Our client is looking for a Wealth Management Administrator to join their team in Epsom, Surrey, Key Responsibilities: Prepare and package financial planning reports for the Financial Planners and their clients Preparation of transacti...
Our client is looking for a commercially-minded and article individual to join their SJP Practice in its Technical Paraplanning Team as a Junior Paraplanner in London. Key Responsibilities: Delivering accurate, well-drafted and complian...
Our client is looking to welcome a Trainee Financial Adviser into their team in Cumbria, to advise clients as appropriate to their circumstances and objectives. Specific responsibilities Prospecting and contacting potential clients in a...
Our client is looking to welcome a Financial Adviser into their team based in Burgess Hill, to advise clients as appropriate to their circumstances and objectives. Specific responsibilities Prospecting and contacting potential clients i...
Our client based in Finchley, London is looking for an Operational Support Administrator to join their Wealth Management team. This position will be a hybrid role, looking after two key areas of Operational Support - Policy Servicing and Cl...
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 Executive Assistant to the CEO/ Managing Partner to join their team. This role is critical to the CEO and the wider Senior Leadership team and integral to ensuring all combined responsibilities are fulfilled to ...
Our client is looking to welcome a Financial Adviser into their team in London, to advise clients as appropriate to their circumstances and objectives. You will be responsible in delivering top quality holistic financial planning advice t...
Our client is looking for a Chartered Paraplanner to join their team in London. The role will provide financial planning support to Private Client Advisors, assisting them in delivering financial planning to new and existing clients. Key ...
Our client is looking for a talented Paraplanner to join their team, who can demonstrate a background of providing high level technical paraplanning including the production of cash flow models and high-quality suitability report. Key Res...