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Jobs

Take a look below at all the jobs we have to offer.

Paraplanner - Wallingford

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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Paraplanner - Hove

Financial Services

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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Financial Adviser - Durham

Financial Services

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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Financial Adviser - Hertfordshire

Financial Services

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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Practice Manager (Wealth Management) - London

Financial Services

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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Paraplanner - Canterbury

Financial Services

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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IFA Administrator - Canterbury

Financial Services

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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New Business Wealth Administrator - Canterbury

Financial Services

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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Financial Administrator (Part Time) - Canterbury

Financial Services

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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Financial Adviser - Canterbury

Financial Services

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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IFA Administrator - Tring

Financial Services

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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Paraplanner - Leeds

Financial Services

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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Paraplanner - York

Financial Services

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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Paraplanner - Bristol

Financial Services

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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IFA Administrator - Bristol

Financial Services

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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Financial Administrator - Bristol

Financial Services

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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Paraplanner (Remote)

Financial Services

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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DB Paraplanner (Remote)

Financial Services

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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Paraplanner - Bath

Financial Services

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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Paraplanner - Bournemouth

Financial Services

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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Paraplanner - St Albans

Financial Services

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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Paraplanner - Maidenhead

Financial Services

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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Paraplanner - Cambridge

Financial Services

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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Customer Services Adviser (Maternity Cover) - Farnborough

Sales and Marketing

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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Customer Services Adviser - Farnborough

Sales and Marketing

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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Customer Services Representative - Farnborough

Sales and Marketing

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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Executive Assistant to Managing Partners - London

Financial Services

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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PA / Administrator (Maternity Cover - 18 months) - Farnborough

Administration

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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Financial Adviser - Horsham

Financial Services

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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Property Manager - Ramsgate

Administration

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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Property Manager - East Kent

Financial Services

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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Personal Assistant to Senior Partner - London

Administration

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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Personal Assistant to MD - London

Administration

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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Personal Assistant - London

Administration

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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PA to MD - London

Administration

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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Executive Assistant - London

Administration

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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Client Support Administrator (Wealth Management) - London

Financial Services

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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Client Services Associate - London

Financial Services

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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Client Services Administrator - London

Financial Services

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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Front of House Receptionist - London

Financial Services

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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Office Receptionist - London

Financial Services

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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Graduate Trainee Financial Planner - London

Financial Services

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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Financial Adviser - Tunbridge Wells

Financial Services

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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Mortgage Adviser - Tunbridge Wells

Financial Services

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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Paraplanner - Farnborough

Financial Services

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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Trainee Paraplanner - Farnborough

Financial Services

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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Pension Administrator - Farnborough

Financial Services

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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Wealth Management Administrator - Farnborough

Financial Services

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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IFA Support - Farnborough

Financial Services

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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New Business Administrator - Farnborough

Financial Services

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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IFA Administrator - Farnborough

Financial Services

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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New Business / Pensions Administrator - Farnborough

Financial Services

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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Senior Compliance Officer (DipFA Qualified) - Farnborough

Financial Services

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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IFA Compliance Officer (DipFA Qualified) - Farnborough

Financial Services

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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Financial Adviser - Burgess Hill

Financial Services

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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Paraplanner - Burgess Hill

Financial Services

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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Wealth Administrator - Burgess Hill

Financial Services

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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Technical Administrator - Burgess Hill

Financial Services

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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Financial Administrator - Burgess Hill

Financial Services

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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IFA Administrator - Dorking

Financial Services

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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Junior Paraplanner - Dorking

Financial Services

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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Chartered Financial Adviser - Dorking

Financial Services

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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Financial Adviser - Dorking

Financial Services

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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Paraplanner - Dorking

Financial Services

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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Senior Technical Consultant - London

Financial Services

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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Paraplanner - Manchester

Financial Services

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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Paraplanner - Banstead

Financial Services

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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Paraplanner - London

Financial Services

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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Paraplanner (2) - London

Financial Services

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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Paraplanner (3) - London

Financial Services

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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Chartered Paraplanner - London

Financial Services

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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Paraplanner (SJP) - London

Financial Services

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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Senior Technical Paraplanner - London

Financial Services

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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Junior Paraplanner - London

Financial Services

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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Junior Paraplanner - London

Financial Services

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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Financial Adviser - London

Financial Services

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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Financial Adviser (2) - London

Financial Services

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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Trainee/Junior Financial Adviser - London

Financial Services

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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Financial Adviser (2) - London

Financial Services

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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Trainee Financial Adviser - London

Financial Services

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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Financial Planner - Chester

Financial Services

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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Financial Adviser - London

Financial Services

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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Investment Administrator / Paraplanner - London

Financial Services

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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Senior Paraplanner (1) - London

Financial Services

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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Senior Paraplanner (2) - London

Financial Services

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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Senior Paraplanner (3) - London

Financial Services

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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Administrator / PA - London

Financial Services

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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Wealth Management Executive / Paraplanner - Berkswell

Financial Services

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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Paraplanner - Berskwell

Financial Services

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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Account Executive - Norway

Financial Services

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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Account Executive (French Speaking) - Luxembourg or Dublin

Financial Services

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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Account Executive (Dutch Speaking) - Luxembourg or Dublin

Financial Services

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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Paraplanner - Chelmsford

Financial Services

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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Trainee / Junior Paraplanner - Chelmsford

Financial Services

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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Paraplanner - Colchester

Financial Services

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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Financial Administrator - Braintree

Financial Services

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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Compliance Officer - Poole

Financial Services

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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Financial Administrator - Liverpool

Financial Services

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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Paraplanner - Liverpool

Financial Services

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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Paraplanner - Brighton

Financial Services

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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IFA Administrator - Brighton

Financial Services

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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Financial Administrator - Brighton

Financial Services

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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Paraplanner - Ashford

Financial Services

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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IFA Administrator - Ashford

Financial Services

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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Paraplanner Support - Ashford

Financial Services

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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Financial Administrator - Ashford

Financial Services

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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Financial Adviser (Self-Employed) - Ashford

Financial Services

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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Chartered Financial Planner - Kent

Financial Services

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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Financial Planner (Chartered or working towards) - Kent

Financial Services

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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Financial Planning Team Manager - Hampshire

Financial Services

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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Financial Planning Team Manager - Kent

Financial Services

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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Financial Planning Team Manager - Surrey

Financial Services

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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Trainee Paraplanner - Colchester

Financial Services

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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Financial Administrator - Colchester

Financial Services

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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Financial Adviser - Colchester

Financial Services

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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Private Client Administrator - London

Financial Services

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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Private Client and Technical Administrator - London

Financial Services

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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Private Client and Technical Administrator - Weybridge

Financial Services

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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Technical Financial Administrator - London

Financial Services

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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Financial Administrator - Banstead, Surrey

Financial Services

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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Trainee Financial Planner - Banstead, Surrey

Financial Services

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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Trainee Paraplanner - Banstead, Surrey

Financial Services

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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Financial Adviser - Harrogate

Financial Services

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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Junior Paraplanner - Nottingham

Financial Services

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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Paraplanner - Nottingham

Financial Services

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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Senior Paraplanner - Nottingham

Financial Services

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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Paraplanner - Bury St Edmunds

Financial Services

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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Paraplanner - Chelmsford (2)

Financial Services

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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Tax Junior - Worthing

Financial Services

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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Tax Junior - Exeter

Financial Services

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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Senior Tax Manager - Worthing

Financial Services

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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Chartered Tax Manager (CTA Qualified) - Worthing

Financial Services

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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IFA Administrator - Worthing

Financial Services

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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Financial Client Executive - Worthing

Financial Services

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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Assistant Tax Manager - Worthing

Financial Services

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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Assistant Tax Manager - Exeter

Financial Services

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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Tax Consultant - Worthing

Financial Services

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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Tax Consultant - Exeter

Financial Services

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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Trust Tax Consultant - Worthing

Financial Services

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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Trust Tax Consultant - Exeter

Financial Services

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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Trainee Paraplanner - Hertford

Financial Services

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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Chartered Financial Adviser - London

Financial Services

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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Paraplanner - Fareham

Financial Services

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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Paraplanner / Assistant Financial Planner - Harpenden

Financial Services

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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Mortgage Adviser - London

Financial Services

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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Business Development Manager - London

Financial Services

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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Compliance Officer - London

Financial Services

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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Data Analyst - London

Financial Services

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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Compliance New Business Administrator - London

Financial Services

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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IFA Administrator - Shepperton

Financial Services

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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Mortgage Administrator - Chobham

Financial Services

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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Mortgage Administrator (2) - Chobham

Financial Services

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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IFA Administrator - Gerrards Cross

Financial Services

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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Associate Wealth Adviser - London

Financial Services

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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Head of Wealth Management - London

Financial Services

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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Paraplanner / Technical Administrator - London

Financial Services

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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Business Support Administrator - London

Financial Services

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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Adviser Development Manager - London

Financial Services

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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Danish Account Executive - Luxembourg

Sales and Marketing

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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Danish Account Executive - Dublin

Sales and Marketing

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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Trainee Financial Adviser - Liverpool

Financial Services

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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Trainee Financial Adviser - North Wales

Financial Services

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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Trainee Financial Adviser - Cheshire

Financial Services

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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Trainee Financial Adviser - Manchester

Financial Services

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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Trainee Financial Adviser - Preston

Financial Services

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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Trainee Financial Adviser - Cumbria

Financial Services

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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Trainee Financial Adviser - Leeds

Financial Services

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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Trainee Wealth Manager - Liverpool

Financial Services

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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Trainee Wealth Manager - North Wales

Financial Services

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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Trainee Wealth Manager - Cheshire

Financial Services

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...

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Trainee Wealth Manager - Manchester

Financial 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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Trainee Wealth Manager - Preston

Financial Services

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...

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Trainee Wealth Manager - Cumbria

Financial 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...

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Trainee Wealth Manager - Leeds

Financial 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...

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Financial Adviser (Qualified) - Liverpool

Financial 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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Financial Adviser (Qualified) - North Wales

Financial Services

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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Financial Adviser (Qualified) - Cheshire

Financial Services

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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Financial Adviser (Qualified) - Manchester

Financial Services

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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Financial Adviser (Qualified) - Preston

Financial Services

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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Financial Adviser (Qualified) - Cumbria

Financial Services

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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Financial Adviser (Qualified) - Leeds

Financial Services

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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Trainee Financial Adviser - London

Financial Services

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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Senior Technical Administrator - London

Financial Services

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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Executive Assistant - Berkswell

Financial Services

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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Administrator / Trainee Financial Adviser - London

Financial Services

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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Recruitment Consultant - Sandwich, Kent

Recruitment

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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Financial Administrator - London

Financial Services

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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Senior IFA Administrator - Lewes, East Sussex

Financial Services

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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Paraplanner - Milton Keynes

Financial Services

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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Paraplanner - Oxford

Financial Services

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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Junior Paraplanner - London

Financial Services

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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Paraplanner - London

Financial Services

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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Senior Financial Administrator - London

Financial Services

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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Paraplanner - Rochester, Kent

Financial Services

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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Financial Adviser - Rochester, Kent

Financial Services

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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IFA Administrator - Rochester, Kent

Financial Services

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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Office Administrator - London

Financial Services

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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Paraplanner (Remote) - London

Financial Services

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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Senior IFA Administrator - Royal Tunbridge Wells

Financial Services

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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Chartered Financial Planner - Manchester

Financial Services

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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Financial Planner (Chartered or working towards) - Manchester

Financial Services

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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Chartered Financial Planner - Cumbria

Financial Services

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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Financial Planner (Chartered or working towards) - Cumbria

Financial Services

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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Chartered Financial Planner - Lancashire

Financial Services

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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Financial Planner (Chartered or working towards) - Lancashire

Financial Services

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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Chartered Financial Planner - Merseyside

Financial Services

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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Financial Planner (Chartered or working towards) - Merseyside

Financial Services

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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Chartered Financial Planner - Cheshire

Financial Services

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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Financial Planner (Chartered or working towards) - Cheshire

Financial Services

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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Financial Planning Team Manager - Bristol

Financial Services

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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Financial Planning Team Manager - Exeter

Financial Services

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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Financial Planning Team Manager - Salisbury

Financial Services

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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Financial Planning Team Manager - Gloucestershire

Financial Services

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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Paraplanner Support - Kent

Financial Services

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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Paraplanner - Kent

Financial Services

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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Mortgage and Protection Administrator

Financial Services

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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Financial Administrator - London (N)

Financial Services

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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Financial Administrator - London

Financial Services

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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Account Manager - London

Financial Services

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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Financial Administrator - Nottingham

Financial Services

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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Senior Private Client Administrator - London

Financial Services

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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Senior Private Client Administrator - Weybridge

Financial Services

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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Assistant Financial Planner - London

Financial Services

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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Investor Services Associate - London

Financial Services

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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Investor Services Associate - Guildford

Financial Services

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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Technical IFA Administrator - London

Financial Services

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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Paraplanner - Romford

Financial Services

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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Paraplanner - Uxbridge

Financial Services

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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Junior Paraplanner - Uxbridge

Financial Services

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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Paraplanner - London

Financial Services

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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2nd Line Helpdesk Support - London

Financial Services

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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Financial Administrator - London

Financial Services

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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Financial Administrator - London

Financial Services

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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Trainee Paraplanner - Lingfield, Surrey

Financial Services

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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Paraplanner - Lingfield, Surrey

Financial Services

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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PA / Administrator - London

Financial Services

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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Paraplanner - Maidstone

Financial Services

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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IFA Administrator - London

Financial Services

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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Paraplanner Support - Maidstone

Financial Services

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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Client Delivery Associate - Leeds

Financial Services

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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Client Delivery Associate - Bath

Financial Services

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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Client Delivery Associate - London

Financial Services

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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Operational Support - London

Financial Services

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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Paraplanner - London (2)

Financial Services

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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Trainee / Junior Paraplanner - London

Financial Services

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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Paraplanner - London

Financial Services

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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IFA Administrator - London

Financial Services

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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Paraplanner - London

Financial Services

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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Mortgage Administrator - London

Financial Services

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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Wealth Management Administrator - London

Financial Services

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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IFA Administrator - Leeds

Financial Services

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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Trainee Paraplanner - Leeds

Financial Services

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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Trainee Paraplanner - Bath

Financial Services

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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New Business Administrator - London

Financial Services

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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Paraplanner - London

Financial Services

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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Paraplanner - Southampton

Financial Services

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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People Manager - London

Financial Services

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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Financial Planning Administrator - Southampton

Financial Services

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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Financial Adviser - Southampton

Financial Services

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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Associate Wealth Manager - London

Financial Services

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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IFA Administrator - Southampton

Financial Services

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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IFA Administrator - Guildford

Financial Services

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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Paraplanner - East Malling

Financial Services

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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Paraplanner - Horsham

Financial Services

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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Senior Administrator - London

Financial Services

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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Paraplanner - London

Financial Services

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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IFA Administrator - Hove

Financial Services

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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Business Processing Administrator - London

Financial Services

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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Private Client Adviser (Flexible Working) - Leicester

Financial Services

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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Financial Consultant (Trainee Adviser) - London

Financial Services

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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Private Client Adviser (Flexible Working) - Derby

Financial Services

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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IFA Administrator - East Malling

Financial Services

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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Client Review Administrator - London

Financial Services

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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Financial Planning Administrator - London

Financial Services

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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Financial Planning Administrator - Northampton

Financial Services

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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Paraplanner - Exeter

Financial Services

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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Paraplanner - East Malling

Financial Services

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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Paraplanner - Harrogate

Financial Services

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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Paraplanner Support - London

Financial Services

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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IFA Administrator - Leeds

Financial Services

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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Paraplanner - London

Financial Services

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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Private Client Adviser - Farnborough

Financial Services

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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Paraplanner - London / Remote

Financial Services

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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Paraplanner - Remote Working

Financial Services

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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Financial Administrator - London

Financial Services

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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Associate - London

Financial Services

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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Mortgage Administrator - London

Financial Services

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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Private Client Adviser (Flexible Working) - Norfolk

Financial Services

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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Private Client Adviser (Flexible Working) - East Anglia

Financial Services

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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Private Client Adviser (Flexible Working) - Sheffield

Financial Services

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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Private Client Adviser (Flexible Working) - Berkshire

Financial Services

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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Private Client Administrator (Flexible Working) - Nottingham

Financial Services

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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Private Client Adviser (Flexible Working) - Birmingham

Financial Services

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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Private Client Adviser - Suffolk

Financial Services

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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Paraplanner - Remote Working

Financial Services

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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Paraplanner - Tewkesbury

Financial Services

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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Paraplanner - Berkshire

Financial Services

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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Paraplanner - Chesterfield

Financial Services

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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Paraplanner - Remote Working

Financial Services

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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Paraplanner - Remote Working

Financial Services

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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Paraplanner - Mansfield

Financial Services

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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Paraplanner - Ascot

Financial Services

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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Paraplanner - Essex

Financial Services

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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Paraplanner - Wokingham

Financial Services

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...

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Paraplanner - Cheltenham

Financial 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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Paraplanner

Financial Services

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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Financial Executive - London

Financial Services

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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Senior Financial Administrator - Weybridge

Financial Services

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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Financial Administrator - London

Financial Services

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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Paraplanner - Goldaming

Financial Services

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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Private Client Adviser (Financial Adviser) - London

Financial Services

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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Paraplanner - Goldaming

Financial Services

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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Pension Administrator - London

Financial Services

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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Paraplanner - Remote Working

Financial Services

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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Financial Planning Support - London

Financial Services

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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Business Development Executive - London

Financial Services

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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Paraplanner - Sheffield

Financial Services

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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Paraplanner - Hull

Financial Services

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...

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Private Client Adviser - Weybridge

Financial 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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Private Client Adviser - Farnborough (Desk Based)

Financial Services

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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Paraplanner - Wokingham

Financial 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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Paraplanner - Wokingham

Financial 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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X-Plan Manager - London

Financial Services

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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IFA Administrator - Wokingham

Financial Services

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...

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IFA Administrator - Tewkesbury

Financial 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 ...

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Trainee Paraplanner - Cheltenham

Financial 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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Trainee Paraplanner / IFA Paraplanner - Feering

Financial Services

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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Mortgage and Protection Administrator - London

Financial Services

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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Financial Services Administrator - Sevenoaks

Financial Services

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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