We are working with a well-established wealth management firm based in Liverpool looking for an experienced Client Services Support Administrator to join their busy team. The right candidate will be flexible and dedicated, with effective co...
Our client is looking to welcome a Financial Adviser into their team in Tunbridge Wells, to advise clients as appropriate to their circumstances and objectives. Specific responsibilities Prospecting and contacting potential clients in a...
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 Paraplanner Support for their team in London. The role of Paraplanner Support is to work within the Paraplanning Team under the guidance of the allocated Key Responsibilities: Managing client data on X-Plan, sp...
Our client is looking for a talented Paraplanner to join their team based in Dorking. This will be an office based position. You will be supported by a full team of administrator and you will work alongside the Financial Advisers to prepare...
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 experienced Personal Assistant to join their team in London. The role consists of providing comprehensive executive assistant and client servicing to the Managing Director of a Wealth Management firm. Key Resp...
Our client is looking for a Financial Administrator to join their team in London. The Administrator will help provide admin support to both the office manager and financial adviser. Responsibilities: Preparing first meeting packs - as a...
Our client is looking for a talented Compliance Administrator to join their team based in Horsham. This will be a hybrid working position. Key responsibilities To provide first class support to the Compliance Officer To represent t...
Our client is looking for a talented Paraplanner to join their team, with options to be based in Harrow. This is a key role within the business, providing support to the Wealth Planners on financial strategies, plans and products to clients...