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...
We have an opportunity for an Operations Administrator to join our clients team based in Whiteley, Fareham. You will report to the Platform Operations Deputy Manager, and we are looking for a candidate who can demonstrate a background of pr...
We are looking for an experienced Compliance Officer for our client! Previous experience within the Financial Services industry is essential, and preference would be that you are diploma qualified (level 4). The successful candidate will be...
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...
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 Financial Planning Administrator to assist their in their busy practice in Burgess Hill. You will be responsible for ensuring that every task is carried out as instructed, while maintaining contact with the relev...
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...
We are looking for an experienced Financial Administrator to join our clients SJP Practice based in Brighton. This position will involve supporting Financial Advisers with all areas of administration including, business processing, financia...
Our client is looking for a Client Administrator Team Leader to join their team. You will be line-managing a team of Wealth Client Administrators in a way that supports delivery of service excellence at all times. As the Team Leader, provid...
We are working with a well-established IF Firm based in Weybridge that are looking to take on a new Practice Manager. We are looking for a candidate that is very experienced in a similar type of role, who is flexible and can effectively com...