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Compliance Office

Compliance Office

A long established, well respected IFA Compliance organisation are keen to appoint a Diploma qualified IFA File reviewer. The role is home based with occupational IFA visits required. Typical responsibilities: Review suitability reports to ensure tha...

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Chartered Independent Financial Adviser - All leads provided

Chartered Independent Financial Adviser - All leads provided

We are recruiting for a Chartered Financial Planning firm in Surrey who have a requirement for someone to service an existing client bank. Their typical client up to 500,000 of investable assets and you must have experience of providing pension and i...

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Paraplanner Team Leader

Paraplanner Team Leader

9 May by mbf.

Join one of the UK's foremost leading wealth management businesses with an international presence, renowned for its first-class reputation and commitment to excellence. As one of the UKs leading wealth management organisations, they have offices acro...

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Pensions Specialist

Pensions Specialist

21 May by WTW

LifeSight is WTW’s Defined Contribution (DC) MasterTrust with administration undertaken by WTW’s dedicated trust-based business. LifeSight currently has a membership of 240k with an AUM of c. 11bn. The LifeSight Administration Manager role is an exci...

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Senior National Account Manager - Mortgage Lender

Senior National Account Manager - Mortgage Lender

Senior National Account Manager Location: Flexible Company: We are a dynamic and rapidly growing mortgage lender poised to disrupt the industry with innovative solutions and a customer-centric approach. As we embark on this exciting journey, we are s...

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Technical IFA Administrator (Wealth Management) - Weybridge - Salary up to £32 -36k

Technical IFA Administrator (Wealth Management) - Weybridge - Salary up to £32 -36k

My client is a Chartered Independent Financial advice firm based in Weybridge. They are currently expanding their team of experienced IFA administrators on the back of rapid growth and expansion. They looking to take on an administrator who can demon...

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Finance Manager

Finance Manager

16 May by Cedar

Cedar is currently recruiting for an interim Finance Manager to lead the management accounting team at an NHS Foundation Trust in the South East. The post holder will be reporting into the Chief Finance Officer and will be responsible for managing a ...

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Investment Manager

Investment Manager

1 week ago by mbf.

Investment Manager - Guildford - Leading Wealth Management Organisation We are currently working with one of the UK's leading Wealth & Investment Management organisations who are looking to recruit an experienced Investment Manager to service and dev...

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IFA Administrator

IFA Administrator

Position : IFA Administrator Location : Ewell, Surrey Minimum Requirements : 2 years' IFA Administration experience; Salesforce and AJ Bell experience preferred; Live a commutable distance from Ewell Salary/package : Up to 36,000; Annual bonus; Study...

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Paraplanner

Paraplanner

Our client is a chartered status Wealth Management Business that was established over 40 years ago. Their fundamental goal is to provide their clients with financial peace of mind. The business aims to be a standout brand, prioritising client objecti...

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Junior Pension Project Managers/Senior Administrators

Junior Pension Project Managers/Senior Administrators

We are recruiting for a global leading financial services organisation who committed to fostering the growth and success of all, whilst investing heavily in learning and development and paving unique career paths. They are an organisation and employe...

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Senior Client & Operation Managers (Client Directors)

Senior Client & Operation Managers (Client Directors)

We are recruiting for a global leading financial services organisation who are renowned for committing to fostering the growth and success of all, whilst investing heavily in learning and development and paving unique career paths. They are an organi...

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