Our client is looking to welcome a Financial Adviser into their team in Coulsdon, to advise clients as appropriate to their circumstances and objectives. Specific responsibilities - Prospecting and contacting potential clients in accord...
We are working with a superb wealth management firm based in Coulsdon, Surrey who have the opportunity for a Trainee Financial Planner to join their team. They are offering the chance to train with their team to become a fully qualified adv...
We are looking for both trainee and experienced Paraplanners for our clients based in the Coulsdon area of Surrey. You will be providing vital paraplanning support to a team of wealth advisers. There is also the potential to progress into a...
We are looking for both trainee and experienced Paraplanners for our clients based in the Coulsdon area of Surrey. You will be providing vital paraplanning support to a team of wealth advisers. There is also the potential to progress into a...
Our client is looking for a Financial Administrator to join their team in Coulsdon, Surrey. Key Responsibilities: Deal effectively with queries from clients and other parties through effective communication. Record your client communic...
Our client is looking for a Wealth Management Administrator to join their team in Epsom, Surrey, Key Responsibilities: Prepare and package financial planning reports for the Financial Planners and their clients Preparation of transacti...
We are working alongside an exceptional wealth management firm in Epsom, Surrey looking to recruit a Front of House Receptionist for their office. Reporting to the office manager as sole receptionist, your duties will include meeting and gr...