Our client is looking for an additional Paraplanner to join their team. You will be working alongside the Financial Advisers, preparing and maintaining client files and putting forward recommendations, and reviewing client financial strateg...
Our client is looking for a Client Services Representative to work as part of the Client Services team based in Farnborough. Key Responsibilities: Manage inbound and outbound calls and book appointments. Respond to customer questions a...
. To promote teamwork by helping colleagues and consultants to meet client service requirements in line with client's propositions... appointment making process for all Premium Support Consultants and any additional requests when required, managing...
We are seeking a client services administrator to join a well-established financial services firm based near to St. Albans. You will work closely with the senior paraplanners and financial advisers to support the existing client bank and as...
Our client is looking for a talented individual to join their team. You will have relevant financial services experience and will be based in a full-time permanent role in the administration team in London. Key tasks will include: Actin...
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...
Our client is looking for an experienced Personal Assistant to join their team in London. The role consists of providing comprehensive executive assistance and client servicing to three Financial Advisers within the firm. As Personal Assist...
Our client is looking for an articulate individual with relevant financial services experience for a full-time permanent role in the administration team, based in London. Key responsibilities: Acting as the point of contact between advi...
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...
We have an exciting opportunity for a Paraplanner to join our client's team based in their London office. You will be joining a global investment management firm, helping to analyse prospective client portfolios to provide regulated advice ...