Our client is looking to welcome a Financial Adviser into their team in Basingstoke, to advise clients as appropriate to their circumstances and objectives. Specific responsibilities Prospecting and contacting potential clients in accor...
We are working with a well-established IFA firm near Wokingham that are looking to take on a new Administration Team Leader. We are looking for a candidate that is very experienced in a similar type of role, who is flexible and can effectiv...
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 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 looking for an IFA Administrator to join our clients firm based in the Wokingham area. This will be a fully office-based position, and you will be working directly alongside Financial Advisers helping them to provide Financial Advice...
We are working with a client in London looking for a confident, motivated and organised individual to join their team and have the opportunity to train to become a fully qualified Financial Adviser. The successful candidate will ideally be ...
Our client is looking for a Financial Administrator to join their team in London. Key Responsibilities: Prepare client meeting packs and process action points post meeting. Produce accurate and timely client portfolio summaries and pla...
Our client is looking for a Private Client Advisor to join their team. The job purpose comprises of meeting with clients and prospective clients to provide financial planning for them in accordance with the company propositions, in order to...
Our client is looking for a talented Paraplanner to join their team. As a paraplanner you will support the firm's Financial Planners, creating and compiling quality financial planning reports and conducting research on financial strategies,...
Our client is looking for a talented Paraplanner to join their team, working remotely. You will be working for an SJP Practice, with their head office based in London. Key Responsibilities: To assist the Financial Planner in formulating...