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...
An exciting opportunity has arisen for a highly experienced Paraplanner within a Wealth Management Practice providing bespoke face to face financial advice to individuals and businesses throughout the UK. Our client is an appointed represen...
We are seeking a Compliance Associate to support the review and oversight of client files, ensuring all advice meets regulatory standards and client needs. Key Responsibilities: Conduct pre- and post-sale file reviews to ensure complian...
We have a fantastic opportunity for an Independent Financial Adviser to join our clients firm based in Bath. This organisation is recognised as one of the UK’s largest Chartered Financial Planning firms and provides clients with independent...
Our client is looking for a Financial Adviser to join their established team in this St. James Place Partner practice. This is a hybrid role, with only 3 days in the London office. They are looking for candidates with over 3 years of SJP ex...
We are seeking a detail-oriented and analytical Financial Paraplanner to support our team of 5 advisors in delivering exceptional client service and comprehensive financial planning. As a paraplanner, you will assist in gathering client inf...
Our client is looking to welcome a Financial Adviser into their team in Berkswell, to advise clients as appropriate to their circumstances and objectives. This position can be either employed or self-employed, with a client bank provided by...
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...
We are looking for an experienced Financial Administrator to join our clients SJP Practice based near Harrow, London. This position will involve supporting Financial Advisers with all areas of administration including, business processing, ...
We are looking for an experienced Paraplanner to join our client's New Business Team. This is an exciting opportunity to play a meaningful role in delivering high-quality financial planning, producing cashflow models, researching protection...