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The Wealth Planning Assistant will work proactively and resourcefully, providing support to the Wealth Planning Team. The role holder will provide support to members of the Wealth Planning team, diary management and travel arrangements, as well as administrative...

My client is a well-established Independent Financial Advice firm with offices based in Uxbridge. They offer whole of market advice on Pensions, Investments, Tax Planning, IHT, Mortgages and some Protections to wealthy clients across the London and home...

We are currently recruiting for an award winning Financial Planning practice based in London, Mayfair who are looking to recruit a Paraplanner. They also hybrid working 2 days a week from home. They require a Paraplanner to assist Wealth Planners with...

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 complementary...

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) - Office...

Are you a skilled Sales Support Administrator with experience gained within an IFA/Wealth Management firm? Are you able to utilise your expertise to deliver a first class service to clients and colleagues? Are you looking for a professional environment...

Job Title: IFA Administrator Industry: Financial Planning Location: Finchley, London Salary: 30,000 - 40,000 Job Reference: 9002 Job Description: Recruit UK are working on an exciting opportunity for an IFA Administrator to join a successful financial...

Role: Wealth Management Administrator Location: Golders Green / Brent Cross, London Salary: 30,000 - 35,000 An international Wealth Management firm with offices worldwide is looking for a Wealth Management Administrator to join their Golders Green / Brent...

plus Full study support package Benefits My client is an independent wealth planning firm in Watford, providing whole-of-market financial advice to a diverse clientele with several regional offices in the U.K. Managing over 200m of clients' assets, they...

Full study support package Benefits My client is an independent wealth planning firm in Southampton, providing whole-of-market financial advice to a diverse clientele spanning Hampshire, Surrey, Sussex, Kent, and London. Managing over 200m of clients'...

My client is a dynamic, boutique and forward-thinking Independent, IFA Firm in London, who due to expansion are looking to take on a versatile Senior IFA Administrator who is looking for a new opportunity in Wealth Management. Company offers a hybrid working...

My client is a dynamic, boutique and forward-thinking Independent, IFA Firm in London, who due to expansion are looking to take on a versatile Senior IFA Administrator who is looking for a new opportunity in Wealth Management. Company offers a hybrid working...

Our client, a leading Wealth Management organisation is currently seeking a Client Administrator to join their London based Financial Planning team. This role includes a hybrid working arrangement, allowing for three days of office-based work and two days...

Our client, a leading national wealth management and employee benefits consultancy, are currently looking for an experienced Technical Administrator to support one of their highest producing Financial Planners. Candidates will be responsible for providing...

Financial Administrator/ Trainee Paraplanner Vacancy - London offices - 35k - 40k bonus, Full study support - Chartered IFA firm My client are a Chartered independent wealth planning firm in Haywards Heath who offer whole of market financial advice to...

My client is a well-established and successful Firm in London, who are looking to take on an IFA Administrator who has gained about 2 years’ experience working in Wealth Management and looking for a new challenge in an IFA administration role. The role...

Paraplanner 40,000 - 55,000 | Paraplanning/ Report writing & IFA admin experience Londonon Level 4 Diploma qualified YOUR NEW COMPANY A leading Financial Planning business is currently seeking a Paraplanner to join their growing team. The role will...

Our client is a professional city based Financial Advice firm with over 30 years experience in handling wealth portfolios of high net worth individuals, giving advice on pensions, investments, tax planning, IHT, mortgages and some protections to clients...

Due to continued success in delivering bespoke Wealth Management solutions to their expanding client base, this innovative and successful Financial Planning firm is keen to attract a dedicated and enthusiastic Administrator/ Junior Paraplanner to join...

Job Title: Senior IFA Administrator Location: Finchley, North London Salary: 40,000 - 45,000 What's on offer? Opportunity to head up an evolving Financial Planning division and manage a team of 3 Fridays working from home 24 days of annual leave Career...

Location - City of London Salary - 32,000- 35,000 Role - Wealth Management Administrator Well established wealth management practice based in the City of London require an additional administrator to complement their existing team. Hybrid working 3 days...

Due to continued success in delivering innovative Wealth Management solutions to their clients, a new opportunity exists for a positive and proactive Sales Support Administrator to join their expanding Financial Planning team. If you are able to utilise...

My client is established, boutique and forward-thinking Independent, Chartered IFA Firm in Wimbledon, who due to expansion are looking to take on a versatile Financial Administrator who is looking for a new opportunity in Wealth Management. This is an...

We are currently seeking to recruit for a Investment Administrator to join the Investment Management division of a prestigious wealth management firm. This firm has a storied history dating back to the mid-18th century and has established itself as a key...

Plus : bonus and excellent benefits The Opportunity A genuine, progressive opportunity has arisen within our client, a highly regarded IFA and Investment Management practice offering Independent whole of market advice to private clients and their families...