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Jobs

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

Marketing Executive - London

Financial Services

London

22/05/2024

Position: Marketing Executive - London
Pay: £25k - £33k

Our client is looking for a Marketing Executive to join their expanding team based in the heart of London. The Marketing Executive plays a vital role in a dynamic, fast paced marketing team and is responsible for planning, developing and delivering marketing content that's unique and engaging. ...

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Receptionist - Epsom

Administration

Epsom

21/05/2024

Position: Receptionist - Epsom
Pay: £20k - £25k

We are working alongside an exceptional wealth management firm in Epsom, Surrey looking to recruit a Front of House Receptionist for their office. Reporting to the office manager as sole receptionist, your duties will include meeting and greeting, answering of calls, overseeing meeting rooms. In add...

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Wealth Management Administrator - Epsom

Financial Services

Epsom

21/05/2024

Position: Wealth Management Administrator - Epsom
Pay: £20k - £28k

Our client is looking for a Wealth Management Administrator to join their team in Epsom, Surrey,   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 au...

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Financial Administrator - Harrow, London

Financial Services

Harrow

21/05/2024

Position: Financial Administrator - Harrow, London
Pay: £20k - £30k

We are looking for an experienced Financial Administrator to join our clients SJP Practice based in Harrow, London. This position will involve supporting Financial Advisers with all areas of administration including, business processing, financial administration and client liaison. The role will req...

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Operational Support - London

Financial Services

London

20/05/2024

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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New Business Administrator (Wealth Management) - London

Financial Services

London

20/05/2024

Position: New Business Administrator (Wealth Management) - London
Pay: £25k - £35k

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 3 days in the office.   Main Duties and Responsibilities:-  Achieve a comprehensive understanding of the new business process and assist...

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Senior Financial Administrator - London

Financial Services

London

20/05/2024

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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Financial Administrator - London

Financial Services

London

20/05/2024

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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Junior Paraplanner (SJP) - London

Financial Services

London

20/05/2024

Position: Junior Paraplanner (SJP) - London
Pay: £25k - £30k

Our client is looking for a commercially-minded and article individual to join their SJP Practice in its Paraplanning Team as a Junior Paraplanner based in London. You will supporting 3 Financial Advisers, along with a team of support staff and administrators. This position will be hybrid (4 days in...

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Financial Administrator - London

Financial Services

London

20/05/2024

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. P...

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Paraplanner - Durham

Financial Services

Durham

18/05/2024

Position: Paraplanner - Durham
Pay: £28k - £35k

Our client is looking for a talented Paraplanner to join their team, with options to be based in Durham. This is a key role within the business, providing support to the Wealth Planners on financial strategies, plans and products to clients.   Key Responsibilities: Adherence to Management ...

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Danish Speaking Account Executive - Luxembourg

Sales and Marketing

Luxembourg

18/05/2024

Position: Danish Speaking 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 Speaking Account Executive - Dublin

Sales and Marketing

Dublin

18/05/2024

Position: Danish Speaking 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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Dutch Speaking Account Executive - Luxembourg

Sales and Marketing

Luxembourg

18/05/2024

Position: Dutch Speaking Account Executive - Luxembourg
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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Dutch Speaking Account Executive - Dublin

Sales and Marketing

Dublin

18/05/2024

Position: Dutch Speaking Account Executive - 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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Financial Adviser - Durham

Financial Services

Durham

18/05/2024

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

18/05/2024

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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Financial Adviser - Harrogate

Financial Services

Harrogate

18/05/2024

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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Financial Administrator (Apprenticeship) - Gloucester

Financial Services

Gloucester

18/05/2024

Position: Financial Administrator (Apprenticeship) - Gloucester
Pay: £8.00 - £8.40 / hr

We have an exciting new Apprenticeship opportunity with our client based in Gloucester. They are looking to take on a Financial Administrator to help train and develop their skills within financial planning. You will have the chance to work alongside qualified paraplanners and advisers, helping to a...

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Practice Manager (Wealth Management) - Wokingham

Financial Services

Wokingham

18/05/2024

Position: Practice Manager (Wealth Manager) - Wokingham
Pay: £45k - £50k

We are working with a well-established IFA firm based in Wokingham looking to take on a new Practice Manager. Your main responsibility will be to lead the day-to-day operations of the practice, leading all support staff across both paraplanning and administration teams to ensure the practice deliver...

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Practice Manager (Wealth Management) - Lincoln

Financial Services

Lincoln

18/05/2024

Position: Practice Manager (Wealth Management) - Lincoln
Pay: £35k - £45k

We are working with a well-established SJP Practice based in Lincoln that are looking to take on a new Practice Manager. We are looking for a candidate that is very experienced in a similar type of role, who is flexible and can effectively communicate with their team. You will need to have excellent...

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Paraplanner - London (Uxbridge)

Financial Services

Uxbridge

18/05/2024

Position: Paraplanner - London (Uxbridge)
Pay: £40k

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 - Cambridge

Financial Services

Cambridge

18/05/2024

Position: Paraplanner - Cambridge
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 - Swavesey

Financial Services

Swavesey

18/05/2024

Position: Paraplanner - Swavesey
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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Chartered Paraplanner - Cambridge

Financial Services

Cambridge

18/05/2024

Position: Chartered Paraplanner - Cambridge
Pay: £40k - £60k

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 ...

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Chartered Paraplanner - Swavesey

Financial Services

Swavesey

18/05/2024

Position: Chartered Paraplanner - Swavesey
Pay: £40k - £60k

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 ...

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IFA Administrator - Swavesey

Financial Services

Swavesey

18/05/2024

Position: IFA Administrator - Swavesey
Pay: £25k - £33k

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 - Cambridge

Financial Services

Cambridge

18/05/2024

Position: IFA Administrator - Cambridge
Pay: £25k - £33k

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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Technical IFA Administrator - London

Financial Services

London

18/05/2024

Position: Technical IFA Administrator - London
Pay: £35k

Our client is looking for a Technical Administrator to join their IFA firm 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 to: ...

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Senior IFA Administrator - Dorking

Financial Services

Dorking

18/05/2024

Position: Senior IFA Administrator - Dorking
Pay: £35k - £40k

We are looking for an experienced Senior IFA Administrator to join our clients team based in Dorking, Surrey. 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 diffe...

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Client Services Administrator - Liverpool

Financial Services

Liverpool

18/05/2024

Position: Client Services Administrator - Liverpool
Pay: £24k - £28k

We are working with a well-established wealth management firm based in Liverpool looking for an experienced Client Services Support Administrator to join their busy team. The right candidate will be flexible and dedicated, with effective communication and interpersonal skills, who can work independe...

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Financial Administrator - Liverpool

Financial Services

Liverpool

18/05/2024

Position: Financial Administrator - Liverpool
Pay: £24k - £28k

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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Financial Administrator - Market Harborough

Financial Services

Market Harborough

18/05/2024

Position: Financial Administrator - Market Harborough
Pay: £20k - £26k

We are looking for an experienced Financial Administrator for our client, based near Market Harborough, to join their expanding team. You will be working for a dynamic wealth management firms that offers holistic Financial Advice to clients around the world.   Responsibilities: Inputting a...

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Paraplanner - Market Harborough

Financial Services

Market Harborough

18/05/2024

Position: Paraplanner - Market Harborough
Pay: £35k - £45k

We are looking for an experienced Paraplanner for our client, based near Market Harborough, to join their expanding team. You will be working for a dynamic wealth management firms that offers holistic Financial Advice to clients around the world.   Responsibilities: Working closely with pr...

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Financial Administrator - Leicester

Financial Services

Leicester

18/05/2024

Position: Financial Administrator - Leicester
Pay: £20k - £26k

We are looking for an experienced Financial Administrator for our client, based near Leicester, to join their expanding team. You will be working for a dynamic wealth management firms that offers holistic Financial Advice to clients around the world.   Responsibilities: Inputting and maint...

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Paraplanner - Leicester

Financial Services

Leicester

18/05/2024

Position: Paraplanner - Leicester
Pay: £30k - £35k

We are looking for an experienced Paraplanner for our client, based near Leicester, to join their expanding team. You will be working for a dynamic wealth management firms that offers holistic Financial Advice to clients around the world.   Responsibilities: Working closely with product pr...

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Financial Administrator - Northampton

Financial Services

Northampton

18/05/2024

Position: Financial Administrator - Northampton
Pay: £20k - £26k

We are looking for an experienced Financial Administrator for our client, based near Leicester, to join their expanding team. You will be working for a dynamic wealth management firms that offers holistic Financial Advice to clients around the world.   Responsibilities: Inputting and maint...

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Client Administrator - St Asaph

Financial Services

St Asaph

14/05/2024

Position: Client Administrator
Pay: £25k - £30k

Our client is looking for a Client Administrator to join their team, working at their St Asaph office on a hybrid basis. Working in collaboration with Financial Advisers and other colleagues, you will assist the Financial Advisers in preparing recommendations and producing suitability reports in lin...

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Client Administrator Team Leader - St Asaph

Financial Services

St Asaph

14/05/2024

Position: Client Administrator Team Leader - St Asaph
Pay: £30k - £40k

Our client is looking for a Client Administrator Team Leader to join their team. You will be line-managing a team of Wealth Client Administrators in a way that supports delivery of service excellence at all times. As the Team Leader, providing crucial support to our Financial Planners, ensuring they...

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Technical Administrator - Burgess Hill

Financial Services

Burgess Hill

10/05/2024

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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Wills & Probate Solicitor - Burgess Hill

Legal

Burgess Hill

10/05/2024

Position: Wills & Probate Solicitor - Burgess Hill
Pay: £50k - £70k

Our client, based in Burgess Hill, is looking for an experienced Solicitor to join their growing team. You will be initially joining a smaller team, and this firm offers great career progression, and could potentially see this role into the Head of Legal Services division. As part of the Wills ...

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Protection & Insurance Administrator - Reigate

Financial Services

Reigate

10/05/2024

Position: Protection & Insurance Administrator - Reigate
Pay: £23k - £26k

Our client, based in Reigate (Surrey), is looking for an experienced Protection & Insurance Administrator to join their team and provide full admin support to the Protection Advisers in the business. You will help write suitability letters, complete client documentation, deal with client enquiri...

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Solicitor - Burgess Hill

Legal

Burgess Hill

10/05/2024

Position: Solicitor - Burgess Hill
Pay: £50k - £70k

Our client, based in Burgess Hill, is looking for an experienced Solicitor to join their growing team. You will be initially joining a smaller team, and this firm offers great career progression, and could potentially see this role into the Head of Legal Services division. As part of the Wills &...

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Financial Administrator - Wokingham

Financial Services

Wokingham

10/05/2024

Position: Financial Administrator - Wokingham
Pay: £25k - £35k

We are looking for a Financial Administrator to join our clients firm based in Wokingham. This will be a full time office-based role. Working in collaboration with Financial Advisers and other colleagues, you will assist the Financial Advisers in preparing recommendations and producing suitability ...

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IFA Administrator - Wokingham

Financial Services

Wokingham

10/05/2024

Position: IFA Administrator - Wokingham
Pay: £25k - £35k

We are looking for an IFA Administrator to join our clients firm based in the Wokingham area. This will be a fully office-based position, and you will be working directly alongside Financial Advisers helping them to provide Financial Advice to a range of clients.   Responsibilities:  ...

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Senior IFA Administrator - Wokingham

Financial Services

Wokingham

10/05/2024

Position: Senior IFA Administrator - Wokingham
Pay: £35k - £38k

We are looking for a Senior IFA Administrator to join our clients firm based in the Wokingham area. This will be a fully office-based position, and you will be working directly alongside Financial Advisers helping them to provide Financial Advice to a range of clients.   Responsibilities:&nbs...

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Paraplanner - Burgess Hill

Financial Services

Burgess Hill

10/05/2024

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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Paraplanner - Wokingham

Financial Services

Wokingham

10/05/2024

Position: Paraplanner - Wokingham
Pay: £50k

Our client is looking for a talented Paraplanner to join their team based in Wokingham. This will be an office based position. You will be supported by a full team of administrator and you will work alongside the Financial Advisers to prepare recommendations and produce suitability reports in line w...

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Junior Paraplanner - Wokingham

Financial Services

Wokingham

10/05/2024

Position: Junior Paraplanner - Wokingham
Pay: £25k - £35k

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 f...

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IFA Administration Manager - Wokingham

Financial Services

Wokingham

10/05/2024

Position: IFA Administration Manager - Wokingham
Pay: £35k - £50k

We are working with a well-established IFA firm near Wokingham that are looking to take on a new Administration Team Leader. We are looking for a candidate that is very experienced in a similar type of role, who is flexible and can effectively communicate with their team. You will need to have excel...

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Personal Assistant (Wealth Management) - Burgess Hill

Financial Services

Burgess Hill

10/05/2024

Position: Personal Assistant (Wealth Management) - Burgess Hill
Pay: £25k - £32k

Our client is looking for a PA to join their successful team in Burgess Hill. The role will involve supporting a Financial Adviser, ensuring client requirements are met. Our client is a well-established Partner Practice of St. James Place and this will be an office based position.   Specific ...

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Senior Personal Assistant (Wealth Management) - Burgess Hill

Financial Services

Burgess Hill

10/05/2024

Position: Senior Personal Assistant (Wealth Management) - Burgess Hill
Pay: £30k - £35k

Our client is looking for a PA to join their successful team in Burgess Hill. The role will involve supporting a Financial Adviser, ensuring client requirements are met. Our client is a well-established Partner Practice of St. James Place and this will be an office based position.   Specific ...

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Mortgage Administrator - Burgess Hill

Financial Services

Burgess Hill

10/05/2024

Position: Mortgage Administrator - Burgess Hill
Pay: £25k - £30k

Our client is looking for a talented Mortgage Administrator to join their team in Burgess Hill. This role would suit either a career administrator or an administrator who has their eyes on progressing to be a mortgage advisor or financial planner. You will be working to support two experienced advis...

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Mortgage Administrator - Bolney

Financial Services

Bolney

10/05/2024

Position: Mortgage Administrator - Bolney
Pay: £25k - £30k

Our client is looking for a talented Mortgage Administrator to join their team in Bolney. This role would suit either a career administrator or an administrator who has their eyes on progressing to be a mortgage advisor or financial planner. You will be working to support two experienced advisors fo...

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Financial Planning Administrator - Hickstead

Financial Services

Hickstead

10/05/2024

Position: Financial Planning Administrator - Hickstead
Pay: £25k - £30k

We are looking for a Financial Planning Administrator to join our clients team based near Hickstead. We are looking for an individual who has previous experience either working for a wealth management firm, or within mortgages. Your main duties will include working alongside financial advisers and m...

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Financial Planning Administrator - Bolney

Financial Services

Bolney

10/05/2024

Position: Financial Planning Administrator - Bolney
Pay: £25k - £30k

We are looking for a Financial Planning Administrator to join our clients team based near Bolney. We are looking for an individual who has previous experience either working for a wealth management firm, or within mortgages. Your main duties will include working alongside financial advisers and mort...

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Mortgage Administrator - Hickstead

Financial Services

Hickstead

10/05/2024

Position: Mortgage Administrator - Hickstead
Pay: £25k - £30k

Our client is looking for a talented Mortgage Administrator to join their team in Hickstead. This role would suit either a career administrator or an administrator who has their eyes on progressing to be a mortgage advisor or financial planner. You will be working to support two experienced advisors...

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Financial Planning Administrator - Burgess Hill

Financial Services

Burgess Hill

10/05/2024

Position: Financial Planning Administrator - Burgess Hill
Pay: £25k - £30k

We are looking for a Financial Planning Administrator to join our clients team based near Burgess Hill. We are looking for an individual who has previous experience either working for a wealth management firm, or within mortgages. Your main duties will include working alongside financial advisers an...

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Financial Administrator - Bolney

Financial Services

Bolney

10/05/2024

Position: Financial Administrator - Bolney
Pay: £25k - £30k

Our client is looking for a Financial Planning Administrator to assist their in their busy practice in Bolney. This will be a part-time position, 3 days a week. You will be responsible for ensuring that every task is carried out as instructed,  while maintaining contact with the relevant people...

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Financial Administrator - Burgess Hill

Financial Services

Burgess Hill

10/05/2024

Position: Financial Administrator - Burgess Hill
Pay: £25k - £30k

Our client is looking for a Financial Planning Administrator to assist their in their busy practice in Burgess Hill. This will be a part-time position, 3 days a week. You will be responsible for ensuring that every task is carried out as instructed,  while maintaining contact with the relevant ...

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Financial Administrator - Hickstead

Financial Services

Hickstead

10/05/2024

Position: Financial Administrator - Hickstead
Pay: £25k - £30k

Our client is looking for a Financial Planning Administrator to assist their in their busy practice in Hickstead. This will be a part-time position, 3 days a week. You will be responsible for ensuring that every task is carried out as instructed,  while maintaining contact with the relevant peo...

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Wealth Management Administrator - Reigate

Financial Services

Reigate

10/05/2024

Position: Wealth Management Administrator - Reigate
Pay: £24k - £26k

Our client is looking for a Wealth Management Administrator to join their team in Reigate, Surrey.   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 ...

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Financial Adviser - Burgess Hill

Financial Services

Burgess Hill

10/05/2024

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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Financial Administrator - Chobham

Financial Services

Chobham

10/05/2024

Position: Financial Administrator - Chobham
Pay: £20k - £25k

We are looking for an experienced Financial Administrator to join our clients SJP Practice based in Chobham. This position will involve supporting Financial Advisers with all areas of administration including, business processing, financial administration and client liaison. The role will require us...

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Financial Administrator - Burgess Hill

Financial Services

Burgess Hill

10/05/2024

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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Paraplanner - Broadstairs

Financial Services

Broadstairs

08/05/2024

Position: Paraplanner - Broadstairs
Pay: £28k - £30k

Our client is looking for an experienced Paraplanner to join their expanding team based in Broadstairs, Kent.   Main Job Purpose: To support advisers in providing compliant advice to clients.    Responsibilities: ·      Preparation of suitability reports fr...

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Trainee Paraplanner - London

Financial Services

London

03/05/2024

Position: Trainee 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 f...

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Junior Paraplanner - London

Financial Services

London

03/05/2024

Position: Junior Paraplanner - London (1)
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

03/05/2024

Position: Junior Paraplanner - London (2)
Pay: £25k - £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 ...

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Senior Technical Administrator - London

Financial Services

London

03/05/2024

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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Paraplanner Support - London

Financial Services

London

03/05/2024

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...

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Financial Planning Administrator - London

Financial Services

London

03/05/2024

Position: Financial Planning Administrator - London
Pay: £30k - £35k

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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Wealth Management Administrator - London

Financial Services

London

03/05/2024

Position: Wealth Management Administrator - London
Pay: £25k - £30k

Our client is looking for a Wealth Management Administrator to join their team in 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 authority, change...

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IFA Administrator - London

Financial Services

London

03/05/2024

Position: IFA Administrator - London
Pay: £25k - £35k

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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Business Processing Administrator (Wealth) - London

Financial Services

London

03/05/2024

Position: Business Processing Administrator (Wealth) - London
Pay: £30k - £35k

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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Senior Paraplanner - London

Financial Services

London

03/05/2024

Position: Senior 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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Chartered Paraplanner - London

Financial Services

London

03/05/2024

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 - London

Financial Services

London

03/05/2024

Position: Paraplanner (3) - London
Pay: £40k - £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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Paraplanner - London

Financial Services

London

03/05/2024

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 - London (Central)

Financial Services

London

03/05/2024

Position: Paraplanner - London (Central)
Pay: £45k - £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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Client Support Administrator (Wealth Management) - London

Financial Services

London

03/05/2024

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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Senior IFA Administrator - London

Financial Services

London

03/05/2024

Position: Senior IFA Administrator - London
Pay: £35k - £45k

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. You will be working alongside the Client Services team leader in assisting with the smoot...

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IFA Administrator (Part Time) - London

Financial Services

London

03/05/2024

Position: IFA Administrator (Part Time) - London
Pay: £35k - £40k (Pro-rata)

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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Private Client Administrator (Part-time) - London

Financial Services

London

03/05/2024

Position: Private Client Administrator (Part-time) - London
Pay: £30k (Pro-rata)

Our client is looking for a Private Client Administrator to join their team, with the option to work on a hybrid basis from their London. We are looking for a candidate to work part-time hours, across Monday-Friday (ideally 20-25 hrs each week).   Key Responsibilities: PA and general admin d...

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Private Client Administrator (IFA) - London

Financial Services

London

03/05/2024

Position: Private Client Administrator (IFA) - London
Pay: £28k - £35k

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

03/05/2024

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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Technical Financial Administrator - London

Financial Services

London

03/05/2024

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 - London

Financial Services

London

03/05/2024

Position: Financial Administrator - London (1)
Pay: £25k - £30k

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: ...

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Paraplanner - London (Harrow)

Financial Services

London

03/05/2024

Position: Paraplanner - London (Harrow)
Pay: £35k - £50k

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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Financial Administrator - London

Financial Services

London

03/05/2024

Position: Financial Administrator - London
Pay: £24k - £32k

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 proc...

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Financial Planning Support - London

Financial Services

London

03/05/2024

Position: Financial Planning Support - London
Pay: £25k - £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 an...

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Financial Administrator - London

Financial Services

London

03/05/2024

Position: Financial Administrator (1) - London
Pay: £26k - £32k

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 ...

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Paraplanner - Farnborough

Financial Services

Farnborough

02/05/2024

Position: Paraplanner - Farnborough
Pay: £40k - £47k

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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DB Paraplanner - Remote

Financial Services

Remote Working

02/05/2024

Position: DB Paraplanner - Remote
Pay: £40k - £47k

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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Client Services Representative - Farnborough

Financial Services

Farnborough

02/05/2024

Position: Client Services Representative - Farnborough
Pay: £27k - £29k

Our client is looking for a Client Services Representative to work as part of the Client Services team based in Farnborough.   Key Responsibilities: Manage inbound and outbound calls and book appointments. Respond to customer questions and resolve their issues Respond to customer emails ...

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Client Services Associate - London

Financial Services

London

30/04/2024

Position: Client Services Associate - London
Pay: £35k - £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

30/04/2024

Position: Client Services Administrator - London
Pay: £35k - £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...

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Senior Paraplanner - Shoreham-by-Sea

Financial Services

Shoreham-by-Sea

29/04/2024

Position: Senior Paraplanner - Shoreham-by-Sea
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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Senior Paraplanner - Brighton

Financial Services

Shoreham-by-Sea

29/04/2024

Position: Senior Paraplanner - Brighton
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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Head of Paraplanning - London

Financial Services

London

29/04/2024

Position: Head of Paraplanning - London
Pay: £50k - £65k

Our client is currently looking for an exceptional Head of Paraplanning to take their Paraplanning function to the next level, joining their team based in London, managing wealth for private clients, families and institutions. They provide a highly personal service and offer advice across the full r...

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Paraplanner - Canterbury

Financial Services

Canterbury

26/04/2024

Position: Paraplanner - Canterbury
Pay: £30k - £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 fro...

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IFA Administrator - Canterbury

Financial Services

Canterbury

26/04/2024

Position: IFA Administrator - Canterbury
Pay: £25k - £30k

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

26/04/2024

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 Adviser - Canterbury

Financial Services

Canterbury

26/04/2024

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 sur...

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IFA Administrator - Dorking

Financial Services

Dorking

26/04/2024

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

26/04/2024

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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Paraplanner - Dorking

Financial Services

Dorking

26/04/2024

Position: Paraplanner - Dorking
Pay: £40k - £45k

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 Paraplanner - Dorking

Financial Services

Dorking

26/04/2024

Position: Senior Paraplanner - Dorking
Pay: £50k

Our client is looking for a talent Senior Paraplanner to join their team based in Dorking.   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...

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Financial Adviser - Dorking

Financial Services

Dorking

26/04/2024

Position: Financial Adviser - Dorking
Pay: £60k

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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Chartered Financial Adviser - Dorking

Financial Services

Dorking

26/04/2024

Position: Chartered Financial Adviser - Dorking
Pay: £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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IFA Manager - Dorking

Financial Services

Dorking

26/04/2024

Position: IFA Manager - Dorking
Pay: £60k - £90k

We are looking for a Head of Financial Advice for our client based in Dorking. 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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Head of Financial Advice - Dorking

Financial Services

Dorking

26/04/2024

Position: Head of Financial Advice - Dorking
Pay: £60k - £90k

We are looking for a Head of Financial Advice for our client based in Dorking. 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 - South Woodham Ferrers

Financial Services

Chelmsford

26/04/2024

Position: Paraplanner - South Woodham Ferrers
Pay: £40k

Our client is looking for a talented Paraplanner to join their team based in South Woodham Ferrers, Essex. Key Responsibilities: To assist the Financial Planner in formulating the advice to the client, providing technical support and guidance where appropriate. Review client objectives ensuring...

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Paraplanner - Chelmsford

Financial Services

Chelmsford

26/04/2024

Position: Paraplanner - Chelmsford
Pay: £40k

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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Trainee / Junior Paraplanner - Chelmsford

Financial Services

Chelmsford

26/04/2024

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 f...

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Paraplanner - Colchester

Financial Services

Colchester

26/04/2024

Position: Paraplanner - Colchester
Pay: £35k - £45k

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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Trainee Paraplanner - Colchester

Financial Services

Colchester

26/04/2024

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 f...

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Financial Administrator - Colchester

Financial Services

Colchester

26/04/2024

Position: Financial Administrator - Colchester
Pay: £25k - £30k

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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IFA Administrator - Tring

Financial Services

Tring

26/04/2024

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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Junior Paraplanner - Beckenham

Financial Services

Beckenham

26/04/2024

Position: Junior Paraplanner - Beckenham
Pay: £25k - £35k

We are looking for a Trainee Paraplanner to join our clients SJP Practice based in Beckenham, Kent. This position will involve supporting Financial Advisers with all areas of technical administration and paraplanning including, business processing, financial administration and report writing. The ro...

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IFA Compliance Officer - Folkestone

Financial Services

Folkestone

26/04/2024

Position: IFA Compliance Officer - Folkestone
Pay: £45k - £65k

We are looking for an experienced Compliance Officer for our client! Previous experience within the Financial Services industry is essential, and preference would be that you are diploma qualified (level 4). The successful candidate will be working directly with the owners and existing compliance st...

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IFA Compliance Officer (DipFA Qualified) - Folkestone

Financial Services

Folkestone

26/04/2024

Position: IFA Compliance Officer (DipFA Qualified) - Folkestone
Pay: £45k - £65k

We are looking for an experienced Compliance Officer for our client! Previous experience within the Financial Services industry is essential, and preference would be that you are diploma qualified (level 4). The successful candidate will be working directly with the owners and existing compliance st...

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Financial Administrator (SJP) - Brighton

Financial Services

Brighton

26/04/2024

Position: Financial Administrator (SJP) - Brighton
Pay: £25k - £32k

We are looking for an experienced Financial Administrator to join our clients SJP Practice based in Brighton. This position will involve supporting Financial Advisers with all areas of administration including, business processing, financial administration and client liaison. The role will require u...

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Financial Administrator (SJP) - Colchester

Financial Services

Colchester

26/04/2024

Position: Financial Administrator (SJP) - Colchester
Pay: £23k - £25k

We are looking for an experienced Financial Administrator to join our clients SJP Practice based in Colchester. This position will involve supporting Financial Advisers with all areas of administration including, business processing, financial administration and client liaison. The role will require...

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Financial Administrator (SJP) - Tiptree

Administration

Tiptree

26/04/2024

Position: Financial Administrator (SJP) - Tiptree
Pay: £20k - £30k

We are looking for an experienced Financial Administrator to join our clients SJP Practice based near Tiptree. This position will involve supporting Financial Advisers with all areas of administration including, business processing, financial administration and client liaison. The role will require ...

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Financial Adviser - Colchester

Financial Services

Colchester

26/04/2024

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 su...

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Financial Administrator - Chelmsford

Financial Services

Chelmsford

26/04/2024

Position: Financial Administrator - Chelmsford
Pay: £20k - £23k

Our client is looking for a Financial Administrator to assist 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 close contact between clients and co...

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Trainee Paraplanner / IFA Paraplanner - Feering

Financial Services

Feering

26/04/2024

Position: Trainee Paraplanner / IFA Paraplanner - Feering
Pay: £25k - £40k

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...

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Trainee Financial Adviser - Tring

Financial Services

Tring

26/04/2024

Position: Trainee Financial Adviser - Tring
Pay: £25k - £30k

We are looking for a Trainee Financial Adviser for our client based in Tring, Hertfordshire. As a Trainee, you will be responsible for assisting the firm's experienced adivsers in providing financial advice to clients. Your role will include duties such as research, analyzing financial information, ...

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Senior Paraplanner - Beckenham

Financial Services

Beckenham

26/04/2024

Position: Senior Paraplanner - Beckenham
Pay: £45k - £55k

We are working with an SJP Practice based in Beckenham 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 proc...

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Property Manager - Ramsgate

Sales and Marketing

Ramsgate

26/04/2024

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 - Folkestone

Sales and Marketing

Folkestone

26/04/2024

Position: Property Manager - Folkestone
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

Sales and Marketing

Kent

26/04/2024

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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IFA Administrator - Ashford

Financial Services

Ashford

26/04/2024

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

26/04/2024

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

26/04/2024

Position: Financial Administrator - Ashford
Pay: £25k - £30k

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 ...

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Paraplanner - Ashford

Financial Services

Ashford

26/04/2024

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 ap...

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Financial Adviser (Self-Employed) - Ashford

Financial Services

Ashford

26/04/2024

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 s...

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Paraplanner - Brighton

Financial Services

Brighton

26/04/2024

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

26/04/2024

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

26/04/2024

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 ...

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Paraplanner - London

Financial Services

London

25/04/2024

Position: Paraplanner - London (F)
Pay: £35k - £50k

We have an exciting opportunity for a Paraplanner to join our client's team based in their London office. You will be joining a global investment management firm, helping to analyse prospective client portfolios to provide regulated advice on areas such as pension transfers, bond surrenders, investm...

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IFA Administrator - Cranbrook

Financial Services

Cranbrook

24/04/2024

Position: IFA Administrator - Cranbrook
Pay: £20k - £25k

Our client is looking for an IFA Administrator to join their busy team in Cranbrook, 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 ...

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Financial Administrator - Cranbrook

Financial Services

Cranbrook

24/04/2024

Position: Financial Administrator - Cranbrook
Pay: £20k - £25k

Our client is looking for a Financial Services Administrator to join their team in Cranbrook, Kent.   Key duties · Answering incoming calls and directing calls appropriately · Processing applications, letters of authority and requests for information · Managing the pro...

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IFA Administrator / Trainee Paraplanner - Cranbrook

Financial Services

Cranbrook

24/04/2024

Position: IFA Administrator / Trainee Paraplanner - Cranbrook
Pay: £20k - £25k

Our client is looking for a Financial Services Administrator/Trainee Paraplanner to join their team based in Cranbrook, Kent. You will pay a supportive role to the Financial Advisors and Paraplanners, and help deliver an exceptional service to their clients. This role also offers progression to trai...

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Office Administrator - Cranbrook

Financial Services

Cranbrook

24/04/2024

Position: Office Administrator - Cranbrook
Pay: £22k - £25k

We are currently looking for an Office Administrator to join a wealth management firm based in Cranbrook. 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 Updati...

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Practice Manager (Wealth Management) - London

Financial Services

London

22/04/2024

Position: Practice Manager (Wealth Management) - London
Pay: £45k - £55k

We are working with a well-established SJP Practice based in London that are looking to take on a new Practice Manager. We are looking for a candidate that is very experienced in a similar type of role, who is flexible and can effectively communicate with their team. You will need to have excellent ...

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IFA Compliance Officer - Dorking

Financial Services

Dorking

22/04/2024

Position: IFA Compliance Officer - Dorking
Pay: £35k - £50k

We are looking for an experienced Compliance Officer for our client! Previous experience within the Financial Services industry is essential, and preference would be that you are diploma qualified (level 4). The successful candidate will be working directly with the owners and existing compliance st...

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IFA Compliance Officer (DipFA) - Dorking

Financial Services

Dorking

22/04/2024

Position: IFA Compliance Officer (DipFA) - Dorking
Pay: £35k - £50k

We are looking for an experienced Compliance Officer for our client! Previous experience within the Financial Services industry is essential, and preference would be that you are diploma qualified (level 4). The successful candidate will be working directly with the owners and existing compliance st...

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IFA Administrator - Haywards Heath

Financial Services

Haywards Heath

19/04/2024

Position: IFA Administrator - Haywards Heath
Pay: £24k - £30k

Our client is looking for an IFA Administrator to join their team in Haywards Heath. 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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Paraplanner (2) - Dorking

Financial Services

Dorking

19/04/2024

Position: Paraplanner (2) - Dorking
Pay: £35k - £40k

Our client is looking for a talented Paraplanner to join their team based in Dorking. This will be an office based position. You will be supported by a full team of administrator and you will work alongside the Financial Advisers to prepare recommendations and produce suitability reports in line wit...

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Junior Paraplanner (2) - Dorking

Financial Services

Dorking

19/04/2024

Position: Junior Paraplanner (2) - Dorking
Pay: £35k - £40k

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 f...

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Paraplanner - Northampton

Financial Services

Northampton

19/04/2024

Position: Paraplanner - Northampton
Pay: £30k - £35k

We are looking for an experienced Paraplanner for our client, based near Leicester, to join their expanding team. You will be working for a dynamic wealth management firms that offers holistic Financial Advice to clients around the world.   Responsibilities: Working closely with product pr...

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Paraplanner - Hove

Financial Services

Hove

19/04/2024

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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IFA Administrator - Hove

Financial Services

Hove

19/04/2024

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 Parap...

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IT Support Executive - London

IT and Digital

London

18/04/2024

Position: IT Support Executive - London
Pay: £35k - £40k

We are working with a well established Wealth Management firm in London looking to take on a new IT Support Executive. Answering to the firms' Head of IT, you will have responsibility for their IT systems, software and hardware support. You will be providing essential support to the firm's operation...

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IT Support Executive - Weybridge

IT and Digital

Weybridge

18/04/2024

Position: IT Support Executive - Weybridge
Pay: £35k - £40k

We are working with a well established Wealth Management firm in Weybridge looking to take on a new IT Support Executive. Answering to the firms' Head of IT, you will have responsibility for their IT systems, software and hardware support. You will be providing essential support to the firm's operat...

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IFA Administrator - Fareham

Financial Services

Fareham

15/04/2024

Position: IFA Administrator - Fareham
Pay: £28k - £32k

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 - Berkswell

Financial Services

Berkswell

15/04/2024

Position: Paraplanner - Berkswell
Pay: £30k - £40k

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. Our client offers flexible working arrangements, including 1 day in office and 4 days working remotely.   Responsibi...

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Wealth Management Executive / Paraplanner - Berkswell

Financial Services

Berkswell

15/04/2024

Position: Wealth Management Executive / Paraplanner - Berkswell
Pay: £35k - £40k

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. Our client offers flexible working arrangements, including 1 day in office and 4 days working ...

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IFA Administrator - Berkswell

Financial Services

Berkswell

15/04/2024

Position: IFA Administator - Berkswell
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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New Business Processing Administrator - Berkswell

Financial Services

Berkswell

15/04/2024

Position: New Business Processing Administrator - Berkswell
Pay: £30k - £35k

Our client is looking for a New Business Administrator to join their Wealth Management team based in Berkswell. This will be a hybrid working role with 3 days in the office.   Main Duties and Responsibilities:-  Achieve a comprehensive understanding of the new business process and ass...

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Paraplanner - Whiteley

Financial Services

Whiteley

15/04/2024

Position: Paraplanner - Whiteley
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 - Whiteley

Financial Services

Whiteley

15/04/2024

Position: IFA Administrator - Whiteley
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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Client Services Administrator - Whiteley

Financial Services

Whiteley

15/04/2024

Position: Client Services Administrator - Whiteley
Pay: £25k - £35k

We are seeking a client services administrator to join a well-established financial services firm based near to Whiteley. You will work closely with the senior paraplanners and financial advisers to support the existing client bank and assist in the process of taking on new clients.   The Rol...

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Operations Administrator (Wealth Management) - Whiteley

Financial Services

Whiteley

15/04/2024

Position: Operations Administrator (Wealth Management) - Whiteley
Pay: £27k - £32k

We have an opportunity for an Operations Administrator to join our clients team based in Whiteley, Fareham. You will report to the Platform Operations Deputy Manager, and we are looking for a candidate who can demonstrate a background of providing high quality administration and customer service wit...

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Operations Administrator (Wealth Management) - Fareham

Financial Services

Fareham

15/04/2024

Position: Operations Administrator (Wealth Management) - Fareham
Pay: £27k - £32k

We have an opportunity for an Operations Administrator to join our clients team based in Whiteley, Fareham. You will report to the Platform Operations Deputy Manager, and we are looking for a candidate who can demonstrate a background of providing high quality administration and customer service wit...

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Client Services Administrator - Fareham

Financial Services

Fareham

15/04/2024

Position: Client Services Administrator - Fareham
Pay: £25k - £32k

We are seeking a client services administrator to join a well-established financial services firm based near to Whiteley. You will work closely with the senior paraplanners and financial advisers to support the existing client bank and assist in the process of taking on new clients.   The Rol...

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Paraplanner - Fareham

Financial Services

Fareham

15/04/2024

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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Practice Manager (Wealth Management) - Durley

Financial Services

Durley

12/04/2024

Position: Practice Manager (Wealth Management) - Durley
Pay: £30k - £40k

Our client is looking for a talented Practice Manager to join their wealth management team, joining a Practice of 15 team members. This will be an office based position working for a SJP Practice based in Durley.   Key Responsibilities: Implementation and ongoing monitoring of the client s...

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Wealth Administrator (SJP) - Durley

Financial Services

Durley

12/04/2024

Position: Wealth Administrator (SJP) - Durley
Pay: £22k - £30k

We are looking for an experienced Financial Administrator to join our clients SJP Practice based in Durley. This position will involve supporting Financial Advisers with all areas of administration including, business processing, financial administration and client liaison. The role will require use...

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Paraplanner (Self-employed) - Birmingham

Financial Services

Birmingham

12/04/2024

Position: Paraplanner (Self-employed) - Birmingham
Pay: Self-Employed Package

Our client is looking for a talented Paraplanner to join their team based in Birmingham, on a self-employed basis. You will be working alongside a team of outsourced paraplanners, supporting IFA's and their clients. Key Responsibilities: To assist the Financial Planner in formulating the advice ...

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IFA Administrator - Gerrards Cross

Financial Services

Gerrards Cross

12/04/2024

Position: IFA Administrator - Gerrards Cross
Pay: £25k - £35k

We are looking for an experienced IFA Administrator for our client based in Gerrards Cross, Buckinghamshire. 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 bus...

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Financial Administrator - Gerrards Cross

Financial Services

Gerrards Cross

12/04/2024

Position: Financial Administrator - Gerrards Cross
Pay: £25k - £35k

We are looking for an experienced Financial Administrator for our client based in Gerrards Cross, Buckinghamshire. 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-bou...

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Financial Administrator / Client Services - Birmingham

Financial Services

Birmingham

12/04/2024

Position: Financial Administrator / Client Services - Birmingham
Pay: £25k - £30k

Our client is looking for a Financial Administrator / Client Services Administrator to join their IFA firm based in Birmingham. The role will suit an experienced Financial Administrator who enjoys working autonomously in a driven and high-performing team.    Responsibilities: Ensure a...

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Financial Planning Administrator - Haywards Heath

Financial Services

Haywards Heath

12/04/2024

Position: Financial Planning Administrator - Haywards Heath
Pay: £25k - £30k

We are looking for a Financial Planning Administrator to join our clients team based near Haywards Heath. We are looking for an individual who has previous experience either working for a wealth management firm, or within mortgages. Your main duties will include working alongside financial advisers ...

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Mortgage Administrator - Haywards Heath

Financial Services

Haywards Heath

12/04/2024

Position: Mortgage Administrator - Haywards Heath
Pay: £25k - £30k

Our client is looking for a talented Mortgage Administrator to join their team in Haywards Heath. This role would suit either a career administrator or an administrator who has their eyes on progressing to be a mortgage advisor or financial planner. You will be working to support two experienced adv...

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Financial Administrator - Haywards Heath

Financial Services

Haywards Heath

12/04/2024

Position: Financial Administrator - Haywards Heath
Pay: £25k - £30k

Our client is looking for a Financial Planning Administrator to assist their in their busy practice in Haywards Heath. This will be a part-time position, 3 days a week. You will be responsible for ensuring that every task is carried out as instructed,  while maintaining contact with the relevan...

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Personal Assistant (Wealth Management) - Durley

Financial Services

Durley

12/04/2024

Position: Personal Assistant (Wealth Management) - Durley
Pay: £25k - £40k

Our client is looking for a PA to join their successful team in Durley. The role will involve supporting the Managing Director, ensuring client requirements are met. Earn up to £40k with benefits, depending on experience. Our client is a Partner Practice of St James Place.   Specific Ac...

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Recruitment Administrator - Sandwich

Recruitment

Sandwich

08/04/2024

Position: Recruitment Administrator - Sandwich
Pay: £20k - £30k

We are currently looking for a HR Administrator to join our expanding team. You will primarily be responsible for the back-office administration and database management for the firm. Your role will be mixed between resourcing for candidates and maintaining our website, job boards and database with u...

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Recruitment Consultant - Sandwich

Recruitment

Sandwich

05/04/2024

Position: Recruitment Consultant - Sandwich
Pay: £25k - £30k

Salary £25,000 - £30,000 Base Year 1 Expected earnings £35- 55K    Qualifications  Recruiting 2 years preferred experience Driving Licence   Benefits  Excellent bonus scheme Company Pension Free parking Canteens and gym on-site &nb...

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Client Servicing Lead (Wealth Management) - London

Financial Services

London

05/04/2024

Position: Client Servicing Lead (Wealth Management) - London
Pay: £35k - £45k

We are looking for a Client Servicing Lead for our client based in London. You will be joining a well-established Wealth Management firm, a partner practice of SJP (St. James Place) and will play a crucial role in ensuring regular contact with clients and facilitating meetings with Advisers to revie...

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Paraplanning Team Leader - Farnborough / Home Working

Financial Services

Remote Working

05/04/2024

Position: Paraplanning Team Leader - Farnborough / Home Working
Pay: £45k - £54k

We are looking for a Paraplanning Team Leader to join our client's expanding firm in Farnborough. You will help manage the team on a day to day basis, ensuring pipleine management and progressing cases in a timely manner, highlighting any potential concerns to the paraplanning manager. You will need...

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Paraplanner Support - Kent

Financial Services

Kent

05/04/2024

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

05/04/2024

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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Wealth Management Executive Team Leader - Berkswell

Financial Services

Berkswell

04/04/2024

Position: Wealth Management Executive Team Leader - Berkswell
Pay: £35k - £45k

We are looking to take for a Wealth Management Executive Team Leader to join our clients team based in Berkswell. You will be joining a Partner Practice of St. James Place and will help to lead and oversee the administrative support to the business. One of your main duties will be to help maintain e...

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Business Support Administrator (Wealth Management) - London

Financial Services

London

03/04/2024

Position: Business Support Administrator (Wealth Management) - London
Pay: £30k - £36k

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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Technical Financial Administrator (Part Time) - London

Financial Services

London

03/04/2024

Position: Technical Financial Administrator (Part Time) - London
Pay: £28k - £35k pro-rata

Our client is looking for a Technical Administrator to join their wealth management firm based in the heart of London. We are working with a Partner Practice of St. James Place, so previous SJP experience would be preferred. The role will suit an experienced Technical Administrator who enjoys workin...

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Mortgage Administrator - London

Financial Services

London

01/04/2024

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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Paraplanner / Assistant Financial Planner - Harpenden

Financial Services

Harpenden

01/04/2024

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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IFA Administrator - Bristol

Financial Services

Bristol

01/04/2024

Position: IFA Administrator - Bristol
Pay: £28k - £32k

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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Senior IFA Administrator - Bristol

Financial Services

Bristol

01/04/2024

Position: Senior IFA Administrator - Bristol
Pay: £30k - £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

01/04/2024

Position: Financial Administrator - Bristol
Pay: £28k - £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 - Nottingham

Financial Services

Nottingham

01/04/2024

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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Trainee Financial Adviser - Basingstoke

Financial Services

Basingstoke

01/04/2024

Position: Trainee Financial Adviser - Basingstoke
Pay: £25k - £30k

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 Paraplanner - Nottingham

Financial Services

Nottingham

01/04/2024

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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Financial Adviser - Basingstoke

Financial Services

Basingstoke

01/04/2024

Position: Financial Adviser - Basingstoke
Pay: £40k - £60k

Our client is looking to welcome a Financial Adviser into their team in Basingstoke, to advise clients as appropriate to their circumstances and objectives.   Specific responsibilities Prospecting and contacting potential clients in accordance with the firm’s business plan Making su...

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Financial Adviser (Self-Employed) - Basingstoke

Financial Services

Basingstoke

01/04/2024

Position: Financial Adviser (Self-Employed) - Basingstoke
Pay: Self-Employed Package

Our client is looking to welcome a Financial Adviser into their team in Basingstoke, to advise clients as appropriate to their circumstances and objectives.   Specific responsibilities Prospecting and contacting potential clients in accordance with the firm’s business plan Making su...

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Private Client Director (Remote)

Financial Services

Remote Working

01/04/2024

Position: Private Client Director (Remote)
Pay: £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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Business Development Executive (Private Client Investments) - London

Financial Services

London

01/04/2024

Position: Business Development Executive (Private Client Investments) - London
Pay: £60k+

Our client is looking for a Business Development Executive to join their team. The job purpose comprises of meeting with clients and prospective clients to provide financial planning for them in accordance with the company propositions, in order to generate compliant initial and ongoing income for t...

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Business Development Executive (Private Client Investments) - Remote

Financial Services

Remote Working

01/04/2024

Position: Business Development Executive (Private Client Investments) - Remote
Pay: £60k

Our client is looking for a Business Development Executive to join their team. The job purpose comprises of meeting with clients and prospective clients to provide financial planning for them in accordance with the company propositions, in order to generate compliant initial and ongoing income for t...

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IFA Administrator - Guildford

Financial Services

Guildford

01/04/2024

Position: IFA Administrator - Guildford
Pay: £28k - £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: Provide a high-quality service to c...

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Mortgage Adviser - Tunbridge Wells

Financial Services

Tunbridge Wells

01/04/2024

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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Financial Adviser - Tunbridge Wells

Financial Services

Tunbridge Wells

01/04/2024

Position: Financial Adviser - Tunbridge Wells
Pay: £40k - £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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Paraplanner - Oxford

Financial Services

Oxford

01/04/2024

Position: Paraplanner - Oxford
Pay: £30k - £50k

Our client is looking for a talented Paraplanner to join their team based in Oxford.  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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Trainee Paraplanner - Hertford

Financial Services

Hertford

01/04/2024

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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Financial Administrator (SJP) - Dorking

Financial Services

Dorking

01/04/2024

Position: Financial Administrator (SJP) - Dorking
Pay: £25k - £35k

We are looking for an experienced Financial Administrator to join our clients SJP Practice based in Dorking. This position will involve supporting Financial Advisers with all areas of administration including, business processing, financial administration and client liaison. The role will require us...

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Trainee Paraplanner - Farnborough

Financial Services

Farnborough

01/04/2024

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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Financial Adviser (Self-Employed) - Dorking

Financial Services

Dorking

01/04/2024

Position: Financial Adviser (Self-Employed) - Dorking
Pay: Self-Employed Package

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 s...

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IFA Administrator (Client Services Support) - London

Financial Services

London

01/04/2024

Position: IFA Administrator (Client Services Support) - London
Pay: £30k - £37k

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.   Responsibilities: Preparing first meeting packs - as and when required Inputting fact find details into o...

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Wealth Management Administrator - Farnborough

Financial Services

Farnborough

01/04/2024

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

01/04/2024

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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Office Administrator - London

Financial Services

London

01/04/2024

Position: Office Administrator - London
Pay: £20k - £25k

We are currently looking for an Office Administrator to join a wealth management firm based in Soho, London. The successful candidate will help support the practice and office management in day-to-day tasks, including accounts, IT, HR and general office administration.   Responsibilities: Fi...

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IFA Administrator - Farnborough

Financial Services

Farnborough

01/04/2024

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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Financial Administrator - London

Financial Services

London

01/04/2024

Position: Financial Administrator - London (LB)
Pay: £20k - £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, to help maintain existing business with current clients, grow business relationships with current clients and assist i...

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Senior Paraplanner (SJP) - London

Financial Services

London

01/04/2024

Position: Senior Paraplanner (SJP) - 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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Paraplanner (SJP) - London

Financial Services

London

01/04/2024

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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Paraplanner - Haywards Heath

Financial Services

Haywards Heath

01/04/2024

Position: Paraplanner - Haywards Heath
Pay: £35k - £40k

Our client based in Haywards Heath 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 m...

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Financial Adviser - Lewes

Financial Services

Sussex

01/04/2024

Position: Financial Adviser - Lewes
Pay: £50k

Our client is looking to welcome a Financial Adviser into their team in Lewes, 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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Financial Administrator - Banstead

Financial Services

Banstead

01/04/2024

Position: Financial Administrator - Banstead
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 ...

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Trainee Paraplanner - Banstead

Financial Services

Banstead

01/04/2024

Position: Trainee Paraplanner - Banstead
Pay: £30k - £35k

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 - Banstead

Financial Services

Banstead

01/04/2024

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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Trainee Financial Planner - Banstead

Financial Services

Banstead

01/04/2024

Position: Trainee Financial Planner - Banstead
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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Paraplanner - Farnham

Financial Services

Farnham

27/03/2024

Position: Paraplanner - Farnham
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 - Bristol

Financial Services

Bristol

27/03/2024

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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Paraplanner - Bath

Financial Services

Bath

27/03/2024

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

27/03/2024

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

27/03/2024

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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Personal Assistant to Senior Partner - London

Financial Services

London

01/03/2024

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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Graduate Trainee Financial Planner - London

Financial Services

London

01/03/2024

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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Private Client Director - London

Financial Services

London

27/02/2024

Position: Private Client Director - London
Pay: £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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Financial Planning Administrator - London

Financial Services

London

23/02/2024

Position: Financial Planning Administrator - London
Pay: £25k - £35k

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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Senior Adviser Support Administrator - London

Financial Services

London

23/02/2024

Position: Senior Adviser Support Administrator - London
Pay: £30k - £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.   Responsibilities  To provide administrative support to one or more financial advisers, which includes, but ...

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Paraplanner / Technical Administrator - London

Financial Services

London

23/02/2024

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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Financial Administrator - London

Financial Services

London

23/02/2024

Position: Financial Administrator - London (2)
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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Wealth Financial Administrator - London

Financial Services

London

23/02/2024

Position: Wealth Financial Administrator - London
Pay: £30k - £32k

We are working with a reputable SJP firm in London looking to take on a Financial Administrator. This is an entry level role ideally suited to a graduate that would like to build a career in the Financial Planning industry with the opportunity to grow in a supportive environment.   Responsibi...

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Senior Financial Administrator - London

Financial Services

London

23/02/2024

Position: Senior Financial Administrator - London
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 finan...

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Financial Consultant (Trainee Adviser) - London

Financial Services

London

09/02/2024

Position: Financial Consultant (Trainee Adviser) - London
Pay: Self-Employed Package

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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Trainee Financial Adviser - London

Financial Services

London

09/02/2024

Position: Trainee Financial Adviser - London
Pay: £20k - £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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Wealth Management Partner - London

Financial Services

London

09/02/2024

Position: Wealth Management Partner - London
Pay: Self-Employed Package

Our client is looking for a Wealth Management Partner to join their firm based in London. You will have access to a team of paraplanners and financial admins to help support your develop your career as a Financial Adviser. We are working with an award winning wealth management, looking to help aspir...

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Chartered Financial Adviser - London

Financial Services

London

09/02/2024

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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Financial Adviser - London

Financial Services

London

09/02/2024

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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Investment Communications Manager - London

Financial Services

London

07/02/2024

Position: Investment Communications Manager - London
Pay: £45k - £65k

Our client is looking for an Investment Communications Manager to join their Marketing Team reporting to Head of Marketing. Our client currently operates a hybrid working environment with a minimum of two days office based and the balance working from home. You will be responsible for creating and m...

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IFA Administrator - Bracknell

Financial Services

Bracknell

01/02/2024

Position: IFA Administrator - Bracknell
Pay: £25k - £32k

Our client is looking for an IFA Administrator to join their team based in Bracknell. You will be working as part of a team providing timely and efficient support to the Advisers in conjunction with the Paraplanners.   Responsibilities: Preparing client files for reviews Preparing and sub...

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Financial Administrator - Welwyn Garden City

Financial Services

Welwyn Garden City

19/01/2024

Position: Financial Administrator - Welwyn Garden City
Pay: £26k - £33k

Our client is looking for a Financial Administrator to join their team based in Welwyn Garden City. The Administrator will help provide admin support to the team of Financial Advisers.   PRINCIPAL DUTIES Review submitted cases and ensure documentation is correct before cases are submitted....

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Financial Adviser - York

Financial Services

York

19/01/2024

Position: Financial Adviser - York
Pay: £60k

Our client is looking to welcome a Financial Adviser into their team in York, 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 c...

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Paraplanner - Leeds

Financial Services

Leeds

15/01/2024

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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IFA Administrator - Barnet

Financial Services

Barnet

12/01/2024

Position: IFA Administrator - Barnet
Pay: £24k - £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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Wealth Administrator - Barnet

Financial Services

Barnet

12/01/2024

Position: Wealth Administrator - Barnet
Pay: £24k - £30k

Our client is looking for a talented Administrator to join their successful team in Barnet, London.   Duties: Appointment scheduling, re-arrangement & confirmation Diary management – internal/external meetings, rooms and alerting receptions Email management - filing/flagging an...

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Financial Administrator - Barnet

Financial Services

Barnet

12/01/2024

Position: Financial Administrator - Barnet
Pay: £24k - £30k

Our client is looking for a Financial Administrator to join their team based in Barnet. 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 submitt...

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Junior Paraplanner - Barnet

Financial Services

Barnet

12/01/2024

Position: Junior Paraplanner - Barnet
Pay: £26k - £35k

Our client is looking for a Junior Paraplanner to join their team, with their office based in Barnet, North London.    Key Responsibilities: Delivering accurate, well-drafted and compliant advice within agreed timescales and cost budgets Providing technical resource to the adviser te...

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IFA Administrator - Horsham

Financial Services

Horsham

08/01/2024

Position: IFA Administrator - Horsham
Pay: £28k

We are looking for an experienced IFA Administrator for our client based in Horsham. This will be an office based position with a growing and reputable firm. Working in collaboration with Financial Advisers and other colleagues, you will assist the Financial Advisers in preparing recommendations an...

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Financial Adviser - London

Financial Services

London

05/01/2024

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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Private Client Adviser - Farnborough

Financial Services

Farnborough

01/01/2024

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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Private Client Adviser - Weybridge

Financial Services

Weybridge

01/01/2024

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

01/01/2024

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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Private Client Adviser (Financial Adviser) - London

Financial Services

London

01/01/2024

Position: Private Client Adviser (Financial Adviser) - London
Pay: £60k+

Our 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, assessing their needs,...

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Private Client Adviser (Flexible Working) - Leicester

Financial Services

Leicester

01/01/2024

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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Private Client Adviser (Flexible Working) - Derby

Financial Services

Derby

01/01/2024

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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Private Client Adviser (Flexible Working) - Norfolk

Financial Services

Norfolk

01/01/2024

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

01/01/2024

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

01/01/2024

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

01/01/2024

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

01/01/2024

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

01/01/2024

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

01/01/2024

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 - Manchester

Financial Services

Manchester

22/12/2023

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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PA to MD - London

Financial Services

London

22/12/2023

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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Personal Assistant to MD - London

Financial Services

London

22/12/2023

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

Financial Services

London

22/12/2023

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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Junior Paraplanner - Horsham

Financial Services

Horsham

22/12/2023

Position: Junior Paraplanner - Horsham
Pay: £25k - £28k

Our client is looking for a commercially-minded and article individual to join its Technical Paraplanning Team as a Junior Paraplanner in Horsham. This will be an office-based role. Key Responsibilities: Delivering accurate, well-drafted and compliant advice within agreed timescales and cost bud...

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Financial Adviser - Horsham

Financial Services

Horsham

22/12/2023

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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Financial Administrator (Submissions Team) - London

Financial Services

London

22/12/2023

Position: Financial Administrator (Submissions Team) - London
Pay: £26k - £32.5k

We are looking for an experienced Financial administrator for our client based in the heart of London. You will help support all tasks across the Submissions team including issues management and working with SJP Admin Centre to resolve escalations.    Responsibilities: Review submitte...

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Client Review Administrator - London

Financial Services

London

22/12/2023

Position: Client Review Administrator - London
Pay: £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...

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Pension Administrator - London

Financial Services

London

22/12/2023

Position: Pension Administrator - London
Pay: £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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Mortgage and Protection Administrator - London

Financial Services

London

22/12/2023

Position: Mortgage and Protection 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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Paraplanner - Remote (London Office)

Financial Services

Remote Working

22/12/2023

Position: Paraplanner - Remote (London Office)
Pay: £30k - £40k

Our client is looking for a talented Paraplanner to join their team, working remotely. You will be working for an SJP Practice, with their head office based in London.  Key Responsibilities: To assist the Financial Planner in formulating the advice to the client, providing technical support...

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Senior Data & Systems Administrator - London

Financial Services

London

06/12/2023

Position: Senior Data & Systems Administrator - London
Pay: £45k - £50k

We are looking for an experienced Data & Systems Administrator to join an award-winning firm based in London. You will be helping the firm in providing exceptional quality private client and corporate administrative support. You will manage all data and systems relating to the Administrative fun...

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Data Administration Manager (Intelligent Office) - London

Financial Services

London

06/12/2023

Position: Data Administrator Manager (Intelligent Office) - London
Pay: £45k - £50k

We are looking for an experienced Data & Systems Administrator to join an award-winning firm based in London. You will be helping the firm in providing exceptional quality private client and corporate administrative support. You will manage all data and systems relating to the Administrative fun...

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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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 - 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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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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