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 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...
We are looking for both trainee and experienced Paraplanners for our clients based in the Banstead area of Surrey. You will be providing vital paraplanning support to a team of wealth advisers. There is also the potential to progress into a...
We are looking for an experienced Management Accountant for our client based in North London. Ideally, you will have good experience within monthly management accounts and using the Xero software. Responsibilities: - Assisting with the ...
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 to welcome a Financial Adviser into their team in Basingstoke, to advise clients as appropriate to their circumstances and objectives. Specific responsibilities Prospecting and contacting potential clients in accor...
Our client is looking for an IFA Administrator to join their team based in Bracknell. You will be working as part of a team providing timely and efficient support to the Advisers in conjunction with the Paraplanners. Responsibilities: P...
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 a PA/Office Administrator to join their expanding team based in Wokingham. You will provide administrative support to the financial planner(-s) to maintain existing business with current clients, grow business rela...
Our client is looking for a Paraplanner to join their team in Manchester. Flexibility with remote working also available. You will be working alongside the Financial Advisers, preparing and maintaining client files and putting forward recom...