We are excited to offer an opportunity with an award winning and established financial planning firm. Our client is a mutual organisation who pride themselves on offering compliant tailored advice and products to select professional groups including GP’s, Teachers, Dentists and Lawyers. We are looking for Financial Advisers who hold Level 4 Diploma and have experience from an IFA or Ban...
We are excited to offer an opportunity with an award winning and established financial planning firm. Our client is a mutual organisation who pride themselves on offering compliant tailored advice and products to select professional groups including GP’s, Teachers, Dentists and Lawyers. We are looking for Financial Advisers who hold Level 4 Diploma and have experience from an IFA or Ban...
Job Description To work as part of a team providing an accurate, reliable and high standard of administration service for defined / complex member events. You will report to the Administration Service Manager. •Perform complex pensions calculations, enter pensions data and answer complex inquiries to the required standard using automated and non-automated manual/system processes across a wide range o...
A position has arisen for two experienced paraplanner to join this very well respected Chartered Financial Planning business. At the moment the role, package etc is flexible and can be moulded to the individuals skills, experience and qualifications. A brief outline of the duties will include: - Obtaining information and quotations to enable you to research the clients' needs prior to recommendations. - Processing n...
An opportunity has arisen for a Senior Paraplanner to work for a true market leading wealth management business. You will be providing technical support to one of their highest producing Wealth Management Consultant's, enabling them to write business compliantly. This is to include research, report writing, conducting gap analysis of a clients circumstances and reviewing existing arrangements. You will also utilise relevant technolo...
My client are currently looking to recruit a proven Paraplanner to join their wealth management team. To be successful you will need to be able to make an immediate contribution in supporting the Advisers to achieve objectives, deliver a high quality of service to clients and be able to demonstrate a good understanding of pensions, investment and protection related products. Working closely with the Advisers your principal responsib...
Based in the heart of London, I am recruiting for a highly respected Consultancy who is renowned for providing advice to liability-driven organisations such as trustee groups, corporations, charities and insurance companies. They are now seeking an additional Investment Associate within their UK DC Consulting Practice This is a varied and challenging position where you will be responsible for supporting research projects on o...
Based in the heart of London, I am recruiting for a highly respected Consultancy who is renowned for providing advice to liability-driven organisations such as trustee groups, corporations, charities and insurance companies. They are now seeking an additional Investment Associate within their UK DC Consulting Practice This is a varied and challenging position where you will be responsible for supporting research projects on o...
An Investment Assistant is required to work directly with a high quality Investment Director in the London office of an international firm. Salary to £35k for the right candidate. They are a primarily a private client investment adviser offering and independent service for HNW private clients, You will be responsible for managing portfolio of £2m+ and will have a lot of direct client contact. ...
Our client is a specialist financial services group which lends money, trades securities and provides advice and investment management solutions to a wide range of clients. They are seeking a professional investment advisor to provide a first-class financial planning advisory service to existing and prospective clients where you will promote the Company as the premier provider of quality financial solutions within the parameters of the FSA’...
Employed Financial Consultant £39,000 + pension + bonuses + Car - OTE £60,000-£70,000 Our Client has a unique business model providing tailored financial advice products and services to clients in the medical, dental, legal and teaching professions and their success has been recognised through prestigious awards and significant growth. We are i...
Independent Mortgage & Protection Adviser - Ealing / Chiswick Company: This is superb opportunity for a mortgage adviser to work within a top performing office of a national and award winning mortgage services provider. Covering leads in the Ealing / Chiswick area, successful applicants will enjoy a high paced environment and a regular lead source from a whole of market mortgage panel. Candidate: <b...
Employed Financial Consultant £39,000 + pension + bonuses + Car - OTE £60,000-£70,000 Our Client has a unique business model providing tailored financial advice products and services to clients in the medical, dental, legal and teaching professions and their success has been recognised through prestigious awards and significant growth. We are i...
Employed Financial Consultant £39,000 + pension + bonuses + Car - OTE £60,000-£70,000 Our Client has a unique business model providing tailored financial advice products and services to clients in the medical, dental, legal and teaching professions and their success has been recognised through prestigious awards and significant growth. We are i...
A well known Financial Adviser firm in the heart of the City is seeking to recruit an IFA Sales Support Administrator. The right candidate must have experience working in a financial advisory firm, preferable an IFA Practice. Ideally you will hold CF1, as a minimum qualification, and you will have the desire of gaining further qualifications towards your Dip PFS status. This position involves working very closely with the IFA's...
A highly regarded Independent Financial Advisor firm, based in the heart of the City is looking to recruit a Senior Sales Support Administrator /Trainee Paraplanner candidate to join their already expanding team. The Role Administration Responding to client and provider queries Maintaining client database Accurate record-keeping Fund Switches Requesting and collating client plan informati...
Paraplanner/Senior Paraplanner - £30k - £35k to join a top accountancy firm A new Paraplanning opportunity has arisen to join a highly successful firm of Chartered Accountants in Richmond. The Financial Services Division within the Accountancy firm is fee based, RDR ready and one of the regions most respected and successful in the region. The role will be providing full technical parapl...
Paraplanner/Senior Paraplanner - £30k - £35k to join a top accountancy firm A new Paraplanning opportunity has arisen to join a highly successful firm of Chartered Accountants in Richmond. The Financial Services Division within the Accountancy firm is fee based, RDR ready and one of the regions most respected and successful in the region. The role will be providing full technical parapl...
Paraplanner/Senior Paraplanner - £30k - £35k to join a top accountancy firm A new Paraplanning opportunity has arisen to join a highly successful firm of Chartered Accountants in Richmond. The Financial Services Division within the Accountancy firm is fee based, RDR ready and one of the regions most respected and successful in the region. The role will be providing full technical parapl...
My client is one of the UK’s leading specialist providers of pensions, employee benefits and payments. Additionally, the group also provides consulting, software, training, skills resourcing and business process outsourcing services to both the public and private sectors. Based in their offices in London they are seeking an additional Senior Pensions Administrator with previous Defined Benefit (Final Salary) experien...
Based in the heart of London, I am recruiting for a highly respected a specialist insurance Investment Consultancy and are renowned for providing ongoing consulting support in the oversight of their clients investment managers As one of the Senior Investment Associates you will also be responsible for attending the client(s) internal investment committees and supporting the client(s) in their meetings with their external managers.&nbs...
Based in the heart of London, I am recruiting for a highly respected a specialist insurance Investment Consultancy and are renowned for providing ongoing consulting support in the oversight of their clients investment managers As one of the Senior Investment Associates you will also be responsible for attending the client(s) internal investment committees and supporting the client(s) in their meetings with their external managers.&n...
My client is a global leading and highly regarded financial services organisation who are now seeking a number of Pension Associates. You will join an established team that is responsible for providing a bespoke service to all pension members, IFAs and selected administrators, in relation to the administration and servicing of pension scheme arrangements etc. This will include researching and providing up-to-date information...
My client, one of the UK's leading Pensions and Actuarial consultancies, are looking to recruit an experienced Benefits Consultant to join their Public Sector Actuarial team based in London. This is a fantastic and very exciting opportunity where the successful candidate can expect a high competitive salary and excellent benefits package, as well as working in a stimulating environment where you are actively encouraged to make a ...
HNW Clients Provided £40,000 - £50,000 basic + Car Allowance + Package + Bonuses (£70k-£80k OTE) Our client is a highly respected IFA and wealth manager providing financial based solutions to over a quarter of the FTSE 100 and 250 companies across the UK. They provide bespoke solutions to HNW individuals and corporate clients with ambitious plans to expand ...
