, reporting (MI), and internal procedures Lead internal meetings and committees HR & Administration: Oversee recruitment...
Our client is seeking a Client Relationship Manager to collaborate as part of a team to assist Advisers in all areas of client administration, ensuring exceptional client outcomes. In coordination with Advisers, Paraplanners, and Client Ser...
An excellent opportunity for an experienced Financial Adviser to provide holistic financial advice to clients, helping them achieve their long-term financial goals while building and maintaining strong client relationships. Key Responsibi...
Our client is offering an exciting opportunity for an experienced Team Leader to support a well-established and growing Financial Service practice and play a key role in supporting the Advisers in a smooth client servicing process. They wil...
Our client is looking for a Business Development Executive to join their team based in their London office. The job purpose comprises of meeting with clients and prospective clients to provide financial planning for them in accordance with ...
We are seeking an experienced Chartered Accountant (ACA/ACCA/CA) or Part-Qualified Accountant to join a well-established professional services firm. This senior, hands-on role combines responsibility for internal accounting and finance with...
An exciting opportunity has opened for Financial Planners who specialise in advising medical professionals. As this specialist area continues to grow, we’re seeking experienced planners with a strong understanding of the NHS Pension Scheme ...
Our client is looking to welcome a Financial Adviser into their team in Glasgow, to advise clients as appropriate to their circumstances and objectives. You will be responsible in delivering top quality holistic financial planning advice ...
Our client is looking for an Account Manager to join their Financial Education and Strategic Partnerships team. This is a fantastic opportunity for someone ready to take greater ownership of client relationships, lead programme delivery, an...
We are looking for an experienced IFA Administrator to join our clients team based in Hailsham. This position will involve supporting the IFA's with all areas of administration including, business processing, financial administration and cl...