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Client Service Manager

24 June by Transact

Our Client Service Managers are the engine of our business. They are responsible for managing relationships with independent financial advisers whilst processing portfolio instructions within agreed timescales. This role is perfect for someone who th...

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Client Approval Specialist - Onboarding

24 June by Transact

We are currently recruiting an exciting opportunity to join our Client Approval team The Role In this role, you will be responsible for reviewing, approving, and processing new business applications across individual, joint, trust, and corporate acco...

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Operations Manager Financial Services

Operations Manager (Financial Services) Due to extensive growth, Fusion Consulting Group are looking to recruit an experienced Operations Manager (Financial Services) to manage the back-office of its expanding financial division of the group. The gro...

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Independent Financial Advisor

Basic Up to 60k Package Paraplanning Full client portfolio with on-going advice fees Resource Matters have been retained by this well known local IFA firm to recruit an experienced Independent Financial Advisor. Due to the existing advisor retiring y...

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Financial Advisor - HNW Clients

Yesterday by Brevere Group

Due to continued growth and success in providing wealth management services to HNW clients, this innovative firm of Financial Advisors is looking to attract a skilled and experienced individual to manage and develop a portfolio of clients. Your role ...

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Financial Advisor - London HNW / UHNW Wealth Manager

Yesterday by Oval Recruit

Financial Advisor - London HNW / UHNW Wealth Manager salary subject to experience (region of 50-65K basic) London A leading London Wealth Manager who provides expert bespoke advice to HNW clients located both in the UK and overseas are looking to exp...

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Independent Financial Advisor

Basic Up to 60k Package Paraplanning Full client portfolio with on-going advice fees Resource Matters have been retained by this well known local IFA firm to recruit an experienced Independent Financial Advisor. Due to the existing advisor retiring y...

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Independent Financial Advisor

Basic Up to 60k Package Paraplanning Full client portfolio with on-going advice fees Resource Matters have been retained by this well known local IFA firm to recruit an experienced Independent Financial Advisor. Due to the existing advisor retiring y...

Job hidden.

Independent Financial Advisor

Basic Up to 85k Package Paraplanning Full client portfolio with on-going advice fees Resource Matters have been retained by this well known local IFA firm to recruit an experienced Independent Financial Advisor. Due to the existing advisor retiring y...

Job hidden.

Independent Financial Advisor

Basic Up to 85k Package Paraplanning Full client portfolio with on-going advice fees Resource Matters have been retained by this well known local IFA firm to recruit an experienced Independent Financial Advisor. Due to the existing advisor retiring y...

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Indepdendent Financial Advisor - London

Independent Financial Advisor (IFA) - London Recruiting on behalf of a leading Financial Services Client 167 Solutions Ltd We are working with a prestigious financial services client who is seeking an experienced Independent Financial Advisor (IFA) t...

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Qualified Financial Advisor (Employed Role), Near Denham (Buckinghamshire), £50,000 - £65,000 (DOE)

Take over retiring advisor client Managing Existing Clients Ideally 3 years of Advising experience required Boutique, Established IFA firm 50,000 - 65,000 (DOE), DIS, PMI & Pension). OTE 85k Hybrid Role A unique opportunity has risen for my client wh...

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Trainee Financial Adviser

10 June by Eden Rose

Trainee Financial Adviser - North London/Watford This is an opportunity for someone Diploma Qualified with experience in paraplanning and back office administration to move into an adviser role within 6 months with support from an IFA. They are looki...

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Paraplanner with a route to an advisor, Uxbridge, Middlesex, Hybrid Working, £50,000 plus a bonus

Provide clients with a route to an advisor With offices in Uxbridge, my client is a reputable independent financial advice company. They provide rich clients in the London and home counties area with comprehensive market advice on pensions, investmen...

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Qualified Paraplanner - Route to Paraplanner Manager, Edgware, North London, £45,000 - £52,000 (DOE)

Full-Time | Hybrid Working | Full Study Support | Excellent Benefits | Career Progression Are you a Diploma-qualified Paraplanner or actively working towards your Chartered Status An exceptional opportunity has arisen with a highly respected, indepen...

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Employed Financial Adviser to manage existing client bank, Watford (Hertfordshire), £65k-£75k

Location: Offices close to Watford (Hertfordshire) Package: 65k- 75k, plus competitive bonus and excellent benefits package with hybrid working With offices near Watford, my client is a reputable Independent firm of Chartered Financial Advisers that ...

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Paraplanner - Progression to Advisor - Fully Remote - Up to £50k + Equity Ownership

Are you a Paraplanner ready to take the next big step in your career? My client, a forward-thinking IFA firm that I’ve proudly worked with for several years, is offering an exceptional opportunity to join their growing team. As a Paraplanner, you’ll ...

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Paraplanner/Client Manager

20 June by Brevere Group

Are you an accomplished Paraplanning professional with extensive technical skills? Are you looking to play a major role within an expanding firm who are focused on delivering a first class service to sophisticated HNW Clients? A role now exists for a...

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Paraplanner/Trainee Adviser - London

We are currently recruiting for a Financial Planning practice in London who are looking for an experienced Paraplanner or Trainee Financial Adviser to join their team. They are looking for someone with 2 years Paraplanning experience and must be Leve...

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Senior Paraplanner

20 June by Brevere Group

Are you an accomplished Paraplanning professional with extensive technical skills? Are you looking to play a major role within an expanding firm who are focused on delivering a first class service to sophisticated HNW Clients? A role now exists for a...

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Junior Financial Planner - Up to 65k - manage existing clients and generate new business

Junior Financial Planner Boutique financial planning business Offices in Hertford (hybrid working) Manage existing clients and generate new business 50k - 65k basic salary plus bonuses I am currently recruiting for a boutique wealth planning firm bas...

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Associate financial planner - next in line to adviser - London-Hybrid - £60,000 + excellent benefits

A rare opportunity has opened up for a diploma-qualified associate financial planner to join one of the UK’s most forward-thinking, values-led financial planning firms. This central London-based firm is fully independent, highly ethical, and holds bo...

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Independent Financial Planner - Manage retiring advisers client bank - Up to £75k basic salary

3 days ago by Financial Divisions

Independent Financial Planner Vacancy Epsom offices (Surrey) Manage client bank from a retiring adviser 65k - 75k basic salary with bonuses on top 25 days holiday bank holidays Full Paraplanning and Administration support from a pooled team My client...

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Finance Manager REF 1260

Up to 70,000 bonus Hybrid (London 2 days) We are working with a highly successful and fast-growing lifestyle brand that supplies beautifully designed products to leading retailers around the world. With a global supply base and a creative, entreprene...

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Junior Administrator - Financial Services

20 June by Brevere Group

Due to continued success in delivering bespoke Wealth Management solutions to their expanding client base, this innovative Financial Planning firm is keen to attract a dedicated and enthusiastic Junior Administrator to join their team. Based in state...

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