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At SEI we value our employees and believe in driving growth through change. Part of building brave futures is making a concerted effort to develop and challenge our employees to achieve their goals through internal job mobility. SEI's Institutional b...
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Are you a skilled Paraplanner looking for a challenging and expansive role with the opportunity to progress towards an advisory role? Have you achieved Diploma status and keen to develop further? If you feel restricted within your current role and wa...
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Client Manager – Real Estate Are you an experienced Real Estate Insurance professional who is keen to deliver winning client experiences using a deep understanding of client needs to deliver outstanding solutions ? Are you comfortable handling a clie...
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Our Client Service Managers are the engine of our business. They are responsible for managing relationships with independent financial advisers whilst processing portfolio instructions within agreed timescales. This role is perfect for someone who th...
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Head of Sales Operations / CRM Manager ( FTC) ( London Hybrid 1/2 days on site) Our Award winning Reg Tech client is looking to recruit an experience Head of Sales Operations / CRM Manager ( FTC) . With strong experience of CRM , change management , ...
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Job title : Administrator / Client Account Manager Purpose : The purpose of this role is to act as a Financial administrator and Client Account Manager within the business and provide pre and post-sales support to the financial advisers and clients a...
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We are recruiting for a global leading financial services organisation who are renowned for committing to fostering the growth and success of all, whilst investing heavily in learning and development and paving unique career paths. They are an organi...
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We are recruiting for a global leading financial services organisation who are renowned for committing to fostering the growth and success of all, whilst investing heavily in learning and development and paving unique career paths. They are an organi...
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Role Overview: As part of the Client Onboarding Team, you'll play a pivotal role in delivering seamless onboarding and change management services to the business. From navigating the complexities of client mandates to ensuring operational efficiency,...
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EXCLUSIVE: CLIENT SERVICES & OPERATIONS MANAGER – DFM FILE REVIEW EXPERIENCE & COMPLIANCE KNOWLEDGE REQUIRED Ref: 4004G 80K good benefits & bonus REMOTE (Southern England) We are exclusively recruiting for a Family Office Discretionary Fund Manager &...
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Are you a commercially minded and outgoing Actuary looking for a less technical and mundane role? A unique role has arisen at a leading global life reinsurer in their very successful and client facing business development team that could move you awa...
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Self-Employed Financial Advisers with Top Advisers are banking 200K - 300k per annum Our client is a reputable and client-focused financial advisory firm committed to providing personalised and holistic financial planning. They specialise in helping ...
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Company Description Evelyn Partners is the UK’s leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financia...
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Senior Pensions Consultant Are you interested in working on a close-knit, collaborative and knowledgeable actuarial team? Would you like to work with client managers and have responsibility for the delivery of actuarial services to a portfolio of cli...
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Leading pensions consultancy seeking a senior pensions actuary to join them in a dedicated corporate consulting role, working with an extensive and enviable client base | Any UK location Oliver James are pleased to be working with a leading pensions ...
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Are you a successful Financial Advisor with a proven record of providing innovative solutions to HNW clients? Are you looking for an environment where you can provide a bespoke service to your clients whilst benefitting from wide ranging technical, a...
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Actuarial Associate Consultant (UK - Nationwide) Are you a part qualified or qualified pensions actuary looking to work with industry experts on a wide range of clients and projects? We may have the role for you We are looking for part-qualified and ...
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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-establishe...
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Due to continued success in delivering innovative Wealth Management solutions to their clients, a new opportunity exists for a positive and proactive Sales Support Administrator to join their expanding Financial Planning team. If you are able to util...
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This is an exciting opportunity for a Para-planner, to work as part of a team of highly trained and experienced finance professionals, for an organisation who are driven to go better than traditional financial institutions are willing to offer. They ...
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This is an exciting opportunity for a Junior Para-planner, to work as part of a team of highly trained and experienced finance professionals, for an organisation who are driven to go better than traditional financial institutions are willing to offer...
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Portfolio Manager Bridging Finance London Competitive Salary We are pleased to be working with a forward-thinking, fast-growing specialist bridging, refurbishment, and development lender founded and run by people who understand property. The short-te...
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We are recruiting for a highly regarded IFA practice in Teddington who are looking for an experienced IFA Sales Support Administrator to join the team. Key responsibilities: Provide comprehensive administrative support to financial planners and advis...
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Payouts Administrator Remote 30,000 plus bonus and benefits Our client is a very well established bank and leading lender providing a wide range of lending products. Due to continued growth they are looking several Payouts Administrators to join thei...
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Private client wealth management The Opportunity Our client, a highly regarded and rapidly expanding private client wealth manager is currently looking to strengthen their acquisition integration function. This opportunity would suit a candidate look...
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