We are looking for a Paraplanning Team Leader to join our client's expanding firm in Whiteley. You will help manage the team on a day to day basis, ensuring pipleine management and progressing cases in a timely manner, highlighting any pote...
Our client is looking to welcome a Financial Adviser into their team in Market Harborough, to advise clients as appropriate to their circumstances and objectives. Specific responsibilities Prospecting and contacting potential clients in...
We are seeking a client services administrator to join a well-established financial services firm based near to Penarth. You will work closely with the senior paraplanners and financial advisers to support the existing client bank and assis...
Our client is looking for a Trainee Paraplanner to join their team. This role would suit an individual who is halfway to being Diploma qualified and wants to work towards becoming a fully qualified Paraplanner. Key Responsibilities: Pro...
Our client is looking for a Financial Administrator to assist independent financial advisers and paraplanners in their busy practice. You will be responsible for ensuring that every task is carried out as instructed, while maintaining conta...
Our client is looking for a Financial Administrator to join their team in London. The Administrator will support all tasks across the Submissions team including issues management and to resolve escalations. PRINCIPAL DUTIES Review submi...
Our client is looking for a Financial Planning Administrator to assist their in their busy practice in Brighton You will be responsible for ensuring that every task is carried out as instructed, while maintaining contact with the relevant p...
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 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...
Our client is looking for an experienced Senior Administrator to join their Wealth Management firm based in London. This position comes with a generous pay and benefits package and has hybrid working available. Responsibilities To provi...