An exciting opportunity has arisen for a highly experienced Paraplanner within a Wealth Management Practice providing bespoke face to face financial advice to individuals and businesses throughout the UK. Our client is an appointed represen...
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 cl...
Our client is looking for a talented Administrator to join their successful team in Barnet, London. Duties: Appointment scheduling, re-arrangement & confirmation Diary management – internal/external meetings, rooms and alerting recepti...
Our client is looking for a Junior Paraplanner to join their team, with their office based in Barnet, North London. Key Responsibilities: Delivering accurate, well-drafted and compliant advice within agreed timescales and cost budgets ...
Our client is looking for a Financial Administrator to join their team based in Barnet. The Administrator will help provide admin support to both the office manager and financial adviser. PRINCIPAL DUTIES Review submitted cases and ensu...