appointment making process for all Premium Support Consultants and any additional requests when required, managing this in... manner as well as focus on achieving targets. Build relationships with clients, consultants and third parties (professional...
An exciting opportunity has arisen for a highly experienced Paraplanner within a Wealth Management Practice providing bespoke face to face financial advice to individuals and businesses throughout the UK. Our client is an appointed represen...
Our client is looking for a PA to join their successful team in Burgess Hill. The role will involve supporting a Financial Adviser, ensuring client requirements are met. Our client is a well-established Partner Practice of St. James Place a...
Our client is looking to welcome a Trainee Wealth Manager into their team in Preston, to advise clients as appropriate to their circumstances and objectives. Specific responsibilities Prospecting and contacting potential clients in acco...
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...
We are looking for a new Head of Finance to join our clients based in Horsham. You will be responsible for shaping and executing the company’s financial strategy, with a focus on risk mitigation, supporting mergers and acquisitions and iden...
Our client is looking for a Financial Planning Administrator to assist their in their busy practice in Brighton You will be responsible for ensuring that every task is carried out as instructed, while maintaining contact with the relevant p...
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...
We are working with a superb wealth management firm based in Banstead, Surrey who have the opportunity for a Trainee Financial Planner to join their team. They are offering the chance to train with their team to become a fully qualified adv...
We are looking for an experienced Financial Administrator for our client based in Gerrards Cross, Buckinghamshire. You will be responsible for providing detail orientated and timely administrative support, reporting to the Managing Director...