Our client is looking for a Technical Administrator to join their wealth management firm based in the heart of London. The role will suit an experienced Technical Administrator who enjoys working autonomously in a driven and high-performing...
We are working alongside an exceptional wealth management firm in Epsom, Surrey looking to recruit a Front of House Receptionist for their office. Reporting to the office manager as sole receptionist, your duties will include meeting and gr...
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 experience Paraplanner to join their expanding team based in Ashford, Kent. Main Job Purpose: To support advisers in providing compliant advice to clients. Responsibilities: · Preparation of suitability ...
Our client is looking for a Financial Administrator to join their team in Leicester. The Administrator will help provide admin support to both the office manager and financial adviser. This will be a hybrid position, with 3 days office base...
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 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...
Weekly team activity management Monthly one-to-one meetings with Financial Consultants Build and maintain relationships... levels. Responsible for recruitment, training and development of the individual team, carrying out regular one to ones...
Our client is looking for a Senior Technical Administrator to join their expanding team. Purpose of Role To provide exceptional quality technical and general administrative support to the Private Client Director of a successful team. Th...
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...