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...
We are looking for an IFA Administrator for our client based in Farnborough. The purpose of this role is to liaise with Advisers and Clients to arrange and book annual review meetings, produce valuations and carry out a range of servicing t...
Our client is looking for a PA to join their successful team in Burgess Hill. The role will involve supporting a Financial Adviser, ensuring client requirements are met. Our client is a well-established Partner Practice of St. James Place a...
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...
Our client is currently looking for an exceptional Head of Paraplanning to take their Paraplanning function to the next level, joining their team based in London, managing wealth for private clients, families and institutions. They provide ...
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 Client Services Representative to work as part of the Client Services team based in Farnborough. Key Responsibilities: Manage inbound and outbound calls and book appointments. Respond to customer questions a...
Our client is looking for a Business Development Executive 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 ...
Our client is looking for a talented Paraplanner to join their team based in South Woodham Ferrers, Essex. Key Responsibilities: To assist the Financial Planner in formulating the advice to the client, providing technical support and gu...
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...