Job Description: We're looking for a motivated and detail-oriented individual to join our Financial Planning team. This role is perfect for someone who enjoys working collaboratively, supporting clients, and ensuring processes run smoothl...
Job Category: Financial Planning Job Description: We're looking for a motivated and detail-oriented individual to join our Financial Planning team. This role is perfect for someone who enjoys working collaboratively, supporting clients,...
Job Category: Financial Planning Job Description: We're looking for a motivated and detail-oriented individual to join our Financial Planning team. This role is perfect for someone who enjoys working collaboratively, supporting clients,...
Job Description: Are you passionate about leading projects that make a real difference? We're looking for an experienced and proactive Dynamics 365 Project Manager to join our team and drive CRM-related initiatives across our organisation...
Job Description: In this role, you will provide day-to-day support on a dynamic Trade Support & Settlements Desk, covering a wide range of products including equities, fixed income, international, and collective investments. This is a v...
Job Description: Role Overview As Senior Recruitment Manager, you will lead efforts to identify, attract, and onboard high-calibre Wealth Managers. You will manage the full recruitment lifecycle, from sourcing and pipeline development t...
Job Description: Key Responsibilities Conduct qualitative reviews (QRs) of client portfolios, including full history, and perform pre- and post-sale suitability reviews for client advice. This requires a strong understanding of internal...