Our client is looking to welcome a Trainee Financial Adviser into their team in Manchester, to advise clients as appropriate to their circumstances and objectives. Specific responsibilities Prospecting and contacting potential clients i...
Our client is looking for a Private Client Adviser to join their team. This will be a home/office/hybrid based role, working with an existing bank of recurring income clients and to address their clients financial planning needs. Our client...
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 are looking for a Client Servicing Lead for our client based in London. You will be joining a well-established Wealth Management firm, a partner practice of SJP (St. James Place) and will play a crucial role in ensuring regular contact w...
We are looking for a new Wealth Management Relationship Associate to join our clients SJP firm, working in Berkswell. Working in collaboration with Financial Advisers and other colleagues, you will assist the Financial Advisers in preparing...
Our client is looking for a talented Paraplanner to join their team. As a paraplanner you will support the firm's Financial Planners, creating and compiling quality financial planning reports and conducting research on financial strategies,...
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 Financial Administrator to join their team in London. The Administrator will help provide admin support to both the office manager and financial adviser. PRINCIPAL DUTIES Review submitted cases and ensure doc...
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...
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...