We are seeking a client services administrator to join a well-established financial services firm based near to Wolverhampton. You will work closely with the senior paraplanners and financial advisers to support the existing client bank and...
Our client is looking for a Trainee Paraplanner to join their team. This role would suit an individual who is halfway to being Diploma qualified and wants to work towards becoming a fully qualified Paraplanner. Key Responsibilities: Pro...
Our client is looking for an Investor Services Associate for their team based in Guildford. Hybrid working is available, with 3 days each week being office based. Earn £25-30k, depending on experience. We are ideally looking for candidates ...
Our client is looking for a Paraplanner to join their team based in Dorking. Working closely with the Head of Advice, you will be communicating and devising advice and report to clients to provide them with accurate information and bespoke ...
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...
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, to help maintain existing business with current clients, g...
Our client is looking for a PA to join their successful team in Horsham, Sussex. The role will involve supporting the Managing Director, ensuring client requirements are met. Earn up to £35k with benefits, depending on experience. Specifi...
Our client is looking for a Financial Planning Administrator to assist their in their busy practice in Hickstead. This will be a part-time position, 3 days a week. You will be responsible for ensuring that every task is carried out as instr...
Our client is looking for an experienced Policy Servicing Administrator to join their Wealth Management team based in London. This will be a hybrid working role with 3 days in the office. Responsibilities:- Achieve a comprehensive under...
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...