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Jobs

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

Head of Paraplanning (Maternity Cover) - London

Financial Services

London

20/05/2022

Position: Head of Paraplanning (Maternity Cover)
Pay: Up to £45k

Our client is looking for a Head of Paraplanning to join their team based in London to cover Maternity Leave, with the possibility of a more permanent role after contract due to continued business growth. The Head of Paraplanning (HoP) will be responsible for all paraplanning priorities across ...

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Brand and Content Manager - Farnborough

Financial Services

London

20/05/2022

Position: Brand and Content Manager
Pay: £40k - £45k

Our client is looking for an outstanding Brand and Content Manager to join their team in Farnborough.   Summary of Job Purpose  The Brand and Content Manager plays a vital role in a dynamic, fast paced marketing team and is responsible for planning, developing and delivering marketing c...

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Wealth Administrator - Burgess Hill

Financial Services

Burgess Hill

20/05/2022

Position: Wealth Administrator
Pay: £27k

Our client is looking for a talented Administrator to join their successful team in Burgess Hill.  Duties: Appointment scheduling, re-arrangement & confirmationDiary management – internal/external meetings, rooms and alerting receptionsEmail management - filing/flagging and forwardi...

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Paraplanner - Burgess Hill

Financial Services

Burgess Hill

20/05/2022

Position: Paraplanner
Pay: Negotiable

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

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IFA Administrator - Burgess Hill

Financial Services

Burgess Hill

20/05/2022

Position: IFA Administrator
Pay: Negotiable

Working in collaboration with Financial Advisers and other colleagues, you will assist the Financial Advisers in preparing recommendations and producing suitability reports in line with company policy, including preparing and maintaining client records, data gathering and application form preparatio...

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Financial Administrator - Burgess Hill

Financial Services

Burgess Hill

20/05/2022

Position: Financial Administrator
Pay: Negotiable

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 betwe...

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Accounts Administrator Wealth Management (Part Time) - Mayfair, London

Financial Services

London

19/05/2022

Position: Accounts Administrator Wealth Management (Part Time)
Pay: Negotiable

Our client is looking for a part time accounts administrator to join their growing team. This position would be ideal for someone with past experience in a junior IFA, Accounting or Accounts Management role. Position is for 2 to 3 days a week.   The duties will include: Researching supplie...

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Paraplanner - London

Financial Services

London

19/05/2022

Position: Paraplanner
Pay: £32k - £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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Paraplanning Manager - London

Financial Services

London

19/05/2022

Position: Paraplanning Manager
Pay: £45k - £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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Financial Adviser - London

Financial Services

London

19/05/2022

Position: Financial Adviser
Pay: £60k - £80k

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

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Paraplanner - Remote

Financial Services

Any

12/05/2022

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

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

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Financial Services Administrator/Sales Support - Worthing and Crawley

Financial Services

Worthing

12/05/2022

Position: Financial Services Administrator/Sales Support
Pay: £25k - £30k

Our client currently has an exciting career opportunity for an experienced Sales Support/ Financial Services Administrator to join their Sales Support team in either their Worthing or Crawley office. Working closely with Paraplanners and Financial Advisers, you will be the first point of contact for...

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Client Delivery Associate - London and Leeds

Financial Services

London

12/05/2022

Position: Client Delivery Associate
Pay: £28k - £32k

Our client is looking to hire Client Delivery Associates in both their London and Leeds offices. Your role will be to assist Financial Advisers by providing full administrative support and maintaining close contact with clients to deliver a professional, compliant and effective service. Key Respons...

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Investor Services Associate

Financial Services

Guildford

11/05/2022

Position: Investor Services Associate
Pay: Negotiable

Our client is looking for a talented Investor Services Associate to join their team in Guildford. Job Purpose • Process and administer Premier Fund Managers (PFM) business timely and accurately. • Support the management of Premier Portfolio Management (PPM) business. • Monitor, ov...

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Private Client Adviser - Berkshire

Financial Services

Berkshire

11/05/2022

Position: Private Client Adviser
Pay: £50k - £65k

Our client is looking for a Private Client Adviser to join their team. This will be a home/office/hybrid based role, working with an existing bank of recurring income clients and to address their clients financial planning needs. Our client is looking for a candidate with drive to be able to generat...

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Private Client Adviser - Hampshire

Financial Services

Hampshire

11/05/2022

Position: Private Client Adviser
Pay: £50k - £65k

Our client is looking for a Private Client Adviser to join their team. This will be a home/office/hybrid based role, working with an existing bank of recurring income clients and to address their clients financial planning needs. Our client is looking for a candidate with drive to be able to generat...

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Private Client Adviser - Surrey

Financial Services

Surrey

11/05/2022

Position: Private Client Adviser
Pay: £50k - £65k

Our client is looking for a Private Client Adviser to join their team. This will be a home/office/hybrid based role, working with an existing bank of recurring income clients and to address their clients financial planning needs. Our client is looking for a candidate with drive to be able to generat...

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Mortgage Administrator/Junior Paraplanner - Reading

Financial Services

Reading

10/05/2022

Position: Mortgage Administrator/Junior Paraplanner
Pay: £27k

Our client is looking for a talented Mortgage Administrator/Junior Paraplanner to join their team in Reading. Key Responsibilities: • To fully support the financial planners in terms of technical research, report writing and ensuring compliance procedures & internal systems and processes ...

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Paraplanner - Nottingham

Financial Services

Nottingham

10/05/2022

Position: Paraplanner
Pay: Negotiable

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 Financial Ad...

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Financial Services Administrator - Sevenoaks

Financial Services

Sevenoaks

09/05/2022

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

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

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Paraplanner Support - Sevenoaks

Financial Services

Sevenoaks

09/05/2022

Position: Paraplanner Support
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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Practice Manager - London

Administration

London

09/05/2022

Position: Practice Manager
Pay: £60k

Our client is looking for a Practice Manager to join their team in London. The candidate will have overall responsibility for the day to day running of the practice to include diary management, client servicing, business processing, regulatory requirements, general administration and marketing whils...

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Training and Competency Specialist

Financial Services

London

09/05/2022

Position: Training and Competency Specialist
Pay: £50k - £65k

Our client is looking for a Training and Competency Specialist to join their team in London on a 12-month contract. The candidate will be working closely with the Senior Management Team to help Financial Planners maintain and build on their competency within the company and regulatory environment un...

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Financial Administrator - London

Financial Services

London

09/05/2022

Position: Financial Administrator
Pay: £28k - £30k

Our client is looking for a Financial Administrator to join their team in London. The Administrator will support all tasks across the Submissions team including issues management and to resolve escalations.  PRINCIPAL DUTIES Review submitted cases and ensure documentation is correct before ...

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Paraplanner - London

Financial Services

London

09/05/2022

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

Our client is looking for a results-orientated, hard-working individual with Paraplanning experience to join their rapidly growing and high-impact entrepreneurial business with offices in central London, Horsham, County Durham, and Scunthorpe. Due to their ongoing success, we have an opportunity fo...

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Financial Advisor - London

Financial Services

London

09/05/2022

Position: Financial Advisor
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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Mortgage Specialist - London

Financial Services

London

09/05/2022

Position: Mortgage Specialist
Pay: £45k - £60k OTE

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 with offices in central London, Horsham, County Durham, and Scunthorpe. Due to our client’s...

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Financial Services Administrator - Ashford

Financial Services

Ashford

09/05/2022

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

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

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Paraplanner Support - Ashford

Financial Services

Ashford

09/05/2022

Position: Paraplanner Support
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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Business Analyst - Worthing

Financial Services

Worthing

05/05/2022

Position: Business Analyst
Pay: £45k - £55k

Our client is looking for a Business Analyst to join their team based in Worthing, Sussex. They have an exciting new opportunity for a candidate to help understand their growing business requirements and translate these into functional business specifications for configuration and development. You ...

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Private Client Manager - Worthing

Financial Services

Worthing

05/05/2022

Position: Private Client Manager
Pay: £50k - £60k

We have an excellent opportunity for a CTA qualified individual to join our client's expanding private client taxation team as a manager or senior manager. About the role The taxation team is growing to support the thriving financial planning business, both in the UK and overseas. The team current...

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Financial Adviser - Sheffield

Financial Services

Sheffield

05/05/2022

Position: Financial Adviser
Pay: £40k - £60k + Commission

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 - Maidenhead

Financial Services

Maidenhead

04/05/2022

Position: Paraplanner
Pay: £35-45k

Our client is a wealth management business in the financial services industry based in Cookham Dean, Berkshire. They provide a variety of investment and financial planning services for clients both in the UK and globally, with an in-house Investment Committee and a team of skilled advisers. Our cli...

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Personal Assistant to MD - London

Financial Services

London

01/05/2022

Position: Personal Assistant to MD
Pay: Up to £35k

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 £35k with benefits, depending on experience. Specific Activities Include: Diary and inbox management Wee...

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IFA Administrator

Financial Services

Kent

28/04/2022

Position: IFA Administrator
Pay: £24-32k

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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IFA Administrator

Financial Services

Guildford

27/04/2022

Position: IFA Administrator
Pay: £25k-£34k

Our client is seeking an Administrator to join its team of leading Advisers and Paraplanners. The position presents an opportunity to join a dynamic company offering excellent benefits after satisfactory completion of probation period. Job Description: Performing all administration, including th...

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Executive Assistant

Financial Services

London

22/04/2022

Position: Executive Assistant
Pay: Up to £40k

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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Senior Paraplanner

Financial Services

London

21/04/2022

Position: Senior Paraplanner
Pay: £60-65k

Our client is looking for a talent Senior Paraplanner to join their team in London.   Responsibilities:   1. Delivering accurate, well-drafted and compliant advice within agreed timescales and cost budgets2. Providing technical resource to the adviser team3. Acting as an effec...

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Lettings Credit Controller

Financial Services

Herne Bay

20/04/2022

Position: Lettings Credit Controller
Pay: £13 p/h

Our client is looking for a determined individual to provide a credit control and debt recovery service on rent arrears of residential tenancies. You will be chasing tenants and their guarantors for rent arrears by telephone and in writing, and keeping client landlords fully informed at all stages. ...

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Compliance Assistant

Financial Services

Worthing

19/04/2022

Position: Compliance Assistant
Pay: £30-35k

Our client is looking for an experienced Financial Service Professional to join their Global Compliance team as a Compliance Assistant. Key responsibilities: File checking pre and post advice by the Financial Planners Spot checking annual reviews Providing feedback to Financial Planners Repor...

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Trainee Paraplanner- Bath

Financial Services

Bath

13/04/2022

Position: Trainee Paraplanner
Pay: £25k-£30k

Our client is looking for a Trainee Paraplanner to join their team. This role would suit an individual who is halfway to being Diploma qualified and wants to work towards becoming a fully qualified Paraplanner. Key Responsibilities: Provide research and analysis of investment funds and financial p...

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Trainee Paraplanner- Cheltenham

Financial Services

Cheltenham

13/04/2022

Position: Trainee Paraplanner
Pay: £25k-£30k

Our client is looking for a Trainee Paraplanner to join their team. This role would suit an individual who is halfway to being Diploma qualified and wants to work towards becoming a fully qualified Paraplanner. Key Responsibilities: Provide research and analysis of investment funds and financial p...

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Trainee Paraplanner- Chelmsford

Financial Services

Chelmsford

13/04/2022

Position: Trainee Paraplanner
Pay: £25k-£30k

Our client is looking for a Trainee Paraplanner to join their team. This role would suit an individual who is halfway to being Diploma qualified and wants to work towards becoming a fully qualified Paraplanner. Key Responsibilities: Provide research and analysis of investment funds and financial p...

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Paraplanner

Financial Services

London

13/04/2022

Position: Paraplanner
Pay: £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 achieva...

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Financial Administrator

Financial Services

London

13/04/2022

Position: Financial Admin
Pay: £40k

Our client is looking for a Financial Administrator to join their team in Chesterfield. Key Responsibilities: Deal effectively with queries from clients and other parties through effective communication.Record your client communications (whether that communication is written, oral or electronic) i...

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Financial Planning Administrator

Financial Services

Alton

13/04/2022

Position: Financial Planning Administrator
Pay: £20-28k

Our client is looking for a Financial Planning Administrator to join their team in Alton, Hampshire. Key Responsibilities: Provide financial advisers will full administrative support Preparing client packs for annual reviews and ad-hoc meetings Arranging internal fund reviews Preparing recomm...

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Investment RFP Writer

Financial Services

London

03/04/2022

Position: Investment RFP Writer
Pay: Up to £60k

Our client is looking for an Investment RFP Writer to join their Marketing team. The successful candidate will be based at either our London or Guildford office with some travel to the other location. Our client is happy to consider candidates who are looking for either a fixed term contract or perm...

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Operations Executive

Financial Services

London

03/04/2022

Position: Operations Executive
Pay: £55- £60K +

Our client is looking for a talented Operations Executive to join their team in London.   Key responsibilities: Reporting to the Board Accountable for the development of the operational aspects of the business require to deliver the company's 5-year plan Engage with all aspects of the bu...

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Paraplanner- Wokingham

Financial Services

Wokingham

03/04/2022

Position: Paraplanner - Wokingham
Pay: £50k

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

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PA - Chelmsford

Financial Services

Chelmsford

03/04/2022

Position: PA - Chelmsford
Pay: Negotiable

Our client is looking for a Personal Assistant to join their successful team in Chelmsford.  Specific Activities Include: Diary and inbox management.Weekly stats – meetings to be uploaded onto relevant platforms.Client servicing: compliance, servicing and scheduling reviews.Prospect ser...

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IFA Admin- Farnborough

Financial Services

Farnborough

03/04/2022

Position: IFA Admin
Pay: Negotiable

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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IFA Admin- London

Financial Services

London

03/04/2022

Position: IFA Admin- London
Pay: Negotiable

Our client is looking for an IFA Administrator to join their busy team in London. The role will require excellent planning and organisation skills, a professional pleasant telephone manner and good administration skills to deliver a true client centric experience, building up relationships where app...

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Paraplanner- Remote

Financial Services

Any

03/04/2022

Position: Paraplanner - Remote
Pay: Negotiable

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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Mortgages & Protection Administrator

Financial Services

London

02/04/2022

Position: Mortgages & Protection Administrator
Pay: £24- £28.5k

Our client is looking for a talented individual to join their team as  a Mortgages & Protections Servicing Administrator to assist the Advisers with the client journey to help process new business, ensure relevant stakeholders are engaged and ensure the client experience is in line with wit...

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Senior Financial Administrator

Financial Services

Weybridge

30/03/2022

Position: Senior Financial Administrator
Pay: £35k+

Our client is looking for a Senior Financial Administrator to join their team in Weybridge.   Key Accountabilities: PA and general admin duties Organise and diarise meetings on behalf of the Private Client Advisors Work with the Private Client Advisors to prioritise tasks Fields calls a...

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Operations Manager

Financial Services

London

29/03/2022

Position: Operations Manager
Pay: Up to £50k

Our client is looking for a talented Operations Manager for this hybrid role in London.   Key responsibilities: Working closely with the Managing Director of the pod (group of Financial Advisers) to deliver the overall pod strategy Liaising with the pod team (Advisers and supporting PAs) ...

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Practice Manager/ Personal Assistant

Financial Services

London

29/03/2022

Position: Practice Manager/ Personal Assistant
Pay: £40-42k

Our client is looking a talented individual to join their thriving London office.   Practice Management tasks: Ensuring Compliance throughout the Practice is efficiently monitored and up to date including regularly updating the Record of Processing document Monitoring the Workflow on i-bu...

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Trainee Paraplanner

Financial Services

Farnborough

28/03/2022

Position: Trainee Paraplanner
Pay: £32-37k

Our client is looking for a Trainee Paraplanner to join their team in Farnborough. Key responsibilities: To review and quality check Private Client factfinds 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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IFA Paraplanner / Trainee Paraplanner

Financial Services

Feering

18/03/2022

Position: IFA Paraplanner / Trainee Paraplanner
Pay: £27-£45k

Our client is looking for a Trainee Paraplanner to join their Feering office. You will be providing support to the team of IFAs. Key Responsibilities: To write suitability reports for clients of the firm’s IFAs. Reports are often of a technical nature. To conduct whole of market research...

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PA/Executive PA

Financial Services

Burgess Hill

16/03/2022

Position: PA

Our client is looking for an experienced Executive Assistant to provide in their Practice in Burgess Hill.   Core responsibilities:  Director of first impressions Client and prospect client communication Responsibility over the Director’s email inbox    Acknowledgin...

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X-Plan Manager

Financial Services

London

16/03/2022

Position: X-Plan Manager
Pay: £40k

Our client is looking for a talented individual to join their team. The role of X-Plan Manager is to work alongside the Head of Systems & Processes to assist with day-to-day queries from staff, training, reporting and the general running of the back office system. The X-Plan role can vary subjec...

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1st Level Helpdesk Support Analyst

Financial Services

Farnborough

16/03/2022

Position: 1st Level Helpdesk Support Analyst
Pay: £27-30k

Our client is looking for someone to join their Helpdesk in this IT role based in Farnborough: Key Responsibilities: Work as part of the Business Application Helpdesk Provide Software Support to the business helping with general queries on the use of the Back Office and bespoke software, loggin...

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Junior Paraplanner

Financial Services

London

15/03/2022

Position: Junior Paraplanner
Pay: Negotiable

Our client is looking for a commercially-minded and article individual to join its Technical Paraplanning Team as a Junior Paraplanner in London. Key Responsibilities: Delivering accurate, well-drafted and compliant advice within agreed timescales and cost budgets Providing technical resource t...

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Paraplanner

Financial Services

London

15/03/2022

Position: Paraplanner
Pay: Negotiable

Our client is looking for a talented Paraplanner to join their team in London.   Key Responsibilities:  Delivering accurate, well-drafted and compliant advice within agreed timescales and cost budgets Providing technical resource to the adviser team Acting as an effective point of l...

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Financial Admin

Financial Services

London

15/03/2022

Position: Financial Admin
Pay: Negotiable

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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Client Services Representative

Financial Services

Farnborough

12/03/2022

Position: Client Services Representative
Pay: up to £26k

Our client is looking for a Client Services Representative to join their Client Services department in Farnborough. Key Accountabilities: Work as part of a team receiving inbound and outbound calls from clients, prospects and pension scheme members wishing to book appointments or to be provided ...

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Paraplanner- Farnborough

Financial Services

Farnborough

12/03/2022

Position: Paraplanner
Pay: up to £43k

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 paperw...

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New Business Administrator

Financial Services

Farnborough

12/03/2022

Position: New Business Administrator
Pay: £27-32k

The purpose of this role is to liaise with Advisers and Clients to arrange and book annual review meetings, produce valuations and carry out a range of servicing tasks. The role will require excellent planning and organisation skills, a professional pleasant telephone manner and good administra...

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Pharmacist - Ukraine Relief

Management and Executive

Manston

11/03/2022

Position: Pharmacist
Pay: TBC

We're are looking for a Pharmacist to work on a short term project for Ukraine relief, assisting with the sorting, distribution and transportation of primarily diabetic medical supplies.  You will be responsible for the checking of medication and combining the appropriate insulin, pumps and sy...

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IFA Administrator

Financial Services

Tewkesbury

10/03/2022

Position: IFA Administrator
Pay: £20-28K

Our client is looking for a Financial Administrator to assist Independent Financial Advisers in their practice. You will be responsible for ensuring that every task is carried out as instructed,  while maintaining contact with the relevant people.   Key Responsibilities Keeping close ...

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Administrator

Financial Services

Sandwich

09/03/2022

Position: Administrator
Pay: Negotiable

Our client is looking for an Administrator to join their team. Key responsibilities Printing and sending out of service charge and ground invoices Answering routine enquiries from leaseholders Making sure fire risk assessments, EICRs and asbestos surveys are up to date Updating contractors&rs...

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Assistant Financial Planner

Financial Services

London

08/03/2022

Position: Assistant Financial Planner
Pay: £34k

Our client is looking for a recent Graduate to join their team as an Assistant Financial Planner to in their London office. Job purpose To support the company in delivering a high quality, independent service to clients To obtain comprehensive experience and training with a view to becoming a q...

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Junior Paraplanner - London

Financial Services

London

04/03/2022

Position: Junior Paraplanner
Pay: £25-29k

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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 Trainee Workplace Pensions/Auto Enrolment Adviser Role

Financial Services

London

04/03/2022

Position:  Trainee Workplace Pensions/Auto Enrolment Adviser 
Pay: £24-£25K

Our client is looking for a trainee Advisor to join their team in London. Key responsibilities: Manage new business pipeline efficiently. Attend all sales calls and employee clinics/presentations relative to new and existing clients. Document meeting notes and fact find information, and ...

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Content Writer

Financial Services

London

04/03/2022

Position: Content Writer
Pay: £35-£38K

Our client is looking for a Content Writer to join the Marketing Department of their London office (with option for hybrid working).  The Role and Responsibilities:  You will have a crucial role in developing the content strategy with the Head of Marketing and Business Development acro...

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X-Plan Manager

Financial Services

London

04/03/2022

Position: X-Plan Manager
Pay: £35-£40K

Our client is looking for an X-Plan Manager to join their team in London.   Key responsibilities: Maintain client records (including merging/deleting as required).  Setting up and linking data feeds from providers.  Create and maintain user access and profiles.  Supportin...

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Paraplanner

Financial Services

London

04/03/2022

Position: Paraplanner
Pay: £35-£40K

Our client is looking for a Paraplanner to support one or more Financial Adviser/s in their London office.   Key Responsibilities: Managing tasks and the advice process on X-Plan (Back office system). Conducting regular meetings with the Adviser in order to: manage new business leads; ...

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Paraplanner Support

Financial Services

London

04/03/2022

Position: Paraplanner Support
Pay: £25-£40K

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...

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Account Manager

Financial Services

London

04/03/2022

Position: Account Manager
Pay: £24-£25K

Our client is looking for an Account Manager to join their team in London. You will be responsible for the full administration of Work Place Pensions and Group Risk benefits.  The Account Manager will deal with all scheme administration, namely:  processing of new entrants, leavers...

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Wealth Management PA

Financial Services

Burgess Hill

04/03/2022

Position: Wealth Management PA
Pay: £25-28k

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.   General PA Duties: Appointment scheduling, re-arrangement & confirmationDiary management – internal/external meetings, rooms...

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IFA Administrator

Financial Services

London

04/03/2022

Position: IFA Administrator
Pay: £25-30k

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

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Client Liaison Administrator - Sheffield

Financial Services

Sheffield

02/03/2022

Position: Client Liaison Administrator
Pay: Negotiable

Our client is looking for a Client Liaison Administrator to join their team in Sheffield.   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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Client Liaison Administrator- East Malling

Financial Services

East Malling

02/03/2022

Position: Client Liaison Administrator
Pay: Negotiable

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

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Digital Marketing Manager

Financial Services

Worthing

28/02/2022

Position: Digital Marketing Manager
Pay: Up to £60k

Our client is looking to hire a new Digital Marketing Manager to join their team. This is a global role which can be flexible in terms of work location and hours though client would prefer a UK base.   Key Responsibilities: Work with company's external agency to maintain and drive improvem...

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Financial Planning Administrator

Financial Services

London

24/02/2022

Position: Financial Planning Administrator
Pay: £28-32k

Our client is looking for a talented individual to join their Financial Planning Support team for a full-time permanent role in the administration team, based at Central London. Relevant financial services experience is essential and some knowledge of the Curo (Microsoft Dynamics) back office syste...

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Paraplanner

Financial Services

London

24/02/2022

Position: Paraplanner
Pay: £60k

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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Wealth Admin- Liverpool

Financial Services

Liverpool

24/02/2022

Position: Wealth Administrator
Pay: £18-22k

Our client is looking for a talent Administrator to join their successful team in Liverpool.  Duties: Appointment scheduling, re-arrangement & confirmationDiary management – internal/external meetings, rooms and alerting receptionsEmail management - filing/flagging and forwarding to...

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Investment Administrator

Financial Services

London

23/02/2022

Position: Investment Administrator
Pay: £32-38K

Our client is looking for a new Investment Administrator in this London/hybrid working role Key responsibilities: Assist in ensuring that the discretionary investment management service and the advisory service operate as efficiently and as effectively as possible. Process new business from ini...

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Paraplanner- Remote

Financial Services

Any

23/02/2022

Position: Paraplanner
Pay: £40-43k

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

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Paraplanner- Bath

Financial Services

Bath

23/02/2022

Position: Paraplanner
Pay: Negotiable

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

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Paraplanner- London

Financial Services

London

23/02/2022

Position: Paraplanner
Pay: Negotiable

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

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Paraplanner- Hove

Financial Services

Hove

23/02/2022

Position: Paraplanner
Pay: Negotiable

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

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Paraplanner- Chelmsford

Financial Services

Chelmsford

23/02/2022

Position: Paraplanner
Pay: Negotiable

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

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Paraplanner- Farnborough

Financial Services

Farnborough

23/02/2022

Position: Paraplanner
Pay: Negotiable

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

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Paraplanner- Bolton

Financial Services

Bolton

23/02/2022

Position: Paraplanner

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

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Financial Planning Administrator- London

Financial Services

London

23/02/2022

Position: Financial Planning Administrator
Pay: Negotiable

Our client is looking for a Financial Planning Administrator to assist their in their busy practice in London. You will be responsible for ensuring that every task is carried out as instructed,  while maintaining contact with the relevant people. You will be: Keeping close contact between cli...

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Digital Marketing Manager

Management and Executive

Worthing

22/02/2022

Position: Digital Marketing Manager
Pay: Up to £60k

Our client is looking to hire a new Digital Marketing Manager to join their team. This is a global role which can be flexible in terms of work location and hours though client would prefer a UK base.   Key Responsibilities: Work with company's external agency to maintain and drive improvem...

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Assistant Team Leader

Financial Services

London

20/02/2022

Position: Assistant Team Leader
Pay: £35-38k

Our client is looking for an Assistant Team Leader to join their team in London with hybrid working.   Assistant team leader duties:  Facilitate training sessions (e.g. Knowledge Sharing, New Joiner Induction, etc.) Liaise with Team Lead to manage workflow capacity (in-house and outs...

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Financial Executive - London

Financial Services

London

17/02/2022

Position: Financial Executive
Pay: £40-45k

Our client is looking for a talented Financial Executive to join their team in London.   Key Responsibilities Research and technical assessment of cases submitted by Consultants. Production of compliant and technically accurate suitability letters and reports within reasonable timescales....

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Financial Administrator

Financial Services

London

17/02/2022

Position: Financial Administrator
Pay: £25-34k

Our client is looking for a Financial Administrator to join their team in London. Key Responsibilities: Prepare client meeting packs and process action points post meeting. Produce accurate and timely client portfolio summaries and plan schedules. Process new business in line with company proc...

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Mortgage Protection Advisor

Financial Services

Newbury

17/02/2022

Position: Mortgage Protection Advisor
Pay: £25k+

Our client is looking for a talented Mortgage Protection Advisor to join their team in Newbury, to work the Tuesday-Saturday rota. Key Responsibilities: To fully support the advisors in terms of technical research, report writing and ensuring compliance procedures & internal systems and proc...

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Recruiter - Graduate opportunity

Recruitment

Broadstairs

17/02/2022

Position: Recruiter - Graduate
Pay: £22-35K

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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Dutch Speaking Sales Executive

Financial Services

London

09/02/2022

Position: Sales Executive
Pay: Negotiable

Our client is looking for a Sales Executive to join their team in London.   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 pitch and help us turn leads ...

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Wealth Management Administrator

Financial Services

Liverpool

09/02/2022

Position: Wealth Management Administrator
Pay: £18-20k

Our client is looking for a Wealth Management Administrator to join their team in Liverpool.   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 author...

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Financial Adviser (Private Client)

Financial Services

London

08/02/2022

Position: Financial Adviser
Pay: £60K Base - 300K OTE

Our international client, a leader in the field,  are looking to expand their UK operations and take on an additional Financial Adviser to deal with the growth of their Private Client sector.   You will be contacting high-net-worth individuals (leads supplied), arranging meetings, assessin...

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Client Administrator- Financial Services

Financial Services

London

07/02/2022

Position: Client Administrator- Financial Services
Pay: £30k

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 Directo...

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Financial Planning Support

Financial Services

London

02/02/2022

Position: Financial Planning Support
Pay: £28-32k

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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Practice Manager (Wealth Management)

Financial Services

Surrey

02/02/2022

Position: Practice Management (Wealth Management)
Pay: £35-40k

Our client is looking for a talented Practice Manager to join their team in Cobham, Surrey.   Key Responsibilities: Implementation and ongoing monitoring of the client service proposition Process implementation Management of the support team HR Financial management Managing outsourced...

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Pensions Administrator

Financial Services

Farnborough

28/01/2022

Position: Pensions Administrator
Pay: Up to £30k

The purpose of this role is to liaise with Advisers and Clients to arrange and book annual review meetings, produce valuations and carry out a range of servicing tasks. The role will require excellent planning and organisation skills, a professional pleasant telephone manner and good administra...

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New Business/Pensions Administrator

Financial Services

Farnborough

28/01/2022

Position: New Business/Pensions Administrator
Pay: £25-32K

The purpose of this role is to liaise with Advisers and Clients to arrange and book annual review meetings, produce valuations and carry out a range of servicing tasks. The role will require excellent planning and organisation skills, a professional pleasant telephone manner and good administra...

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Paraplanner- Farnborough/Remote Working

Financial Services

Farnborough

28/01/2022

Position: Paraplanner- Farnborough/Remote Working
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 achieva...

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Private Client Adviser

Financial Services

East Anglia

28/01/2022

Position: Private Client Adviser
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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Marketing Manager (Digital)

Sales and Marketing

London

27/01/2022

Position: Marketing Manager (Digital)
Pay: £40-50K

Our client has offices across the world and an award-winning team of experts helping thousands of people with all aspects of tax, estate and financial planning from the completion of UK annual Tax Returns and the setting up of a valid UK Will to dealing with complex tax mitigation structures and des...

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Paraplanner- Broadstairs

Financial Services

Thanet

27/01/2022

Position: Paraplanner
Pay: Negotiable

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

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IFA Administrator

Financial Services

Thanet

27/01/2022

Position: IFA Administrator
Pay: Negotiable

Our client is looking for an IFA Administrator to join their team. Competencies: Attention to Detail Excellent organisation and time management skills Proactive approach Able to work under pressure and to tight timescales Teamwork Embracing Change Planning & Organising Enquiring mind...

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Financial Advisor- Broadstairs

Financial Services

Thanet

27/01/2022

Position: Financial Advisor
Pay: Negotiable

Our client is looking for a driven individual to join their team as a Financial Advisor. Key Responsibilities: Contacting clients and setting up meetingsMeeting clients and conducting in-depth reviews of clients financial circumstances, current provision and future aimsResearching the marketplace ...

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Paraplanner- Hove

Financial Services

Hove

26/01/2022

Position: Paraplanner
Pay: £25-40k

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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Recruitment Consultment

Financial Services

Any

25/01/2022

Position: Recruitment Consultant
Pay: Negotiable

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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Paraplanner - London

Financial Services

London

22/01/2022

Position: Paraplanner
Pay: Negotiable

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

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Paraplanner- Chelmsford

Financial Services

Chelmsford

22/01/2022

Position: Paraplanner
Pay: Negotiable

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

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Paraplanner- Bath

Financial Services

Bath

22/01/2022

Position: Paraplanner
Pay: Negotiable

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

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Paraplanner- Wokingham

Financial Services

Wokingham

22/01/2022

Position: Paraplanner
Pay: Negotiable

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

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Paraplanner- Goldaming

Financial Services

Goldaming

22/01/2022

Position: Paraplanner
Pay: Negotiable

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

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Paraplanner- Hove

Financial Services

Hove

22/01/2022

Position: Paraplanner
Pay: Negotiable

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

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Paraplanner

Financial Services

East Malling

19/01/2022

Position: Paraplanner
Pay: Negotiable

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

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Paraplanner- Maidstone

Financial Services

Maidstone

19/01/2022

Position: Paraplanner
Pay: £32-40K

Our client is looking for a Paraplanner to join their team. This is a key role within the business, providing support to the Wealth Planning team on financial strategies, plans and products to clients. Key Responsibilities  Adherence to Management System & ControlsMaintain an up to date k...

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Client Liaison Administrator - Grimsby

Financial Services

Grimsby

18/01/2022

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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Client Liaison Administrator - Newcastle

Financial Services

Newcastle

18/01/2022

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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Client Liaison Administrator- Sheffield

Financial Services

Sheffield

18/01/2022

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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Client Liaison Administrator - East Malling

Financial Services

East Malling

18/01/2022

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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Review Team Assistant

Financial Services

Hull

18/01/2022

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 p...

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Paraplanner

Financial Services

Sheffield

18/01/2022

Position: Paraplanner
Pay: Negotiable

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

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Paraplanner

Financial Services

Hull

18/01/2022

Position: Paraplanner
Pay: Negotiable

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

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Financial Planning Executive

Financial Services

London

17/01/2022

Position: Financial Planning Executive
Pay: £40-50k

Our client is looking for a Financial Planning Executive to join their team.  You will receive help to build and develop the skills you require to become competent as an adviser in your own right, through initially undertaking a structured training plan during which you will be fully supported ...

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Wealth Management Administrator - Part Time (20hrs per week)

Financial Services

Ashford

13/01/2022

Position: Wealth Management Administrator
Pay: £18-25k

Our client is looking for a talent Administrator to join their successful team in Ashford.  Duties: Appointment scheduling, re-arrangement & confirmationDiary management – internal/external meetings, rooms and alerting receptionsEmail management - filing/flagging and forwarding to s...

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Client Experience Executive

Financial Services

Weybridge

10/01/2022

Position: Client Experience Executive
Pay: Negotiable

Our client is looking for a Client Experience Executive to join their team. This role is fixed-term maternity cover until February 2023. You will play a vital role in delivering the exceptional service their clients expect.  Key Responsibilities Ensure the smooth running of assigned portfol...

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Client Portfolio Analyst

Financial Services

London

07/01/2022

Position: Client Portfolio Analyst
Pay: £45-65k neg

Our client is looking for a talented Client Portfolio Analyst to join their team in London.   Key Responsibilities: • Producing reports and analysis on investments held by clients and prospective clients. • Liaising with client teams in the production of performance reports and in...

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Compliance Assistant

Financial Services

London

07/01/2022

Position: Compliance Assistant
Pay: £40K - 55K neg

Our client is looking for a talented Compliance Assistant to join their team in London.   Key responsibilities • To provide first class support to the Compliance Officer • To represent the firm professionally, uphold its values in all internal and external dealings and promote the...

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Associate

Financial Services

London

07/01/2022

Position: Associate
Pay: £40-55k+

Our client is looking for a talented individual to join their team, in London, as an Associate.   Job purpose • To support the company in delivering a high quality, independent service to clients • To gain an understanding of and adhere to the ethos, culture and purpose  &b...

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Assistant Financial Planner

Financial Services

London

07/01/2022

Position: Assistant Financial Planner
Pay: £30-45k neg.

Our client is looking for an Assistant Financial Planner to join their team in London. Job purpose • To support the company in delivering a high quality, independent service to clients • To obtain comprehensive experience and training with a view to becoming a qualified financial planne...

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Paraplanner

Financial Services

Chesterfield

07/01/2022

Position: Paraplanner
Pay: £30-37k

Our client is looking for an experienced paraplanner to help support their busy IFA in Chesterfield who provides high-quality financial advice predominately on investments, pensions and Inheritance Tax planning. The successful candidate will be supporting the principal adviser and will have the supp...

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IFA Administrator

Financial Services

Chesterfield

07/01/2022

Position: IFA Administrator
Pay: £25-30k

Our client is looking for an IFA administrator to join their team in Chesterfield. Key Responsibilities: Deal effectively with queries from clients and other parties through effective communication.Record your client communications (whether that communication is written, oral or electronic) includ...

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Paraplanner

Financial Services

Bristol

06/01/2022

Position: Paraplanner
Pay: Negotiable

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

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Client Services Associate

Estate Agency

London

06/01/2022

Position: Client Services Associate
Pay: £30-45k neg.

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. • To ...

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Operations Assistant

Financial Services

London

06/01/2022

Position: Operations Assistant
Pay: £30-45k neg.

Our client is looking for a new Operations Assistant to join their team in London Job purpose • Assist the Chief Financial Officer and Chief Operations Officer with the production of management information and financial data to aid decision making • To develop new innovative tools &bul...

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Paraplanner -Essex

Financial Services

Essex

05/01/2022

Position: Paraplanner
Pay: Negotiable

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

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Paraplanner - Wokingham

Financial Services

Wokingham

05/01/2022

Position: Paraplanner
Pay: Negotiable

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

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Paraplanner - Goldaming

Financial Services

Goldaming

05/01/2022

Position: Paraplanner
Pay: Negotiable

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

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IFA Administrator – Wokingham

Financial Services

Wokingham

05/01/2022

Position: IFA Administrator
Pay: Negotiable

Working in collaboration with Financial Advisers and other colleagues, you will assist the Financial Advisers in preparing recommendations and producing suitability reports in line with company policy, including preparing and maintaining client records, data gathering and application form preparatio...

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IFA administrator – London

Financial Services

London

05/01/2022

Position: IFA Administrator
Pay: Negotiable

Working in collaboration with Financial Advisers and other colleagues, you will assist the Financial Advisers in preparing recommendations and producing suitability reports in line with company policy, including preparing and maintaining client records, data gathering and application form preparatio...

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Mortgage admin – Newbury

Financial Services

Newbury

05/01/2022

Position: Mortgage Administrator
Pay: Negotiable

Our client is looking for a talented Mortgage Administrator to join their team in Newbury. 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 f...

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Financial Administrator

Financial Services

London

05/01/2022

Position: Financial Administrator
Pay: Negotiable

Our client is looking for a Financial Administrator to assist independent financial advisers and paraplanners in their busy practice. You will be responsible for ensuring that every task is carried out as instructed,  while maintaining contact with the relevant people. You will be: Keeping cl...

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Paraplanner

Financial Services

London

05/01/2022

Position: Paraplanner
Pay: Negotiable

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

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Administration Assistant

Financial Services

Bristol

05/01/2022

Position: Administration Assistant
Pay: £20,500- £21,500

Our client is looking for an enthusiastic Financial Administrative Assistant to work for a well-established and highly successful Financial Adviser Practice based in the heart of Clifton Village. You will undertake key administrative and supportive tasks, corresponding with clients and third partie...

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Business Quality Controller

Financial Services

Bath

05/01/2022

Position: Business Quality Controller
Pay: £30k-£40k

Our client is looking for a talented individual to join them in their Bath office as a Business Quality Controller. In this role you will be responsible for reviewing an appropriate number of pre and post advice files in line with the firms’ training and competence scheme and provide construct...

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Paraplanner- Tewkesbury

Financial Services

Tewkesbury

04/01/2022

Position: Paraplanner
Pay: £30k+

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

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Paraplanner

Financial Services

Mansfield

04/01/2022

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 achieva...

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Paraplanner - Bath

Financial Services

Bath

04/01/2022

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 achieva...

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Paraplanner - Cheltenham

Financial Services

Cheltenham

04/01/2022

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 achieva...

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Paraplanner- Hove

Financial Services

Hove

04/01/2022

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- Farnborough

Financial Services

Farnborough

04/01/2022

Position: Paraplanner
Pay: Negotiable

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

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Paraplanner- London

Financial Services

London

04/01/2022

Position: Paraplanner
Pay: Negotiable

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

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Paraplanner - Remote Working 

Financial Services

Any

04/01/2022

Position: Paraplanner
Pay: Negotiable

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

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Paraplanner - Ascot

Financial Services

Ascot

04/01/2022

Position: Paraplanner
Pay: Negotiable

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

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Recruitment Consultant - Remote and F/T or P/T hours available

Recruitment

Manston

02/01/2022

Position: Recruitment Consultant
Pay: £22-35K

Are you looking for a new opportunity in Recruitment?   We are currently looking for a Recruitment Consultant to join our expanding team.   You will be responsible for resourcing a steady stream of high calibre candidates to be placed into work within our financial clients’ organisa...

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Senior Paraplanner

Financial Services

London

02/01/2022

Position: Senior Paraplanner
Pay: £60K Approx

Our award winning client, an established provider of financial planning,wealth structuring and investment advice to high net worth and ultra-high net worth individuals in media amongst others is looking for an additional member for their Paraplanning team.  Responsibilities: &nbs...

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