My client is a Boutique forward-thinking Independent IFA Firm in London, who are looking to take on a graduate IFA Administrator/ Financial Planning Assistant who has gained 6 months experience working in Wealth Management/Financial Services and look...
Are you ready to be a part of a family-owned Independent Financial Advice practice that prioritises integrity, quality, and outstanding client service? My client is looking for an experienced Financial Administrator to join their team in a role that ...
My client is seeking an enthusiastic Paraplanning Manager to join their growing team in Tyne and Wear. This role is perfect for someone passionate about financial planning and looking to advance their career in financial services. You will lead the p...
We are currently recruiting for a Paraplanner that has circa 1 years plus experience in a similar role, for a long-standing Tyne and Wear based client. They have provided straightforward independent financial advice for many years in the Tyne and Wea...
Vacancy - 45k - 55k, Chartered IFA Firm - Central London My client is a Chartered independent wealth planning firm in Central London who provide comprehensive financial advice to high-net-worth (HNW) retirees, accumulators, local families, and SME ow...
Manage existing clients from the MD - employed role (up to 65k) or self-employed role My client is a wealth planning firm with its main office near Fleet who I have met and placed 2 staff with. The business has 3 advisers and a full support team of P...
(Hybrid working - 2 days in the Office) We are currently recruiting for a Paraplanner that has circa 1 years plus experience in a similar role, for a long-standing client based near Cramlington. They have provided straightforward independent financia...
Are you an experienced IFA Administrator looking to advance your career in Wealth Management? My client, an independent boutique Wealth Management firm, provides holistic advice to their long-standing UHNW clients. Due to growth, they are seeking a d...
My client is a boutique, forward-thinking independent IFA firm in London seeking a graduate IFA Administrator/Financial Planning Assistant with six months of experience in Wealth Management/Financial Services who is looking to carve out a career in t...
Are you an experienced Financial Administrator within Private Client Wealth Management? Our client, a reputable provider of independent financial advice in Kent, has built a solid reputation through their holistic, jargon-free approach. They are curr...
To take over retiring advisor, managing Existing Clients Ideally 4 years of Advising experience required Boutique, Established IFA firm Offices near Hemel Hempstead (Hertfordshire) Salary Circa 50,000, DIS, PMI & Pension. OTE 85k A unique opportunity...
Excellent Benefits & Bonus Are you ready to elevate your career? Our client, a highly respected Chartered Wealth Management firm, is seeking an experienced Paraplanning Manager to join their Senior Management Team. Over the last decade, this firm has...
Salary: 50k - 70k basic plus an attractive bonus and benefits package Hybrid working (1-2 days a week in the office) A well-established firm, operating for over 15 years with a stellar reputation for delivering holistic advisory services, is seeking ...
Salary: 35,000- 45,000 (DOE) Excellent Benefits Our client, a leading Law and Financial Planning firm in Essex, is seeking an Assistant Financial Planner to join their team due to continued growth. This role offers a fantastic opportunity to immerse ...
and excellent benefits inc bonus and share scheme/28 Days holidays plus bank holidays An excellent opportunity to join a highly regarded Wealth management firm, working in their busy Finance function and taking responsibility for supporting the Finan...
Discretionary Bonus Benefits Package An exciting opportunity has arisen for an experienced Financial Administrator to join a well-established Chartered wealth planning business with offices across the Southeast. This boutique firm, backed by signific...
Paraplanner with potential to become Financial Advisor My client are a well-established Independent Financial Advice firm with offices based near Reading in Berkshire. They offer Financial Advice on Pensions, Investments, Tax Planning, IHT, Mortgages...
Financial Planning Administrator / Junior Paraplanner - With potential to become qualified paraplanner My client are a well-established Independent Financial Advice firm with offices based near Stansted in Essex. They offer whole of market advice on ...
Financial Services Administrator / Wealth Management Administrator Part time option available This role offers an excellent opportunity to join a well-run wealth management firm working alongside a team of supportive and professional Financial Adviso...
Our client is seeking an experienced Receptionist to join their busy administration team based near Alton, Hampshire. If you're passionate about delivering excellent client service and have strong organisational skills, this could be the ideal role f...
Graduate or School Leaver seeking first role in wealth management Wealth Management Firm working with HNW & UHNW clients Leatherhead offices (Surrey) Full training, induction and study support 23k - 26k basic salary plus benefits My client are a Char...
Graduate or School Leaver seeking first role in wealth management Wealth Management Firm working with HNW & UHNW clients Offices near Epsom (Surrey) Full training, induction and study support 23k - 26k basic salary plus benefits My client are a Chart...
Due to growth, our client, a vibrant and progressive independent investment advisory firm in London, is seeking an experienced IFA Administrator with a minimum of two years of wealth management experience. You will be assisting the company's advisors...
75k - 85k basic salary plus bonus and benefits package Manage existing clients and generate some new business A longstanding client of ours, with whom we have previously placed three employees, is seeking a Senior Financial Adviser (preferably Charte...
Package: 50k, Support 3 established advisers - Boutique IFA - Offices close to Aldershot Surrey With offices near Aldershot, my client is a boutique independent wealth planning firm that provides whole of market financial advice to high net worth ind...
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