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Our client is looking for a Financial Administrator to join their team in London. Key Responsibilities: Deal effectively with queries from clients and other parties through effective communication. Record your client communications (whether that communication...

Our client is looking for a Senior Financial Administrator to join their team in London. Key Accountabilities: PA and general admin duties Organise and diarise meetings on behalf of the Private Client Advisors Work with the Private Client Advisors to prioritise...

MLP Wealth Management was established in 1983, by Paolo Standerwick. Today the firm holds chartered status and is run by his two sons Paul and Sean. Their fundamental goal is to provide their clients with financial peace of mind. The business aims to be...

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...

Our client, a leading Chartered and Accredited Independent Financial Planning Firm based in Wimbledon, are currently looking to recruit an experienced Administrator to join their growing team. The ideal candidate will have at least a year of experience...

Financial planning administrator required for our established and highly regarded practice in the City of London. We will consider candidates with any level of experience and even those coming from other areas of financial services. We're keen to attract...

My client is a Global Wealth & Asset Management business with over $5.2bn of AUM and due to growth, they are now seeking to hire a new Private Client Executive to join their business.  Role Summary Private Clients at the firm are looked after by the...

This national IFA firm is currently seeking a financial planning administrator to work as part of their busy team in Rickmansworth. In this role you will support financial advisers and paraplanners and be involved in preparing client packs and annual reviews...

Our client is based near Uxbridge, we have placed 2 staff within the business in the last 2 years. They are now looking take on a Senior Financial Administrator. They offer whole of market advice on Pensions, Investments, Tax Planning, IHT, Trusts, Mortgages...

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 decades...

Our client, a well-established Independent Financial Advice firm based near Hillingdon, offers an exceptional opportunity for you to transition into a Paraplanner role. With a rich history of providing whole-of-market financial advice on Pensions, Investments...

Role Overview Savills is the UK’s leading real estate service provider. We work with property of all types, ranging from the world’s most iconic rural estates through to the country’s leading urban developments and property portfolios. Our clients come...

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...

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...

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...

Financial Planning Administrator with a route to Paraplanner 30k - 35k salary Bonus (10%) No experience required but have started industry exams OR 6 months of experience but keen to sit industry exams Full Study Support, Private Medical Cover and full...

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'...

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...

Financial Planning Administrator with a route to Paraplanner 30k - 35k salary Bonus (10%) No experience required but have started industry exams OR 6 months of experience but keen to sit industry exams Full Study Support, Private Medical Cover and full...

Financial Planning Administrator / Wealth Planning Administrator - supporting 2 Paraplanners Our client is a multi-award-winning firm of Chartered Financial Planners, that we have worked closely with for a number of years. They have an impressive track...

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 reputation...

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 reputation...

5 x Financial Planning Administrator - 30k - 35k salary Bonus (10%) Route to being a Paraplanner in the future Office in Weybridge (Surrey) 25 Days Annual Leave plus offices closed over Christmas Benefits: Full Study Support & Private Medical Cover...

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 providing...

5 x Financial Planning Administrator/Trainee Paraplanner - 30k - 35k salary Bonus (10%) Route to being a Paraplanner in the future Office in Weybridge (Surrey) 25 Days Annual Leave plus offices closed over Christmas Benefits: Full Study Support & Private...