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Client Services

Client Services

Sterling Williams are working alongside a Boutique Asset Management Firm, they are seeking an individual that ideally has prior experience within an Asset/Investment Management firm. This is a hybrid role with 2/3 days a week in the office. Duties of...

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Senior Client Services Administrator

Senior Client Services Administrator

Our client, a highly reputable firm of financial planners are looking to recruit an experienced IFA/ Client Services Administrator to join London based team. Supporting a team of experienced paraplanners & financial planners, duties & responsibilitie...

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Investment Administrator (Client Services)

Investment Administrator (Client Services)

Hybrid Working Available Up to 35,000 plus excellent bonus and benefits Due to highly exciting growth and expansion a fantastic opportunity has arisen to join a leading Investment Management firm based in the City of London. Our client is seeking an ...

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EXCLUSIVE: CLIENT SERVICES & OPERATIONS MANAGER - DFM FILE REVIEW EXPERIENCE & COMPLIANCE KNOWLEDGE REQUIRED

EXCLUSIVE: CLIENT SERVICES & OPERATIONS MANAGER - DFM FILE REVIEW EXPERIENCE & COMPLIANCE KNOWLEDGE REQUIRED

3 days ago by eFinancialCareers

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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Financial Planning Administrator route to Paraplanner - Watford - £30k - £35k salary + Bonus (10%)

Financial Planning Administrator route to Paraplanner - Watford - £30k - £35k salary + Bonus (10%)

Only 6 months of experience required or no experience but with some industry exams completed. Full Study Support Our client is a wealth planning business with offices in Watford who have been operating for over 15 years have an excellent reputation p...

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Transaction Reporting Associate - Investment Management

Transaction Reporting Associate - Investment Management

17 April by mbf.

MBF are currently partnering with one of the UK's top Wealth Managers to fill a key role within their Client Services team. Our client is a leading Wealth Management firm renowned for its commitment to excellence and client satisfaction. With a track...

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Senior Financial Planning Administrator

Senior Financial Planning Administrator

My client is a specialist organisation that offers exceptional financial planning for medical professionals. Their advisers are committed to excellence and have a deep understanding of the financial matters important to their clients, gained from dec...

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Paraplanner

Paraplanner

2 April by Brevere Group

This energetic and expanding Wealth Management firm seeks a skilled Paraplanner who is looking to further their career within an innovative firm. This role will allow you to work within the Advisory team who deal with HNW clients who require holistic...

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FINANCIAL PLANNING ADMINISTRATOR (progress to Paraplanning) - Weybridge - To £35 plus...

FINANCIAL PLANNING ADMINISTRATOR (progress to Paraplanning) - Weybridge - To £35 plus...

plus full study support, 25 days holiday, additional Christmas close, PMI, 10% Bonus, extra day for Birthday and prior to RO exams. My Client with offices based in the Weybridge area has been now operating in excess of 15 years and have built their r...

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FINANCIAL PLANNING ADMINISTRATOR (progress to Paraplanning) - Watford - To £35k plus...

FINANCIAL PLANNING ADMINISTRATOR (progress to Paraplanning) - Watford - To £35k plus...

full study support, 25 days holiday, additional Christmas close, PMI, 10% Bonus, extra day for Birthday and prior to RO exams. My Client with offices based in the Watford area has been now operating in excess of 15 years and have built their reputati...

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Danish speaking Junior Client Service Coordinator Finance

Danish speaking Junior Client Service Coordinator Finance

4 days ago by Language Matters

A Danish speaker is urgently needed for a financial services company to support their growing multilingual Sales Team. You will be based in a stunning office in Canary Wharf, London providing your expertise in delivering an excellent level of custome...

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Dutch speaking Junior Client Service Coordinator Finance

Dutch speaking Junior Client Service Coordinator Finance

4 days ago by Language Matters

A Dutch speaker is urgently needed for a financial services company to support their growing multilingual Sales Team. You will be based in a stunning office in Canary Wharf, London providing your expertise in delivering an excellent level of customer...

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Client Service Adviser

Client Service Adviser

15 May by CareerStone

Client Service Adviser Up to 25,000 Basic (DOE) Commission ( 29K OTE) Hybrid role - 3 days office based, 2 days working from home The Company: We are recruiting for one of London's largest and most prestigious whole of market Independent Mortgage & P...

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3 x Financial Planning Administrator - £30,000 - £33,000 salary - West End (London)

3 x Financial Planning Administrator - £30,000 - £33,000 salary - West End (London)

4 days ago by Financial Divisions

3 x Financial Planning Administrator - 30,000 - 33,000 salary - West End (London) - WFH 2 days a week after initial onboarding and training My client is an wealth planning business with offices in the West End of London who I have met and placed 20 s...

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Compliance Executive

Compliance Executive

8 May by Foster Denovo

About Us Foster Denovo currently boast over 120 Financial Advisers supported by around 250 employees across eight Foster Denovo offices throughout the UK. We have the scale and resource to provide exceptional advice and service to our clients, advise...

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Operations Manager

Operations Manager

Practice or Operations Manager required for an award-winning and expanding company. A financial planning background is extremely desirable, and we'll also consider candidates with strong management experience gained in other industries. If this sound...

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