Financial Planning Technician Central London £40,000 to £75,000 + benefits My client is a successful IFA and wealth management business with offices in Central London. Working alongside the Managing Director this is a key senior role and will offer autonomy and influence in the advice process. You will take full responsibility for a portfolio of clients, managing ongoing relat...
Compliance Consultant To £38,000 + a range of benefits including car allowance, pension and bonus. South East (Surrey, Sussex, South London) My client is looking to recruit and experienced compliance specialist to deliver consultancy services to members of the group in the South East. To qualify you must have practical understanding or Risk, TCF and T&C coupled with being qualifie...
Senior IFA Surrey . £50,000 to £60,000 + bens. My client is an established brokerage with a successful discretionary portfolio management service. The company offer a range of investment services to UK and overseas customers. The position will appeal to a professional who would relish the opportunity of working as part of a closely knit, highly professional team providing...
Personal Injury/Clinical Negligence (PI/CN) Wealth Adviser London To £100,000 + benefits and bonus My client is a fast growing fee based wealth advice business with offices throughout the UK. This is a new role and will focus on building and developing relationships with the company’s clients, potential clients and professional connections specifically within the Personal Injury/Cli...
Paraplanner Can be based in an office in Berkshire or Surrey To £35,000 + benefits My client is a fast growing Wealth Advice business with offices throughout the UK. The company offers fee based, independent wealth advice and investment management services to private individuals and SME’s. The company is expanding its paraplanning team in and requires an experienced paraplanner to wo...
Paraplanner Can be based in an office in Berkshire or Surrey To £35,000 + benefits My client is a fast growing Wealth Advice business with offices throughout the UK. The company offers fee based, independent wealth advice and investment management services to private individuals and SME’s. The company is expanding its paraplanning team in and requires an experienced paraplanner to wo...
IFA Partner Southern Europe Negotiable package with expected earnings - up to €200,000 p.a My client is the leading provider of tax and financial advice for HNW expatriates living in the Mediterranean area, Algarve and the Canaries. In response to the high and growing numbers of existing and potential clients my client is looking to expand its very successful Adviser team. You will be joini...
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Date: 5 days ago
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Qatar,
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£50,000 - £200,000 per annum, negotiable
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7 applications
Financial Consultant / Wealth Adviser - Dubai, Kuwait, Bahrain, Dubai, Abu Dhabi and Qatar Self-employed with support package My client is looking to recruit across the Middle East. As a well-established Insurance Brokerage, the company’s client bank reflects the diverse population, as does there team of established Financial Consultants - they have 40 nationalities represented and serve clients in every community. <...
FS / IFA Administrator Central London Attractive salary + benefits. My client advises high net worth individuals, small business owners, families and trustees who require qualified financial advisory specialists to co-ordinate retail banking, estate planning, legal resources, tax professionals and investment management. With expansion they need an experienced FS administrator to wo...
Wealth Managers City / Central London Attractive salary + benefits and bonus My client advises high net worth individuals, small business owners, families and trustees who require qualified financial advisory specialists to co-ordinate retail banking, estate planning, legal resources, tax professionals and investment management. With expansion they are looking to develop a centr...
Administrator Nr Hereford £18,000 to £23,000 (depending on experience) My client is a small but thriving business that is helping Independent Financial Advisers in the provision of a bespoke support service to help them adjust to the current and future legislative changes. They are looking for someone to be responsible for obtaining and managing data from insurance companies, inputti...
Paraplanner Part-time 1-2 days per week initially with flexibility on hours Esher, Surrey A background in financial services and in particular paraplanning is preferred. The ability to work efficiently in a small team environment is essential. The admin staff get the reports etc to a decent level but they need someone to finish them to save the IFA’s time along with a few other compliance type tas...
Paraplanner Manchester To £35,000 + benefits My client is a fast growing Wealth Advice business with offices throughout the UK. The company offers fee based, independent wealth advice and investment management services to private individuals and SME’s. The company is expanding its paraplanning team in and requires an experienced paraplanner to work with a team of advisers. You will ...
5 jobs matching this search were posted in the last week
Monitoring Advisers Yorkshire or Cheshire Salary up to £28,000 - £35,000 + excllent benefits My client is looking to recruit additional compliance monitoring advisers to join their team based in offices in either Yorkshire or Cheshire. The purpose of the role is to ensure that the company’s advisers provide compliant advice to consumers. Duties to include : Ass...
Monitoring Advisers Yorkshire or Cheshire Salary up to £28,000 - £35,000 + excllent benefits My client is looking to recruit additional compliance monitoring advisers to join their team based in offices in either Yorkshire or Cheshire. The purpose of the role is to ensure that the company’s advisers provide compliant advice to consumers. Duties to include : ...
Field Based Compliance Supervisors To £35,000 + excellent benefits including car allowance, bonus and pension. Scotland and South West (Bristol / Devon) My client is looking to recruit two additional field based compliance / T&C specialist to deliver core service visits incorporating TCF support and cultural assessment visits. Your role will be to provide practical supervis...
Field Based Compliance Supervisors To £35,000 + excellent benefits including car allowance, bonus and pension. Scotland and South West (Bristol / Devon) My client is looking to recruit two additional field based compliance / T&C specialist to deliver core service visits incorporating TCF support and cultural assessment visits. Your role will be to provide practical supe...
BDM / Wealth Manager Hertfordshire/ City of London Attractive salary + benefits and bonus My client advises high net worth individuals, small business owners, families and trustees who require qualified financial advisory specialists to co-ordinate retail banking, estate planning, legal resources, tax professionals and investment management. With expansion they need an experienc...
Quality IFA's Required Central London Competitive remuneration structures. (79% pay rate) + bonus + shares Our client isa medium sized, top 100 IFA company based in the City of London. They advise on all aspects of Tax Efficient Investments and Pensions for professional, Mid - High Net Worth individuals. They have built a significant client base of satisfied clients over th...
Wealth Advisers Berkshire £ 45-70K + Bonus, Pension, DIS, Laptop & Mobile My client is a fast growing Wealth Advice business offering fee based, independent wealth advice and investment management services to private individuals. As part of the company’s growth they are looking to recruit additional wealth advisers to be based in an office in Berkshire (mix of home office)...
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Date: 21 May
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Epsom, Surrey
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£20,000 - £22,000 per annum
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33 applications
Sales Support Administrator Surrey £20,000 to £22,000 depending on experience and qualifications + benefits My client is a long established IFA practice based in a modern open plan office in Epsom. They offer a full financial planning service to a client base of over 4000. In this role you will work within the Financial Services Sales Support Team, responding to customer enquiries and carry out administrat...
Administrator Hampshire Salary to £25,000 depending on experience + benefits and bonus My client is a very successful Investment focused IFA with a superb working environment. They have an immediate need for a senior office administrator to join their existing team of admin staff and assist on the day to day running of the office. Duties will also involve dealing with investment and pensio...
Paraplanner Central London / Home based. Competitive salaried package. My client is a successful FSA registered financial planning and tax consultancy with established operations throughout Southern Europe and the UK. The company is ideally looking for a level 4 Paraplanner with experience in investment and retirement planning (Pensions included) to work in the company’s London office or a home / o...
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Date: 14 May
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Spain,
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Salary negotiable
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10 applications
Private Client Manager Spain (Javea) OTE likely to be C€80,000-100,000 inc a basic of C€50,000 My client is a successful financial planning and tax consultancy with very successful and established operations in Spain. This is a full time role working with the partners in the regions to deal with existing clients of the practice. You will be providing regular reviews and provide top...
C£30,000 -£35,000 + bonus and other benefits My client, a long established IFA, offers a progressive, forward-looking culture which embraces the latest systems and technology to support the personnel and the services they offer. This position offers an exciting opportunity for the right candidate looking for variety and responsibility. You will work as part of a team offering a niche service for corporate clients...
