This a great opportunity for an Administrator to join WTW, one of the leading Third-Party Administrators. The Interface Team is responsible for ensuri...
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Role: SIPP Claims Handler Start Date: 17th June 2024 Contract Length: Till March 2025 Rate: 220 per day (inside IR35 via Umbrella Co) Location: Remote...
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We are a Wealth Management practice providing bespoke face to face financial advice to individuals and businesses throughout the UK. We are an appointed representative of St. James’s Place Wealth Management. Location: Beckenham (South East London) - ...
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This a great opportunity for an Administrator to join WTW, one of the leading Third-Party Administrators. The Interface Team is responsible for ensuring that all HR and contribution interface files are reviewed and processed within agreed SLAs, meeti...
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Our client is hiring Level 4 qualified Pensions and Investment Complaint Handlers to support a review project. You will be examining how different pension and investment products were sold, checking whether correct and appropriate procedures were fol...
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Our client is hiring experienced Pensions and Investment Complaint Handlers to support on a review project. You will be examining how different pension and investment products were sold, checking whether correct and appropriate procedures were follow...
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Role: SIPP Claims Handler Start Date: 17th June 2024 Contract Length: Till March 2025 Rate: 220 per day (inside IR35 via Umbrella Co) Location: Remote working The Role We are currently looking for SIPP Claims Handlers to work in a result orientated, ...
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Client Services Administrator/Manager - Financial Planning Hot New Career role for someone with Industry Experience Superb company - established >30 years, growing practice with several industry awards Reputable employer - work-life balance, modern w...
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We’re growing and we want you to be part of our journey. Deputy Team Leader - Pensions Administration At Isio, our purpose is to create better outcomes for our people, our clients and society. We are a people-first business and we’re committed to hel...
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Our highly regarded client, a prominent Investment Bank & Wealth Manager with a legacy tracing back to 1980, stands as a leader in Europe across the Asset Management, Private Banking, and Wealth Management sectors. Currently, our client is in search ...
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Equiniti is a leading international provider of shareholder, pension, remediation, and credit technology. With over 6000 employees, it supports 37 million people in 120 countries. EQ's vision is to be the leading global share registrar, offering comp...
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We are working with a leading Wealth Management client who are seeking qualified and experienced Paraplanner /s to join their team. You will support the new business team by analysing prospective client portfolios to provide regulated advice on areas...
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Financial Intelligence Analyst 12 months FTC 32,000 West Malling – Mid Kent A fantastic opportunity has arisen with my client a market leading Financial Services firm based in Kent. We are seeking an experienced and career driven Financial Intelligen...
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The Opportunity: The Paraplanning team analyses prospective client portfolios to provide regulated advice on areas such as pension transfers, bond surrenders, investment taxation and structure suitability. Reporting to your Team Leader, in this role ...
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EQ is a company that has been built with strong values at the very core of our offering. Dealing with some of the most successful companies and government agencies in the UK, excellence, integrity, professionalism, partnership, commercial and innovat...
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We have an exciting opportunity for a Paraplanner to join our client's team based in their London office. You will be joining a global investment management firm, helping to analyse prospective client portfolios to provide regulated advice on areas s...
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We’re growing and we want you to be part of our journey. Senior Pensions Administrator At Isio, our purpose is to create better outcomes for our people, our clients and society. We are a people-first business and we’re committed to helping our collea...
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Due to a number of internal promotions and business wins, this year is looking extremely positive for this leading employer in the financial services and pensions sector, who are seeking additional Senior Pension Administrators in various locations o...
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We are working with a leading Wealth Management client who are looking for a Level 4 Diploma qualified Business Assurance Analyst / Suitability Specialist to join their 1LoD team. As a Business Assurance Analyst, you will review and assess suitabilit...
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MERJE are partnered with a leading Wealth Manager who are looking for a Paraplanner to join their fast growing team. Key Responsibilities: Evaluate prospective client objectives, portfolio holdings, time-horizon, cash flow needs and financial situati...
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Are you experienced in the administration of Defined Benefit schemes and now looking to further develop your experience and career in more of a project based environment? Is so, please read on We are recruiting for a global leading financial services...
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Solasta Wealth Management is a well-established and highly successful Wealth Management practice providing bespoke face-to-face financial advice to individuals and businesses throughout the UK. As an appointed representative of St. James's Place Weal...
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We are on the hunt for a Paraplanner to join a team of Financial Advisers. This is an incredible opportunity to work within a dynamic firm that prides itself on delivering bespoke financial advice and planning services. What’s on Offer: Competitive S...
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We are working exclusively with a much admired National Financial Planning and Wealth Management business who are seeking to appoint an experienced Paraplanner on a hybrid working basis. Working very closely with the advisory team on a 1:1 basis, thi...
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Working as part of the Paraplanning Team and assist in the functioning of the team in supporting the firm’s Financial Planners to deliver fantastic service to their clients. With the opportunity to study for qualifications offered by the Chartered In...
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Are you a pensions professional with strong governance knowledge and seeking an exciting new challenge? If so then look no further We are currently partnered with a leading pensions organisation, supporting them in their search to appoint Support Pro...
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Role: Senior Pensions Paraplanner Package: Basic Salary up to 80,000 Benefits Location: London Our client, a successful and well-respected financial planning firm, are looking for a highly skilled and technical paraplanner to join their pensions team...
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