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We are seeking a client services administrator to join a well-established financial services firm based near to Whiteley. You will work closely with the senior paraplanners and financial advisers to support the existing client bank and assist in the ...
We are looking for a Trainee Financial Adviser for our client based in Tring, Hertfordshire. As a Trainee, you will be responsible for assisting the firm's experienced adivsers in providing financial advice to clients. Your role will include duties s...
Our client is looking for a Chartered Paraplanner to join their team in London. The role will provide financial planning support to Private Client Advisors, assisting them in delivering financial planning to new and existing clients. Key responsibili...
We are currently looking for a HR Administrator to join our expanding team. You will primarily be responsible for the back-office administration and database management for the firm. Your role will be mixed between resourcing for candidates and maint...
We are looking for a Paraplanning Team Leader to join our client's expanding firm in Farnborough. You will help manage the team on a day to day basis, ensuring pipleine management and progressing cases in a timely manner, highlighting any potential c...
We are looking for a Client Servicing Lead for our client based in London. You will be joining a well-established Wealth Management firm, a partner practice of SJP (St. James Place) and will play a crucial role in ensuring regular contact with client...
We are looking for an experienced Financial / Business Support Administrator to join our clients firm based in London, who provide bespoke financial advice and services to HNW families. This role will be working as part of a team at a well-establishe...
Our client is looking for a Financial Administrator / Client Services Administrator to join their IFA firm based in Birmingham. The role will suit an experienced Financial Administrator who enjoys working autonomously in a driven and high-performing ...
Our client is looking for a Financial Administrator to assist independent financial advisers and paraplanners in their busy practice. You will be responsible for ensuring that every task is carried out as instructed, while maintaining contact with th...
Our client is looking for a Financial Administrator to join their team in London. The Administrator will help provide admin support to both the office manager and financial adviser, to help maintain existing business with current clients, grow busine...
Our client is looking for a Financial Administrator to join their team in London. The Administrator will help provide admin support to both the office manager and financial adviser. Responsibilities: Preparing first meeting packs - as and when requir...
Our client is looking for a talented Paraplanner to join their team based in London. Key Responsibilities: To assist the Financial Planner in formulating the advice to the client, providing technical support and guidance where appropriate. Review cli...
Our client is looking for an IFA Administrator to join their busy team in Canterbury. The role will require excellent planning and organisation skills, a professional pleasant telephone manner and good administration skills to deliver a true client c...
Our client is a well established Wealth Management firm based in Southampton, and they are looking to take on a Financial Administrator to join their team. You will be joining a purpose-led financial planning business, who strive to provide the best ...
Our client is looking for an IFA Administrator to join their busy team in London. The role will require excellent planning and organisation skills, a professional pleasant telephone manner and good administration skills to deliver a true client centr...
We are looking for a Junior Paraplanner to join our client's wealth management company in Nottingham. Your role will be to assist Financial Advisers in financial research for their clients, writing up suitability letters and reports, ensuring work is...
Our client is looking for a Financial Administrator to join their successful team in Bishop's Stortford. The role will involve supporting the Financial Advisers, ensuring client requirements are met. Our client is a Partner Practice of St James Place...
Our client is seeking an Administrator to join its team of leading Advisers and Paraplanners. The position presents an opportunity to join a dynamic company offering excellent benefits after satisfactory completion of probation period. Job Descriptio...
Our client, based in Central Lombard, are looking to take on a new Practice Manager. They are a well-established partner practice of St James Place, and you will primarily be looking after a team of 14 staff. Responsibilities Feeding into the Busines...
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