This leading Wealth Management firm seeks a skilled Financial Services Administrator to join their Administration team based in Lowestoft. The Administration team provides full support to Wealth Managers, your role will be to process new business and ensure fact find and client documentation is actioned accordingly. You will deal with enquiries from clients, ensuring that a first class service is given and the appropriate action i...
Are you a Financial Services professional seeking a new challenge within a dynamic company? Are you looking for a varied role with extensive client contact? Due to continued success and growth, this innovative Financial Services Group seeks to recruit a number of positive and proactive individuals with strong Financial Services knowledge to provide holistic support to their Clients. Focusing of their WRAP Platform, your role will be ...
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Date: 10 May
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Bristol, Avon
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£40,000 - £65,000 per annum
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8 applications
Our client, an innovative Financial Services Group, are keen to achieve further growth within their business and are keen to attract a skilled and experienced Business Development and Relationship Management professional with knowledge of the WRAP and IFA market to build their presence within the South West and Wales. You will be responsible for developing new business opportunities by identifying suitable clients and building relati...
Are you a skilled Paraplanning and Technical specialist who is looking to develop their managerial skills? This rapidly expanding IFA firm seeks to recruit a skilled Paraplanning & Technical Manager to join their practice to ensure that the Financial Planners receive a first class service. Your role will be to lead the Paraplanning team and work closely with the Financial Planning Director to ensure that an accurate and wel...
This rapidly expanding IFA firm seeks to recruit a skilled Paraplanner to join their team providing full support to the Wealth Management Consultants. Your role will be to work closely with your Advisor, delivering an accurate and well organised service to the clients. You will be responsible for dealing with fact find information and conducting in depth analysis and research. This will enable you to produce detailed reports which ...
Our client, a leading Wealth Management firm, is looking to strengthen their presence within the market. In order to develop their position as a leading player in the wealth management arena, our client is looking attract a positive and proactive advisors who is looking for a Wealth Management role where you will be advising high calibre individuals. If you are seeking a rewarding role within an established and ambitious organisati...
Are you an accomplished Business Development professional with a proven track record of generating new income streams? Do you have expertise within the Asset management market allied to in depth knowledge of the Investment market? If so, an exciting opportunity awaits. Due to continued growth and success, this highly professional Asset Management firm seeks to recruit a successful Business Development Manager to build new business st...
Are you an accomplished Business Development professional with a proven track record of generating new income streams? Do you have expertise within the Asset management market allied to in depth knowledge of the Investment market? If so, an exciting opportunity awaits. Due to continued growth and success, this highly professional Asset Management firm seeks to recruit a successful Business Development Manager to build new business st...
Are you an accomplished Business Development professional with a proven track record of generating new income streams? Do you have expertise within the Asset management market allied to in depth knowledge of the Investment market? If so, an exciting opportunity awaits. Due to continued growth and success, this highly professional Asset Management firm seeks to recruit a successful Business Development Manager to build new business st...
Are you an accomplished Business Development professional with a proven track record of generating new income streams? Do you have expertise within the Asset management market allied to in depth knowledge of the Investment market? If so, an exciting opportunity awaits. Due to continued growth and success, this highly professional Asset Management firm seeks to recruit a successful Business Development Manager to build new business ...
Our client, a leading Wealth Management firm, is looking to strengthen their presence within the market. In order to develop their position as a leading player in the wealth management arena, our client is looking attract a number of positive and proactive advisors who are looking for an Financial Planning role where you will be advising high calibre individuals. If you are seeking a rewarding role within an established and ambitiou...
Are you an accomplished Consultant with in depth knowledge of the Pensions and Employee Benefits market? Do you have strong new business development skills and the desire to further your career within a market leading firm? Based in Sussex with a remit covering the South East of England, your role will be to develop new clients and connections and to advise SME and Corporate clients and Directors on Pension and Group Risk options....
If you are seeking a rewarding IFA role within an established and ambitious organisation where you will have access to clients, technical support and professional development so that you can maximise your income and potential in Financial Services, this is an opportunity to achieve your aims Our client, a leading Wealth Management firm, is looking to strengthen their presence within the market. In order to develop their position ...
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This leading Wealth Management practice is looking to recruit a positive and proactive Paraplanner to provide dedicated support to their employee benefits and commercial financial planning division. Your role will focus on providing in depth research, analysis and report writing in order to provide innovative holistic solutions to commercial clients. You will be involved with clients from the outset of the process and have regular...
This highly professional and successful Independent Financial Advisory practice seeks to recruit a skilled and experienced Paraplanner to join their team in Central London. The role involves providing dedicated support to a Senior Consultant providing fee based holistic wealth management services to HNW clients. Responsibilities will include conducting in depth research and producing bespoke client reports. You will ensure that the b...
Are you a skilled Business Development professional with a proven track record in generating new business? Do you have experience and expertise within the Group pensions and Employee Benefits market? If so, this opportunity can offer the challenges and rewards you seek. Our client, a leading Financial Services organisation, seeks to recruit a dynamic and driven individual to continue the growth and success of their Corporate Financia...
Are you a skilled Business Development professional with a proven track record in generating new business? Do you have experience and expertise within the Group pensions and Employee Benefits market? If so, this opportunity can offer the challenges and rewards you seek. Our client, a leading Financial Services organisation, seeks to recruit a dynamic and driven individual to continue the growth and success of their Corporate Financ...
Are you a skilled Financial Services professional with an in depth understanding of Pensions, Investments, Tax and Protection planning? Are you looking for a role where you can continue your professional development? Our client, a bespoke Wealth Management practice specialising in dealing with HNW clients, is keen to attract a positive, proactive and dedicated Paraplanner to work alongside the Director to ensure that clients receive...
This successful IFA firm seeks a skilled Senior Sales Support Administrator with experience of working with HNW individuals to join their team in Surrey. Your role will be to provide holistic support to Consultants, managing administration and preparation for client meetings and reviews. You will ensure that information is maintained and updated and that compliance procedures are followed. You will act as the first point of conta...
This leading firm of Independent Financial Advisors is looking to further develop their range of services offered to corporate clients across the South East of England. To achieve their aims, they seek to appoint a skilled Consultant with in depth knowledge and expertise of the SME market. Your role will be to service an existing portfolio of clients, providing holistic Pension and Protection planning at Board level as well as provid...
This leading firm of Independent Financial Advisors is looking to further develop their range of services offered to corporate clients across the South East of England. To achieve their aims, they seek to appoint a skilled Consultant with in depth knowledge and expertise of the SME market. Your role will be to service an existing portfolio of clients, providing holistic Pension and Protection planning at Board level as well as provid...
Are you an accomplished Paraplanner seeking a move to a market leading Wealth Management practice? Do you have strong technical expertise and experience of dealing with Private Clients? If so, this new opportunity will be of interest. Based in the West End, you will be part of the Private Client team providing fee based holistic wealth management services to financially astute clients. Your role will be to provide full Paraplannin...
Due to continued success within the Group Pensions sector, this leading Consulting firm requires a skilled GPP Administrator to join their team in Essex. Your role will focus on providing support to Consulting staff covering GPP schemes. You will manage a portfolio of schemes and have daily contact with clients and scheme members. Working closely with the Consultants, you will deal with reports and documentation, process application...
If you are seeking a rewarding IFA role within an established and ambitious organisation where you will have access to clients, technical support and professional development so that you can maximise your income and potential in Financial Services, this is an opportunity to achieve your aims Our client, a leading Wealth Management firm, is looking to strengthen their presence within the market. In order to develop their position ...
Due to continued success and growth within the Employee Benefits market, our client seeks to recruit a positive and proactive Sales Support Consultant to join their team in Birmingham. Your role will be to provide holistic support to all areas of the Consulting function covering Sales and Administration as well as acting as the point of contact for Client queries. You will ensure that the necessary research and reports are completed...
