Independent Financial Adviser to join our clients firm based in Farnborough. This organisation is recognised as one of the UK’s largest Chartered Financial Planning firms and provides clients with inde...
We have a fantastic opportunity for an Independent Financial Adviser to join our clients firm based in Chelmsford. This organisation is recognised as one of the UK’s largest Chartered Financial Planning firms and provides clients with indep...
compliance and complete required submissions Liaise with regulatory bodies and compliance consultants Monitor file reviews..., reporting (MI), and internal procedures Lead internal meetings and committees HR & Administration: Oversee recruitment...
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...
An excellent opportunity for an experienced Financial Adviser to provide holistic financial advice to clients, helping them achieve their long-term financial goals while building and maintaining strong client relationships. Key Responsibi...
Our client is offering an exciting opportunity for an experienced Team Leader to support a well-established and growing Financial Service practice and play a key role in supporting the Advisers in a smooth client servicing process. They wil...
Our client is looking for a Business Development Executive to join their team based in their London office. The job purpose comprises of meeting with clients and prospective clients to provide financial planning for them in accordance with ...
We are seeking an experienced Chartered Accountant (ACA/ACCA/CA) or Part-Qualified Accountant to join a well-established professional services firm. This senior, hands-on role combines responsibility for internal accounting and finance with...