. To promote teamwork by helping colleagues and consultants to meet client service requirements in line with client's propositions... appointment making process for all Premium Support Consultants and any additional requests when required, managing this in...
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 tr...
We are looking for a Paraplanning Team Leader to join our client's expanding firm in Farnborough. You will help manage the team on a day to day basis, ensuring pipleine management and progressing cases in a timely manner, highlighting any p...
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 strateg...
Our client is looking for a desk-based Private Client Advisor in Farnborough. Job Content: Summary of Job Purpose: To provide cost efficient, effective and compliant whole of market/focused financial planning advice to Pension Liabili...
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...
Our client is looking for a Trainee Paraplanner to join their team in Farnborough. Key responsibilities: To review and quality check Private Client fact finds to ensure the information provided allows you to conduct fund and product res...
Our client is looking for a Client Services Representative to work as part of the Client Services team based in Farnborough. Key Responsibilities: Manage inbound and outbound calls and book appointments. Respond to customer questions a...
Our client is looking for a Wealth Management Administrator to join their team in Farnborough. Key Responsibilities: Prepare and package financial planning reports for the Financial Planners and their clients Preparation of transaction...