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 Technical Administrator to join their IFA firm based in London. The role will suit an experienced Technical Administrator who enjoys working autonomously in a driven and high-performing team. Accountabilities ...
Our client is looking for a PA to join their successful team in Horsham, Sussex. The role will involve supporting the Managing Director, ensuring client requirements are met. Earn up to £35k with benefits, depending on experience. Specifi...
Our client is looking for a talented Paraplanner to join their team in London. Accountabilities: Delivering accurate, well-drafted and compliant advice within agreed timescales and cost budgets Providing technical resource to the advis...
Our client, based in Burgess Hill, is looking for an experienced Solicitor to join their growing team. You will be initially joining a smaller team, and this firm offers great career progression, and could potentially see this role into the...
Our client is looking for a Wealth Management Administrator to join their team in London. Key Responsibilities: Prepare and package financial planning reports for the Financial Planners and their clients Preparation of transactional te...
We are seeking a mortgage and protection administrator to join a small financial services firm based in London. You will work closely with the mortgage adviser to support the Company’s existing client bank and assist in the process of takin...
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 Trainee Paraplanner to join their Feering office. You will be providing support to the team of IFAs. Key Responsibilities: To write suitability reports for clients of the firm’s IFAs. Reports are often of a ...
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...