We are looking for an experienced Data & Systems Administrator to join an award-winning firm based in London. You will be helping the firm in providing exceptional quality private client and corporate administrative support. You will manage...
We are looking for an experienced Data & Systems Administrator to join an award-winning firm based in London. You will be helping the firm in providing exceptional quality private client and corporate administrative support. You will manage...
Our client is looking for a talented Paraplanner to join their team. Key Responsibilities: To assist the Financial Planner in formulating the advice to the client, providing technical support and guidance where appropriate. Review clie...
We are working with a well-established IFA firm based in Wokingham looking to take on a new Practice Manager. Your main responsibility will be to lead the day-to-day operations of the practice, leading all support staff across both paraplan...
Our client is looking for a Client Relationship Manager to join their team based in Liverpool. Working alongside Advisers, Paraplanners and Client Service Administrators, this role will support the management of client portfolios. You will ...
Our client is looking to take on a new Associate Adviser to join their SJP Practice based in Central Maidstone, Kent. You will help play a vital role in supporting Financial Advisers through delivery of suitability reports and acquisition o...
An exciting opportunity has arisen for a highly experienced Paraplanner within a Wealth Management Practice that provides bespoke face-to-face financial advice to individuals and businesses throughout the UK. Our client is an appointed repr...
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...
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...
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...