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Jobs

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

Wealth Management PA

Financial Services

Burgess Hill

04/12/2021

Position: Wealth Management PA
Pay: Up to £30k

Our client is looking for a Wealth Management PA to join their successful team in Burgess Hill. The role will involve ensuring client requirements are met. Earn up to £30k, depending on experience.   General PA Duties: Appointment scheduling, re-arrangement & confirmation Diary ...

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Financial Planning Administrator

Administration

Burgess Hill

04/12/2021

Position: Financial Planning Administrator
Pay: Up to £27k

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 - Assistant Team Leader

Financial Services

London

02/12/2021

Position: Paraplanner - Assistant Team Leader
Pay: Negotiable

Our client is looking for a Paraplanner - Assistant Team Leader to join their team in a hybrid role between London and remote working. Working in collaboration with the Advisors and other colleagues, the Paraplanner will carry out paraplanning tasks – i.e. writing Suitability Letters in line w...

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Personal Assistant

Administration

Hove

02/12/2021

Position: Personal Assistant
Pay: £22k

Our client is looking for a Personal Assistant to join their successful team in Hove. The role will involve supporting the Director, ensuring client requirements are met. Specific Activities Include: Diary and inbox management. Weekly stats – meetings to be uploaded onto relevant platform...

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X-Plan Manager

Management and Executive

London

29/11/2021

Position: X-Plan Manager
Pay: Negotiable

The role of X-Plan Manager is to work alongside the Head of Systems & Processes to assist with day-to-day queries from staff, training, reporting and the general running of the back office system. The X-Plan role can vary subject to our client's business structure and requirements.   ...

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Client Liaison Administrator - Grimsby

Administration

Grimsby

24/11/2021

Position: Client Liaison Administrator
Pay: Negotiable

Our client is looking for an experience Client Liaison Administrator to join them in Grimsby.   Key Responsibilities: Adherence to Management Systems & Controls Maintain an up to date knowledge of company policies and procedures Ensure timely execution of client instructions, cheques...

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Private Client Administrator

Administration

London

24/11/2021

Position: Private Client Administrator
Pay: £23-28k

Our client is looking for a Private Client Administrator to join their team, with the option to work at their London office or remotely. Key Responsibilities: PA and general admin duties Organise and diarise meetings on behalf of the Private Client Director Work with the Private Client Direc...

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Paraplanner

Financial Services

Sheffield

24/11/2021

Position: Paraplanner
Pay: Negotiable

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

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Review Team Assistant

Financial Services

Hull

24/11/2021

Position: Review Team Assistant
Pay: Negotiable

Our client is look for an experienced Review Team Assistant to join their team in Hessle, Hull.   Key Responsibilities: Adherence to Management Systems & Controls Maintain an up to date knowledge of company policies and procedures Work with colleagues to ensure adherence to company...

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Client Liaison Administrator - East Malling

Administration

Kent

24/11/2021

Position: Client Liaison Administrator
Pay: Negotiable

Our client is looking for an experience Client Liaison Administrator to join them in East Malling, Kent.   Key Responsibilities: Adherence to Management Systems & Controls Maintain an up to date knowledge of company policies and procedures Ensure timely execution of client instruct...

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Client Liaison Administrator - Sheffield

Administration

Sheffield

24/11/2021

Position: Client Liaison Administrator
Pay: Negotiable

Our client is looking for an experience Client Liaison Administrator to join them in Sheffield.   Key Responsibilities: Adherence to Management Systems & ControlsMaintain an up to date knowledge of company policies and procedures Ensure timely execution of client instructions, cheques...

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Client Liaison Administrator - Newcastle

Administration

Newcastle

24/11/2021

Position: Client Liaison Administrator
Pay: Negotiable

Our client is looking for an experience Client Liaison Administrator to join them in Cramlington, Newcastle.   Key Responsibilities: Adherence to Management Systems & Controls Maintain an up to date knowledge of company policies and procedures Ensure timely execution of client instru...

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Senior Financial Planning Manager

Management and Executive

Brighton

22/11/2021

Position: Senior Financial Planning Manager
Pay: £45-50K

Our client has an exciting opportunity for a Financial Planning Manager to join their team. You will be working with their Financial Advisor team. This role involves liaising with clients, understanding their needs, researching products and providers, liaising with the Paraplanners and presenting th...

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Paraplanner

Financial Services

Bury St Edmunds

11/11/2021

Position: Paraplanner
Pay: £25-35k

Our client is looking for a Paraplanner to join their team in Bury St Edmonds. 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 al...

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IFA Administrator

Financial Services

Swavesey

11/11/2021

Position: IFA Administrator
Pay: £30-35K

Our client is looking for an IFA Administrator to join their team in Swavesey. The successful candidate will provide first class service to the client services team, as well as support the firm in providing excellent, independence advice to clients. Previous experience in Financial Services is benef...

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IFA Administrator

Financial Services

Swavesey

11/11/2021

Position: IFA Administrator
Pay: £30-35K

Our client is looking for an IFA Administrator to join their team in Swavesey. The successful candidate will provide first class service to the client services team, as well as support the firm in providing excellent, independence advice to clients. Previous experience in Financial Services is benef...

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Executive Assistant

Financial Services

London

11/11/2021

Position: Executive Assistant
Pay: £35-45k

Our client, a successful Wealth Management firm in the heart of London, is looking for a EA to assist a Senior Partner.  Reporting to the Partner, you will be involved in monitoring all aspects of the Pod Team Administration daily to support the Advisors and PA’s with fulfilling the requi...

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Client Technical Support Vacancy

Financial Services

Chelmsford

10/11/2021

Position: Client Technical Support
Pay: £35-42k

Our client is looking to fill their Client Technical Support vacancy in their Chelmsford office. You will be providing an excellent service to the Financial Planning Director and their clients by producing quality documents which provide clear advice to the client, based on solid market research and...

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Wealth Client Executive PA

Financial Services

Chelmsford

10/11/2021

Position: Wealth Client Executive PA
Pay: £25-32k

Our client is looking for a Wealth Client Executive PA to join their team. You will be delivering comprehensive support to Financial Planner(s) whilst delivering excellent service to customers and colleagues. Key Responsibilities: Engage with customers and build strong, professional, lasting rel...

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Wealth Client Executive PA

Financial Services

Cheltenham

10/11/2021

Position: Wealth Client Executive PA
Pay: £25-32k

Our client is looking for a Wealth Client Executive PA to join their team. You will be delivering comprehensive support to Financial Planner(s) whilst delivering excellent service to customers and colleagues. Key Responsibilities: Engage with customers and build strong, professional, lasting rel...

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Wealth Client Executive PA

Financial Services

Bath

10/11/2021

Position: Wealth Client Executive PA
Pay: £25-32k

Our client is looking for a Wealth Client Executive PA to join their team. You will be delivering comprehensive support to Financial Planner(s) whilst delivering excellent service to customers and colleagues. Key Responsibilities: Engage with customers and build strong, professional, lasting rel...

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Wealth Client Executive Team Leader

Financial Services

Mansfield

10/11/2021

Position: Wealth Client Executive Team Leader
Pay: £35-40k

Our client is looking for a Wealth Client Executive Team Leader to join their team. You will be line-managing a team of Wealth Client Executives in a way that supports delivery of service excellence at all times. You will be working with the Client Service Manager to ensure a first-class client expe...

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Wealth Client Executive Team Leader

Financial Services

Chelmsford

10/11/2021

Position: Wealth Client Executive Team Leader
Pay: £35-40k

Our client is looking for a Wealth Client Executive Team Leader to join their team. You will be line-managing a team of Wealth Client Executives in a way that supports delivery of service excellence at all times. You will be working with the Client Service Manager to ensure a first-class client expe...

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Wealth Client Executive Team Leader

Financial Services

Cheltenham

10/11/2021

Position: Wealth Client Executive Team Leader
Pay: £35-40k

Our client is looking for a Wealth Client Executive Team Leader to join their team. You will be line-managing a team of Wealth Client Executives in a way that supports delivery of service excellence at all times. You will be working with the Client Service Manager to ensure a first-class client expe...

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Wealth Client Executive Team Leader

Financial Services

Bath

10/11/2021

Position: Wealth Client Executive Team Leader
Pay: £35-40k

Our client is looking for a Wealth Client Executive Team Leader to join their team. You will be line-managing a team of Wealth Client Executives in a way that supports delivery of service excellence at all times. You will be working with the Client Service Manager to ensure a first-class client expe...

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Compliance Manager

Financial Services

Mansfield

10/11/2021

Position: Compliance Manager
Pay: £50k+

Our client is looking for a Compliance Advisory Manager to join their team. You will be leading the Compliance team in a way that supports compliant delivery of service excellence and operational effectiveness at all times.   Key Responsibilities:  In conjunction with the Head of Risk...

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Compliance Manager

Financial Services

Bath

10/11/2021

Position: Compliance Manager
Pay: £50k+

Our client is looking for a Compliance Advisory Manager to join their team. You will be leading the Compliance team in a way that supports compliant delivery of service excellence and operational effectiveness at all times.   Key Responsibilities:  In conjunction with the Head of Risk...

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Compliance Manager

Financial Services

Chelmsford

10/11/2021

Position: Compliance Manager
Pay: £50k+

Our client is looking for a Compliance Advisory Manager to join their team. You will be leading the Compliance team in a way that supports compliant delivery of service excellence and operational effectiveness at all times.   Key Responsibilities:  In conjunction with the Head of Risk...

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Compliance Manager

Financial Services

Somerset

10/11/2021

Position: Compliance Manager
Pay: £50k+

Our client is looking for a Compliance Advisory Manager to join their team. You will be leading the Compliance team in a way that supports compliant delivery of service excellence and operational effectiveness at all times.   Key Responsibilities:  In conjunction with the Head of Risk...

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Bookkeeper and Income Facilitator

Financial Services

Tewkesbury

10/11/2021

Position: Bookkeeper and Income Facilitator
Pay: £21-25k

Our client is looking for a Bookkeeper and Income Facilitator based in Tewkesbury. The role includes monthly and quarterly bookkeeping duties as well as monthly payroll provision together with other ad hoc duties.   Key Responsibilities: Production of management accounts. Maintaining sale...

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Paraplanner

Financial Services

Tewkesbury

10/11/2021

Position: Paraplanner
Pay: £30k+

Our client is looking for a Paraplanner to join their team in Tewkesbury. If you’re interested in progressing your career in financial services, this varied role could be for you. The company will provide training and exam support if you aren’t fully Diploma qualified and there is excell...

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IFA Financial Administrator

Administration

Bath

09/11/2021

Position: IFA Financial Administrator
Pay: £18-22k

Our client is looking for a talented financial advisor to join their team in Bath. You will be required to provide day-to-day administration support to the Operations team in order to provide our clients with excellent client service. Key Responsibilities: Prepare and package financial planning ...

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IFA Financial Administrator

Administration

Chelmsford

09/11/2021

Position: IFA Financial Administrator
Pay: £18-22k

Our client is looking for a talented financial advisor to join their team in Chelmsford. You will be required to provide day-to-day administration support to the Operations team in order to provide our clients with excellent client service. Key Responsibilities: Prepare and package financial plann...

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IFA Financial Administrator

Administration

Cheltenham

09/11/2021

Position: IFA Financial Administrator
Pay: £18-22k

Our client is looking for a talented financial advisor to join their team in Cheltenham. You will be required to provide day-to-day administration support to the Operations team in order to provide our clients with excellent client service. Key Responsibilities: Prepare and package financial pla...

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Paraplanner

Financial Services

Bath

09/11/2021

Position: Paraplanner
Pay: £32-38K

Our client is looking for a talented Paraplanner to join their team.  Key Responsibilities: To assist the Financial Planner in formulating the advice to the client, providing technical support and guidance where appropriate. Review client objectives ensuring they are clear, concise and ach...

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Paraplanner

Financial Services

Cheltenham

09/11/2021

Position: Paraplanner
Pay: £32-38K

Our client is looking for a talented Paraplanner to join their team.  Key Responsibilities: To assist the Financial Planner in formulating the advice to the client, providing technical support and guidance where appropriate. Review client objectives ensuring they are clear, concise and ach...

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Paraplanner

Financial Services

Chelmsford

09/11/2021

Position: Paraplanner
Pay: £32-38K

Our client is looking for a talented Paraplanner to join their team.  Key Responsibilities: To assist the Financial Planner in formulating the advice to the client, providing technical support and guidance where appropriate. Review client objectives ensuring they are clear, concise and ach...

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Paraplanner

Financial Services

Mansfield

09/11/2021

Position: Paraplanner
Pay: £32-38K

Our client is looking for a talented Paraplanner to join their team.  Key Responsibilities: To assist the Financial Planner in formulating the advice to the client, providing technical support and guidance where appropriate. Review client objectives ensuring they are clear, concise and ach...

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Financial Recruitment Consultant

Recruitment

London

02/11/2021

Position: Financial Recruitment Consultant
Pay: £20 -24K + Commission

Artemis Recruitment Consultants are looking to take an additional Recruiter to help manage our extensive client bank. We are specialist recruiters in Finance, IT and Executive and are looking for an additional Consultant in the financial services side of our business. We take pride in providing a pr...

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Sales Manager- Racking and Shelving

Sales and Marketing

Kent

02/11/2021

Position: Sales Manager
Pay: £40-50k

Our client a leader in storage solutions for warehouses is looking for a Sales Manager role to cover the Kent area. Our client specialises in a range of racking and shelving solutions such as warehouse pallet racking, shelving systems and mezzanine flooring into a variety of sectors including wareho...

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Paraplanner

Financial Services

Hove

02/11/2021

Position: Paraplanner
Pay: £35-45k

Our client is looking for an experienced Paraplanner to join their growing business in the heart of Hove. 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.  ...

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IFA Administrator/ Junior Paraplanner

Financial Services

St Albans

02/11/2021

Position: IFA Administrator/ Junior Paraplanner
Pay: up to £35k

Our client is looking for an IFA Administrator to assist Independent Financial Advisers and Paraplanners in their busy practice in St Albans. You will be responsible for ensuring that every task is carried out as instructed,  while maintaining contact with the relevant people. Previous experien...

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1st Level Technical Support

IT and Digital

Sandwich

01/11/2021

Position: 1st Level Technical Support
Pay: £19-24k

Our client is looking for an a Technical Support person to join their team and work on a busy service desk.  You will be dealing with clients both on the phone and in writing , requiring good customer services skills as well as technical knowledge.   Key Responsibilities: Dealing with...

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Client Support Vacancy

Administration

Swavesey

28/10/2021

Position: Client Support
Pay: £24k

Our client is looking for a friendly and enthusiastic individual to join their busy Client Administration Team which supports the IFA and Technical Team. Our client offers a Professional Development Programme where full training is provided throughout an employee's career.   Key Responsibilit...

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Senior Paraplanner

Financial Services

London

27/10/2021

Position: Senior Paraplanner
Pay: Negotiable

Our client is looking for a Senior Paraplanner to join their highly successful team in London. You will be joining the fast paced team based in their flagship London office, ensuring the business generated by the Partners who you will be working alongside is processed correctly and in a timely manne...

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Independent Financial Advisor

Financial Services

London

25/10/2021

Position: Independent Financial Advisor
Pay: Negotiable

Our client is looking for a new Independent Financial Adviser to join their team and support the continued growth of their business. This role is based in London. Initially, the role will be to advise existing clients of the firm, but the successful candidate will be expected to develop their own po...

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Administrator

Administration

London

25/10/2021

Position: Administration
Pay: £28-35k

Our client is looking for a new Administrator to join their team in London. The successful candidate will support our three Client Administrators with day to day administration.   Key Responsibilities:  Understanding and accurately interpreting the instructions from the Client Adminis...

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Paraplanner

Financial Services

Hove

22/10/2021

Position: Paraplanner
Pay: £35-45k

Our client is looking for an experienced Paraplanner to join their growing business in the heart of Hove. 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.  ...

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Paraplanner

Financial Services

Sheffield

22/10/2021

Position: Paraplanner
Pay: £32-40K

Our client is looking for a talented Paraplanner to join their team in Sheffield. This is a key role within the business, providing support to the Wealth Planning team on financial strategies, plans and products to clients. Key Responsibilities:  Adherence to Management System & Control...

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Paraplanner

Financial Services

Maidstone

22/10/2021

Position: Paraplanner
Pay: £32-40K

Our client is looking for a talented Paraplanner to join their team in Maidstone. This is a key role within the business, providing support to the Wealth Planning team on financial strategies, plans and products to clients. Key Responsibilities: Adherence to Management System & ControlsMaintai...

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Paraplanner

Financial Services

London

18/10/2021

Position: Paraplanner
Pay: Negotiable

Our client is looking for a talented Paraplanner to join their team in London. Specific activities include: Check all compliance paperwork is present Confirm client risk profile is determined Discuss client objectives with Financial Advisers Identify and obtain the information necessary to co...

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Senior Technical Consultant

Financial Services

London

18/10/2021

Position: Senior Technical Consultant
Pay: £50k+

Our client is looking for a Senior Technical Consultant to join their team in London. The role will provide financial planning support to Private Client Advisors, assisting them in delivering financial planning to new and existing clients. Key responsibilities: Preparing for and attending all cl...

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Paraplanner/ Wealth Planner

Financial Services

Newcastle

14/10/2021

Position: Paraplanner/Wealth Planner
Pay: £30-45k

Our client is looking for a talented Paraplanner/Wealth Planner to join their team in Newcastle.  Specific activities include:• Check all compliance paperwork is present• Confirm client risk profile is determined• Discuss client objectives with Financial Advisers• Identify ...

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Junior Private Client Advisor

Financial Services

London

13/10/2021

Position: Junior Private Client Advisor
Pay: Negotiable

Our client is looking for a talented Private Client Advisor to join their team. The role location is flexible; with options to be based in Weybridge, Surrey and/or Clerkenwell, London and/or home-based.  Key responsibilities: Achieve agreed financial targets in terms of generating fee reven...

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Senior Private Client Advisor

Financial Services

London

13/10/2021

Position: Senior Private Client Advisor
Pay: Negotiable

Our client is looking for a talented Senior Private Client Advisor to join their team. The role is flexible; with options to work in Weybridge, Surrey and/or Clerkenwell, London and/or home-based.  Key responsibilities: Achieve agreed financial targets in terms of generating fee revenue and...

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Commercial Finance Broker

Financial Services

Rainham

11/10/2021

Position: Commercial Finance Broker
Pay: £25-30k

Our client is looking for a talented Commercial Finance Broker to join their team in Rainham.  The ideal candidate will have: Essential: Minimum of 2 years Broker experience within Property Finance/Commercial Lending Previous relationships with existing lenders and /or borrowers Good kno...

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Business Assistant

Financial Services

Cirencester

11/10/2021

Position: Business Assistant
Pay: £26-30k

Our client is looking for a talented Business Assistant to support their highly successful Financial Advisor across all areas of ongoing business management and client liaison. Key Responsibilities: Responsible for all diary and email management required by both Advisers (a Junior Adviser is pla...

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Financial Administrator

Financial Services

Burgess Hill

08/10/2021

Position: Financial Administrator
Pay: £23-26k

Our client is looking for a Financial Administrator to assist paraplanners 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 betwee...

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Paraplanner

Financial Services

Home working

01/10/2021

Position: Paraplanner
Pay: £30-40k pro rata

Our client is looking for a talented Paraplanner to join their team. This is a part-time, remote role working 20-25 hours a week. Salary is £30-40k pro rata. Specific activities include: Check all compliance paperwork is present Confirm client risk profile is determined Discuss client ob...

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Client Services Manager

Financial Services

Chelmsford

01/10/2021

Position: Client Services Manager
Pay: Negotiable

Our client is looking for a talented Client Services Manager to join their team in Chelmsford. You will be working with the Wealth Management Team to provide wealth management services to the company's clients. Key Duties: Review Meeting Pack preparation for client review meetings, with performa...

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Sales Executive - Dutch Speaking

Sales and Marketing

London

01/10/2021

Position: Sales Executive
Pay: £26,500

Joining a multinational investment firm as one of the first Account Executives (AEs) for the Netherlands. You will be a crucial part of the sales process as the liaison between potential Dutch private clients and our firm - helping both the prospect’s financial future and our overall growth. ...

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Paraplanner

Financial Services

London

29/09/2021

Position: Paraplanner
Pay: £40-45k

Our client is looking for a skilled Paraplanner to join their team in London. You will be preparing and maintaining client files and putting forward recommendations, and reviewing client financial strategy. Core Responsibilities: ·       To provide paraplanning support to one...

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Paraplanner

Financial Services

Burgess Hill

28/09/2021

Position: Paraplanner
Pay: £35-45k

Our client is looking for a Paraplanner to join their team in Burgess Hill. You will be preparing and maintaining client files and putting forward recommendations, and reviewing client financial strategy.   Specific activities include: • Check all compliance paperwork is present •...

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Paraplanner

Financial Services

London

28/09/2021

Position: Paraplanner
Pay: £38k-43k

Our client is looking for a Paraplanner with 2 years experience working at an IFA firm, to join their team in London. You will be preparing and maintaining client files and putting forward recommendations, and reviewing client financial strategy.   Specific activities include: Check all co...

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Financial Administrator

Financial Services

London

28/09/2021

Position: Financial Administrator
Pay: £26-33k

Our client is looking for a Financial Administrator, with experience working at an Independent Financial Advisory firm, to join their team in London. You will work closely with the Paraplanners and assist them with their day to day administration. Key Skills: Attention to DetailAnalytical/Problem ...

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Financial Planner

Financial Services

East Midlands

27/09/2021

Position: Financial Planner
Pay: £50k + uncapped benefits

Our client is looking for a Financial Planner to identify and provide  advice to clients and to maintain profitable long terms relationships with those clients in order to achieve their goals and aspirations. Our client is based in the Midlands but the role can be based anywhere within 2/3 hour...

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Paraplanner

Financial Services

London

27/09/2021

Position: Paraplanner
Pay: £42k

Our client is looking for a talented Paraplanner to be based in London or Weybridge, to work as part of a team to deliver a first class research and report writing service to Private Client Partners.  Key Responsibilities: Writing recommendation and strategy reports in line with FD’s ...

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Paraplanner

Financial Services

London

27/09/2021

Position: Paraplanner
Pay: £50k

Our client is looking for a Paraplanner to join their team in central London. You will be preparing and maintaining client files and putting forward recommendations, and reviewing client financial strategy.   Specific activities include: • Check all compliance paperwork is present &bul...

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Paraplanner - Remote Working 

Financial Services

Home working

27/09/2021

Position: Paraplanner
Pay: £40k

Our client is looking for an additional Paraplanner to join their busy team. The Paraplanner will be responsible for: • Reviewing Private Client Fact-finds/Client Meeting Notes against defined Compliance guidelines to make sure all aspects of the client financial needs are clearly documented....

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Compliance Analyst

Financial Services

London

24/09/2021

Position: Compliance Analyst
Pay: £45-50k

Our client is looking for a talented Compliance Analyst to join their Compliance and Legal team. The successful candidate will be based at either our London or Guildford office with some travel to the other location.  The successful candidate will support Compliance with enforcing the rules an...

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Paraplanner- up to £35k

Financial Services

Portsmouth

21/09/2021

Position: Paraplanner
Pay: up to £35k

Our client is looking for a Paraplanner to join their team in Portsmouth– earn up to £35k.  You will be working alongside the Financial Advisers, preparing and maintaining client files and putting forward recommendations, and reviewing client financial strategy. Specific activitie...

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Client Services Representative- Farnborough

Financial Services

Farnborough

21/09/2021

Position: Client Services Representative
Pay: £24,343

Our client is looking for a Client Services Representative to work as part of the Client Services team in Farnborough- earn £24,343. Key Responsibilities: Manage inbound and outbound calls and book appointments.Respond to customer questions and resolve their issuesRespond to customer emails ...

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Commercial Negotiator

Sales and Marketing

Sandwich

17/09/2021

Position: Commercial Negotiator
Pay: £25-35k

Our client is looking for a Commercial Negotiator based in Sandwich. Ideally, candidates should have a sales/leasing customer service background preferably with a knowledge of the commercial property market. Key responsibilities: Managing the appraisal, listing, marketing, and letting or sale o...

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Wealth Management PA / Administrator

Financial Services

Berkshire

14/09/2021

Position: Personal Assistant
Pay: 25-35k

Our client is looking for a Personal Assistant to join their successful team in Woodley, Berkshire. The role will involve ensuring client requirements are met. Earn between £25- £35k, depending on experience.   General PA Duties: Appointment scheduling, re-arrangement & con...

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Business Support Service Administrator - Up to £28K

Administration

Farnborough

10/09/2021

Position: Business Support Service Administrator
Pay: £24,000-£28,000

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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Finance Officer - Birchington - up to £24k

Financial Services

Birchington

07/09/2021

Position: Finance Officer
Pay: up to £24k (flexible)

Our client is looking for a Finance Officer to join their Charity based in Birchington. The Finance Officer responsible for undertaking the efficient operation of the Charity’s financial systems (accounting and reporting) and the maintenance of associated records. They are responsible for liai...

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Investment RFP Writer - London or Guildford - £50k

Financial Services

London

06/09/2021

Position: Investment RFP Writer
Pay: £50k (approx.)

Our client is looking for an Investment RFP Writer to join their Marketing team based in either their London or Guildford offices - earn approx. 50k. Specific Activities Include: Work with the RFP team to update of Request for Proposal documents, due diligence questionnaires and external RFP dat...

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Paraplanner - Durham

Financial Services

Durham

02/09/2021

Position: Paraplanner

Our client is looking for a Paraplanner to join their team in Durham. You will be working alongside the Financial Advisers, preparing and maintaining client files and giving recommendations, and reviewing client financial strategy. Specific activities include: Providing support to the IFA team ...

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Paraplanning Team Leader - Farnborough / Home Working

Financial Services

Farnborough

01/09/2021

Position: Paraplanning Team Leader
Pay: £41-45k

We are looking for a Paraplanning Team Leader to join our client's expanding firm in Farnborough - possibility for Work From Home available. Specific Activities Include: 1.    Daily team management against individual targets, case tracking, ensuring timely delivery of urgent and non-urge...

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Editor - Kent - up to £24k

Management and Executive

Kent

26/08/2021

Position: Editor
Pay: up to £24k

We are looking for an enthusiastic editor to join our client’s team and participate in all stages of the publication process of their drink industry magazine. As an editor you will support the sales director to plan and produce various publications. Ultimately, you should be able to deliver ex...

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Paraplanner

Financial Services

Swindon

25/08/2021

Position: Paraplanner
Pay: £30,000 - £40,000

Are you an ambitious paraplanner with the desire to fast-track your career into an advisor or senior paraplanner? An exciting opportunity has arisen for a Paraplanner to work within a highly successful practice based in Cirencester. You will be joining the expanding and fast-paced paraplanning tea...

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Trainee Paraplanner - Bolton - up to £22k

Financial Services

Bolton

24/08/2021

Position: Trainee Paraplanner
Pay: up to £22k

We are looking for a Trainee Paraplanner to join our client's wealth management company in Bolton. Earn up to £22k, depending on experience and qualifications. Your role will be to assist Financial Advisers in financial research for their clients, writing up suitability letters and reports, e...

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Paraplanner - Bolton - up to £30k

Financial Services

Bolton

24/08/2021

Position: Paraplanner
Pay: up to £30k

Our client is looking for a Paraplanner to join their team in Bolton. You will be working alongside the Financial Advisers, preparing and maintaining client files and giving recommendations, and reviewing client financial strategy. Earn up to £30k, depending on experience -flexibility with Hom...

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Experienced Paraplanner - London - up to £35-40K + bonus

Financial Services

London

24/08/2021

Position: Paraplanner
Pay: up to £40k+ bonus

We are seeking an experienced Paraplanner to join a small financial services firm based just around the corner from St. Paul’s cathedral. You will work closely with the senior paraplanners and financial advisers to support their existing client bank and assist in the process of taking on new c...

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HR Advisor - Farnborough - up to £38k

HR

Farnborough

20/08/2021

Position: HR Advisor
Pay: £33-38k

Our client is looking for an HR Advisor to join their Farnborough team. The purpose of the role is to deliver a professional internal HR advisor service to managers and employees throughout the company, as well as promote the HR function through relationship building and coaching managers, increasin...

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IFA Administrator - Swindon

Administration

Swindon

20/08/2021

Position: IFA Administrator
Pay: £20-23k

Our client is looking for an IFA Administrator to assist their Business Support Team in Swindon, helping their advisers provide the highest levels of service. 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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Administraton and Marketing Kickstart Scheme

Administration

Home working

19/08/2021

Position: Kickstart Scheme

We are looking for an Administrator that is eligible for the Kickstart Scheme to join us. To be eligible you must be: Between 18-24 Be claiming Universal Credit The role involves marketing to new and existing clients, researching new markets, marketing new roles online, as well as basic fili...

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Client Review Administrator - London - up to £26k

Administration

London

18/08/2021

Position: Client Review Administrator
Pay: £23-26k

Our client is looking for an 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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Senior Paraplanner - Somerset - up to £45k

Financial Services

Somerset

16/08/2021

Position: Paraplanner
Pay: £35-45k

Our client is looking for a Paraplanner to join their team in Somerset. You will be working alongside the Financial Advisers, preparing and maintaining client files and giving recommendations, and reviewing client financial strategy. This is a full time role, but flexible working such as a 4-day wee...

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Marketing Production Assistant - London or Guildford

Financial Services

London

12/08/2021

Position: Marketing Production Assistant
Pay: £30k

Our client is looking for a new Marketing Production Assistant. The role will involve working within the Marketing Department and producing retail client and financial adviser focused marketing materials and product information to help promote the client’s products and services.  Specifi...

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PA - Central London - up to £45k

Financial Services

London

10/08/2021

Position: Personal Assistant
Pay: up to £45k

Our client, a successful Wealth Management firm in the heart of London, is looking for a PA to aid their Senior Leadership Team. They will be the first point of contact for queries across the business to ensure information is directed to the relevant teams. Key responsibilities General PA Duties: ...

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PA - Hove - up to £35k

Financial Services

Hove

10/08/2021

Position: Personal Assistant
Pay: up to £35k

Our client is looking for a Personal Assistant to join their successful team in Hove. The role will involve supporting the Managing Director, ensuring client requirements are met. Earn up to £35k with benefits, depending on experience. Specific Activities Include: Diary and inbox managemen...

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Senior Accountant - Margate - £25-30k

Accountancy

Margate

10/08/2021

Position: Senior Accountant
Pay: £25-30k

Our client, based in Margate, is looking for a Senior Accountant to join their team. Salary will depend on experience - approximately £25-30k. Key Responsibilities: Preparing Accounts & Tax Returns for Limited Companies, Partnerships & Sole Traders Meetings with new and existing c...

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IFA Administrator - Canterbury

Financial Services

Canterbury

09/08/2021

Position: IFA Administrator
Pay: £22-30k approx.

Our client is looking for an IFA Administrator to assist Independent Financial Advisers and Paraplanners in their busy practice in Canterbury. You will be responsible for ensuring that every task is carried out as instructed,  while maintaining contact with the relevant people. Previous experie...

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Paraplanner - Canterbury

Financial Services

Canterbury

09/08/2021

Position: Paraplanner
Pay: £25-35k approx.

Our client is looking for a Paraplanner to join their team in Canterbury. You will be working alongside the Financial Advisers, preparing and maintaining client files and giving recommendations, and reviewing client financial strategy. Specific activities include: Providing support to the IFA te...

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Financial Administrator - Chelmsford

Financial Services

Chelmsford

05/08/2021

Position: Financial Administrator
Pay: £20k

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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Investor Services Associate - up to £30k

Financial Services

Guildford

05/08/2021

Position: Investor Services Associate
Pay: £25-30k

Our client is looking for an Investor Services Associate for their team based in Guildford. Hybrid working available. Earn £25-30k, depending on experience. Ideally candidates should have private client experience.   Specific activities include: Process and administer Fund Managers bu...

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Paraplanner - Chelmsford - up to £50k

Financial Services

Chelmsford

28/07/2021

Position: Paraplanner
Pay: £30-50k

Our client is looking for an experienced Paraplanner to join their team in their Chelmsford office. You will be working alongside the Financial Advisers, preparing and maintaining client files and giving recommendations, and reviewing client financial strategy.  Specific activities include: ...

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Senior Client Support - Bury St Edmunds - up to £30k

Financial Services

Bury St Edmunds

28/07/2021

Position: Senior Client Support
Pay: £25-30k

Our client is looking for a Senior Client Support Administrator to join their expanding team. Possibility to earn £25-30k, depending on experience. You will be responsible for processing new business,  withdrawals, letters of authority, processing of applications, preparing review packs, ...

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Paraplanner - Truro

Financial Services

Truro

28/07/2021

Position: Paraplanner
Pay: £35k (neg.)

Our client is looking for an additional Paraplanner to join their team in Truro . 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 al...

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Proposition Manager - Farnborough

Financial Services

Farnborough

28/07/2021

Position: Proposition Manager
Pay: £50-55k

Our client is looking for a Proposition Manager for their Farnborough office. Earn up to £55k, depending on experience. Specific Activities Include: Designing and implementing new propositions and updating existing propositions Building and reviewing proposition materials Working with de...

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Financial Adviser (Employed Role)

Financial Services

Sussex

27/07/2021

Position: Financial Adviser
Pay: £40-50k

An exciting opportunity to join a fast paced, growing practice in Burgess Hill with ambitious plans for the future. Our client is looking for a driven individual who is looking to deal with existing levels of demand, as well as develop new relationships. Possibility to earn £40-50k, depending ...

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Corporate Client Relationship Manager - up to £65k

Financial Services

Home working

26/07/2021

Position: Corporate Client Relationship Manager

Our client is looking for a Corporate Client Relationship Manager to help maintain and build relationships with Corporate Clients, leading to opportunities for employee financial and wellbeing seminars, bulk pension transfers and embedded retirement solutions. The role would be Home Based, but trave...

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Paraplanner - Bristol

Financial Services

Bristol

23/07/2021

Position: Paraplanner

Our client is looking for an additional Paraplanner to join their team for a hybrid remote/office working position in Bristol. You will be working alongside the Financial Advisers, preparing and maintaining client files and putting forward recommendations, and reviewing client financial strategy.&nb...

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Paraplanner - South London - £40k

Financial Services

London

23/07/2021

Position: Paraplanner
Pay: £40k

Our client is looking for an additional Paraplanner to join their team in Sutton. 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 al...

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Professional Services Engineer - up to £35k

IT and Digital

Ramsgate

20/07/2021

Position: Professional Services Engineer
Pay: £22-35k

Our client, based in Ramsgate, is looking for a technical Professional Services Engineer. Ideal candidate will have 5+ years’ experience in similar tech roles. Business knowledge, and ability to converse with stakeholders with their IT road plan are required. Account Management skills are esse...

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Financial Adviser (Employed Role)

Financial Services

Sussex

16/07/2021

Position: Financial Adviser
Pay: £40-50k

An exciting opportunity to join a fast paced, growing practice in Burgess Hill with ambitious plans for the future. Our client is looking for a driven individual who is looking to deal with existing levels of demand as well as develop new relationships. Possibility to earn £40-50k, depending o...

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Paraplanner - Gloucestershire - £30-40k

Financial Services

Bristol

16/07/2021

Position: Paraplanner
Pay: £30-40k

Our client is looking for an additional Paraplanner to join their team for a hybrid remote/office working position in Tewkesbury. Earn £30-40k, depending on experience. You will be working alongside the Financial Advisers, preparing and maintaining client files and putting forward recommendat...

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Paraplanner - Rushden

Financial Services

Northampton

15/07/2021

Position: Paraplanner

Our client is looking for an additional Paraplanner to join their team for a hybrid remote/office working position in Rushden. You will be working alongside the Financial Advisers, preparing and maintaining client files and putting forward recommendations, and reviewing client financial strategy. ...

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Interim HR Manager - Farnborough - £45-50k

HR

Farnborough

09/07/2021

Our client is looking for an Interim HR Manager to work for a period of 14 months in Farnborough to cover maternity leave. The Interim HR Manager leads and supports the HR team to ensure the delivery of a comprehensive HR service to the business. They proactively advise on best practice and promote ...

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Private Client Adviser - East Anglia - up to £70k

Financial Services

East Anglia

09/07/2021

Our client is going through a period of expansion and is looking for a Private Client Adviser to join their team, as part of a home based position in East Anglia. The client offers great benefits in addition to a bonus scheme – possibility to earn £55-70k, depending on experience. Specif...

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Debt Recovery Manager - Ashford - Part or Full Time

Legal

Ashford

06/07/2021

Our client is looking for a Debt Recovery Manager to join their Ashford office. Both part-time and full-time candidates will be considered; part-time candidates will be contracted to work three days per week. Possibility to earn £27-32k FTE (£16,200 - £19,200 pro rata,) depending on experience. ...

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Paraplanner - Cambridge - up to £50k

Financial Services

Cambridge

06/07/2021

Position: Paraplanner
Pay: up to £50k

Our client, a top firm in the UK, is looking for an additional Paraplanner to join their team. Possibility to earn £40-50k, depending on experience. You will be working alongside the Financial Advisers, preparing and maintaining client files and putting forward recommendations, and reviewing...

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Paraplanner - Home Working - up to £40k

Financial Services

Home working

06/07/2021

Position: Paraplanner

Our client is looking for an additional Paraplanner to join their busy team.   The Paraplanner will be responsible for: • Reviewing Private Client Fact-finds/Client Meeting Notes against defined Compliance guidelines to make sure ALL aspects of the client financial needs are clearly d...

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Paraplanner - Farnborough - £25-40k

Financial Services

Farnborough

06/07/2021

Position: Paraplanner

Our client is looking for an additional Paraplanner to join their team – possibility to earn up to £40k depending on experience. Those with less experience will ideally have already worked in a financial admin role. You will be working alongside the Financial Advisers, preparing...

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Investor Services Associate - up to £30k

Financial Services

Guildford

05/07/2021

Our client is looking for an Investor Services Associate for their team based in Guildford. Hybrid working available. Earn £25-30k, depending on experience. Ideally candidates should have private client experience.  Specific activities include: Process and administer Fund Managers business...

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Sales Executive - Danish speaking

Financial Services

London

05/07/2021

Position: Sales Executive

Our client, an international wealth management company is looking for a Danish Sales Executive.  Your role will involve engaging with high-net-worth individuals who have expressed an interest in our clients services. Using your sales ability, you will discuss their investment goals and inform t...

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IFA Administrator - Stratford-upon-Avon - up to £28k

Administration

Stratford-upon-Avon

02/07/2021

Our client is looking for an IFA Administrator to join their team in Stratford-upon-Avon. The successful candidate will provide first class service to the client services team, as well as support the firm in providing excellent, independence advice to clients. Previous experience in Financial ...

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IFA Administrator - Redditch - up to £29k

Administration

Redditch

01/07/2021

Our client is looking for an IFA Administrator to join their team in Redditch. The successful candidate will provide first class service to the client services team, as well as support the firm in providing excellent, independence advice to clients. Previous experience in Financial Services is b...

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Paraplanner - Redditch - up to £38k

Financial Services

Redditch

01/07/2021

Position: Paraplanner

Our client is looking for a Paraplanner to join their team in Redditch – possibility to earn £30-38k, depending on experience. You will be working alongside the Financial Advisers, preparing and maintaining client files and putting forward recommendations, and reviewing client financial ...

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Private Client Director - UK wide opportunities - earn £100k+

Financial Services

Birmingham

30/06/2021

Our client is looking for a Private Client director, who is responsible for contacting high-net-worth individuals to gather new clients for the firm. £60k base salary, with opportunity to earn £100-150k in the first year. Opportunities available in Birmingham, Edinburgh and London. Specific Act...

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Property Manager - Folkestone

Estate Agency

Folkestone

29/06/2021

Position: Property Manager

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.   Your role will involve maintaining property rentals by advertising and filling vacancies, negotiating and enf...

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IFA / Client Services Administrator - Central London

Administration

London

23/06/2021

Our client is looking for an IFA / Client Services Administrator to join their team in Central London. The successful candidate will provide first class service to the client services team, as well as support the firm in providing excellent, independence advice to clients. 3+ years' Financial Servic...

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Legal Secretary - Canterbury

Administration

Canterbury

22/06/2021

Our client is looking for a full time Legal Secretary to join their busy Family department in Canterbury. Salary negotiable depending on experience - previous experience of family work preferred. Specific Activities Include: Providing...

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Residental Property Lawyer - Ashford

Legal

Ashford

22/06/2021

A well-established firm in Ashford is seeking an experienced Residental Property Lawyer to join their successful team. At least 1 years' PQE experience required. Specific Activities Include: Manage own caseload of sales and purchases Re-mortgages Preparing and advising on transfers of ...

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IFA Financial Administrator - Farnborough - up to £30k

Administration

Farnborough

16/06/2021

Our client is looking for an IFA Administrator to join their busy team in Farnborough. Possibility to earn £20-30k, depending on experience. The role will require excellent planning and organisation skills, a professional pleasant telephone manner and good administration skills to deliver a true...

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Private Client Lawyer - Canterbury - up to £45k

Legal

Canterbury

15/06/2021

Our client is looking for a Private Client lawyer of approx. 4 years' experience for their Canterbury office. Salary range £36000 - £45000k Specific activities include: Handling Wills, LPAs AND Inheritance Tax planning Assisting with complex estates involving both domestic and overseas pr...

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Junior Systems Developer - Farnborough - up to £30k

Financial Services

Farnborough

08/06/2021

Position: Junior Systems Developer

Our client is looking for a Junior Systems Developer for their team based in Farnborough - work from home available. Possibility to earn £23-30k, depending on experience. The primary responsibility of this role is to work as part of the Development Team, within the Business Application functio...

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IFA Administrator / Client Services Administrator - St Albans

Administration

St Albans

04/06/2021

Our client is looking for an IFA Administrator / Client Services Administrator to assist Independent Financial Advisers in their St Albans practice. Previous experience working in an IFA firm is required. You will be responsible for ensuring that every task is carried out as instructed, while mai...

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HR Assistant - Farnborough

Financial Services

Farnborough

03/06/2021

Our client, based in Farnborough, is looking for an HR Assistant to ensure a smooth running of the office - earn up to 20k. Responsibilities include: • Deliver all aspects of central print services in line with agreed standards and SLAs. • Deliver all aspects of inbound and outbound post...

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IFA Administrator

Financial Services

Ashford

02/06/2021

Our client is looking for an experienced IFA Administrator to join their busy team. In this IFA Administrator role, you will be directly supporting the Directors and paraplanners in the firm. You will be responsible for administrative duties such as processing new business, chasing outstanding in...

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Paraplanner - Remote Working - up to £40k

Financial Services

Home working

01/06/2021

Our client is looking for an additional Paraplanner to join their busy team. The Paraplanner will be responsible for: • Reviewing Private Client Fact-finds/Client Meeting Notes against defined Compliance guidelines to make sure ALL aspects of the client financial needs are clearly docume...

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Property Manager - Ramsgate

Estate Agency

Thanet

26/05/2021

Position: Property Manager

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.   Your role will involve maintaining property rentals by advertising and filling vacancies, negotiating and enfor...

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Legal Cashier - Herne Bay - up to £27k

Accountancy

Thanet

24/05/2021

Position: Legal Cashier

A new opportunity has arisen for an experienced Legal Cashier to join our client's team. Possibility to earn £23,000 - £27,000 per annum, depending on experience. Main Duties • To accurately input all client/office credits, debits and transfers, with occasional nominal postings; &...

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Paraplanner - Remote Working - up to £40k

Financial Services

Home working

19/05/2021

Our client is looking for an additional Paraplanner to join their busy team. The Paraplanner will be responsible for: • Reviewing Private Client Fact-finds/Client Meeting Notes against defined Compliance guidelines to make sure ALL aspects of the client financial needs are clearly documented...

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Paraplanner - Cambridge

Financial Services

Cambridge

18/05/2021

Our client, a top firm in the UK, is looking for an additional Paraplanner to join their team. Possibility to earn £40-60k, depending on experience. You will be working alongside the Financial Advisers, preparing and maintaining client files and putting forward recommendations, and reviewing...

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Paraplanner - Essex - earn up to £40k

Financial Services

Basildon

18/05/2021

Our client is looking for a Senior Paraplanner, Level 4 qualified with at least 2 years' experience to join their growing team. Possibility to earn £30-40k, depending on experience. You will be responsible for: • Checking all compliance paperwork is present • Confirming client risk p...

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Paraplanner - Nottingham

Financial Services

Nottingham

18/05/2021

Position: Paraplanner

Our client is looking for a Paraplanner with at least 3 years' experience to join their great team in Nottingham. Salary depending on experience, with great bonuses available.   Specific activities include: • Check all compliance paperwork is present • Discuss client objectives with...

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Senior Client Services Administrator - Bury St Edmunds

Administration

Bury St Edmunds

17/05/2021

Our client is looking for a Senior Client Services Administrator to join their expanding team. Possibility to earn £25-30k, depending on experience. You will be responsible for processing new business,  withdrawals, letters of authority, processing of applications, preparing review packs,...

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Senior Client Services Administrator - Swavesey - up to £30k

Administration

Swavesey

17/05/2021

We are looking for an experienced administrator to support our client’s friendly Financial Planning team in Swavesey. The role: You will be responsible for processing new business,  withdrawals, letters of authority, processing of applications, preparing review packs, meeting arrang...

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IFA Administrator (Client Services) - Bromsgrove - up to £26k

Administration

Bromsgrove

17/05/2021

Our client is looking for a Financial Administrator to assist Independent Financial Advisers in their practice. You will be responsible for ensuring that every task is carried out as instructed,  while maintaining contact with the relevant people. Possibility to earn £21-26k, depending o...

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IFA Administrator (Client Services) - Market Harborough

Administration

Market Harborough

17/05/2021

Our client is looking for a Financial Administrator to assist Independent Financial Advisers 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. Possibility to earn £21-26k, depending on...

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Paraplanner - Market Harborough

Financial Services

Market Harborough

17/05/2021

Our client is looking for a new Paraplanner to join their team in Market Harborough. Possibility to earn £30-40k, depending on experience. Specific activities include: • Check all compliance paperwork is present • Discuss client objectives with Financial Advisers • Conduct research into...

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Junior Paraplanner - earn up to £35k

Financial Services

London

17/05/2021

Position: Junior Paraplanner
Pay: up to £35k

We are looking for a Junior Paraplanner with a minimum of 3 years' experience in Paraplanning 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 w...

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PA / New Business Administrator / IFA Client Services - £24-30k

Financial Services

Essex

05/05/2021

An exciting new opportunity has arisen for a Personal Assistant to join a busy team in Halstead, providing financial planning to high-net-worth clients. This is an exceptional opportunity to join a reputable firm who believe in employee development and offer genuine scope for progression. The Rol...

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Sales Executive - Dutch speaking

Financial Services

London

09/04/2021

Our client, an international wealth management company is looking for a Belgian Sales Executive.  Your role will involve engaging with high-net-worth individuals who have expressed an interest in our clients services. Using your sales ability, you will discuss their investment goals and inform them...

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Trainee Financial Adviser

Financial Services

London

08/04/2021

Our client is looking for a Level 4 Trainee Financial Adviser to assist their Financial team in supporting the business needs. You will be assisting Advisers, attending seminars, working alongside financial teams, and assist in report writing and financial analysis.   Maintaining an understandi...

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