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Financial Planner, London, Up to £80k Basic Salary + Bonus + Benefits + Clients Provided

Financial Planner, London, Up to £80k Basic Salary + Bonus + Benefits + Clients Provided

8 Feburary by TAB Consultancy

Role: Independent Financial Planner Package: Up to 80,000 Basic Salary Bonus Benefits Clients Provided Our client, a well-established and successful independent financial planning firm, are looking for a charismatic and driven financial planner to jo...

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Client Support Team Leader

Client Support Team Leader

28 March by Ortus PSR

Team Leader: Administrative Support Specialist at a Wealth Management firm The Salary range for a Client Support Team Leader is up to 35,000 Bonus & hybrid working 4 days in the office and 1 from home Are you ready to play a pivotal role in our thriv...

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IFA Administrator

IFA Administrator

21 January by Vision-FS Recruitment

Position : IFA Administrator Location : Caterham, Surrey Minimum Requirements : 2 years IFA administration experience; 1st Software experience; XPlan experience ideal but not essential Salary/package : Up to 32,000 YOUR NEW COMPANY Our client is a To...

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Case Manager

Case Manager

21 November by KFS Recruitment

Case Manager Location: London We are proud to be working with a reputable Bridging Lender in the heart of London. We are looking for a Case Manager, in this role you would be supporting Credit Managers throughout the loan application process. This in...

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Senior Financial Planning Administrator

Senior Financial Planning Administrator

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 dec...

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Client Account Manager/Financial Administrator

Client Account Manager/Financial Administrator

Job title : Administrator / Client Account Manager Purpose : The purpose of this role is to act as a Financial administrator and Client Account Manager within the business and provide pre and post-sales support to the financial advisers and clients a...

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Financial Planning Administrator - Progression to Paraplanner

Financial Planning Administrator - Progression to Paraplanner

My client is a boutique wealth planner, asset manager and employee benefits specialist. As they are independent, this allows them to provide objective advice that is aligned to a client’s best interests, delivered by teams steeped in financial servic...

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