Our client is looking for a Financial Administrator to join their team based in Barnet. The Administrator will help provide admin support to both the office manager and financial adviser. PRINCIPAL DUTIES Review submitted cases and ensu...
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. PRINCIPAL DUTIES Review submitted cases and ensure doc...
Our client is looking to welcome a Financial Adviser into their team in Dorking, to advise clients as appropriate to their circumstances and objectives. Specific responsibilities Prospecting and contacting potential clients in accordanc...
Our client is looking for a Wealth Management Administrator to join their team in Berkswell, Birmingham. This will be a hybrid working position with progression opportunities available. Key Responsibilities: Prepare and package financia...
Our client is looking for a talented Paraplanner to join their team. As a paraplanner you will support the firm's Financial Planners, creating and compiling quality financial planning reports and conducting research on financial strategies,...
We are seeking a client services administrator to join a well-established financial services firm based near to Penarth. You will work closely with the senior paraplanners and financial advisers to support the existing client bank and assis...
Our client, a successful Wealth Management firm in the heart of London, is looking for a EA to assist several Managing Partners. Reporting to the Partners, you will be involved in monitoring all aspects of the Pod Team Administration daily ...
Our client is looking for a talented Paraplanner to join their team. Key Responsibilities: To assist the Financial Planner in formulating the advice to the client, providing technical support and guidance where appropriate. Review clie...
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 Administrator/PA to join their expanding team based in Elstree, Hertfordshire. You will be providing administrative support to the financial planner(-s) to maintain existing business with current clients, grow b...