Our client is looking to welcome a Trainee Wealth Manager into their team in Liverpool, to advise clients as appropriate to their circumstances and objectives. Specific responsibilities Prospecting and contacting potential clients in ac...
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...
Our client is looking for a PA/Office Administrator to join their expanding team based in Wokingham. You will provide administrative support to the financial planner(-s) to maintain existing business with current clients, grow business rela...
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...
Our client is looking to welcome a Financial Adviser into their team in London, to advise clients as appropriate to their circumstances and objectives. You will be joining a well-established SJP practice on a self-employed basis. For this r...
Our client is looking to welcome a Financial Adviser on their team based in Harrogate. This will be a self-employed opportunity with a high earning potential. You will be advise clients as appropriate to their circumstances and objectives. ...
Our client is looking for an Investment Communications Manager to join their Marketing Team reporting to Head of Marketing. Our client currently operates a hybrid working environment with a minimum of two days office based and the balance w...
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...
This is a rare opportunity for a results-orientated, hard-working individual with excellent telephone manner and organisational skills to join a rapidly growing and high-impact IFA business. Due to our client’s ongoing success, they have an...
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...