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The Middle Office Analyst will need to independently perform procedures, analysis and report preparation to support the department and other internal service areas by answering questions regarding proprietary and non-proprietary investments. Identify...
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My client are a Chartered Financial Planning firm renowned for its commitment to excellence. Winning the City Wealth Magic Circle award for Financial Advisory Firm of the Year consecutively for two years, they pride themselves on being an industry le...
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This is a rare and exciting opportunity to manage a family office in London. This ultra-high net worth European family is looking for a credible and experienced professional to lead the corporate and trust administration functions of a private family...
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The Family Office division of a high profile Wealth Management firm are looking to appoint a Senior Paraplanner to their team. Working closely with a Partner who advises the firms' largest clients, you will provide research and report writing support...
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A Market Leading financial services client based in London require an accomplished junior PMO with proven experience to join them for an exciting and challenging engagement. For this opportunity you will be an employee of ourselves working on site wi...
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My great Client a wonderful Financial Services Team in Buckinghamshire is actively looking to recruit a SKILLED FINANCIAL SERVICES ADMINISTRATOR OFFICE BASED.IT IS A PERMANENT ONLY FINANCIAL SERVICES ADMINISTATOR. You will need to be skilled within t...
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My client within the investment management industry is looking for an experienced BA/PM with an strong understanding of middle office investment products and processes. This is a hands-on role within a lean team will support the delivery of a large s...
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PMO Analyst - Payments (Financial Services) - London Outside IR35 My client, a Payments firm, is looking for an experienced PMO to join them for an initial 6 month contract. The successful candidate will work on their Change Programme. Role responsib...
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Responsibilities: Provide high-quality client-focused corporate governance advice to Boards and/or Committees to include: preparing agendas in line with business priorities and governance requirements; drafting, commissioning, reviewing and editing p...
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plus great atmosphere, wonderful team, and opportunity for career development Excellent opportunity to join an established, well respected independent Financial Planning firm where you will be welcomed into this professional and sociable team. As par...
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plus Discretionary bonus - Private medical insurance My client, a dynamic Wealth Management firm based in North Kent are seeking an experienced Paraplanner. They are renowned for delivering intelligent wealth management solutions with an emphasis on ...
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My client is a prestigious Wealth Management firm based in Central London. They are a boutique and forward-thinking IFA with a strong footprint in the Financial Planning industry and have a talented and dynamic team. They are looking for an office Ad...
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TECHNICAL PARAPLANNER (full involvement with HNW/UHNW technical cases) - London- hybrid working pattern ( 2 days in Office) - To 55k, top pension plan, excellent bonus, wonderful working conditions, study towards Chartered Status My client is an awar...
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SENIOR PARAPLANNER (Support Senior Director in Client facing role) - London-3 days in the office - To c 65k, plus study towards Chartered Status, hybrid working, beautiful working conditions, excellent social environment, long list of benefits. Are y...
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My great Client a wonderful Financial Services Team in Buckinghamshire is actively looking to recruit a SKILLED FINANCIAL SERVICES ADMINISTRATOR OFFICE BASED.IT IS A PERMANENT ONLY FINANCIAL SERVICES ADMINISTATOR. You will need to be skilled within t...
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plus excellent opportunity to progress your career within wealth management with hybrid working and great benefits package. Excellent opportunity for a professional individual with strong communication skills and 12/18 months experience to join a top...
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2 x Paraplanner Vacancies - 50k - 55k - 2 days in the office per week - Chartered IFA firm - Central London My client are an award winning Chartered independent wealth planning firm in Central London who I have met and placed 20 staff with over the p...
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plus hybrid working, personal development plan, season ticket loan, study support, career progression. This is an amazing opportunity to join a vibrant and energetic team of professionals My Client, an award-winning independent team of Financial Plan...
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Mortgage Advice Bureau (MAB) are a nationally recognised mortgage broker and network, winners of over 200 awards in the past 5 years and continually growing. One of our highly respected, market leading & award winning mortgage broker and estate agenc...
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Job Title: Broker Administration Assistant Location: Watford Contract Details: Permanent, Full time Monday to Friday Salary: 32,000 - 35,000 per year About Our Client: ? ? Our client is a leading provider of specialist mortgages and property finance ...
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Position : IFA Administrator Location : Royston, Hertfordshire (up to 2 days per week working from home) Minimum Requirements : 2 years' IFA administration experience; Strong experience of Intelligent Office; Good platforms knowledge; Live a commutab...
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Solasta Wealth Management is a well-established and highly successful Wealth Management practice providing bespoke face-to-face financial advice to individuals and businesses throughout the UK. As an appointed representative of St. James's Place Weal...
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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 p...
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This is an excellent role with a lender who has gained a reputation for " a family feel within the office" and a huge level of success. Due to a recent influx of quality business and a pro-active new management team, they are keen to hire additional ...
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Role - Paraplanner Location - Berkhamsted Salary - 50,000 Are you seeking your next role in Paraplanning? We are proudly assisting a well established Wealth Management client seek a Paraplanner to join their growing team. You will be providing admini...
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