Take a look below at all the jobs we have to offer.
Financial Services
Wallingford
28/11/2023
Position: Paraplanner - Wallingford
Pay: £30k - £40k
Our client is looking for a talented Paraplanner to join their team based in Wallingford, Oxfordshire. Key Responsibilities: To assist the Financial Planner in formulating the advice to the client, providing technical support and guidance where appropriate. Review client objectives ensuring the...
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Hove
27/11/2023
Position: Paraplanner - Hove
Pay: £35k - £45k
Our client is looking to recruit an experienced Paraplanner to join their growing business based in the heart of Hove. The successful candidate will have the right mix of hard work and shining personality to thrive within this growing business. You will be working closely with the Financial Adviser...
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Durham
27/11/2023
Position: Financial Adviser - Durham
Pay: £50k+
Our client is looking to welcome a Financial Adviser into their team in Durham, to advise clients as appropriate to their circumstances and objectives. Specific responsibilities Prospecting and contacting potential clients in accordance with the firm’s business plan Making sure sufficient...
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Hertfordshire
27/11/2023
Position: Financial Adviser - Hertfordshire
Pay: £50k+
Our client is looking to welcome a Financial Adviser into their team in Hertfordshire, to advise clients as appropriate to their circumstances and objectives. Specific responsibilities Prospecting and contacting potential clients in accordance with the firm’s business plan Making sure suf...
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London
17/11/2023
Position: Practice Manager (Wealth Management) - London
Pay: £40k - £55k
Our client is looking for a talented Practice Manager to join their wealth management team, looking after a Practice of 9 team members. This will be an office based position working for a SJP Practice based in Mayfair, London. Key Responsibilities: Implementation and ongoing monitoring o...
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Canterbury
17/11/2023
Position: Paraplanner - Canterbury
Pay: £35k - £40k
Our client is looking for an experienced Paraplanner to join their expanding team based in Canterbury, Kent. Main Job Purpose: To support advisers in providing compliant advice to clients. Responsibilities: · Preparation of suitability reports from approved templ...
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Canterbury
17/11/2023
Position: IFA Administrator - Canterbury
Pay: £25k - £32k
Our client is looking for an IFA Administrator to join their busy team in Canterbury. The role will require excellent planning and organisation skills, a professional pleasant telephone manner and good administration skills to deliver a true client centric experience, building up relationships where...
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Canterbury
17/11/2023
Position: New Business Wealth Administrator - Canterbury
Pay: £25k - £32k
Our client is looking for a New Business Administrator to join their Wealth Management team based in Canterbury. This will be an office based role, parking is available. Main Duties and Responsibilities:- Achieve a comprehensive understanding of the new business process and assist ...
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Canterbury
17/11/2023
Position: Financial Administrator (Part Time) - Canterbury
Pay: £25k - £32k pro-rata
Our client is looking for an IFA Administrator to join their busy team in Canterbury. The role will require excellent planning and organisation skills, a professional pleasant telephone manner and good administration skills to deliver a true client centric experience, building up relationships where...
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Canterbury
17/11/2023
Position: Financial Adviser - Canterbury
Pay: £50k
Our client is looking to welcome a Financial Adviser into their team in Canterbury, to advise clients as appropriate to their circumstances and objectives. Specific responsibilities Prospecting and contacting potential clients in accordance with the firm’s business plan Making sure suffic...
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Tring
17/11/2023
Position: IFA Administrator - Tring
Pay: £30k
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 client records, data gathering and application form preparatio...
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Leeds
17/11/2023
Position: Paraplanner - Leeds
Pay: £40k
Are you an experienced Paraplanner looking for your next career step? We are working with a firm based in Leeds who are looking for a paraplanner with at least 2 years experience to join their fast growing and dynamic business. Key Responsibilities: To assist the Financial Planner in formu...
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York
17/11/2023
Position: Paraplanner - York
Pay: £40k
Are you an experienced Paraplanner looking for your next career step? We are working with a firm based in York who are looking for a paraplanner with at least 2 years experience to join their fast growing and dynamic business. Key Responsibilities: To assist the Financial Planner in formul...
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Bristol
17/11/2023
Position: Paraplanner - Bristol
Pay: £35k - £45k
Our client is looking for a talented Paraplanner to join their team, who can demonstrate a background of providing high level technical paraplanning including the production of cash flow models and high-quality suitability report. Key Responsibilities: · To assist the Financial Planne...
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Bristol
17/11/2023
Position: IFA Administrator - Bristol
Pay: £25k - £35k
We are looking for an experienced IFA Administrator to join our clients team based in Bristol. This position will involve supporting one IFA with all areas of administration including, business processing, financial administration and client liaison. The role will require use of different CRM system...
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Bristol
17/11/2023
Position: Financial Administrator - Bristol
Pay: £25k - £35k
We are looking for an experienced IFA Administrator to join our clients team based in Bristol. This position will involve supporting one IFA with all areas of administration including, business processing, financial administration and client liaison. The role will require use of different CRM system...
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Remote Working
17/11/2023
Position: Paraplanner (Remote)
Pay: £33k
Our client is looking for an experienced Paraplanner to join their team working remotely. This position will require occasional travel into their head office which is based in Horsham, Sussex. Relevant Skills, Experience and Qualifications Essential Qualified to Diploma Level At least one year...
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Remote Working
17/11/2023
Position: DB Paraplanner (Remote)
Pay: £45k
Our client is looking for an additional DB Paraplanner to join their team. You will be working alongside the Financial Advisers, preparing and maintaining client files and putting forward recommendations, and reviewing client financial strategy. Specific activities include: Check all compliance ...
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Bath
17/11/2023
Position: Paraplanner - Bath
Pay: £35k - £45k
Our client is looking for a talented Paraplanner to join their team, who can demonstrate a background of providing high level technical paraplanning including the production of cash flow models and high-quality suitability report. Key Responsibilities: · To assist the Financial Planne...
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Bournemouth
17/11/2023
Position: Paraplanner - Bournemouth
Pay: £35k - £45k
Our client is looking for a talented Paraplanner to join their team, who can demonstrate a background of providing high level technical paraplanning including the production of cash flow models and high-quality suitability report. Key Responsibilities: · To assist the Financial Planne...
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St Albans
17/11/2023
Position: Paraplanner - St Albans
Pay: £35k - £45k
Our client is looking for an experienced Paraplanner to join their growing business in St Albans. You will be working closely with the Financial Adviser and the rest of the Administration team, this would suit someone looking to become part of a dynamic, forward thinking IFA business. Key R...
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Maidenhead
17/11/2023
Position: Paraplanner - Maidenhead
Pay: £45k
Our client is looking for a talented Paraplanner to join their team based near Maidenhead. Key Responsibilities: To assist the Financial Planner in formulating the advice to the client, providing technical support and guidance where appropriate. Review client objectives ensuring they are clear,...
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Cambridge
17/11/2023
Position: Paraplanner - Cambridge
Pay: £35k - £50k
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, plans and products Key Responsibilities: Suppor...
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Farnborough
16/11/2023
Position: Customer Services Adviser (Maternity) - Farnborough
Pay: £25k - £28k (pro-rata)
Our client is looking for a Customer Services Adviser to join their Client Services department in Farnborough. This will be a maternity cover position, around 18 months long. Key Accountabilities: Work as part of a team receiving inbound and outbound calls from clients, prospects and pension sch...
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Farnborough
16/11/2023
Position: Customer Services Adviser - Farnborough
Pay: £25k - £28k
Our client is looking for a Customer Services Adviser to join their Client Services department in Farnborough. Key Accountabilities: Work as part of a team receiving inbound and outbound calls from clients, prospects and pension scheme members wishing to book appointments or to be provided with ...
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Farnborough
16/11/2023
Position: Customer Services Representative - Farnborough
Pay: £25k - £28k
Our client is looking for a Customer Services Adviser to join their Client Services department in Farnborough. Key Accountabilities: Work as part of a team receiving inbound and outbound calls from clients, prospects and pension scheme members wishing to book appointments or to be provided with ...
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London
16/11/2023
Position: Executive Assistant to Managing Partners - London
Pay: £35k - £42k
Our client, a successful Wealth Management firm in the heart of London, is looking for a EA to assist several Managing Partners. Reporting to the Partners, you will be involved in monitoring all aspects of the Pod Team Administration daily to support the Advisors and PA’s with fulfilling the r...
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Farnborough
16/11/2023
Position: PA / Administrator (Maternity Cover - 18 months) - Farnborough
Pay: £25k - £28k
Our client is looking for a PA / Administrator to join their Client Services department in Farnborough. This will be a maternity cover position, lasting around 18 months and paying a salary of £28k. Key Accountabilities: Work as part of a team receiving inbound and outbound calls from clie...
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Horsham
15/11/2023
Position: Financial Adviser - Horsham
Pay: £40k - £60k
Our client is looking to welcome a Financial Adviser into their team, to advise clients as appropriate to their circumstances and objectives. This position will be a remote role, with occasional travel into their head office which is based in Horsham, Sussex. Specific responsibilities Prospectin...
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Ramsgate
15/11/2023
Position: Property Manager - Ramsgate
Pay: £20k - £24k
This is an excellent opportunity to get on board with our highly regarded client who is looking for an additional Property Manager due their expanding portfolio of properties in East Kent. Our client has several offices and this position is open to anyone looking for a role in either Ramsgate, Folke...
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Ramsgate
15/11/2023
Position: Property Manager - East Kent
Pay: £20k - £24k
This is an excellent opportunity to get on board with our highly regarded client who is looking for an additional Property Manager due their expanding portfolio of properties in East Kent. Our client has several offices and this position is open to anyone looking for a role in either Ramsgate, Folke...
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London
15/11/2023
Position: Personal Assistant to Senior Partner - London
Pay: £60k
Our client is looking for an experienced Personal Assistant to join their successful team in Central London. The role will involve supporting one of the Senior Partners, ensuring client requirements are met. We are looking for a professional individual who will help to represent our client's firm an...
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London
15/11/2023
Position: Personal Assistant to MD - London
Pay: £40k - £50k
Our client is looking for a PA to join their successful team in Central London. The role will involve supporting the Managing Director, ensuring client requirements are met. Earn up to £50k with benefits, depending on experience. Specific Activities Include: Diary and inbox management Wee...
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London
15/11/2023
Position: Personal Assistant - London
Pay: £40k - £60k
Our client is looking for an experienced Personal Assistant to join their team in London. The role consists of providing comprehensive executive assistance and client servicing to three Financial Advisers within the firm. As Personal Assistant, you will be required to provide full time administrativ...
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London
15/11/2023
Position: PA to MD - London
Pay: £40k - £50k
Our client is looking for an experienced Personal Assistant to join their team in London. The role consists of providing comprehensive executive assistant and client servicing to the Managing Director of a Wealth Management firm. Key Responsibilities of the Job · ...
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London
15/11/2023
Position: Executive Assistant - London
Pay: £40k - £60k
Our client is looking for an Executive Assistant to the CEO/ Managing Partner to join their team. This role is critical to the CEO and the wider Senior Leadership team and integral to ensuring all combined responsibilities are fulfilled to an excellent standard. You will be the first point of contac...
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London
13/11/2023
Position: Client Support Administrator (Wealth Management) - London
Pay: £30k - £34k
Our client is looking for a friendly and enthusiastic individual to join their busy Client Administration Team which supports the IFA and Technical Team. The main purpose of this role will is to provide support service to the advisory staff, to aid in the company's overall aim of providing a world c...
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London
13/11/2023
Position: Client Services Associate - London
Pay: £30k - £45k
We have an exciting opportunity for an individual to fill a Client Services Associate role in London. Job purpose: • To deputise for the Client and Investment Administration Manager. • To support the company in delivering a high quality, independent service to clients. &b...
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London
13/11/2023
Position: Client Services Administrator - London
Pay: £30k - £45k
Our client in London is looking for a Client Services Administrator to join their busy firm. You will provide first class administration to the client services team and support the firm in delivering high quality, independent advice to clients. Competencies: Excellent attention to detail&n...
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London
13/11/2023
Position: Front of House Receptionist - London
Pay: £25k - £30k
We are working alongside an exceptional Wealth Management firm based in London looking to recruit a Front of House Receptionist for their office. Reporting to the board of directors as sole receptionist, your duties will include meeting and greeting, answering of calls, overseeing meeting rooms. In ...
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London
13/11/2023
Position: Office Receptionist - London
Pay: £25k - £30k
We are working alongside an exceptional Wealth Management firm based in London looking to recruit a Front of House Receptionist for their office. Reporting to the board of directors as sole receptionist, your duties will include meeting and greeting, answering of calls, overseeing meeting rooms. In ...
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London
09/11/2023
Position: Graduate Trainee Financial Planner - London
Pay: £30k +
Our client is looking for a recent Graduate to join their team as a Trainee Financial Planner in their London office. This would be a fantastic opportunity for a candidate to gain broad experience and train towards becoming a fully qualified Financial Planner. You will help support the company in de...
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Tunbridge Wells
06/11/2023
Position: Financial Adviser - Tunbridge Wells
Pay: £45k - £60k
Our client is looking to welcome a Financial Adviser into their team in Tunbridge Wells, to advise clients as appropriate to their circumstances and objectives. Specific responsibilities Prospecting and contacting potential clients in accordance with the firm’s business plan Making sure s...
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Tunbridge Wells
06/11/2023
Position: Mortgage Adviser - Tunbridge Wells
Pay: £30k - £40k
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 opportunity for an experienced mortgage specialist to...
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Farnborough
03/11/2023
Position: Paraplanner - Farnborough
Pay: £40k - £45k
Our client is looking for an additional Paraplanner to join their team. You will be working alongside the Financial Advisers, preparing and maintaining client files and putting forward recommendations, and reviewing client financial strategy. Specific activities include: Check all compliance pap...
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Farnborough
03/11/2023
Position: Trainee Paraplanner - Farnborough
Pay: £25k - £32k
Our client is looking for a Trainee Paraplanner to join their team in Farnborough. Key responsibilities: To review and quality check Private Client fact finds to ensure the information provided allows you to conduct fund and product research, in preparation of drafting the report. To set down h...
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Farnborough
03/11/2023
Position: Pension Administrator - Farnborough
Pay: £28k - £32k
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 tasks. The role will require excellent planning and organisation skills, a professional pleasant telephone manner and good administra...
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Farnborough
03/11/2023
Position: Wealth Management Administrator - Farnborough
Pay: £28k - £32k
Our client is looking for a Wealth Management Administrator to join their team in Farnborough. Key Responsibilities: Prepare and package financial planning reports for the Financial Planners and their clients Preparation of transactional templated client letters, such as letters of authority, c...
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Farnborough
03/11/2023
Position: IFA Support - Farnborough
Pay: £28k - £32k
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 tasks. The role will require excellent planning and orga...
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Farnborough
03/11/2023
Position: New Business Administrator - Farnborough
Pay: £28k - £32k
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 tasks. The role will require excellent planning and organisation skills, a professional pleasant telephone manner and good administra...
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Farnborough
03/11/2023
Position: IFA Administrator - Farnborough
Pay: £28k - £32k
Our client is looking for an IFA Administrator to join their busy team in Farnborough. The role will require excellent planning and organisation skills, a professional pleasant telephone manner and good administration skills to deliver a true client centric experience, building up relationships wher...
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Farnborough
03/11/2023
Position: New Business / Pensions Administrator - Farnborough
Pay: £28k - £32k
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 tasks. The role will require excellent planning and organisation skills, a professional pleasant telephone manner and good administra...
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Farnborough
03/11/2023
Position: Senior Compliance Officer (DipFA Qualified) - Farnborough
Pay: £60k - £70k
We are working with a firm based in Farnborough looking for an experienced Compliance Officer to join their team. You will be responsible in assisting the Compliance Director in formatting and implementing compliance policies across the business. Responsibilities include: Audit and monit...
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Farnborough
03/11/2023
Position: IFA Compliance Officer (DipFA Qualified) - Farnborough
Pay: £60k - £70k
We are working with a firm based in Farnborough looking for an experienced Compliance Officer to join their team. You will be responsible in assisting the Compliance Director in formatting and implementing compliance policies across the business. Responsibilities include: Audit and monit...
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Burgess Hill
03/11/2023
Position: Financial Adviser - Burgess Hill
Pay: £40k
Our client is looking to welcome a Financial Adviser into their team based in Burgess Hill, to advise clients as appropriate to their circumstances and objectives. Specific responsibilities Prospecting and contacting potential clients in accordance with the firm’s business plan Making sur...
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Burgess Hill
03/11/2023
Position: Paraplanner - Burgess Hill
Pay: £30k - £40k
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 client objectives ensuring they are clear, concise and ach...
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Burgess Hill
03/11/2023
Position: Wealth Administrator - Burgess Hill
Pay: £30k
Our client is looking for a talented Administrator to join their successful team in Burgess Hill. Duties: Appointment scheduling, re-arrangement & confirmation Diary management – internal/external meetings, rooms and alerting receptions Email management - filing/flagging and fo...
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Burgess Hill
03/11/2023
Position: Technical Administrator - Burgess Hill
Pay: £30k
Our client is looking for a Technical Administrator to join their IFA firm based in Burgess Hill. The role will suit an experienced Technical Administrator who enjoys working autonomously in a driven and high-performing team. Accountabilities The role comprises, but is not restricted...
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Burgess Hill
03/11/2023
Position: Financial Administrator - Burgess Hill
Pay: £30k
Our client is looking for a Financial Planning Administrator to assist their in their busy practice in Burgess Hill. You will be responsible for ensuring that every task is carried out as instructed, while maintaining contact with the relevant people. You will be: Keeping close contact bet...
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Dorking
03/11/2023
Position: IFA Administrator - Dorking
Pay: £25k - £35k
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 client records, data gathering and application form preparatio...
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Dorking
03/11/2023
Position: Junior Paraplanner - Dorking
Pay: £25k - £35k
Our client is looking for a Junior Paraplanner to join their team based in Dorking, Surrey, Key Responsibilities: To assist the Financial Planner in formulating the advice to the client, providing technical support and guidance where appropriate. Review client objectives ensuring they are clear...
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Dorking
03/11/2023
Position: Chartered Financial Adviser - Dorking
Pay: Negotiable
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 generate compliant initial and ongoing income for the compa...
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Dorking
03/11/2023
Position: Financial Adviser - Dorking
Pay: Negotiable
Our client is looking to welcome a Financial Adviser into their team in Dorking, to advise clients as appropriate to their circumstances and objectives. Specific responsibilities Prospecting and contacting potential clients in accordance with the firm’s business plan Making sure sufficien...
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Dorking
03/11/2023
Position: Paraplanner - Dorking
Pay: £40k
Our client is looking for a Paraplanner to join their team based in Dorking. Working closely with the Head of Advice, you will be communicating and devising advice and report to clients to provide them with accurate information and bespoke deals that will enable them to make an educated choice that ...
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London
27/10/2023
Position: Senior Technical Consultant - London
Pay: £55k - £65k
Our client is looking for a Senior Technical Consultant to join their team in London. The role will provide financial planning support to Private Client Advisors, assisting them in delivering financial planning to new and existing clients. Key responsibilities: Preparing for and attending all cl...
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Manchester
27/10/2023
Position: Paraplanner - Manchester
Pay: £28k - £32k
Our client is looking for a Paraplanner to join their team in Manchester. Flexibility with remote working also available. You will be working alongside the Financial Advisers, preparing and maintaining client files and putting forward recommendations, and reviewing client financial strategy. Specif...
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Banstead
27/10/2023
Position: Paraplanner - Banstead
Pay: £35k - £45k
We are looking for both trainee and experienced Paraplanners for our clients based in the Banstead area of Surrey. You will be providing vital paraplanning support to a team of wealth advisers. There is also the potential to progress into and Advisory role within the firm in the future, if that is s...
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London
20/10/2023
Position: Paraplanner - London
Pay: Negotiable
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 client objectives ensuring they are clear, concise and ach...
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London
20/10/2023
Position: Paraplanner (2) - London
Pay: £50k
Our client is looking for a talented Paraplanner to join their team in London. Accountabilities: Delivering accurate, well-drafted and compliant advice within agreed timescales and cost budgets Providing technical resource to the adviser team Acting as an effective point of liaison betwe...
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London
20/10/2023
Position: Paraplanner (3) - London
Pay: £35k - £45k
Our client is looking for a hard-working individual with Paraplanning experience to join their team based in London, managing wealth for private clients, families and institutions. They provide a highly personal service and offer advice across the full range of Private Client Investment Tax and Reti...
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London
20/10/2023
Position: Chartered Paraplanner - London
Pay: £50k - £70k
Our client is looking for a Chartered Paraplanner to join their team in London. The role will provide financial planning support to Private Client Advisors, assisting them in delivering financial planning to new and existing clients. Key responsibilities: Preparing for and attending all client m...
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London
20/10/2023
Position: Paraplanner (SJP) - London
Pay: £40k - £45k
An exciting opportunity has arisen for a highly experienced Paraplanner within a Wealth Management Practice providing bespoke face to face financial advice to individuals and businesses throughout the UK. Our client is an appointed representative of St. James’s Place Wealth Management. The su...
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London
20/10/2023
Position: Senior Technical Paraplanner - London
Pay: £50k - £60k
Our client is looking for a Senior Technical Paraplanner to join their team in London. The role will provide financial planning support to Private Client Advisors, assisting them in delivering financial planning to new and existing clients. Key responsibilities: Preparing for and attendi...
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London
20/10/2023
Position: Junior Paraplanner - London
Pay: £25k - £30k
We are looking for a Junior Paraplanner to join our client's wealth management company in London. Your role will be to assist Financial Advisers in financial research for their clients, writing up suitability letters and reports, ensuring work is technically accurate, dealing with clients' queries,...
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London
20/10/2023
Position: Junior Paraplanner - London
Pay: £20k - £30k
Our client is looking for a commercially-minded and article individual to join their SJP Practice in its Technical Paraplanning Team as a Junior Paraplanner in London. Key Responsibilities: Delivering accurate, well-drafted and compliant advice within agreed timescales and cost budgets Providin...
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London
20/10/2023
Position: Financial Adviser - London
Pay: £60k - £80k
Our client is looking to welcome a Financial Adviser into their team in London, to advise clients as appropriate to their circumstances and objectives. Specific responsibilities Prospecting and contacting potential clients in accordance with the firm’s business plan Making sure sufficient...
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London
20/10/2023
Position: Financial Adviser (2) - London
Pay: £60k - £90k OTE
Our client is looking to welcome a Financial Advisor into their team, who offer expertise across the full spectrum of financial services including commercial finance, wealth management, mortgages, protection, and financial planning. As a privately owned business, our client is part of a wider multid...
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London
20/10/2023
Position: Trainee/Junior Financial Adviser - London
Pay: £25k - £30k
Our client is looking for a Trainee Financial Adviser to join their expanding team, based in Mayfair, London. This is an exciting opportunity for those who have little to no experience working as a Financial Adviser in the UK and who are close to achieving or have the Level 4 Qualification. If this ...
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London
20/10/2023
Position: Financial Adviser (2) - London
Pay: £40k
Our client is looking to welcome a Financial Adviser into their team in London, to advise clients as appropriate to their circumstances and objectives. Specific responsibilities Prospecting and contacting potential clients in accordance with the firm’s business plan Making sure sufficient...
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London
20/10/2023
Position: Trainee Financial Adviser - London
Pay: £25k+
Our client is looking for a Level 4 Trainee Financial Adviser to assist their Financial team in supporting the business needs, based in Moorgate, London. Responsibilities (but not be limited to): Assisting Financial Advisers Attending seminars Working alongside financial teams Assist in repor...
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Chester
18/10/2023
Position: Financial Planner - Chester
Pay: Self-Employed Package
Our client is looking for a Qualified Financial Planner 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 generate compliant initial and ongoing income for the ...
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London
17/10/2023
Position: Financial Adviser - London
Pay: £45k
Our client is looking to welcome a Financial Adviser into their team in London (Harrow), to advise clients as appropriate to their circumstances and objectives. Specific responsibilities Prospecting and contacting potential clients in accordance with the firm’s business plan Making sure s...
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London
16/10/2023
Position: Investment Administrator / Paraplanner - London
Pay: £35k - £45k
Our client is looking for a new Investment Administrator/Paraplanner in London. This will be an office based role, ideally for someone who is already diploma qualified. Key responsibilities: Assist in ensuring that the discretionary investment management service and the advisory service operate ...
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London
13/10/2023
Position: Senior Paraplanner (1) - London
Pay: £50k - £65k
Our client is looking for a talent Senior Paraplanner to join their team in London. Responsibilities: 1. Delivering accurate, well-drafted and compliant advice within agreed timescales and cost budgets2. Providing technical resource to the adviser team3. Acting as an effective point of liaison bet...
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London
13/10/2023
Position: Senior Paraplanner (2) - London
Pay: £50k - £60k
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 client objectives ensuring they are clear, concise and ach...
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London
13/10/2023
Position: Senior Paraplanner (3) - London
Pay: £65k
We are working with an SJP Practice based in London looking for a full time experience Paraplanner to join their team. You will be supporting advisers and clients with goal based financial planning. The role will include providing a high level of accuracy and detail in the advice suitability process...
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London
13/10/2023
Position: Administrator / PA - London
Pay: £28k
Our client is looking for a Financial Administrator to join their expanding team based in London. You will be providing administrative support to the financial planner(-s) to maintain existing business with current clients, grow business relationships with current clients and assist in bringing new ...
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Berkswell
13/10/2023
Position: Wealth Management Executive / Paraplanner - Berskwell
Pay: £30k - £35k
We are working with a client based in Berkswell looking for an Wealth Management Executive/Paraplanner to join their team. We are looking for a candidate who has good suitability report writing experience. Responsibilities: Support clients/advisers by researching and analysing clients&rs...
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Berkswell
13/10/2023
Position: Paraplanner - Berkswell
Pay: £30k - £35k
We are working with a client based in Berkswell looking for a Paraplanner to join their team. We are looking for a candidate who has good suitability report writing experience. Responsibilities: Support clients/advisers by researching and analysing clients’ requirements. Prepare n...
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Various locations
12/10/2023
Position: Account Executive - Norway
Pay: €25k - €40k
Our client is looking for a Norweigian speaking Account Executive to join their team based in Norway. Key Responsibilities: Gain an understanding of wealth management in Denmark: How do people invest their money? What do they invest it in? Sharpen your sales skills as you improve your p...
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Various locations
12/10/2023
Position: Account Executive (French Speaking) - Luxembourg or Dublin
Pay: €25k - €40k
Our client is looking for a French speaking Account Executive to join their team based in either Luxembourg or Dublin. Key Responsibilities: Gain an understanding of wealth management in Denmark: How do people invest their money? What do they invest it in? Sharpen your sales skills as y...
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Various locations
12/10/2023
Position: Account Executive (Dutch Speaking) - Luxembourg or Dublin
Pay: €25k - €40k
Our client is looking for a Dutch speaking Account Executive to join their team based in either Luxembourg or Dublin. Key Responsibilities: Gain an understanding of wealth management in Denmark: How do people invest their money? What do they invest it in? Sharpen your sales skills as yo...
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Chelmsford
06/10/2023
Position: Paraplanner - Chelmsford
Pay: £40k - £45k
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 client objectives ensuring they are clear, concise and ach...
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Chelmsford
06/10/2023
Position: Trainee / Junior Paraplanner - Chelmsford
Pay: £25k - £30k
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: Provide research and analysis of investment funds and financial...
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Colchester
06/10/2023
Position: Paraplanner - Colchester
Pay: £35k - £55k
Our client based in Colchester is looking for a determined and experienced Paraplanner to join their boutique financial planning team. You will be working closely with the Director, who is a Chartered Fellow, Certified Financial Planner, and Chartered Wealth Manager. You will be taking part in clien...
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Essex
02/10/2023
Position: Financial Administrator - Braintree
Pay: £25k - £30k
Our client is looking for a Financial Administrator to assist Independent Financial Advisers in their practice. You will be responsible for ensuring that every task is carried out as instructed, while maintaining contact with the relevant people. Key Responsibilities Keeping close contact betwee...
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Poole
15/09/2023
Position: Compliance Officer - Poole
Pay: £40k - £50k
We are working with a firm based in Poole, Dorset looking for an experienced Compliance Officer to join their team. You will be responsible for the formatting and implementing of compliance policies across the business. Responsibilities Helping ensure the firm meets its obligations under...
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Liverpool
15/09/2023
Position: Financial Administrator - Liverpool
Pay: £20k - £24k
Our client is looking for a Financial Administrator to join their expanding team based in the Liverpool area. You will be joining a financial advisory firm, helping to prepare and package financial planning reports for Advisers and their clients. Key Responsibilities: Prepare and package...
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Liverpool
15/09/2023
Position: Paraplanner - Liverpool
Pay: £35k - £40k
Our client based in Liverpool are looking to appoint an experienced Paraplanner to help support their growing team. Our client prides themselves on offering expert advice and a first-class service to their clients. Their client base predominantly includes HNW families along with successful business ...
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Brighton
15/09/2023
Position: Paraplanner - Brighton
Pay: £35k - £40k
Our client based in Brighton is looking for an experienced Paraplanner to join their team. This will be an office based role, with a competitive salary on offer. You will be working alongside and provide knowledgeable and technical support to the Advisers to ensure the appropriate end to end managem...
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Brighton
15/09/2023
Position: IFA Administrator - Brighton
Pay: £24k - £30k
Our client is looking for an IFA Administrator to join their team in Brighton. The role of the Administrator is to work alongside Team Leader(s) and Paraplanner(s) to ensure the appropriate end to end management of the client lifecycle using agreed policies, processes and Intelligent Office. &...
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Brighton
15/09/2023
Position: Financial Administrator - Brighton
Pay: £24k - £30k
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 people. You will be: Keeping close contact between ...
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Ashford
15/09/2023
Position: Paraplanner - Ashford
Pay: £40k
Our client is looking for an experience Paraplanner to join their expanding team based in Ashford, Kent. Main Job Purpose: To support advisers in providing compliant advice to clients. Responsibilities: · Preparation of suitability reports from approved templates...
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Ashford
15/09/2023
Position: IFA Administrator - Ashford
Pay: £25k - £30k
Our client is looking for an IFA Administrator to join their busy team in Ashford. The role will require excellent planning and organisation skills, a professional pleasant telephone manner and good administration skills to deliver a true client centric experience, building up relationships where ap...
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Ashford
15/09/2023
Position: Paraplanner Support - Ashford
Pay: £25k - £30k
If you’re interested in progressing your career in financial services, this Paraplanner Support role could be for you. The company will provide training and exam support if you aren’t fully Diploma qualified and there is excellent potential within this role to progress into a Paraplanner...
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Ashford
15/09/2023
Position: Financial Administrator - Ashford
Pay: £20k - £26k
Our client is looking for a Financial Services Administrator to join their team in Ashford. Key duties · Answering incoming calls and directing calls appropriately · Processing applications, letters of authority and requests for information · Managing the processing of all n...
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Ashford
15/09/2023
Position: Financial Adviser (Self-Employed) - Ashford
Pay: Self-Employed Package
Our client is looking to welcome a Financial Adviser into their team in Ashford, to advise clients as appropriate to their circumstances and objectives. Specific responsibilities Prospecting and contacting potential clients in accordance with the firm’s business plan Making sure sufficien...
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Kent
15/09/2023
Position: Chartered Financial Planner - Kent
Pay: £50k - £70k
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 generate compliant initial and ongoing income for the compa...
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Kent
15/09/2023
Position: Financial Planner (Chartered or working towards) - Kent
Pay: £50k - £70k
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 generate compliant initial and ongoing income for the compa...
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Hampshire
15/09/2023
Position: Financial Planning Team Manager - Hampshire
Pay: £65k - £80k
We are looking for a Private Client Manager to look after clients based in the South-East area of England. Your main responsibility will be to lead and manage a private client team to ensure full support to the Company's extensive client bank. You will responsible for the overall success of your Te...
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Kent
15/09/2023
Position: Financial Planning Team Manager - Kent
Pay: £65k - £80k
We are looking for a Private Client Manager to look after clients based in the South-East area of England. Your main responsibility will be to lead and manage a private client team to ensure full support to the Company's extensive client bank. You will responsible for the overall success of your Te...
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Surrey
15/09/2023
Position: Financial Planning Team Manager - Surrey
Pay: £65k - £80k
We are looking for a Private Client Manager to look after clients based in the South-East area of England. Your main responsibility will be to lead and manage a private client team to ensure full support to the Company's extensive client bank. You will responsible for the overall success of your Te...
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Colchester
15/09/2023
Position: Trainee Paraplanner - Colchester
Pay: £25k - £30k
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: Provide research and analysis of investment funds and financial...
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Colchester
15/09/2023
Position: Financial Administrator - Colchester
Pay: £20k - £25k
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 contact with the relevant people. You will be: Keeping c...
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Colchester
15/09/2023
Position: Financial Adviser - Colchester
Pay: £45k - £55k
Our client is looking to welcome a Financial Adviser into their team in London, to advise clients as appropriate to their circumstances and objectives. Specific responsibilities Prospecting and contacting potential clients in accordance with the firm’s business plan Making sure sufficient...
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London
15/09/2023
Position: Private Client Administrator - London
Pay: £25k - £28k
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 Client Director Work with the Private Client Director to priorit...
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London
15/09/2023
Position: Private Client and Technical Administrator - London
Pay: £30k - £35k
We are looking for a Technical Administrator for our client based in London. You will be joining a well-established wealth management firm, that offers great future progression and career opportunities. The role comprises, but is not restricted to: Client servicing and meeting preparation Deliv...
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Weybridge
15/09/2023
Position: Private Client and Technical Administrator - Weybridge
Pay: £30k - £35k
We are looking for a Technical Administrator for our client based in Weybridge. You will be joining a well-established wealth management firm, that offers great future progression and career opportunities. The role comprises, but is not restricted to: Client servicing and meeting preparation De...
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London
15/09/2023
Position: Technical Financial Administrator - London
Pay: £30k - £35k
Our client is looking for a Technical Administrator to join their wealth management firm based in the heart of London. The role will suit an experienced Technical Administrator who enjoys working autonomously in a driven and high-performing team. Accountabilities The role comprises, ...
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Banstead
15/09/2023
Position: Financial Administrator - Banstead, Surrey
Pay: £25k - £35k
Our client is looking for a Financial Administrator to join their team in Banstead, Surrey. Key Responsibilities: Deal effectively with queries from clients and other parties through effective communication. Record your client communications (whether that communication is written, oral or elect...
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Banstead
15/09/2023
Position: Trainee Financial Planner - Banstead, Surrey
Pay: £30k
We are working with a superb wealth management firm based in Banstead, Surrey who have the opportunity for a Trainee Financial Planner to join their team. They are offering the chance to train with their team to become a fully qualified adviser. You will received learning support and on-hands experi...
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Banstead
15/09/2023
Position: Trainee Paraplanner - Banstead, Surrey
Pay: £30k - £40k
We are looking for both trainee and experienced Paraplanners for our clients based in the Banstead area of Surrey. You will be providing vital paraplanning support to a team of wealth advisers. There is also the potential to progress into and Advisory role within the firm in the future, if that is s...
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Harrogate
15/09/2023
Position: Financial Adviser - Harrogate
Pay: Self-Employed Package
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. Specific responsibilities Prospecting and contacting pot...
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Nottingham
15/09/2023
Position: Junior Paraplanner - Nottingham
Pay: £25k - £30k
We are looking for a Junior Paraplanner to join our client's wealth management company in Nottingham. Your role will be to assist Financial Advisers in financial research for their clients, writing up suitability letters and reports, ensuring work is technically accurate, dealing with clients' quer...
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Nottingham
15/09/2023
Position: Paraplanner - Nottingham
Pay: £35k - £40k
Our client is looking for an experienced Paraplanner to join their great team in Nottingham. Salary will be depending on experience, with great bonuses available. Specific activities include: • Check all compliance paperwork is present • Discuss client objectives with Fina...
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Nottingham
15/09/2023
Position: Senior Paraplanner - Nottingham
Pay: £40k+
Our client is looking for a talent Senior Paraplanner to join their team in Nottingham. Responsibilities: Working collaboratively with financial planners, you will help give advice to clients. You will create lifetime cashflow forecasts with multiple scenarios to test the extent to which they ca...
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Bury St Edmunds
15/09/2023
Position: Paraplanner - Bury St Edmunds
Pay: £30k - £50k
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, plans and products Key Responsibilities: Suppor...
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Chelmsford
15/09/2023
Position: Paraplanner - Chelmsford (2)
Pay: £30k - £50k
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, plans and products Key Responsibilities: Suppor...
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Worthing
15/09/2023
Position: Tax Junior - Worthing
Pay: £28k
Due to expansion in the private client taxation team, are client is looking to recruit a Tax Executive. About the role The taxation team is growing to support the thriving financial planning business, both in the UK and overseas. The team currently undertakes high end income and capi...
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Exeter
15/09/2023
Position: Tax Junior - Exeter
Pay: £28k
Due to expansion in the private client taxation team, are client is looking to recruit a Tax Executive. About the role The taxation team is growing to support the thriving financial planning business, both in the UK and overseas. The team currently undertakes high end income and capi...
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Worthing
15/09/2023
Position: Senior Tax Manager - Worthing
Pay: £70k - £85k
Our client is looking for an experienced Senior Tax Manager to join their expanding team based in Worthing. You will be joining as a key member of the team, a strong personal tax technical knowledge will be required, as well as excellent communication and management skills. As a Senior Tax Manager, ...
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Worthing
15/09/2023
Position: Chartered Tax Manager (CTA Qualified) - Worthing
Pay: £70k - £85k
Our client is looking for an experienced Chartered Tax Manager to join their expanding team based in Worthing. You will be joining as a key member of the team, a strong personal tax technical knowledge will be required, as well as excellent communication and management skills. As a Senior Tax Manage...
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Worthing
15/09/2023
Position: IFA Administrator - Worthing
Pay: £25k - £28k
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 client records, data gathering and application form preparatio...
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Worthing
15/09/2023
Position: Financial Client Executive - Worthing
Pay: £25k - £28k
Our client, based in Worthing, is looking for an experienced Financial Client Executive to join their team to help provide efficient administrative support to clients and senior members of staff. You will supporting several Financial Adviser's within the firm with administration for the financial pl...
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Worthing
15/09/2023
Position: Assistant Tax Manager - Worthing
Pay: £40k - £45k
We are looking for an Assistant Tax Manager for our clients firm based in Worthing. You will be trusted with your own client compliance allocation, working with tax managers across a busy tax team. Part of your time will be spent with more junior members of the team, guiding them through areas of p...
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Exeter
15/09/2023
Position: Assistant Tax Manager - Exeter
Pay: £40k - £45k
We are looking for an Assistant Tax Manager for our clients firm based in Exeter. You will be trusted with your own client compliance allocation, working with tax managers across a busy tax team. Part of your time will be spent with more junior members of the team, guiding them through areas of per...
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Worthing
15/09/2023
Position: Tax Consultant - Worthing
Pay: £30k - £35k
We are looking for an experienced Tax Consultant for our client based in Worthing. You will be trusted with your own client compliance allocation, working with tax managers across the busy tax team. Many of those clients will also be the clients of the financial planning arm and the excellent client...
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Exeter
15/09/2023
Position: Tax Consultant - Exeter
Pay: £30k - £35k
We are looking for an experienced Tax Consultant for our client based in Exeter. You will be trusted with your own client compliance allocation, working with tax managers across the busy tax team. Many of those clients will also be the clients of the financial planning arm and the excellent client s...
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Worthing
15/09/2023
Position: Trust Tax Consultant - Worthing
Pay: £30k - £35k
We are looking for a Trust Tax Consultant for our clients based in Worthing, Sussex. The Trust Tax Consultant will initially be supporting a Trust Taxation Manager; however, will move towards managing their own allocated client base. With a Trust and Estate department, who support the...
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Exeter
15/09/2023
Position: Trust Tax Consultant - Exeter
Pay: £30k - £35k
We are looking for a Trust Tax Consultant for our clients based in Exeter. The Trust Tax Consultant will initially be supporting a Trust Taxation Manager; however, will move towards managing their own allocated client base. With a Trust and Estate department, who support the legal and...
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Hertford
15/09/2023
Position: Trainee Paraplanner - Hertford
Pay: £30k
Our client is looking for a Trainee Paraplanner to join their team based in Hertford. Working closely with the Head of Advice, you will be communicating and devising advice and report to clients to provide them with accurate information and bespoke deals that will enable them to make an educated cho...
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London
05/09/2023
Position: Chartered Financial Adviser - London
Pay: £60k
Our client is looking for a Chartered Financial Adviser 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 generate compliant initial and ongoing income for the ...
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Fareham
04/09/2023
Position: Paraplanner - Fareham
Pay: £35k - £45k
Our client is looking for a talented Paraplanner to join their team, who can demonstrate a background of providing high level technical paraplanning including the production of cash flow models and high-quality suitability report. Key Responsibilities: · To assist the Financial P...
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Harpenden
01/09/2023
Position: Paraplanner / Assistant Financial Planner - Harpenden
Pay: £30k - £50k
Our client is looking for an experience Paraplanner / Assistant Financial Planner to join their expanding team based in Harpenden. It will be a full time hybrid working role, with the main purpose of supporting and working alongside one of the most Senior successful Advisers at the firm, with the op...
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London
01/09/2023
Position: Mortgage Adviser - London
Pay: £35k - £45k + Commission
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 entrepreneurial business. Due to our client’s ongoing success, they have an opportunity for an experienced mortgage s...
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London
31/08/2023
Position: Business Development Manager - London
Pay: £40k - £45k
We are working with a well-established SJP firm in the heart of London looking to take on a Business Development Manager. You will help explore, secure and develop new business relationships and distribution opportunities across the core business channels. As a Business Development Manager, you will...
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London
31/08/2023
Position: Compliance Officer - London
Pay: £25k - £30k
We are working with a well-established SJP firm in the heart of London looking to take on a Compliance Officer. Previous experience within the Financial Services industry is essential. Your main responsibilities will be to provide full administrative support to the company and Financial Advisers in ...
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London
31/08/2023
Position: Data Analyst - London
Pay: £25k - £35k
We are working with a well-established SJP firm in the heart of London looking to take on a Data Analyst. We are looking for a candidate with a strong technical background, with financial and data management skills, someone with a good understanding of data structure and business processes. You will...
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London
31/08/2023
Position: Compliance New Business Administrator - London
Pay: £25k - £30k
We are working with a well-established SJP firm in the heart of London looking to take on a Paraplanning and Compliance Administrator. You will help provide full administrative support to the business and Financial Advisers to ensure New Business applications are effectively processed in a timely ma...
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Shepperton
30/08/2023
Position: IFA Administrator - Shepperton
Pay: £25k - £35k
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 client records, data gathering and application form preparatio...
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Chobham
22/08/2023
Position: Mortgage Administrator - Chobham
Pay: £20k - £24k
Our client is looking for an experienced Mortgage Administrator to join their team based in Chobham, Surrey. You will working within a close-knit, ambitious busy team, providing direct administrative support to the Mortgage Team. The role will involve dealing with all associated administration for m...
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Chobham
22/08/2023
Position: Mortgage Administrator (2) - Chobham
Pay: £20k - £24k
We have an exciting opportunity for an experienced Mortgage Administrator to join a well-established firm in the Chobham area of Surrey. You will play a key role in supporting the Advisers in providing a smooth client service. You will be responsible for providing administration support for a total ...
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Gerrards Cross
18/08/2023
Position: IFA Administrator - Gerrards Cross
Pay: £25k - £30k
We are looking for an experienced IFA Administrator for our client based in Gerrards Cross, Buckingham. You will be responsible for providing detail orientated and timely administrative support, reporting to the Managing Director/Principle Adviser, to help enable both in-bound and out-bound business...
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London
18/08/2023
Position: Associate Wealth Adviser - London
Pay: £30k - £36k
We are looking for an Associate Wealth Adviser for our client based in the heart of London! Are you working through your level 4 diploma but haven't quite finished all of your exams? Then this might be the perfect opportunity for you. This role will help support your Financial Planing exams and wil...
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London
18/08/2023
Position: Head of Wealth Management - London
Pay: £100k - £150k
We are looking for a Head of Wealth Management for our client based in London. We are looking for someone who will be able to help drive this well-established wealth advisory firm forward on to the next stage of its growth plan. You'll work alongside the Founder and Executive Board and will be given...
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London
11/08/2023
Position: Paraplanner / Technical Administrator - London
Pay: £28k - £35k
We are looking for a Technical Administrator / Paraplanner for our clients based in the heart of London. You will be providing vital paraplanning support to a team of wealth advisers. There is also the potential to progress into and Advisory role within the firm in the future, if that is something t...
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London
31/07/2023
Position: Business Support Administrator - London
Pay: £30k - £35k
We are looking for an experienced Financial / Business Support Administrator to join our clients firm based in London, who provide bespoke financial advice and services to HNW families. This role will be working as part of a team at a well-established SJP Practice, providing technical and general ad...
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London
28/07/2023
Position: Adviser Development Manager - London
Pay: £65k + Bonus
Our London based client is looking for an experienced Development Manager to manage a team of Financial Advisers. You will be tending to the Advisers operational daily needs and managing their personal development. This role also offers a long-term platform for development for the successful candida...
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Luxembourg
28/07/2023
Position: Danish Account Executive - Luxembourg
Pay: €25k - €40k
Our client is looking for a Danish speaking Account Executive to join their team based in Luxembourg. Key Responsibilities: Gain an understanding of wealth management in Denmark: How do people invest their money? What do they invest it in? Sharpen your sales skills as you improve your p...
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Dublin
28/07/2023
Position: Danish Account Executive - Dublin
Pay: €25k - €37k
Our client is looking for a Danish speaking Account Executive to join their team based in their offices in Dublin, Ireland. Key Responsibilities: Gain an understanding of wealth management in Denmark: How do people invest their money? What do they invest it in? Sharpen your sales skills...
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Liverpool
26/07/2023
Position: Trainee Financial Adviser - Liverpool
Pay: £24k - £30k
Our client is looking to welcome a Trainee Financial Adviser into their team in Liverpool, to advise clients as appropriate to their circumstances and objectives. Specific responsibilities Prospecting and contacting potential clients in accordance with the firm’s business plan Making sure...
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North Wales
26/07/2023
Position: Trainee Financial Adviser - North Wales
Pay: £24k - £30k
Our client is looking to welcome a Trainee Financial Adviser into their team in North Wales, to advise clients as appropriate to their circumstances and objectives. Specific responsibilities Prospecting and contacting potential clients in accordance with the firm’s business plan Making su...
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Cheshire
26/07/2023
Position: Trainee Financial Adviser - Cheshire
Pay: £24k - £30k
Our client is looking to welcome a Trainee Financial Adviser into their team in Cheshire, to advise clients as appropriate to their circumstances and objectives. Specific responsibilities Prospecting and contacting potential clients in accordance with the firm’s business plan Making sure ...
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Manchester
26/07/2023
Position: Trainee Financial Adviser - Manchester
Pay: £24k - £30k
Our client is looking to welcome a Trainee Financial Adviser into their team in Manchester, to advise clients as appropriate to their circumstances and objectives. Specific responsibilities Prospecting and contacting potential clients in accordance with the firm’s business plan Making sur...
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Preston
26/07/2023
Position: Trainee Financial Adviser - Preston
Pay: £24k - £30k
Our client is looking to welcome a Trainee Financial Adviser into their team in Preston, to advise clients as appropriate to their circumstances and objectives. Specific responsibilities Prospecting and contacting potential clients in accordance with the firm’s business plan Making sure s...
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Cumbria
26/07/2023
Position: Trainee Financial Adviser - Cumbria
Pay: £24k - £30k
Our client is looking to welcome a Trainee Financial Adviser into their team in Cumbria, to advise clients as appropriate to their circumstances and objectives. Specific responsibilities Prospecting and contacting potential clients in accordance with the firm’s business plan Making sure s...
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Leeds
26/07/2023
Position: Trainee Financial Adviser - Leeds
Pay: £24k - £30k
Our client is looking to welcome a Trainee Financial Adviser into their team in Leeds, to advise clients as appropriate to their circumstances and objectives. Specific responsibilities Prospecting and contacting potential clients in accordance with the firm’s business plan Making sure suf...
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Liverpool
26/07/2023
Position: Trainee Wealth Manager - Liverpool
Pay: £24k - £30k
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 accordance with the firm’s business plan Making sure su...
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North Wales
26/07/2023
Position: Trainee Wealth Manager - North Wales
Pay: £24k - £30k
Our client is looking to welcome a Trainee Wealth Manager into their team in North Wales, to advise clients as appropriate to their circumstances and objectives. Specific responsibilities Prospecting and contacting potential clients in accordance with the firm’s business plan Making sure ...
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Cheshire
26/07/2023
Position: Trainee Wealth Manager - Cheshire
Pay: £24k - £30k
Our client is looking to welcome a Trainee Wealth Manager into their team in Cheshire, to advise clients as appropriate to their circumstances and objectives. Specific responsibilities Prospecting and contacting potential clients in accordance with the firm’s business plan Making sure suf...
Read MoreFinancial Services
Manchester
26/07/2023
Position: Trainee Wealth Manager - Manchester
Pay: £24k - £30k
Our client is looking to welcome a Trainee Wealth Manager into their team in Manchester, to advise clients as appropriate to their circumstances and objectives. Specific responsibilities Prospecting and contacting potential clients in accordance with the firm’s business plan Making sure s...
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Preston
26/07/2023
Position: Trainee Wealth Manager - Preston
Pay: £24k - £30k
Our client is looking to welcome a Trainee Wealth Manager into their team in Preston, to advise clients as appropriate to their circumstances and objectives. Specific responsibilities Prospecting and contacting potential clients in accordance with the firm’s business plan Making sure suff...
Read MoreFinancial Services
Cumbria
26/07/2023
Position: Trainee Wealth Manager - Cumbria
Pay: £24k - £30k
Our client is looking to welcome a Trainee Wealth Manager into their team in Cumbria, to advise clients as appropriate to their circumstances and objectives. Specific responsibilities Prospecting and contacting potential clients in accordance with the firm’s business plan Making sure suff...
Read MoreFinancial Services
Leeds
26/07/2023
Position: Trainee Wealth Manager - Leeds
Pay: £24k - £30k
Our client is looking to welcome a Trainee Wealth Manager into their team in Leeds, to advise clients as appropriate to their circumstances and objectives. Specific responsibilities Prospecting and contacting potential clients in accordance with the firm’s business plan Making sure suffic...
Read MoreFinancial Services
Liverpool
26/07/2023
Position: Financial Adviser (Qualified) - Liverpool
Pay: £30k + Bonus
Our client is looking for a Financial Adviser to act as an intermediary between their company and customers. You will provide clients with financial guidance and make recommendations on how to best utilise their money. The ideal candidate will be able to research the marketplace on available product...
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North Wales
26/07/2023
Position: Financial Adviser (Qualified) - North Wales
Pay: £30k + Bonus
Our client is looking for a Financial Adviser to act as an intermediary between their company and customers. You will provide clients with financial guidance and make recommendations on how to best utilise their money. The ideal candidate will be able to research the marketplace on available product...
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Cheshire
26/07/2023
Position: Financial Adviser (Qualified) - Cheshire
Pay: £30k + Bonus
Our client is looking for a Financial Adviser to act as an intermediary between their company and customers. You will provide clients with financial guidance and make recommendations on how to best utilise their money. The ideal candidate will be able to research the marketplace on available product...
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Manchester
26/07/2023
Position: Financial Adviser (Qualified) - Manchester
Pay: £30k + Bonus
Our client is looking for a Financial Adviser to act as an intermediary between their company and customers. You will provide clients with financial guidance and make recommendations on how to best utilise their money. The ideal candidate will be able to research the marketplace on available product...
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Preston
26/07/2023
Position: Financial Adviser (Qualified) - Preston
Pay: £30k + Bonus
Our client is looking for a Financial Adviser to act as an intermediary between their company and customers. You will provide clients with financial guidance and make recommendations on how to best utilise their money. The ideal candidate will be able to research the marketplace on available product...
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Cumbria
26/07/2023
Position: Financial Adviser (Qualified) - Cumbria
Pay: £30k + Bonus
Our client is looking for a Financial Adviser to act as an intermediary between their company and customers. You will provide clients with financial guidance and make recommendations on how to best utilise their money. The ideal candidate will be able to research the marketplace on available product...
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Leeds
26/07/2023
Position: Financial Adviser (Qualified) - Leeds
Pay: £30k + Bonus
Our client is looking for a Financial Adviser to act as an intermediary between their company and customers. You will provide clients with financial guidance and make recommendations on how to best utilise their money. The ideal candidate will be able to research the marketplace on available product...
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London
26/07/2023
Position: Trainee Financial Adviser - London
Pay: £22k - £26k
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 at graduate level, and will deliver support to a Senior Advi...
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London
17/07/2023
Position: Senior Technical Administrator - London
Pay: £30k - £35k
Our client is looking for a Senior Technical Administrator to join their expanding team. Purpose of Role To provide exceptional quality technical and general administrative support to the Private Client Director of a successful team. This is a demanding role assisting the Private Client Di...
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Berkswell
13/07/2023
Position: Executive Assistant - Berkswell
Pay: £30k - £35k
Our client is looking for an Executive Assistant to join their team to help support the Head of Operations. This role is critical in ensuring all combined responsibilities are fulfilled to an excellent standard within the Practice. You will be the first point of contact for queries across the busine...
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London
11/07/2023
Position: Administrator / Trainee Financial Adviser - London
Pay: £28k - £36k
Our client is looking for a Trainee Financial Adviser/Administrator to join their expanding team, based in Moorgate, London. This is an exciting opportunity for those who have little to no experience working as a Financial Adviser in the UK and who are close to achieving or have the Level 4 Qualific...
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Sandwich
10/07/2023
Position: Recruitment Consultant - Sandwich, Kent
Pay: £25k - £30k
Salary £25,000 - £30,000 Base Year 1 Expected earnings £35- 55K Qualifications Recruiting 1 year preferred or sales/marketing experience Driving Licence Benefits Excellent bonus scheme Company Pension Free parking Canteens and gy...
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London
07/07/2023
Position: Financial Administrator - London
Pay: £25k - £28k
Our client is looking for an articulate individual with relevant financial services experience for a full-time permanent role in the administration team, based in London. Key responsibilities: Acting as the point of contact between advisers, clients and third party product providers Estab...
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Sussex
05/07/2023
Position: Senior IFA Administrator - Lewes, East Sussex
Pay: £25k - £30k
Our client is looking for an experienced Senior Administrator to join their Wealth Management firm based in Lewes, East Sussex. This position comes with a generous pay and benefits package and has hybrid working available. You will be working alongside the Operations Manager in assisting with the sm...
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Milton Keynes
04/07/2023
Position: Paraplanner - Milton Keynes
Pay: £35k - £45k
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 client objectives ensuring they are clear, concise and ach...
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Oxford
03/07/2023
Position: Paraplanner - Oxford
Pay: £30k - £50k
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 client objectives ensuring they are clear, concise and ach...
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London
03/07/2023
Position: Junior Paraplanner - London
Pay: £30k
Our client is looking for a commercially-minded and article individual to join its Technical Paraplanning Team as a Junior Paraplanner in London. Key Responsibilities: Delivering accurate, well-drafted and compliant advice within agreed timescales and cost budgets Providing technical resource t...
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London
03/07/2023
Position: Paraplanner - London
Pay: Up to £45k
Our client is looking for an experienced Paraplanner to join their expanding team in London. As a Paraplanner you will be working as part of a productive, high performing team to provide full support to the Advisers and Financial Planning Executives. Your role will be to offer the most efficient, pr...
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London
03/07/2023
Position: Senior Financial Administrator - London
Pay: £30k - £40k
Our client is looking for a Senior Financial Administrator to join their team in London. Key Accountabilities: PA and general admin duties Organise and diarise meetings on behalf of the Private Client Advisors Work with the Private Client Advisors to prioritise tasks Fields calls and ...
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Rochester
30/06/2023
Position: Paraplanner - Rochester, Kent
Pay: £25k - £40k
Our client is looking for an experience Paraplanner to join their expanding team based in Rochester, Kent. Main Job Purpose: To support advisers in providing compliant advice to clients. Responsibilities: · Preparation of suitability reports from approved templat...
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Rochester
30/06/2023
Position: Financial Adviser - Rochester, Kent
Pay: £40k - £50k (OTE £70k)
Our client is looking for a Financial Adviser to act as an intermediary between their company and customers. You will provide clients with financial guidance and make recommendations on how to best utilise their money. The ideal candidate will be able to research the marketplace on available product...
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Rochester
30/06/2023
Position: IFA Administrator - Rochester, Kent
Pay: £25k - £30k
Our client is looking for an IFA Administrator to join their busy team in Rainham, Kent. The role will require excellent planning and organisation skills, a professional pleasant telephone manner and good administration skills to deliver a true client centric experience, building up relationships wh...
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London
30/06/2023
Position: Office Administrator - London
Pay: £25k - £30k
We are currently looking for an Office Administrator to join a wealth management firm based in Mayfair, London. The successful candidate will help support the practice and office management in day-to-day tasks. Core responsibilities: Phone Duties Distributing Post Monitoring Team inbox ...
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London
29/06/2023
Position: Paraplanner (Remote) - London
Pay: £30k - £40k
Our client is looking for an experienced Paraplanner to join their team working remotely. This position will require occasional travel into their head office which is based in London. Relevant Skills, Experience and Qualifications Essential Qualified to Diploma Level At least one years previou...
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Royal Tunbridge Wells
27/06/2023
Position: Senior IFA Administrator - Royal Tunbridge Wells
Pay: £30k - £35k
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 client records, data gathering and application form preparatio...
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Manchester
23/06/2023
Position: Chartered Financial Planner - Manchester
Pay: £50k - £70k
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 generate compliant initial and ongoing income for the compa...
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Manchester
23/06/2023
Position: Financial Planner (Chartered or working towards) - Manchester
Pay: £50k - £70k
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 generate compliant initial and ongoing income for the compa...
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Cumbria
23/06/2023
Position: Chartered Financial Planner - Cumbria
Pay: £50k - £70k
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 generate compliant initial and ongoing income for the compa...
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Cumbria
23/06/2023
Position: Financial Planner (Chartered or working towards) - Cumbria
Pay: £50k - £70k
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 generate compliant initial and ongoing income for the compa...
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Lancashire
23/06/2023
Position: Chartered Financial Planner - Lancashire
Pay: £50k - £70k
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 generate compliant initial and ongoing income for the compa...
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Lancashire
23/06/2023
Position: Financial Planner (Chartered or working towards) - Lancashire
Pay: £50k - £70k
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 generate compliant initial and ongoing income for the compa...
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Merseyside
23/06/2023
Position: Chartered Financial Planner - Merseyside
Pay: £50k - £70k
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 generate compliant initial and ongoing income for the compa...
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Merseyside
23/06/2023
Position: Financial Planner (Chartered or working towards) - Merseyside
Pay: £50k - £70k
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 generate compliant initial and ongoing income for the compa...
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Cheshire
23/06/2023
Position: Chartered Financial Planner - Cheshire
Pay: £50k - £70k
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 generate compliant initial and ongoing income for the compa...
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Cheshire
23/06/2023
Position: Financial Planner (Chartered or working towards) - Cheshire
Pay: £50k - £70k
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 generate compliant initial and ongoing income for the compa...
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Bristol
23/06/2023
Position: Financial Planning Team Manager - Bristol
Pay: £70k - £80k
We are looking for a Private Client Manager to look after clients based in the South-West area of England. Your main responsibility will be to lead and manage a private client team to ensure full support to the Company's extensive client bank. You will responsible for the overall success of your Te...
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Exeter
23/06/2023
Position: Financial Planning Team Manager - Exeter
Pay: £70k - £80k
We are looking for a Private Client Manager to look after clients based in the South-West area of England. Your main responsibility will be to lead and manage a private client team to ensure full support to the Company's extensive client bank. You will responsible for the overall success of your Te...
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Salisbury
23/06/2023
Position: Financial Planning Team Manager - Salisbury
Pay: £70k - £80k
We are looking for a Private Client Manager to look after clients based in the South-West area of England. Your main responsibility will be to lead and manage a private client team to ensure full support to the Company's extensive client bank. You will responsible for the overall success of your Te...
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Gloucestershire
23/06/2023
Position: Financial Planning Team Manager - Gloucestershire
Pay: £70k - £80k
We are looking for a Private Client Manager to look after clients based in the South-West area of England. Your main responsibility will be to lead and manage a private client team to ensure full support to the Company's extensive client bank. You will responsible for the overall success of your Te...
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Kent
16/06/2023
Position: Paraplanner Support - Kent
Pay: £26k - £30k
If you’re interested in progressing your career in financial services, this Paraplanner Support role could be for you. The company will provide training and exam support if you aren’t fully Diploma qualified and there is excellent potential within this role to progress into a Paraplanner...
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Kent
16/06/2023
Position: Paraplanner - Kent
Pay: £40k
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 client objectives ensuring they are clear, concise and ach...
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Ashford
15/06/2023
Position: Mortgage and Protection Administrator
Pay: £22-30K
Ref: 150623
Mortgage and Protection Administrator Financial Services Ashford We are seeking a mortgage and protection administrator for expanding firm of Advisers. You will work closely with our Mortgage Advisers to support our existing client bank and assist in the process of taking on new...
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London
15/06/2023
Position: Financial Administrator - London (N)
Pay: £26k
Our client is looking for a Financial Administrator to join their team based in London. The Administrator will support all tasks across the LOA team including liaising with providers and clients to ensure case progression. PRINCIPAL DUTIES Managing all LOA tasks for allocated Advisers L...
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London
07/06/2023
Position: Financial Administrator - London
Pay: £25k - £30k
Our client is looking for a Financial Administrator to join their team in London. The Administrator will help provide admin support to both the office manager and financial adviser. PRINCIPAL DUTIES Review submitted cases and ensure documentation is correct before cases are submitted. Point of ...
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London
01/06/2023
Position: Account Manager - London
Pay: £25k
Our client is looking for an Account Manager to join their team in London on a 12-month fixed term contract. You will be responsible for the full administration of Work Place Pensions and Group Risk benefits. The Account Manager will deal with all scheme administration, namely: proce...
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Nottingham
01/06/2023
Position: Financial Administrator - Nottingham
Pay: £25k - £30k
We are looking for an experienced Financial Administrator for our client, a Chartered Financial Planning firm, based in the Nottingham area. You will be providing administrative support to a group of Financial Planners, specialising in investments and pensions. Responsibilities: Processi...
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London
31/05/2023
Position: Senior Private Client Administrator - London
Pay: £30k - £40k
Our client is looking for a Senior Private Client Administrator to join their team, to be based at their London office with hybrid working options available. There may also be occasional travel to their second office in Weybridge. Key Responsibilities: PA and general admin duties Organise and d...
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Weybridge
31/05/2023
Position: Senior Private Client Administrator - Weybridge
Pay: £30k - £40k
Our client is looking for a Senior Private Client Administrator to join their team, to be based at their Weybridge office with hybrid working options available. There may also be occasional travel to their second office in London. Key Responsibilities: PA and general admin duties Organise and d...
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London
19/05/2023
Position: Assistant Financial Planner - London
Pay: £30k - £45k
Our client is looking for an Assistant Financial Planner to join their team in London. Job purpose • To support the company in delivering a high quality, independent service to clients • To obtain comprehensive experience and training with a view to becoming a qualified financial planne...
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London
19/05/2023
Position: Investor Services Associate - London
Pay: £25k - £35k
Our client is looking for a talented Investor Services Associate to join their team in London. Job Purpose • Process and administer Fund Managers (PFM) business timely and accurately. • Support the management of Portfolio Management (PPM) business. • Monitor, oversee and process d...
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Guildford
19/05/2023
Position: Investor Services Associate - Guildford
Pay: £25k - £35k
Our client is looking for a talented Investor Services Associate to join their team in Guildford. Job Purpose • Process and administer Fund Managers (PFM) business timely and accurately. • Support the management of Portfolio Management (PPM) business. • Monitor, oversee and proces...
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London
09/05/2023
Position: Technical IFA Administrator - London
Pay: £35k
Our client is looking for a Technical Administrator to join their SJP practice based in London. The role will suit an experienced Technical Administrator who enjoys working autonomously in a driven and high-performing team. Accountabilities The role comprises, but is not restricted t...
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Romford
03/05/2023
Position: Paraplanner - Romford
Pay: £30k - £40k
Our client is looking for a talented Paraplanner to join their team based in Romford, Essex. Key Responsibilities: To assist the Financial Planner in formulating the advice to the client, providing technical support and guidance where appropriate. Review client objectives ensuring they are clea...
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Uxbridge
03/05/2023
Position: Paraplanner - Uxbridge
Pay: £31.5k
Our client is looking for a talented Paraplanner to join their team based in Uxbridge. Key Responsibilities: To assist the Financial Planner in formulating the advice to the client, providing technical support and guidance where appropriate. Review client objectives ensuring they are clear, con...
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Uxbridge
03/05/2023
Position: Junior Paraplanner - Uxbridge
Pay: £31.5k
Our client is looking for a talented Paraplanner to join their team based in Uxbridge. Key Responsibilities: To assist the Financial Planner in formulating the advice to the client, providing technical support and guidance where appropriate. Review client objectives ensuring they are clear, con...
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London
02/05/2023
Position: Paraplanner - London
Pay: £35k - £45k
Our client is looking for an experienced Paraplanner to join their team located in London. Role Overview To support the Partners and Operations Manager when informing and advising clients on financial strategies, plans and products, and organise the technical task, illustrations, and reports. As s...
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London
26/04/2023
Position: 2nd Line Helpdesk Support - London
Pay: £35k - £40k
We are looking for a Systems Administrator for our Client based in London to join their IT team. The role involves hybrid working at least three days office based and the rest home working. The successful candidate will report to the Head of IT and will be responsible for the day- to-day delivery of...
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London
18/04/2023
Position: Financial Administrator - London
Pay: £25k - £30k
Our client is looking for a Financial Administrator to join their team in London. The Administrator will help provide admin support to both the office manager and financial adviser. PRINCIPAL DUTIES Review submitted cases and ensure documentation is correct before cases are submitted. Point of ...
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London
14/04/2023
Position: Financial Administrator - London
Pay: Negotiable
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 contact with the relevant people. You will be: Keeping ...
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Surrey
06/04/2023
Position: Trainee Paraplanner - Lingfield, Surrey
Pay: £20k - £30k
Our client is looking for a Trainee Paraplanner to join their team. This role would suit an individual who wants to work towards becoming a fully qualified Paraplanner or is part of a Paraplanning Apprentice Scheme. Key Responsibilities: Provide research and analysis of investment funds and fina...
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Surrey
06/04/2023
Position: Paraplanner - Lingfield, Surrey
Pay: £30k - £40k
Our client is looking for a talented Paraplanner to join their team based in Lingfield, Surrey. Key Responsibilities: To assist the Financial Planner in formulating the advice to the client, providing technical support and guidance where appropriate. Review client objectives ensuring they are c...
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London
06/04/2023
Position: PA / Administrator - London
Pay: £24k - £28k
We are working with an exceptional boutique wealth management firm based in London looking for a PA / Administrator to join their team. This role will provide exceptional quality PA and general administrative support to the Private Client Director and other members of a busy and successful client te...
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Maidstone
06/04/2023
Position: Paraplanner - Maidstone
Pay: £32k - £40k
Our client is looking for a Paraplanner to join their team. This is a key role within the business, providing support to the Wealth Planning team on financial strategies, plans and products to clients. Key Responsibilities Adherence to Management System & Controls Maintain an up to date kno...
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London
06/04/2023
Position: IFA Administrator - London
Pay: £25k - £30k
Our client is looking for an IFA Administrator to join their busy team in London. The role will require excellent planning and organisation skills, a professional pleasant telephone manner and good administration skills to deliver a true client centric experience, building up relationships where app...
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Maidstone
31/03/2023
Position: Paraplanner Support - Maidstone
Pay: £26k - £32k
Our client is looking for Paraplanner Support for their team in London. The role of Paraplanner Support is to work within the Paraplanning Team under the guidance of the allocated Key Responsibilities: Managing client data on X-Plan, specifically with regards to:Inputting, scanning and att...
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Leeds
20/03/2023
Position: Client Delivery Associate - Leeds
Pay: £23k - £26k
Our client is looking to hire Client Delivery Associates in their Leeds office. Your role will be to assist Financial Advisers by providing full administrative support and maintaining close contact with clients to deliver a professional, compliant and effective service. Key Responsibilities &middo...
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Bath
20/03/2023
Position: Client Delivery Associate - Bath
Pay: £23k - £26k
Our client is looking to hire Client Delivery Associates in their Bath Office. Your role will be to assist Financial Advisers by providing full administrative support and maintaining close contact with clients to deliver a professional, compliant and effective service. Key Responsibilities ·...
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London
20/03/2023
Position: Client Delivery Associate - London
Pay: £26k - £30k
Our client is looking to hire Client Delivery Associates for their London office. Your role will be to assist Financial Advisers by providing full administrative support and maintaining close contact with clients to deliver a professional, compliant and effective service. Key Responsibilities &mid...
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London
20/03/2023
Position: Operational Support - London
Pay: Up to £30k
Our client based in Finchley, London is looking for an Operational Support Administrator to join their Wealth Management team. This position will be a hybrid role, looking after two key areas of Operational Support - Policy Servicing and Client Review Administration. The Policy Servicing Team are g...
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London
16/03/2023
Position: Paraplanner - London (2)
Pay: £40k - £45k
Our client is looking for an experienced Paraplanner to join their growing business in London. You will be working closely with the Financial Adviser and the rest of the Administration team, this would suit someone looking to become part of a dynamic, forward thinking IFA business. Key Responsibili...
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London
16/03/2023
Position: Trainee / Junior Paraplanner - London
Pay: £25k - £30k
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: Provide research and analysis of investment funds and financial p...
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London
15/03/2023
Position: Paraplanner - London
Pay: Negotiable
Our client is looking for a talented Paraplanner to join their team in London. Key Responsibilities: Delivering accurate, well-drafted and compliant advice within agreed timescales and cost budgetsProviding technical resource to the adviser teamActing as an effective point of liaison...
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London
15/03/2023
Position: IFA Administrator - London
Pay: £25k - £30k
Our client is looking for an IFA Administrator to assist Independent Financial Advisers and Paraplanners in their busy practice in London. You will be responsible for ensuring that every task is carried out as instructed, while maintaining contact with the relevant people. Previous experience ...
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London
01/03/2023
Position: Paraplanner - London
Pay: £50k - £60k
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 client objectives ensuring they are clear, concise and ach...
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London
23/02/2023
Position: Mortgage Administrator - London
Pay: £30k
We are seeking a mortgage and protection administrator to join a small financial services firm based in London. You will work closely with the mortgage adviser to support the Company’s existing client bank and assist in the process of taking on new clients. The Role You will be given full tr...
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London
17/02/2023
Position: Wealth Management Administrator - London
Pay: £25k+
Our client is looking for a Wealth Management Administrator to join their team in Mayfair, London. Key Responsibilities: Prepare and package financial planning reports for the Financial Planners and their clients Preparation of transactional templated client letters, such as letters of authorit...
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Leeds
10/02/2023
Position: IFA Administrator - Leeds
Pay: £23k - £26k
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 client records, data gathering and application form preparatio...
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Leeds
10/02/2023
Position: Trainee Paraplanner - Leeds
Pay: £23k - £26k
Our client is looking for a Trainee Paraplanner to join their team in Leeds. Key responsibilities: To review and quality check Private Client fact finds to ensure the information provided allows you to conduct fund and product research, in preparation of drafting the report.To set down holistic fi...
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Bath
10/02/2023
Position: Trainee Paraplanner - Bath
Pay: £23k - £26k
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: Provide research and analysis of investment funds and financial p...
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London
10/02/2023
Position: New Business Administrator - London
Pay: Up to £30k
Our client is looking for a New Business Administrator to join their Wealth Management team based in London. This will be a hybrid working role with 4 days in the office. Main Duties and Responsibilities:- Achieve a comprehensive understanding of the new business process and assist t...
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London
03/02/2023
Position: Paraplanner - London
Pay: Negotiable
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 client objectives ensuring they are clear, concise and achieva...
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Southampton
27/01/2023
Position: Paraplanner - Southampton
Pay: £33k - £45k
Our client is looking for a talented Paraplanner to join their team based in Southampton. Key Responsibilities: To assist the Financial Planner in formulating the advice to the client, providing technical support and guidance where appropriate.Review client objectives ensuring they are clear, conc...
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London
27/01/2023
Position: People Manager - London
Pay: £50k+
Our client is looking for an experience or aspiring People Manager to join their high-performing people team, supporting the People & Culture Director, the People & Recruitment Officer and the wider business in the delivery of people related projects across the business, with a particular fo...
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Southampton
20/01/2023
Position: Financial Planning Administrator - Southampton
Pay: £25k - £30k
Our client is looking for a Financial Administrator to assist Independent Financial Advisers in their practice. You will be responsible for ensuring that every task is carried out as instructed, while maintaining contact with the relevant people. Key Responsibilities Keeping close contact betwee...
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Southampton
20/01/2023
Position: Financial Adviser - Southampton
Pay: £45k+
Our client is looking to welcome a Financial Adviser into their team in London, to advise clients as appropriate to their circumstances and objectives. Specific responsibilities Prospecting and contacting potential clients in accordance with the firm’s business plan Making sure sufficient...
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London
20/01/2023
Position: Associate Wealth Manager - London
Pay: £28k - £32k
We have an excellent opportunity to offer to a Trainee Associate Wealth Manager. The role will eventually lead to becoming a fully DipPFS qualified Wealth Manager. The Role – Trainee Associate Wealth Manager: The position will require an enthusiastic and driven graduate level c...
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Southampton
13/01/2023
Position: IFA Administrator - Southampton
Pay: £24k - £30k
Our client is looking for a Financial Administrator to assist Independent Financial Advisers in their practice. You will be responsible for ensuring that every task is carried out as instructed, while maintaining contact with the relevant people. Key Responsibilities Keeping close contact betwee...
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Guildford
13/01/2023
Position: IFA Administrator - Guildford
Pay: £25k - £35k
Our client is seeking an Administrator to join its team of leading Advisers and Paraplanners. The position presents an opportunity to join a dynamic company offering excellent benefits after satisfactory completion of probation period. Job Description: Performing all administration, including the ...
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East Malling
13/01/2023
Position: Paraplanner - East Malling
Pay: Negotiable
Our client is looking for a talented Paraplanner to join their team, with options to be based in Hessle, Sheffield or East Malling. This is a key role within the business, providing support to the Wealth Planners on financial strategies, plans and products to clients. Key Responsibilities: Adheren...
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Horsham
11/01/2023
Position: Paraplanner - Horsham
Pay: £35k - £50k
We are working with a client based in Horsham, Sussex looking for an experienced Paraplanner to join their team. They are a well-established, independent chartered financial planning firm looking for a bright individual with a positive, can-do approach to work. They specialise in delivering bespoke ...
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London
04/01/2023
Position: Senior Administrator
Pay: £35k - £40k
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 provide administrative support to one or more financial advis...
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London
04/01/2023
Position: Paraplanner - London
Pay: £45k - £50k
Our client is looking for an experienced Paraplanner to join their team in London. Relevant Skills, Experience and Qualifications Essential Qualified to Diploma LevelAt least one years previous experience in a holistic paraplanning roleThe ability to work with advisers to extract the information ...
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Hove
04/01/2023
Position: IFA Administrator - Hove
Pay: £22k - £28k
Our client is looking for an IFA Administrator to join their team based in Hove. You will be working as part of a team providing timely and efficient support to the Advisers in conjunction with the Paraplanners. Responsibilities · Provide administrative support to Advisers and Paraplanners....
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London
04/01/2023
Position: Business Processing Administrator - London
Pay: up to £27k
Our client is looking for a Business Processing Administrator to join their team based in London. You will have the responsibility for providing comprehensive, confidential, and professional support to the Business Processing Manager and the wider teams. Supporting the Business Processing Team with ...
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Leicester
04/01/2023
Position: Private Client Adviser (Flexible Working) - Leicester
Pay: £50k - £65k
Our client is looking for a Private Client Adviser to join their team. This will be a home/office/hybrid based role, working with an existing bank of recurring income clients and to address their clients financial planning needs. Our client is looking for a candidate with drive to be able to generat...
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London
04/01/2023
Position: Financial Consultant (Trainee Financial Adviser) - London
Pay: Negotiable Package - Self-employed
Our client is looking for a Trainee Financial Adviser to join their expanding team, based in Canary Wharf, London. This is an exciting opportunity for those who have little to no experience working as a Financial Adviser in the UK and who are close to achieving or have the Level 4 Qualification. If ...
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Derby
04/01/2023
Position: Private Client Adviser (Flexible Working) - Derby
Pay: £50k - £65k
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 generate compliant initial and ongoing income for the compa...
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East Malling
23/12/2022
Position: IFA Administrator - East Malling
Pay: £22k - £32k
Our client is looking for an IFA Administrator to join their busy team in East Malling. The role will require excellent planning and organisation skills, a professional pleasant telephone manner and good administration skills to deliver a true client centric experience, building up relationships whe...
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London
23/12/2022
Position: Client Review Administrator - London
Pay: Up to £30k
Our client is looking for a Client Review Administrator to join their team in London. The successful candidate will provide first class service to team, as well as support the firm in providing excellent, independence advice to clients. Review Pack Preparation: Contact providers and gather a...
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London
23/12/2022
Position: Financial Planning Administrator - London
Pay: £30k - £40k
Our client is looking a Financial Planning Administrator to join their expanding team of Chartered Financial Planners in London. They are a boutique wealth management firm based in one of London’s most diverse, creative, and vibrant areas. As a Financial Planning Administrator, you will...
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Northampton
23/12/2022
Position: Financial Planning Administrator - Northampton
Pay: £25k
Our client is looking a Financial Planning Administrator to join their expanding team of Chartered Financial Planners in Northampton. As a Financial Planning Administrator, you will support a team of three, working with an experienced financial planner, paraplanner and relationship manager, w...
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Exeter
23/12/2022
Position: Paraplanner - Exeter
Pay: £30k - £40k
Our client is looking for an experienced Paraplanner to join their growing business in Exeter. You will be working closely with the Financial Adviser and the rest of the Administration team, this would suit someone looking to become part of a dynamic, forward thinking IFA business. Key Responsibili...
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East Malling
23/12/2022
Position: Paraplanner - East Malling
Pay: Up to £50k
Are you an experienced Paraplanner looking for a change? Our client is looking for a Paraplanner to join their expanding team of experienced Paraplanner professionals located in East Malling, Kent. Reporting into the Paraplanner manager, you will provide support on financial strategies, plans and p...
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Leeds
23/12/2022
Position: Paraplanner - Harrogate
Pay: £30k - £40k
Are you an experienced Paraplanner looking for a change? Our client is looking for a Paraplanner to join their expanding team of experienced Paraplanner professionals located in Harrogate. Reporting into the Paraplanner manager, you will provide support on financial strategies, plans and products t...
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London
09/12/2022
Position: Paraplanner Support - London
Pay: £30k - £33k
Our client is looking for Paraplanner Support for their team in London. The role of Paraplanner Support is to work within the Paraplanning Team under the guidance of the allocated Key Responsibilities: Managing client data on X-Plan, specifically with regards to:Inputting, scanning and att...
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Leeds
09/12/2022
Position: IFA Administrator - Leeds
Pay: Up to £26k
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 client records, data gathering and application form preparatio...
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London
09/12/2022
Position: Paraplanner - London
Pay: Negotiable
Our client is looking for a results-orientated, hard-working individual with Paraplanning experience to join their rapidly growing and high-impact entrepreneurial business with offices in central London, Horsham, County Durham, and Scunthorpe. Due to their ongoing success, we have an opportunity fo...
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Farnborough
02/12/2022
Position: Private Client Adviser - Farnborough
Pay: £50k - £65k
Our client is looking for a Private Client Adviser to join their team. This will be a home/office/hybrid based role, working with an existing bank of recurring income clients and to address their clients financial planning needs. Our client is looking for a candidate with drive to be able to generat...
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London
28/11/2022
Position: Paraplanner - London / Remote
Pay: £35k - £40k
Our client is looking for a results-orientated, hard-working individual with Paraplanning experience to join their rapidly growing SJP Partner Practice based in London. You will be working within a busy team offering excellent service to the MD, the advisers and our HNW client base. Your role will ...
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Any
23/11/2022
Position: Paraplanner - Remote
Pay: Negotiable
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 client objectives ensuring they are clear, concise and achievable wh...
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London
04/11/2022
Position: Financial Administrator - London
Pay: £28k - £30k
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 submitted cases and ensure documentation is correct before ca...
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London
04/11/2022
Position: Associate - London
Pay: £40k - £55k
Our client is looking for a talented individual to join their team, in London, as an Associate. Job purpose • To support the company in delivering a high quality, independent service to clients • To gain an understanding of and adhere to the ethos, culture and purpose ...
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London
28/10/2022
Position: Mortgage Administrator - London
Pay: £28k - £32k
Our client is looking for an experienced Mortgage Administrator to join their team based in Clerkenwell, London. You will working within a close-knit, ambitious busy team, providing direct administrative support to the Mortgage Team. The role will involve dealing with all associated administration f...
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Norfolk
27/10/2022
Position: Private Client Adviser (Flexible Working) - Norfolk
Pay: £55k - £70k
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 generate compliant initial and ongoing income for the compa...
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East Anglia
27/10/2022
Position: Private Client Adviser (Flexible Working) - East Anglia
Pay: Up to £70k
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 generate compliant initial and ongoing income for the compa...
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Sheffield
27/10/2022
Position: Private Client Adviser (Flexible Working) - Sheffield
Pay: £50k - £65k
Our client is looking for a Private Client Adviser to join their team. This will be a home/office/hybrid based role, working with an existing bank of recurring income clients and to address their clients financial planning needs. Our client is looking for a candidate with drive to be able to generat...
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Berkshire
27/10/2022
Position: Private Client Adviser (Flexible Working) - Berkshire
Pay: £50k - £65k
Our client is looking for a Private Client Adviser to join their team. This will be a home/office/hybrid based role, working with an existing bank of recurring income clients and to address their clients financial planning needs. Our client is looking for a candidate with drive to be able to generat...
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Nottingham
27/10/2022
Position: Private Client Adviser (Flexible Working) - Nottingham
Pay: £55k - £60k
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 generate compliant initial and ongoing income for the compa...
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Birmingham
27/10/2022
Position: Private Client Adviser (Flexible Working) - Birmingham
Pay: £55k - £60k
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 generate compliant initial and ongoing income for the compa...
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Suffolk
27/10/2022
Position: Private Client Adviser (Flexible Working) - Suffolk
Pay: £55k - £70k
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 generate compliant initial and ongoing income for the compa...
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Various locations
21/10/2022
Position: Paraplanner
Pay: £40k - £43k
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 client objectives ensuring they are clear, concise and achieva...
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Tewkesbury
21/10/2022
Position: Paraplanner
Pay: £30k+
Our client is looking for a Paraplanner to join their team in Tewkesbury. If you’re interested in progressing your career in financial services, this varied role could be for you. The company will provide training and exam support if you aren’t fully Diploma qualified and there is excell...
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Berkshire
21/10/2022
Position: Paraplanner
Pay: £35k - £45k
Our client is a wealth management business in the financial services industry based in Cookham Dean, Berkshire. They provide a variety of investment and financial planning services for clients both in the UK and globally, with an in-house Investment Committee and a team of skilled advisers. Our cli...
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Chesterfield
21/10/2022
Position: Paraplanner
Pay: £30k - £37k
Our client is looking for an experienced paraplanner to help support their busy IFA in Chesterfield who provides high-quality financial advice predominately on investments, pensions and Inheritance Tax planning. The successful candidate will be supporting the principal adviser and will have the supp...
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Various locations
21/10/2022
Position: Paraplanner
Pay: Up to £45k
Our client is looking for an additional Paraplanner to join their busy team, working remotely. The Paraplanner will be responsible for: Reviewing Private Client Fact-finds/Client Meeting Notes against defined Compliance guidelines to make sure ALL aspects of the client financial needs are clea...
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Various locations
21/10/2022
Position: Paraplanner
Pay: £40k - £45k
Our client is looking for a talented Paraplanner to join their team, working remotely. Key Responsibilities: To assist the Financial Planner in formulating the advice to the client, providing technical support and guidance where appropriate.Review client objectives ensuring they are clear, concise...
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Mansfield
21/10/2022
Position: Paraplanner
Pay: £32k - £38k
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 client objectives ensuring they are clear, concise and achieva...
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Ascot
21/10/2022
Position: Paraplanner
Pay: Negotiable
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 client objectives ensuring they are clear, concise and achieva...
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Essex
21/10/2022
Position: Paraplanner
Pay: Negotiable
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 client objectives ensuring they are clear, concise and achieva...
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Wokingham
21/10/2022
Position: Paraplanner
Pay: Up to £50k
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 client objectives ensuring they are clear, concise and achieva...
Read MoreFinancial Services
Cheltenham
21/10/2022
Position: Paraplanner
Pay: Negotiable
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 client objectives ensuring they are clear, concise and achieva...
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Bath
07/10/2022
Position: Paraplanner
Pay: Negotiable
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 client objectives ensuring they are clear, concise and achieva...
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London
07/10/2022
Position: Financial Executive
Pay: £40k - £45k
Our client is looking for a talented Financial Executive to join their team in London. Key Responsibilities Research and technical assessment of cases submitted by Consultants.Production of compliant and technically accurate suitability letters and reports within reasonable timescales.Acti...
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Weybridge
09/09/2022
Position: Senior Financial Administrator
Pay: Negotiable
Our client is looking for a Senior Financial Administrator to join their team in Weybridge. Key Accountabilities: PA and general admin duties Organise and diarise meetings on behalf of the Private Client AdvisorsWork with the Private Client Advisors to prioritise tasksFields calls and ema...
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London
09/09/2022
Position: Financial Administrator
Pay: £25k - £34k
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 plan schedules.Process new business in line with company procedures...
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Goldaming
02/09/2022
Position: Paraplanner
Pay: Negotiable
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 client objectives ensuring they are clear, concise and achieva...
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London
02/09/2022
Position: Private Client Adviser
Pay: £60k Base - £300k OTE
Our international client, a leader in the field, are looking to expand their UK operations and take on an additional Financial Adviser to deal with the growth of their Private Client sector. You will be contacting high-net-worth individuals (leads supplied), arranging meetings, assessin...
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Goldaming
26/08/2022
Position: Paraplanner
Pay: Negotiable
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 client objectives ensuring they are clear, concise and achieva...
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London
26/08/2022
Position: Pension Administrator
Pay: Up to £30k
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 tasks. The role will require excellent planning and organisation skills, a professional pleasant telephone manner and good administra...
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Any
26/08/2022
Position: Paraplanner - Remote Working
Pay: Negotiable
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 client objectives ensuring they are clear, concise and achieva...
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London
26/08/2022
Position: Financial Planning Support
Pay: £28k - £32k
Our client is looking for a talented individual to join their team. You will have relevant financial services experience and will be based in a full-time permanent role in the administration team in London. Key tasks will include: Acting as the point of contact between advisers, clients and ...
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London
15/08/2022
Position: Business Development Executive
Pay: £35k - £45k
Our client is looking for a Business Development Executive to join their expanding team based in London. The main purpose of this role is to identify new prospects and initiate a relationship with leads in the aim of securing meetings and business for a Wealth Management firm. Responsibilit...
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Sheffield
29/07/2022
Position: Paraplanner
Pay: Negotiable
Our client is looking for a talented Paraplanner to join their team, with options to be based in Hessle, Sheffield or East Malling. This is a key role within the business, providing support to the Wealth Planners on financial strategies, plans and products to clients. Key Responsibilities: Adheren...
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Hull
29/07/2022
Position: Paraplanner
Pay: Negotiable
Our client is looking for a talented Paraplanner to join their team, with options to be based in Hessle, Sheffield or East Malling. This is a key role within the business, providing support to the Wealth Planners on financial strategies, plans and products to clients. Key Responsibilities: Adheren...
Read MoreFinancial Services
Weybridge
27/07/2022
Position: Private Client Adviser
Pay: £50k - £65k
Our client is looking for a Private Client Adviser to join their team. This will be a home/office/hybrid based role, working with an existing bank of recurring income clients and to address their clients financial planning needs. Our client is looking for a candidate with drive to be able to generat...
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Farnborough
27/07/2022
Position: Private Client Adviser
Pay: Up to £65k
Our client is looking for a desk-based Private Client Advisor in Farnborough. Job Content: Summary of Job Purpose: To provide cost efficient, effective and compliant whole of market/focused financial planning advice to Pension Liability members, client bank and new clients.To identify and develop...
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Wokingham
22/07/2022
Position: Paraplanner
Pay: Negotiable
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 client objectives ensuring they are clear, concise and achieva...
Read MoreFinancial Services
Wokingham
22/07/2022
Position: Paraplanner
Pay: Negotiable
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 client objectives ensuring they are clear, concise and achieva...
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London
15/07/2022
Position: X-Plan Manager
Pay: £35k - £40k
Our client is looking for a talented individual to join their team. The role of X-Plan Manager is to work alongside the Head of Systems & Processes to assist with day-to-day queries from staff, training, reporting and the general running of the back office system. The X-Plan role can vary subjec...
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Wokingham
15/07/2022
Position: IFA Administrator
Pay: Negotiable
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 client records, data gathering and application form preparatio...
Read MoreFinancial Services
Tewkesbury
15/07/2022
Position: IFA Administrator
Pay: £24k - £28k
Our client is looking for a Financial Administrator to assist Independent Financial Advisers in their practice. You will be responsible for ensuring that every task is carried out as instructed, while maintaining contact with the relevant people. Key Responsibilities Keeping close contact between ...
Read MoreFinancial Services
Cheltenham
15/07/2022
Position: Trainee Paraplanner
Pay: £25k - £30k
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: Provide research and analysis of investment funds and financial p...
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Feering
15/07/2022
Position: Trainee Paraplanner / IFA Paraplanner
Pay: £27k - £45k
Our client is looking for a Trainee Paraplanner to join their Feering office. You will be providing support to the team of IFAs. Key Responsibilities: To write suitability reports for clients of the firm’s IFAs.Reports are often of a technical nature.To conduct whole of market research via A...
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London
14/07/2022
Position: Mortgage and Protection Administrator
Pay: £25k - £28k
We are seeking a mortgage and protection administrator to join a small financial services firm based in London. You will work closely with the mortgage adviser to support the Company’s existing client bank and assist in the process of taking on new clients. The Role You will be given full tr...
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Sevenoaks
09/05/2022
Position: Financial Services Administrator
Pay: £20k - £26k
Our client is looking for a Financial Services Administrator to join their team in Sevenoaks. Key duties · Answering incoming calls and directing calls appropriately · Processing applications, letters of authority and requests for information · Managing the processing of all...
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