We are working with a well-established IFA firm based in Wokingham looking to take on a new Practice Manager. Your main responsibility will be to lead the day-to-day operations of the practice, leading all support staff across both paraplan...
We are looking for an IFA Administrator to join our clients firm based in the Wokingham area. This will be a fully office-based position, and you will be working directly alongside Financial Advisers helping them to provide Financial Advice...
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: Pro...
Our client is looking for a talented Paraplanner to join their team based in Wokingham. This will be an office based position. You will be supported by a full team of administrator and you will work alongside the Financial Advisers to prepa...
We are looking for a Senior IFA Administrator to join our clients firm based in the Wokingham area. This will be a fully office-based position, and you will be working directly alongside Financial Advisers helping them to provide Financial ...
We are looking for a Financial Administrator to join our clients firm based in Wokingham. This will be a full time office-based role. Working in collaboration with Financial Advisers and other colleagues, you will assist the Financial Adv...
We are working with a well-established IFA firm near Wokingham that are looking to take on a new Administration Team Leader. We are looking for a candidate that is very experienced in a similar type of role, who is flexible and can effectiv...
Our client is looking for a Trainee Paraplanner to join their team in Wokingham. Key responsibilities: To review and quality check Private Client fact finds to ensure the information provided allows you to conduct fund and product resea...
Our client is looking for a PA/Office Administrator to join their expanding team based in Wokingham. You will provide administrative support to the financial planner(-s) to maintain existing business with current clients, grow business rela...