Our client is looking for a talented Paraplanner to join their team, working remotely. You will be working for an SJP Practice, with their head office based in London. Key Responsibilities: To assist the Financial Planner in formulating...
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 £50k with benefits, depending on experience. Specific...
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 clie...
Our client is looking for a Financial Administrator to join their team in London. The Administrator will help provide admin support to both the office manager and financial adviser. PRINCIPAL DUTIES Review submitted cases and ensure doc...
Our client is looking for a Chartered Financial Adviser 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 ord...
Our client is looking for a 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. R...
Our client is looking for a Senior Financial Administrator to join their team in London. Key Accountabilities: PA and general admin duties Organise and diarise meetings on behalf of the Private Client Advisors Work with the Private Cl...
We are working with a well-established SJP Practice based in London that are looking to take on a new Practice Manager. We are looking for a candidate that is very experienced in a similar type of role, who is flexible and can effectively c...
We are working with a client in London looking for a confident, motivated and organised individual to join their team and have the opportunity to train to become a fully qualified Financial Adviser. The successful candidate will ideally be ...
Our client is looking for an experienced Policy Servicing Administrator to join their Wealth Management team based in London. This will be a hybrid working role with 3 days in the office. Responsibilities:- Achieve a comprehensive under...
We are looking for an experienced Financial / Business Support Administrator to join our clients firm based in London, who provide bespoke financial advice and services to HNW families. This role will be working as part of a team at a well-...
Our client is looking for a Financial Administrator to join their team in London. The Administrator will help provide admin support to both the office manager and financial adviser. Responsibilities: Preparing first meeting packs - as a...
Our client is looking for a Technical Administrator to join their wealth management firm based in the heart of London. The role will suit an experienced Technical Administrator who enjoys working autonomously in a driven and high-performing...
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 cl...
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 advis...
We have an exciting opportunity for a Paraplanner to join our client's team based in their London office. You will be joining a global investment management firm, helping to analyse prospective client portfolios to provide regulated advice ...
We are looking for an Associate Wealth Adviser for our client based in the heart of London! Are you working through your level 4 diploma but haven't quite finished all of your exams? Then this might be the perfect opportunity for you. Thi...
We are looking for an experienced Financial Administrator to join our clients SJP Practice based in London. This position will involve supporting Financial Advisers with all areas of administration including, business processing, financial ...
We are seeking a mortgage and protection administrator to join a small financial services firm based in London. You will work closely with the mortgage adviser to support the Company’s existing client bank and assist in the process of takin...
Our client is looking for a Financial Administrator to join their expanding team based in London. You will be providing administrative support to the financial planner(-s) to maintain existing business with current clients, grow business re...