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Senior Administrator

Senior Administrator

17 September by Heat Recruitment

Senior Administrator Wakefield WF10 25,000 - 34,000 based on experience Office based A long-standing Wealth Management firm in the Wakefield area are looking for a Senior Administrator to join their team, supporting the Lead Paraplanner directly with...

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IFA Administration Team Leader

IFA Administration Team Leader

My client is an Independent Financial Advisory firm based in the Wakefield area, providing individual clients and businesses with Advice across Pensions, Investments, Retirement & Estate Planning. We are urgently seeking an IFA Administration Team Le...

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Client Support Executive

Client Support Executive

My client is a fast-growing Wealth Management / Financial Planning firm which provides professional, face to face financial advice to clients throughout the UK, founded by an experienced team with a passion for excellent client experience and effecti...

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Paraplanner

Paraplanner

My client is a directly authorised Financial Advisory firm based in Wakefield, providing sound Financial Advice to both individuals and businesses surrounding Investments, Pensions, Mortgages, Protection and Estate Planning. Due to team members being...

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Financial Services & Technical Administrator

Financial Services & Technical Administrator

12 September by Clayton Davies Ltd

Job Description: Our client is a growing wealth management firm who are looking for a Financial Services & Technical Administrator. The company provides tailored financial planning and wealth management services to their clients, focusing on deliveri...

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Paraplanner

Paraplanner

29 August by Ortus PSR

We are seeking a talented paraplanner to join our client's growing Paraplanning Department. Although the main focus of a Paraplanning role at this leading IFA is working closely with the Financial Planners and the production of client suitability rep...

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