This role has a starting salary of 35,730 per annum, based on a 36 hour working week. This is a fixed-term contract opportunity ending 31st March 2025...
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The Firm Our client is a financial planning and asset management house that is dedicated to providing a high-quality service for private clients, trusts, and smaller institutions. Their mission is to improve everyone’s relationship with their wealth:...
Technical IFA Administrator / Trainee Paraplanner Location: Chobham Hybrid working - 3 days per week in the office Salary: 33,000 - 40,000 per annum Are you a Technical IFA Administrator or Junior Paraplanner looking for your next job move? Do you ha...
Paraplanner - Part of Fully Qualified Location: Chobham Hybrid working - 3 x days in the office Salary: 33,000- 45,000 Are you an experienced Paraplanner looking for your next role? Are you looking to work closely with the Advisers so you can build a...
A long established, well respected IFA Compliance organisation are keen to appoint a Diploma qualified IFA File reviewer. The role is home based with occupational IFA visits required. Typical responsibilities: Review suitability reports to ensure tha...
We are seeking a highly motivated and organised individual to join a team as an Independent Financial Advisor (IFA) Support Associate. In this role, you will play a crucial part in supporting their Independent Financial Advisors in delivering excepti...
Financial Adviser - manage some existing clients from the MD - 65k - 85k basic salary plus benefits package - Surrey based Chartered IFA A key client of mine who I have met and worked with very closely over the past year are a Chartered IFA firm with...
Paraplanner, based in Surrey, competitive salary and benefits package Job Purpose To assist in the provision of financial plans and advice to prospective and existing private clients within internal/regulatory standards. Job Role To draft financial p...
Our international client requires a Collections & Recovery Coordinator to join their team for a minimum period of 6 months. Main Responsibilities: General Communications Pre-Arrears Agreement Handling, speaking with customers who potentially cannot a...
Responsibilities include: Evaluating financial data to make effective underwriting decisions on all types of financial cover for customers within agreed SLAs. Analysing and reviewing any additional information from customers to evidence your decision...
This role is suited to those with experience within IFA Administration and working towards their Level 4 Diploma in Financial Planning. This company offers hybrid working, a salary of up to 35,000 and after becoming an established administrator, ther...
Our client, a national wealth management firm, is seeking an experienced, qualified Investment Manager to join their highly successful team. This is a role that is part of the wider growth strategy so we are looking for someone who either has clients...
Our client, a Chartered Financial Planning firm with offices across the South of England, are seeking an experienced (3 years) Paraplanner to join their team. We are looking for a career-Paraplanner with HNW experience. You will have experience of pr...
HNW Mortgage Broker - London / Surrey Are you at the top of your game within Estate Agency mortgage advice? Are you looking for a career not just a job? Our client is an award-winning brokerage that is looking to recruit ambitious, motivated and succ...
HNW Mortgage Broker - London / Hertfordshire Are you at the top of your game within Estate Agency mortgage advice? Are you looking for a career not just a job? Our client is an award-winning brokerage that is looking to recruit ambitious, motivated a...
HNW Mortgage Broker - London / Buckinghamshire Are you at the top of your game within Estate Agency mortgage advice? Are you looking for a career not just a job? Our client is an award-winning brokerage that is looking to recruit ambitious, motivated...
Graduate Opportunity Weybridge 24,000 Are you a recent graduate seeking your first step on a professional services environment? My client is seeking a dynamic, hardworking graduate with fantastic communication skills and a great attention to detail i...
Are you looking to put your numerical skills to use as a back-office cashier? Shepperton, north Surrey Temporary vacancy for May- September period, Full time. Desired candite: will have the following attributes Punctual and reliable. Flexible with pr...
Power BI Developer (Global PharmaCare) Do you want to work in world class global leader? Are you passionate about Power BI? Do you want to work in an innovative and fast thinking progressive company? Are you ambitious and driven? Are you looking to b...
Our client is a very successful small firm of Wealth Planners based in Woking who require an IFA, Wealth Planning Administrator. Purpose of the role To support the advisers in their day to day duties. Liaising with clients, keying client information ...
Senior National Account Manager Location: Flexible Company: We are a dynamic and rapidly growing mortgage lender poised to disrupt the industry with innovative solutions and a customer-centric approach. As we embark on this exciting journey, we are s...
Our client a Highly Respected, Recognised Global Business are currently recruiting for a Credit Analyst / Underwriter to join the team in Farnborough, Hampshire due to growth. Hybrid Working available Client Details Our client a Highly Respected, Rec...
This client, who specialises in the management and development of wealth for corporate and individual clients, has an exciting opportunity for an experienced Senior Group Risk & Healthcare Administrator to join their Employee Benefits team. The Senio...
One of the UK’s leading independent insurance brokers and employee benefits consultants has an opportunity within its expanding Healthcare team. The Healthcare Administrator will have responsibility for a portfolio of clients providing administration...
This independent firm of actuaries and consultants are looking for an experienced pensions’ administrator to join their pensions’ administration team. The successful candidate will work as part of a small but dedicated team of administrators, servici...
One of the UK’s leading independent insurance brokers and employee benefits consultants has an opportunity within its expanding Group Risk team. The Healthcare & Group Risk Consultant will have responsibility for their portfolio of large corporate cl...
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