Our client is looking for an IFA Administrator to join their team based in Bracknell. You will be working as part of a team providing timely and efficient support to the Advisers in conjunction with the Paraplanners. Responsibilities: P...
Our client is looking for a Private Client Administrator to join their team, working at their London office 2 days per week. Key Responsibilities: PA and general admin duties Organise and diarise meetings on behalf of the Private Clien...
We are looking for an experienced Financial Administrator for our client, based near Leicester, to join their expanding team. You will be working for a dynamic wealth management firms that offers holistic Financial Advice to clients around ...
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 Paraplanner to join their expanding team based in Broadstairs, Kent. Main Job Purpose: To support advisers in providing compliant advice to clients. Responsibilities: · Preparation of suitabi...
Our client is looking for a PA to join their successful team in Central London. The role will involve supporting the Managing Director, ensuring client requirements are met. Earn up to £50k with benefits, depending on experience. Specific...
We are looking for an experienced Financial Administrator to join our clients SJP Practice based in Chobham. This position will involve supporting Financial Advisers with all areas of administration including, business processing, financial...
Our client is looking for a new Investment Administrator in this London/hybrid working role. Key responsibilities: You will be part of the Central Paraplanning Team working closely with the Paraplanning Manager. In addition to this, yo...
Our client is looking for a Financial Administrator to join their team in Banstead, Surrey. Key Responsibilities: Deal effectively with queries from clients and other parties through effective communication. Record your client communic...
We are seeking a client services administrator to join a well-established financial services firm based near to Bath. You will work closely with the senior paraplanners and financial advisers to support the existing client bank and assist i...