Jobs

Position: Financial Adviser - Harrogate
Pay: Self-Employed Package

Our client is looking to welcome a Financial Adviser on their team based in Harrogate. This will be a self-employed opportunity with a high earning potential. You will be advise clients as appropriate to their circumstances and objectives. Specific responsibilities Prospecting and contacting pot...

Position: Client Relationship Manager - Liverpool
Pay: £30k - £35k

Our client is looking for a Client Relationship Manager to join their team based in Liverpool. Working alongside Advisers, Paraplanners and Client Service Administrators, this role will support the management of client portfolios. You will be liaising with policy and platform providers, processing n...

Position: Financial Administrator (Part-time) - Deddington
Pay: £27k - £35k (Pro-rata)

Our Client is a professional independent financial advisory firm with offices across the UK. They offer personalized financial planning and guidance tailored to each client's specific needs. Their services include financial planning, pensions, savings and investments, taxation, mortgages, and variou...

Position: Mortgage & Protection Administrator - Horsham
Pay: £25k - £30k

One of our clients based in Horsham, Sussex is looking for a Mortgage and Protection Administrator to join their successful team. The role with be office-based position, mainly focusing on protection cases with a competitive benefits package on offer.   Responsibilities will include: - ...

Position: Financial Adviser - Hertfordshire
Pay: £50k+

Our client is looking to welcome a Financial Adviser into their team in Hertfordshire, to advise clients as appropriate to their circumstances and objectives. Specific responsibilities Prospecting and contacting potential clients in accordance with the firm’s business plan Making sure suf...

Position: Investor Services Associate - Guildford
Pay: £27k - £30k

Our client is looking for an Investor Services Associate for their team based in Guildford. Hybrid working is available, with 3 days each week being office based. Earn £25-30k, depending on experience. We are ideally looking for candidates who have prior private client experience.   Resp...

Position: Financial Adviser - Lewes
Pay: £50k

Our client is looking to welcome a Financial Adviser into their team in Lewes, to advise clients as appropriate to their circumstances and objectives.   Specific responsibilities Prospecting and contacting potential clients in accordance with the firm’s business plan Making sure suf...

Position: Paraplanner - Barnet
Pay: £35k - £45k

An exciting opportunity has arisen for a highly experienced Paraplanner within a Wealth Management Practice providing bespoke face to face financial advice to individuals and businesses throughout the UK. Our client is an appointed representative of St. James’s Place Wealth Management. The suc...

Position: Senior Paraplanner - Beckenham
Pay: £45k - £55k

We are working with an SJP Practice based in Beckenham looking for a full time experience Paraplanner to join their team. You will be supporting advisers and clients with goal based financial planning. The role will include providing a high level of accuracy and detail in the advice suitability proc...

Position: Senior IFA Administrator - Hailsham
Pay: £40k - £50k

We are looking for an experienced IFA Administrator to join our clients team based in Hailsham. This position will involve supporting the IFA's with all areas of administration including, business processing, financial administration and client liaison. You will also be providing support to the Mana...

Position: Paraplanner (IFA) - Weybridge
Pay: £30k - £45k
Ref: Weybridge3

Our client is looking for a hard-working individual with Paraplanning experience to join their team based in Weybridge managing wealth for private clients, families and institutions. They provide a highly personal service and offer advice across the full range of Private Client Investment Tax and Re...

Position: IFA Compliance Officer (DipFA Qualified) - Folkestone
Pay: £45k - £65k

We are looking for an experienced Compliance Officer for our client! Previous experience within the Financial Services industry is essential, and preference would be that you are diploma qualified (level 4). The successful candidate will be working directly with the owners and existing compliance st...

Position: Mortgage Administrator (Part-Time) - Bolney
Pay: £25k - £30k pro-rata

Our client is looking for a talented Mortgage Administrator to join their team in Bolney. This role would suit either a career administrator or an administrator who has their eyes on progressing to be a mortgage advisor or financial planner. You will be working to support two experienced advisors fo...

Position: Financial Administrator (Part-Time) - Bolney
Pay: £25k - £30k pro-rata

Our client is looking for a Financial Planning Administrator to assist their in their busy practice in Bolney. This will be a part-time position, 3 days a week. You will be responsible for ensuring that every task is carried out as instructed,  while maintaining contact with the relevant people...

Position: Wealth Management Administrator - Horsham
Pay: £25k - £30k

We are looking for an experienced Financial Administrator to join our clients SJP Practice based in Horsham. This position will involve supporting Financial Advisers with all areas of administration including, business processing, financial administration and client liaison. The role will require us...

Position: Pension & Investment Administrator - Horsham
Pay: £28k - £34k

We have two available positions for a Pension and Investment Administrator to join our clients team based in Horsham, Sussex. This is a great opportunity to join a successful and well established team.   Responsibilities will include: Provide administrative support to the financial adviser...

Position: Personal Assistant - Horsham
Pay: £30k - £35k

Our client is looking for a PA to join their successful team in Horsham, Sussex. The role will involve supporting the Managing Director, ensuring client requirements are met. Earn up to £35k with benefits, depending on experience. Specific Activities Include: Diary and inbox management We...

Position: Paraplanner - Horsham
Pay: £45k

Our client is looking for a talented Paraplanner to join their team. As a paraplanner you will support the firm's Financial Planners, creating and compiling quality financial planning reports and conducting research on financial strategies, plans and products   Key Responsibilities: Suppor...

Position: Financial Adviser - Durham
Pay: £50k+

Our client is looking to welcome a Financial Adviser into their team in Durham, to advise clients as appropriate to their circumstances and objectives. Specific responsibilities Prospecting and contacting potential clients in accordance with the firm’s business plan Making sure sufficient...

Position: Paraplanner - Durham
Pay: £28k - £35k

Our client is looking for a talented Paraplanner to join their team, with options to be based in Durham. This is a key role within the business, providing support to the Wealth Planners on financial strategies, plans and products to clients.   Key Responsibilities: Adherence to Management ...

Position: Administrator / PA - Elstree
Pay: £25k - £28k

Our client is looking for an Administrator/PA to join their expanding team based in Elstree, Hertfordshire. You will be providing administrative support to the financial planner(-s) to maintain existing business with current clients, grow business relationships with current clients and assist in bri...

Position: Paraplanner - Elstree
Pay: £40k - £50k

An exciting opportunity has arisen for a highly experienced Paraplanner within a Wealth Management Practice that provides bespoke face-to-face financial advice to individuals and businesses throughout the UK. Our client is an appointed representative of St. James’s Place Wealth Management. Th...

Position: Administrator (Part-time) - Horsham
Pay: £15k

We are currently looking for an Office Administrator to join a wealth management firm based in Horsham. The successful candidate will help support the practice and office management in day-to-day tasks. This will be a part-time, office based position around 25hrs per week. Responsibilities:  ...

Position: Compliance Administrator - Horsham
Pay: £25k - £29k

Our client is looking for a talented Compliance Administrator to join their team based in Horsham. This will be a hybrid working position.   Key responsibilities • To provide first class support to the Compliance Officer • To represent the firm professionally, uphold its values in...

Position: Compliance Officer - Horsham
Pay: £40k

We are looking for an experienced Compliance Officer for our client! Previous experience within the Financial Services industry is essential, and preference would be that you are diploma qualified (level 4). The successful candidate will be working directly with the owners and existing compliance st...

Position: Financial Planning Assistant - Lewes, East Sussex
Pay: £40k

Our client is looking a Financial Planning Administrator to join their expanding team of Chartered Financial Planners in Lewes, East Sussex. They are looking for a Financial Planning Assistant to join their team and provide day-to-day support to the Financial Planners.  The Financial Planning A...

Position: Paraplanner (SJP) - Colchester
Pay: £35k - £40k

Our client is looking for a talented Paraplanner to join their team. As a paraplanner you will support the firm's Financial Planners, creating and compiling quality financial planning reports and conducting research on financial strategies, plans and products. This will be an office based role suppo...

Position: Financial Administrator (SJP) - Colchester
Pay: £23k - £25k

We are looking for an experienced Financial Administrator to join our clients SJP Practice based in Colchester. This position will involve supporting Financial Advisers with all areas of administration including, business processing, financial administration and client liaison. The role will require...

Position: Financial Adviser - Burgess Hill
Pay: £40k

Our client is looking to welcome a Financial Adviser into their team based in Burgess Hill, to advise clients as appropriate to their circumstances and objectives. Specific responsibilities Prospecting and contacting potential clients in accordance with the firm’s business plan Making sur...

Position: Protection & Insurance Administrator - Reigate
Pay: £23k - £26k

Our client, based in Reigate (Surrey), is looking for an experienced Protection & Insurance Administrator to join their team and provide full admin support to the Protection Advisers in the business. You will help write suitability letters, complete client documentation, deal with client enquiri...

Position: Paraplanner - Broadstairs
Pay: £28k - £30k

Our client is looking for an experienced Paraplanner to join their expanding team based in Broadstairs, Kent.   Main Job Purpose: To support advisers in providing compliant advice to clients.    Responsibilities: ·      Preparation of suitability reports fr...

Position: Associate Adviser (Admin) - Maidstone, Kent
Pay: £40k - £50k

Our client is looking to take on a new Associate Adviser to join their SJP Practice based in Central Maidstone, Kent. You will help play a vital role in supporting Financial Advisers through delivery of suitability reports and acquisition of prospective clients.   Essential: -   The abi...

Position: Solicitor (Private Client) - Burgess Hill
Pay: £50k - £70k

Our client, based in Burgess Hill, is looking for an experienced Solicitor to join their growing team. We are looking for a driven and commercially minded solicitor, to support Private Client work, whilst taking on the COLP responsibility as part of the SRA application. Alongside this leadership rol...

Position: Financial Planning Assistant (Part-time) - Burgess Hill
Pay: £25k - £30k (pro-rata)

We are looking for a Financial Planning Administrator to join our clients team based near Burgess Hill. We are looking for an individual who has previous experience either working for a wealth management firm, or within mortgages. Your main duties will include working alongside financial advisers an...

Position: Paraplanner - Birmingham
Pay: £30k - £45k

Our client is looking for a talented Paraplanner to join their team based in Birmingham, to join their Technical Team, supporting their team of Financial Advisers advising Clients on financial strategies, plans and products. Key Responsibilities: -   To assist the Financial Planner in fo...

Position: Financial Administrator - Burgess Hill
Pay: £25k - £30k

Our client is looking for a Financial Planning Administrator to assist their in their busy practice in Burgess Hill. This will be a part-time position, 3 days a week. You will be responsible for ensuring that every task is carried out as instructed,  while maintaining contact with the relevant ...

Position: Junior Paraplanner - Dorking
Pay: £25k - £35k

Our client is looking for a Junior Paraplanner to join their team based in Dorking, Surrey, Key Responsibilities: To assist the Financial Planner in formulating the advice to the client, providing technical support and guidance where appropriate. Review client objectives ensuring they are clear...

Position: Paraplanner - Dorking
Pay: £40k - £45k

Our client is looking for a Paraplanner to join their team based in Dorking. Working closely with the Head of Advice, you will be communicating and devising advice and report to clients to provide them with accurate information and bespoke deals that will enable them to make an educated choice that ...

Position: Senior Paraplanner - Dorking
Pay: £50k

Our client is looking for a talent Senior Paraplanner to join their team based in Dorking.   Responsibilities: 1. Delivering accurate, well-drafted and compliant advice within agreed timescales and cost budgets2. Providing technical resource to the adviser team3. Acting as an effective point...

Position: Financial Administrator (SJP) - Dorking
Pay: £25k - £35k
Ref: Dorking1

We are looking for an experienced Financial Administrator to join our clients SJP Practice based in Dorking. This position will involve supporting Financial Advisers with all areas of administration including, business processing, financial administration and client liaison. The role will require us...

Position: Financial Adviser - Coulsdon
Pay: £40k - £80k

Our client is looking to welcome a Financial Adviser into their team in Coulsdon, to advise clients as appropriate to their circumstances and objectives. Specific responsibilities -   Prospecting and contacting potential clients in accordance with the firm’s business plan-   Making...

Position: IFA Administrator - Tring
Pay: £30k

Working in collaboration with Financial Advisers and other colleagues, you will assist the Financial Advisers in preparing recommendations and producing suitability reports in line with company policy, including preparing and maintaining client records, data gathering and application form preparatio...

Position: Trainee Financial Adviser - Tring
Pay: £25k - £30k

We are looking for a Trainee Financial Adviser for our client based in Tring, Hertfordshire. As a Trainee, you will be responsible for assisting the firm's experienced adivsers in providing financial advice to clients. Your role will include duties such as research, analyzing financial information, ...

Position: Client Services Administrator - Hove
Pay: £25k - £30k

We are seeking a Client Services Administrator to join a well-established financial services firm based near to Hove. In coordination with Advisers, Paraplanners, and Client Relationship Managers, the role will support the management of client portfolios. Main responsibilities will include maintaini...

Position: Paraplanner (SJP) - Esher, Surrey
Pay: Negotiable
Ref: Esher1

An exciting opportunity has arisen for a highly experienced Paraplanner within a Wealth Management Practice providing bespoke face to face financial advice to individuals and businesses throughout the UK. Our client is an appointed representative of St. James’s Place Wealth Management. This po...

Position: Financial Administrator (SJP) - Esher, Surrey
Pay: Negotiable
Ref: Esher2

We are looking for an experienced Financial Administrator to join our clients SJP Practice based in Esher, Surrey. This position will involve supporting Financial Advisers with all areas of administration including, business processing, financial administration and client liaison. The role will requ...

Position: Senior Client Experience Executive - Weybridge
Pay: £30k - £40k
Ref: Weybridge2

Our client is looking for a Client Experience Executive to join their team. You will play a vital role in delivering the exceptional service their clients expect. This position will be hybrid working, with our clients main office situated in Weybridge.   Key Responsibilities Ensure the smo...

Position: Personal Assistant (Wealth Management) - Durley
Pay: £25k - £40k

Our client is looking for a PA to join their successful team in Durley. The role will involve supporting the Managing Director, ensuring client requirements are met. Earn up to £40k with benefits, depending on experience. Our client is a Partner Practice of St James Place.   Specific Ac...

Position: Practice Manager (Wealth Management) - Durley
Pay: £30k - £40k

Our client is looking for a talented Practice Manager to join their wealth management team, joining a Practice of 15 team members. This will be an office based position working for a SJP Practice based in Durley.   Key Responsibilities: Implementation and ongoing monitoring of the client s...

Position: Wealth Administrator (SJP) - Durley
Pay: £22k - £30k

We are looking for an experienced Financial Administrator to join our clients SJP Practice based in Durley. This position will involve supporting Financial Advisers with all areas of administration including, business processing, financial administration and client liaison. The role will require use...

Position: Financial Adviser - Cornwall
Pay: Self-Employed Package

Our client is looking to welcome a Financial Adviser into their team in Cornwall, to advise clients as appropriate to their circumstances and objectives.   Specific responsibilities Prospecting and contacting potential clients in accordance with the firm’s business plan Making sure ...

Position: Financial Adviser / Trainee (Self-Employed) - Basingstoke
Pay: Self-Employed Package

Our client is looking to welcome a Financial Adviser / Trainee into their team in Basingstoke, to advise clients as appropriate to their circumstances and objectives.   Specific responsibilities Prospecting and contacting potential clients in accordance with the firm’s business plan ...

Position: Senior IFA Administrator - St Albans
Pay: £35k - £40k

We are looking for an experienced IFA Administrator to join our clients team based in St Albans. This position will involve supporting one IFA with all areas of administration including, business processing, financial administration and client liaison. The role will require use of different CRM syst...

Position: Senior IFA Administrator - Liverpool
Pay: £30k - £40k
Ref: Liverpool1

We are looking for an experienced IFA Administrator to join our clients team based in Liverpool. This position will involve supporting one IFA with all areas of administration including, business processing, financial administration and client liaison. The role will require use of different CRM syst...

Position: Danish Speaking Account Executive - Luxembourg
Pay: €25k - €40k

Our client is looking for a Danish speaking Account Executive to join their team based in Luxembourg.   Key Responsibilities: Gain an understanding of wealth management in Denmark: How do people invest their money? What do they invest it in? Sharpen your sales skills as you improve your p...

Position: Dutch Speaking Account Executive - Luxembourg
Pay: €25k - €40k

Our client is looking for a Dutch speaking Account Executive to join their team based in either Luxembourg or Dublin.   Key Responsibilities: Gain an understanding of wealth management in Denmark: How do people invest their money? What do they invest it in? Sharpen your sales skills as yo...

Position: Financial Adviser - Leicester
Pay: £60k - £75k

Our client is looking to welcome a Financial Adviser into their team in Leicester, to advise clients as appropriate to their circumstances and objectives.   You will be responsible in delivering top quality holistic financial planning advice to a portfolio of retail clients. Other responsibil...

Position: Wealth Management Executive / Paraplanner - Berkswell
Pay: £35k - £40k

We are working with a client based in Berkswell looking for an Wealth Management Executive/Paraplanner to join their team. We are looking for a candidate who has good suitability report writing experience. Our client offers flexible working arrangements, including 1 day in office and 4 days working ...

Position: Wealth Management Executive Team Leader - Berkswell
Pay: £35k - £45k

We are looking to take for a Wealth Management Executive Team Leader to join our clients team based in Berkswell. You will be joining a Partner Practice of St. James Place and will help to lead and oversee the administrative support to the business. One of your main duties will be to help maintain e...

Position: Wealth Management Relationship Associate - Berkswell
Pay: £23k - £30k

We are looking for a new Wealth Management Relationship Associate to join our clients SJP firm, working in Berkswell. Working in collaboration with Financial Advisers and other colleagues, you will assist the Financial Advisers in preparing recommendations and producing suitability reports in line w...

Position: Property Manager - Folkestone
Pay: £20k - £24k

This is an excellent opportunity to get on board with our highly regarded client who is looking for an additional Property Manager due their expanding portfolio of properties in East Kent. Our client has several offices and this position is open to anyone looking for a role in either Ramsgate, Folke...

Position: Financial Administrator / Client Services - Birmingham
Pay: £25k - £30k

Our client is looking for a Financial Administrator / Client Services Administrator to join their IFA firm based in Birmingham. The role will suit an experienced Financial Administrator who enjoys working autonomously in a driven and high-performing team.    Responsibilities: Ensure a...

Position: Danish Speaking Account Executive - Dublin
Pay: €25k - €37k

Our client is looking for a Danish speaking Account Executive to join their team based in their offices in Dublin, Ireland.   Key Responsibilities: Gain an understanding of wealth management in Denmark: How do people invest their money? What do they invest it in? Sharpen your sales skills...

Position: Dutch Speaking Account Executive - Dublin
Pay: €25k - €40k

Our client is looking for a Dutch speaking Account Executive to join their team based in either Luxembourg or Dublin.   Key Responsibilities: Gain an understanding of wealth management in Denmark: How do people invest their money? What do they invest it in? Sharpen your sales skills as yo...

Position: Financial Adviser - Glasgow
Pay: £60k - £75k

Our client is looking to welcome a Financial Adviser into their team in Glasgow, to advise clients as appropriate to their circumstances and objectives.   You will be responsible in delivering top quality holistic financial planning advice to a portfolio of retail clients. Other responsibilit...

Position: Property Manager - East Kent
Pay: £20k - £24k

This is an excellent opportunity to get on board with our highly regarded client who is looking for an additional Property Manager due their expanding portfolio of properties in East Kent. Our client has several offices and this position is open to anyone looking for a role in either Ramsgate, Folke...

Position: Property Manager - Ramsgate
Pay: £20k - £24k

This is an excellent opportunity to get on board with our highly regarded client who is looking for an additional Property Manager due their expanding portfolio of properties in East Kent. Our client has several offices and this position is open to anyone looking for a role in either Ramsgate, Folke...

Position: Client Services Representative - Farnborough
Pay: £26k - £28k

Our client is looking for a Client Services Representative to work as part of the Client Services team based in Farnborough. You will be responsible for contacting clients via telephone and email, supporting a team of managers in dealing with customer service enquiries, booking appointments and mark...

Position: Practice / Operations Manager - Esher
Pay: £40k - £50k

We are working with a well-established SJP Practice based in Esher, Surrey that are looking to take on a new Practice Manager. We are looking for a candidate that is very experienced in a similar type of role, who is flexible and can effectively communicate with their team. You will need to have exc...

Position: Technical Assistant / Junior Paraplanner - Esher
Pay: £30k - £40k

We are looking for a Technical Assistant / Junior Paraplanner for our clients based in Esher, Surrey. You will be providing vital paraplanning and administrative support to a team of wealth advisers. There is also the potential to progress into and Advisory role within the firm in the future, if tha...

Position: Account Manager - London, Finchley
Pay: £25k - £30k
Ref: Finchley3

Our client is looking for an Account Manager to join their team based in North London. You will be offered hybrid working with a competitive salary, and you will be responsible for the full administration of Work Place Pensions.   The Account Manager will deal with all scheme administration, ...

Position: Chartered Paraplanner - London
Pay: £50k - £60k
Ref: StPauls1

Our client is looking for a Chartered Paraplanner to join their team in London. The role will provide financial planning support to Private Client Advisors, assisting them in delivering financial planning to new and existing clients. Key responsibilities: Preparing for and attending all client m...

Position: Financial Adviser (IFA) - Horsham
Pay: £50k - £60k

Our client is looking to welcome a Financial Adviser into their team, to advise clients as appropriate to their circumstances and objectives. This position will be a hybrid working role, with travel into their head office (based in Horsham) 1-2 times each week.    Key Responsibilities: ...

Position: Paraplanner (SJP) - London, Harrow
Pay: £35k - £50k
Ref: Harrow2

An exciting opportunity has arisen for a highly experienced Paraplanner within a Wealth Management Practice providing bespoke face to face financial advice to individuals and businesses throughout the UK. Our client is an appointed representative of St. James’s Place Wealth Management. The su...

Position: Private Client Director - London
Pay: £60k+
Ref: CanaryWharf5

Our client is looking for a Private Client Advisor to join their team. The job purpose comprises of meeting with clients and prospective clients to provide financial planning for them in accordance with the company propositions, in order to generate compliant initial and ongoing income for the compa...

Position: Wealth Management Partner - London
Pay: Self-Employed Package

Our client is looking for a Wealth Management Partner to join their firm based in London. You will have access to a team of paraplanners and financial admins to help support your develop your career as a Financial Adviser. We are working with an award winning wealth management, looking to help aspir...

Position: Trainee Mortgage Adviser - London
Pay: £25k - £35k
Ref: Holborn3

We have a great opportunity for someone to join a well-established wealth management firm in London who are looking for a Trainee Mortgage Advisor to join their friendly team. If you are someone who is confident speaking over the phone to a variety of people and thrive in busy environments, they thi...

Position: Junior Technical Consultant / Paraplanner - London
Pay: £40k - £45k
Ref: Farringdon2

We are looking for a Technical Consultant / Paraplanner for our clients based in the heart of London. You will be providing vital paraplanning support to a team of wealth advisers. There is also the potential to progress into and Advisory role within the firm in the future, if that is something the ...

Position: Personal Assistant (SJP) - London
Pay: £35k - £40k
Ref: Mayfair2

Our client is looking for an experienced Personal Assistant to join their team in London. The role consists of providing comprehensive executive assistance and client servicing to the senior Financial Planner. As Personal Assistant, you will be required to provide full time administrative support to...

Position: Paraplanner - London (Uxbridge)
Pay: £40k
Ref: Uxbridge1

Our client is looking for a talented Paraplanner to join their team based in Uxbridge. Key Responsibilities: To assist the Financial Planner in formulating the advice to the client, providing technical support and guidance where appropriate. Review client objectives ensuring they are clear, con...

Position: HR Administrator (Full or Part-time) - London
Pay: £25k - £35k
Ref: Finchley1

We are looking for a HR Assistant for our client based in London. The successful candidate will be providing support to the company to ensure in their deliverance of high quality, independent service to their clients by the hiring and retention of high quality staff. We are looking for a professiona...

Position: Paraplanner - Hemel Hempstead
Pay: £30k - £40k

Our client is looking for a talented Paraplanner to join their team, who can demonstrate a background of providing high level technical paraplanning including the production of cash flow models and high-quality suitability report. You will be providing technical expertise to support and assist in th...

Position: Financial Administrator (SJP) - Hemel Hempstead
Pay: £25k - £30k

We are looking for an experienced Financial Administrator to join our clients SJP Practice based in Hemel Hempstead. This position will involve supporting Financial Advisers with all areas of administration including, business processing, financial administration and client liaison. The role will re...

Position: Mortgage Administrator - Hythe
Pay: £25k - £28k

We are seeking a Mortgage Administrator to join a small financial services firm based in Hythe, Kent. You will work closely with the mortgage adviser to support the Company’s existing client bank and assist in the process of taking on new clients. This position will be hybrid working (3 days ...

Position: Paraplanner / Practice Manager - Rainham
Pay: £35k - £50k

Our client is looking for a talented Paraplanner/Practice Manager to join their team, who can demonstrate a background of providing high level technical paraplanning including the production of cash flow models and high-quality suitability report. You will be providing technical expertise to support...

Position: Paraplanner - London, Golders Green
Pay: £40k - £70k
Ref: GoldersGreen1

We have a new opportunity for a Paraplanner to join our clients based in North West London. The role will involve liaising with advisers, providers and office staff to promote the company’s services to the highest standards of compliance with current FCA regulations. The role may also inc...

Position: Policy Servicing Administrator - London
Pay: £25k - £35k
Ref: Finchley2

Our client is looking for an experienced Policy Servicing Administrator to join their Wealth Management team based in London. This will be a hybrid working role with 3 days in the office.   Responsibilities:-  Achieve a comprehensive understanding of the Policy Servicing process and a...

Position: Financial Administrator (Xplan) - London
Pay: £28k - £33k
Ref: Holborn2

Our client is looking for a Financial Administrator to join their team in London. The Administrator will help provide admin support to both the office manager and financial adviser. This will be a hybrid position, working 3 days in the office and 2 days remotely.   PRINCIPAL DUTIES Review ...

Position: Paraplanner (SJP) - Remote Working
Pay: £40k - £45k
Ref: Remote2

An exciting opportunity has arisen for a highly experienced Paraplanner within a Wealth Management Practice providing bespoke face to face financial advice to individuals and businesses throughout the UK. Our client is an appointed representative of St. James’s Place Wealth Management. This po...

Position: Senior Pension Administrator - London
Pay: £38k - £42k
Ref: Shoreditch1

We have an exciting new opportunity for an experienced Pension Administrator to join our clients team based in Central London. The role will require a numerate and logical individual who works well under pressure and is able to independently manage and organise a heavy workload. We are looking for s...

Position: Paraplanner - Weybridge
Pay: £45k - £50k
Ref: Weybridge1

Our client is looking for an experienced Paraplanner to join their team, based in their Weybridge office. You will help to deliver high-level and complex reports to clients, supporting the advisers in providing expert financial advice. This will be a hybrid working role, based 2-3 days a week in We...

Position: Paraplanner - Newcastle
Pay: £40k - £45k
Ref: Newcastle1

Our client is looking for an experienced Paraplanner to join their team, based in their Newcastle office. You will help to deliver high-level and complex reports to clients, supporting the advisers in providing expert financial advice. This will be a hybrid working role, based 2-3 days a week in Ne...

Position: Paraplanner - Glasgow
Pay: £40k - £50k
Ref: Glasgow1

Our client is looking for an experienced Paraplanner to join their team, based in their Gasgow office. You will help to deliver high-level and complex reports to clients, supporting the advisers in providing expert financial advice. This will be a hybrid working role, based 2-3 days a week in Glasg...

Position: Financial Administrator (SJP) - London
Pay: £25k - £30k
Ref: LombardSt1

Our client is looking for a Financial Administrator to join their team in London. The Administrator will help provide admin support to both the office manager and financial adviser. This position will be based with a SJP Practice in Central London - hybrid working is available, with 4 days office ba...

Position: Financial Administrator - Nottingham
Pay: £25k - £30k

We are looking for a Financial Administrator for our client, a Chartered Financial Planning firm, based in the Nottingham area. You will be providing administrative support to a group of Financial Planners, specialising in investments and pensions.   Responsibilities: Processing authority ...

Position: Associate Wealth Adviser - London
Pay: £30k - £36k
Ref: CanaryWharf3

We are looking for an Associate Wealth Adviser for our client based in the heart of London! Are you working through your level 4 diploma but haven't quite finished all of your exams? Then this might be the perfect opportunity for you. This role will help support your Financial Planing exams and wil...

Position: Financial Administrator (SJP) - London, Harrow
Pay: £20k - £30k
Ref: Harrow1

We are looking for an experienced Financial Administrator to join our clients SJP Practice based in Harrow, London. This position will involve supporting Financial Advisers with all areas of administration including, business processing, financial administration and client liaison. The role will req...

Position: Financial Administrator (IFA) - London, Harrow
Pay: £25k - £30k
Ref: Harrow3

Our client is looking for a Financial Administrator to join their team in London. The Administrator will help provide admin support to both the office manager and financial adviser.   PRINCIPAL DUTIES Review submitted cases and ensure documentation is correct before cases are submitted. P...

Position: Paraplanner (IFA) - London, Harrow
Pay: £30k - £40k
Ref: Harrow4

Our client is looking for a talented Paraplanner to join their team, with options to be based in Harrow. This is a key role within the business, providing support to the Wealth Planners on financial strategies, plans and products to clients.   Key Responsibilities: Adherence to Management ...

Position: Financial Adviser (IFA) - London, Harrow
Pay: £45k
Ref: Harrow5

Our client is looking to welcome a Financial Adviser on their team based in Harrow. This will be an office based opportunity with a high earning potential. You will be advise clients as appropriate to their circumstances and objectives.   Specific responsibilities Prospecting and contactin...

Position: Wealth Administrator (SJP) - Ipswich
Pay: £25k - £31k

We are looking for an experienced Financial Administrator to join our clients SJP Practice based in Ipswich. This position will involve supporting Financial Advisers with all areas of administration including, business processing, financial administration and client liaison. The role will require us...

Position: Private Client Administrator (IFA) - London
Pay: £30k - £40k
Ref: Farringdon3

Our client is looking for a Private Client Administrator to join their team, working at their London office 2 days per week. Key Responsibilities: PA and general admin duties Organise and diarise meetings on behalf of the Private Client Director Work with the Private Client Director to priorit...

Position: Financial Administrator (SJP) - London, South Woodford
Pay: £25k - £30k
Ref: SouthWoodford1

We are looking for an experienced Financial Administrator to join our clients SJP Practice based in London. This position will involve supporting Financial Advisers with all areas of administration including, business processing, financial administration and client liaison. The role will require use...

Position: Senior Technical Consultant - London
Pay: £55k - £65k
Ref: Farringdon1

Our client is looking for a Senior Technical Consultant to join their team in London. The role will provide financial planning support to Private Client Advisors, assisting them in delivering financial planning to new and existing clients. This position will allow hybrid working, and will be 30 hou...

Position: Private Client Associate - London
Pay: £30k
Ref: CanaryWharf4

Our client is looking to take on a new Private Client Associate to join their SJP Practice based in Central London. You will help play a vital role in supporting Financial Advisers through delivery of suitability reports and acquisition of prospective clients.   Essential: -   The ...

Position: Administrator / PA - London
Pay: £25k - £35k
Ref: Remote1

Our client is looking for an Administrator/PA to join their SJP Practice, with their head office based in London. This position will predominantly be a remote role, with travel into their London office once a month for team meetings. You will be providing administrative support to the financial plan...

Position: Paraplanner - South Woodham Ferrers
Pay: £45k

Our client is looking for a talented Paraplanner to join their team based in South Woodham Ferrers, Essex. Key Responsibilities: To assist the Financial Planner in formulating the advice to the client, providing technical support and guidance where appropriate. Review client objectives ensuring...

Position: Paraplanner - Chelmsford
Pay: £45k

Our client is looking for a talented Paraplanner to join their team. As a paraplanner you will support the firm's Financial Planners, creating and compiling quality financial planning reports and conducting research on financial strategies, plans and products   Key Responsibilities: Suppor...

Position: Trainee / Junior Paraplanner - Chelmsford
Pay: £25k - £30k

Our client is looking for a Trainee Paraplanner to join their team. This role would suit an individual who is halfway to being Diploma qualified and wants to work towards becoming a fully qualified Paraplanner.   Key Responsibilities: Provide research and analysis of investment funds and f...

Position: Financial Administrator - Chelmsford
Pay: £20k - £23k

Our client is looking for a Financial Administrator to assist paraplanners in their busy practice. You will be responsible for ensuring that every task is carried out as instructed,  while maintaining contact with the relevant people. You will be: Keeping close contact between clients and co...

Position: Mortgage Adviser - Leamington Spa
Pay: £30k - £40k

Due to our client’s ongoing success, they have an opportunity for an experienced mortgage specialist to join their team in Leamington Spa. We are looking for an experienced Mortgage Adviser who will be largely based on-site within the property practice, providing quality financial advice to ne...

Position: Training & Compliance Manager - Birmingham
Pay: £35k - £45k

Due to our clients continued expansion, they are looking to take on a new Training & Compliance Manager to join their team based in Birmingham. You will have the ability to own, manage and drive forward their plans, delivering training and ensuring competency for new starters aligned to company,...

Position: Paraplanner - Nottingham
Pay: £40k - £55k

Our client is looking for an experienced Paraplanner to join their great team in Nottingham. Salary will be depending on experience, with great bonuses available. Specific activities include:  • Check all compliance paperwork is present • Discuss client objectives with Fina...

Position: Compliance Technical Executive - Weybridge
Pay: £45k - £50k

Due to our clients continued expansion, they are looking to take on a new Compliance Technical Executive in their Weybridge office. You will form part of the Compliance Team and work closely with the Pre-Approval Team, liaising with partner and paraplanners on all matters regarding pre or post sale ...

Position: Financial Adviser - Hythe
Pay: £35k - £50k (£70k OTE)

Our client is looking for a Financial Adviser to act as an intermediary between their company and customers. You will provide clients with financial guidance and make recommendations on how to best utilise their money. The ideal candidate will be able to research the marketplace on available product...

Position: Financial Adviser - Rainham
Pay: £40k - £50k (OTE £70k)

Our client is looking for a Financial Adviser to act as an intermediary between their company and customers. You will provide clients with financial guidance and make recommendations on how to best utilise their money. The ideal candidate will be able to research the marketplace on available product...

Position: IFA Administrator - Ashford
Pay: £25k - £30k

Our client is looking for an IFA Administrator to join their busy team in Ashford. The role will require excellent planning and organisation skills, a professional pleasant telephone manner and good administration skills to deliver a true client centric experience, building up relationships where ap...

Position: Paraplanner - Ashford
Pay: £40k

Our client is looking for an experience Paraplanner to join their expanding team based in Ashford, Kent.   Main Job Purpose: To support advisers in providing compliant advice to clients.    Responsibilities: ·      Preparation of suitability reports from ap...

Position: Trainee Paraplanner - Canterbury
Pay: £20k - £25k

Our client in Canterbury are now looking to take on a Trainee Paraplanner due to continued growth and expansion. They offer full support with regards to training and examination costs (paid for by the company) to help you achieve your Diploma in Regulated Financial Planning as a stepping stone to be...

Position: Audio Typist / Receptionist - Canterbury
Pay: £24k - £27k

Due to our client's continued growth, we are currently recruiting for an Audio Typist / Receptionist whose role is principally a full-time audio typing position. This position will be situated in our client's main reception hub, so it will also include meeting and greeting clients and answering/tran...

Position: Financial Administrator (SJP) - Chatham
Pay: £26k - £34k

We are looking for an experienced Financial Administrator to join our clients SJP Practice based in Chatham. This position will involve supporting Financial Advisers with all areas of administration including, business processing, financial administration and client liaison. The role will require us...

Position: Mortgage Adviser - Hythe
Pay: £35k + OTE

This is a rare opportunity for a results-orientated, hard-working individual with excellent telephone manner and organisational skills to join a rapidly growing and high-impact IFA business. Due to our client’s ongoing success, they have an opportunity for an experienced mortgage specialist to...

Position: Paraplanner - Canterbury
Pay: £30k - £40k

Our client is looking for an experienced Paraplanner to join their expanding team based in Canterbury, Kent.   Main Job Purpose: To support advisers in providing compliant advice to clients.    Responsibilities: ·      Preparation of suitability reports fro...

Position: IFA Administrator - Canterbury
Pay: £25k - £30k

Our client is looking for an IFA Administrator to join their busy team in Canterbury. The role will require excellent planning and organisation skills, a professional pleasant telephone manner and good administration skills to deliver a true client centric experience, building up relationships where...

Position: Financial Adviser (Qualified) - Preston
Pay: £40k - £45k

Our client is looking for a Financial Adviser to act as an intermediary between their company and customers. You will provide clients with financial guidance and make recommendations on how to best utilise their money. The ideal candidate will be able to research the marketplace on available product...

Position: Financial Adviser (Qualified) - Liverpool
Pay: £40k - £45k

Our client is looking for a Financial Adviser to act as an intermediary between their company and customers. You will provide clients with financial guidance and make recommendations on how to best utilise their money. The ideal candidate will be able to research the marketplace on available product...

Position: Trainee Financial Adviser - London
Pay: £20k - £26k

We are working with a client in London looking for a confident, motivated and organised individual to join their team and have the opportunity to train to become a fully qualified Financial Adviser. The successful candidate will ideally be at graduate level, and will deliver support to a Senior Advi...

Position: Trainee Paraplanner - London
Pay: £25k - £30k

Our client is looking for a Trainee Paraplanner to join their team. This role would suit an individual who is halfway to being Diploma qualified and wants to work towards becoming a fully qualified Paraplanner.   Key Responsibilities: Provide research and analysis of investment funds and f...

Position: Junior Paraplanner - London (1)
Pay: £25k - £30k

We are looking for a Junior Paraplanner to join our client's wealth management company in London. Your role will be to assist Financial Advisers in financial research for their clients, writing up suitability letters and reports, ensuring work is technically accurate, dealing with clients' queries,...

Position: Junior Paraplanner - London (2)
Pay: £25k - £30k

Our client is looking for a commercially-minded and article individual to join their SJP Practice in its Technical Paraplanning Team as a Junior Paraplanner in London.   Key Responsibilities: Delivering accurate, well-drafted and compliant advice within agreed timescales and cost budgets ...

Position: Paraplanner - Remote (London Office)
Pay: £30k - £40k

Our client is looking for a talented Paraplanner to join their team, working remotely. You will be working for an SJP Practice, with their head office based in London.  Key Responsibilities: To assist the Financial Planner in formulating the advice to the client, providing technical support...

Position: Financial Administrator - Horsham
Pay: £25k - £30k

We are looking for an experienced Financial Administrator to join our clients wealth management firm based in Horsham. This position will involve supporting Financial Advisers with all areas of administration including, business processing, financial administration and client liaison. This will...

Position: Office Administrator - London
Pay: £20k - £25k

We are currently looking for an Office Administrator to join a wealth management firm based in Soho, London. The successful candidate will help support the practice and office management in day-to-day tasks, including accounts, IT, HR and general office administration.   Responsibilities: Fi...

Position: Financial Administrator - London (LB)
Pay: £20k - £30k

Our client is looking for a Financial Administrator to join their team in London. The Administrator will help provide admin support to both the office manager and financial adviser, to help maintain existing business with current clients, grow business relationships with current clients and assist i...

Position: Client Servicing Lead (Wealth Management) - London
Pay: £35k - £45k

We are looking for a Client Servicing Lead for our client based in London. You will be joining a well-established Wealth Management firm, a partner practice of SJP (St. James Place) and will play a crucial role in ensuring regular contact with clients and facilitating meetings with Advisers to revie...

Position: Paraplanner - London (F)
Pay: £35k - £50k

We have an exciting opportunity for a Paraplanner to join our client's team based in their London office. You will be joining a global investment management firm, helping to analyse prospective client portfolios to provide regulated advice on areas such as pension transfers, bond surrenders, investm...

Position: Junior Paraplanner (SJP) - London
Pay: £25k - £30k

Our client is looking for a commercially-minded and article individual to join their SJP Practice in its Paraplanning Team as a Junior Paraplanner based in London. You will supporting 3 Financial Advisers, along with a team of support staff and administrators. This position will be hybrid (4 days in...

Position: Financial Adviser (Self-Employed) - London
Pay: Self-Employed Package

Our client is looking to welcome a Financial Adviser into their team in London, to advise clients as appropriate to their circumstances and objectives. You will be joining a well-established SJP practice on a self-employed basis. For this role, we are looking for a candidate with at least 2 years ad...

Position: PA / Financial Administrator - London
Pay: £28k - £33k

Our client is looking for a Financial Administrator to join their expanding team based in London. You will be providing administrative support to the financial planner(-s) to maintain existing business with current clients, grow business relationships with current clients and assist in bringing new ...

Position: Paraplanning Supervisor - London
Pay: £45k - £60k

We are looking for a Paraplanning Team Leader to join our client's expanding firm in London. You will help manage the team on a day to day basis, ensuring pipleine management and progressing cases in a timely manner, highlighting any potential concerns to the paraplanning manager. You will need to u...

Position: Financial Adviser - London
Pay: £60k - £75k

Our client is looking to welcome a Financial Adviser into their team in London, to advise clients as appropriate to their circumstances and objectives.   You will be responsible in delivering top quality holistic financial planning advice to a portfolio of retail clients. Other responsibiliti...

Position: Technical IFA Administrator - London
Pay: £35k

Our client is looking for a Technical Administrator to join their IFA firm based in London. The role will suit an experienced Technical Administrator who enjoys working autonomously in a driven and high-performing team.    Accountabilities The role comprises, but is not restricted to: ...

Position: Mortgage Adviser - Tunbridge Wells
Pay: £30k - £40k

This is a rare opportunity for a results-orientated, hard-working individual with excellent telephone manner and organisational skills to join a rapidly growing and high-impact IFA business. Due to our client’s ongoing success, they have an opportunity for an experienced mortgage specialist to...

Position: Financial Adviser - Tunbridge Wells
Pay: £40k - £60k

Our client is looking to welcome a Financial Adviser into their team in Tunbridge Wells, to advise clients as appropriate to their circumstances and objectives. Specific responsibilities Prospecting and contacting potential clients in accordance with the firm’s business plan Making sure s...

Position: Paraplanner - Tunbridge Wells
Pay: £35k - £42k

Our client is looking for an experienced Paraplanner to join their expanding team based in Tunbridge Wells, Kent. This position can be either full or part-time, and our client offers very flexible working arrangements. Due to their office location, it is recommended that you can drive - they have a ...

Position: Senior Financial Administrator - London
Pay: £30k - £40k

Our client is looking for a Senior Financial Administrator to join their team in London.   Key Accountabilities: PA and general admin duties Organise and diarise meetings on behalf of the Private Client Advisors Work with the Private Client Advisors to prioritise tasks Fields calls and ...

Position: Financial Administrator - London
Pay: £25k - £28k

Our client is looking for an articulate individual with relevant financial services experience for a full-time permanent role in the administration team, based in London. Key responsibilities:  Acting as the point of contact between advisers, clients and third party product providers Estab...

Position: Associate Wealth Manager - London
Pay: £28k - £32k

We have an excellent opportunity to offer to a Trainee Associate Wealth Manager. The role will eventually lead to becoming a fully DipPFS qualified Wealth Manager.    The Role – Trainee Associate Wealth Manager: The position will require an enthusiastic and driven graduate level c...

Position: Financial Administrator - Ipswich
Pay: £25k - £27k

We are looking for an experienced Financial Administrator to join our clients SJP Practice based in Ipswich. This position will involve supporting Financial Advisers with all areas of administration including, business processing, financial administration and client liaison. The role will require us...

Position: Practice Manager (Wealth Management) - Farnham, Surrey
Pay: £40k - £60k

We are working with a well-established SJP Practice based in Farnham, Surrey that are looking to take on a new Practice Manager. We are looking for a candidate that is very experienced in a similar type of role, who is flexible and can effectively communicate with their team. You will need to have e...

Position: Paraplanner - Worthing
Pay: £35k - £45k

Our client is looking for a talented Paraplanner to join their team based in Worthing, Sussex. The main purpose of your role will be to work collaboratively with the team of Financial Planners to provide technical solutions for all aspects of financial planning, to prepare high quality written advic...

Position: Paraplanner - Crawley
Pay: £35k - £45k

Our client is looking for a talented Paraplanner to join their team based in Crawley. The main purpose of your role will be to work collaboratively with the team of Financial Planners to provide technical solutions for all aspects of financial planning, to prepare high quality written advice, delive...

Position: Paraplanner - Sunderland
Pay: £40k - £50k

Our client is looking to recruit an experienced Paraplanner to join their growing business based in their Sunderland office. The successful candidate will have the right mix of hard work and shining personality to thrive within this growing business. You will be working closely with the Financial A...

Position: Paraplanner - Solihull
Pay: £40k - £50k

Our client is looking to recruit an experienced Paraplanner to join their growing business based in their Solihull office. The successful candidate will have the right mix of hard work and shining personality to thrive within this growing business. You will be working closely with the Financial Adv...

Position: Wealth Management Team Leader - Esher, Surrey
Pay: £42k

We are looking to take for a Wealth Management Team Leader to join our clients team based in Esher, Surrey. You will be joining a Partner Practice of St. James Place and will help to lead and oversee the administrative support to the business. One of your main duties will be to help maintain existin...

Position: Chartered Financial Adviser - London
Pay: £50k - £60k
Ref: Soho1

Our client is looking for a Chartered Financial Adviser to join their team. The job purpose comprises of meeting with clients and prospective clients to provide financial planning for them in accordance with the company propositions, in order to generate compliant initial and ongoing income for the ...

Position: Senior Paraplanner - London, Tower Bridge
Pay: £50k - £55k
Ref: TowerBridge1

Our client is looking to recruit an experienced Paraplanner to join their growing business based in the heart of London. The successful candidate will have the right mix of hard work and shining personality to thrive within this growing business. You will be working closely with the Financial Advis...

Position: Chartered Financial Adviser - Central London
Pay: £60k - £75k
Ref: LeicesterSq1

Our client is looking for a Chartered Financial Adviser to join their team. The job purpose comprises of meeting with clients and prospective clients to provide financial planning for them in accordance with the company propositions, in order to generate compliant initial and ongoing income for the ...

Position: Chartered Financial Planner - Nottingham
Pay: £70k

Our client is looking for a Chartered Financial Planner to join their team. The job purpose comprises of meeting with clients and prospective clients to provide financial planning for them in accordance with the company propositions, in order to generate compliant initial and ongoing income for the ...

Position: Practice Manager - Glasgow
Pay: £45k - £50k

We are working with a well-established IF Firm based in Glasgow that are looking to take on a new Practice Manager. We are looking for a candidate that is very experienced in a similar type of role, who is flexible and can effectively communicate with their team. You will need to have excellent prob...

Position: Paraplanner - Lockington
Pay: £40k - £45k

Our client is looking for a talented Paraplanner to join their team based in Lockington, to join their Technical Team, supporting their team of Financial Advisers advising Clients on financial strategies, plans and products. Key Responsibilities: -   To assist the Financial Planner in formula...

Position: Paraplanner - Market Harborough
Pay: £35k - £45k

We are looking for an experienced Paraplanner for our client, based near Market Harborough, to join their expanding team. You will be working for a dynamic wealth management firms that offers holistic Financial Advice to clients around the world.   Responsibilities: Working closely with pr...

Position: Financial Adviser - Market Harborough
Pay: Self-Employed Package

Our client is looking to welcome a Financial Adviser into their team in Market Harborough, to advise clients as appropriate to their circumstances and objectives.   Specific responsibilities Prospecting and contacting potential clients in accordance with the firm’s business plan Mak...

Position: Senior Paraplanner - London
Pay: £60k - £68k
Ref: CanaryWharf1

We have a new opportunity for a Senior Paraplanner to join our clients based in central London. They are one of the market leaders within wealth management across Europe, and in this role you will be analysing trading client portfolios and accounts to provide FCA regulated advice on areas including ...

Position: Chartered Financial Adviser - London
Pay: £80k - £90k
Ref: LiverpoolStreet1

Our client is looking for a Chartered Financial Adviser to join their team. The job purpose comprises of meeting with clients and prospective clients to provide financial planning for them in accordance with the company propositions, in order to generate compliant initial and ongoing income for the ...

Position: Chartered Financial Adviser (SJP) - London, Canary Wharf
Pay: £60k
Ref: CanaryWharf2

Our client is looking for a Chartered Financial Adviser to join their team. The job purpose comprises of meeting with clients and prospective clients to provide financial planning for them in accordance with the company propositions, in order to generate compliant initial and ongoing income for the ...

Position: Paraplanner - Cambridge
Pay: £30k - £50k

Our client is looking for a talented Paraplanner to join their team. As a paraplanner you will support the firm's Financial Planners, creating and compiling quality financial planning reports and conducting research on financial strategies, plans and products   Key Responsibilities: Suppor...

Position: Chartered Paraplanner - Cambridge
Pay: £40k - £60k

Our client is looking for a Chartered Paraplanner to join their team in London. The role will provide financial planning support to Private Client Advisors, assisting them in delivering financial planning to new and existing clients.   Key responsibilities: Preparing for and attending all ...

Position: IFA Administrator - Cambridge
Pay: £25k - £33k

Working in collaboration with Financial Advisers and other colleagues, you will assist the Financial Advisers in preparing recommendations and producing suitability reports in line with company policy, including preparing and maintaining client records, data gathering and application form preparatio...

Position: Client Services Administrator - Wolverhampton
Pay: £23k - £27k

We are seeking a client services administrator to join a well-established financial services firm based near to Wolverhampton. You will work closely with the senior paraplanners and financial advisers to support the existing client bank and assist in the process of taking on new clients.   Re...

Position: Paraplanner - Wolverhampton
Pay: £40k - £45k

An exciting opportunity has arisen for a highly experienced Paraplanner within a Wealth Management Practice providing bespoke face to face financial advice to individuals and businesses throughout the UK. Our client is an appointed representative of St. James’s Place Wealth Management.  ...

Position: Practice Manager (Wealth Management) - Lincoln
Pay: £35k - £45k

We are working with a well-established SJP Practice based in Lincoln that are looking to take on a new Practice Manager. We are looking for a candidate that is very experienced in a similar type of role, who is flexible and can effectively communicate with their team. You will need to have excellent...

Position: Paraplanner - Swavesey
Pay: £30k - £50k

Our client is looking for a talented Paraplanner to join their team. As a paraplanner you will support the firm's Financial Planners, creating and compiling quality financial planning reports and conducting research on financial strategies, plans and products   Key Responsibilities: Suppor...

Position: Chartered Paraplanner - Swavesey
Pay: £40k - £60k

Our client is looking for a Chartered Paraplanner to join their team in London. The role will provide financial planning support to Private Client Advisors, assisting them in delivering financial planning to new and existing clients.   Key responsibilities: Preparing for and attending all ...

Position: IFA Administrator - Swavesey
Pay: £25k - £33k

Working in collaboration with Financial Advisers and other colleagues, you will assist the Financial Advisers in preparing recommendations and producing suitability reports in line with company policy, including preparing and maintaining client records, data gathering and application form preparatio...

Position: Financial Administrator (SJP) - London
Pay: £28k - £35k
Ref: Mayfair1

We are looking for a Financial Administrator for our clients based in the heart of London. You will be providing vital paraplanning and administration support to a team of wealth advisers. There is also the potential to progress into and Advisory role within the firm in the future, if that is someth...

Position: Trainee Paraplanner / IFA Paraplanner - Feering
Pay: £25k - £40k

Our client is looking for a Trainee Paraplanner to join their Feering office. You will be providing support to the team of IFAs. Key Responsibilities: To write suitability reports for clients of the firm’s IFAs. Reports are often of a technical nature. To conduct whole of market research...

Position: Client Operations Administrator (Wealth Management) - London
Pay: £36k - £42k

Our client in London is looking for a Client Operations Administrator to join their busy firm, based in Central London. You will provide first class administration to the client services team and support the firm in delivering high quality, independent advice to clients.   Responsibilities: ...

Position: Junior Paraplanner (SJP) - Elstree
Pay: £25k - £30k

Our client is looking for a commercially-minded and articulate individual to join their SJP Practice in its Paraplanning Team as a Junior Paraplanner based in Elstree, Hertfordshire. You will supporting 3 Financial Advisers, along with a team of support staff and administrators. This position will b...

Position: Risk and Compliance Manager - London
Pay: £40k - £45k

We have an opportunity for a Risk and Compliance Manager to join a St James's Place Practice based in Central London. You will be responsible for identifying and managing risk within the Practice, implementing risk management strategies and overseeing compliance procedures for the firm. This positio...

Position: New Business Administrator (Wealth Management) - London
Pay: £25k - £35k

Our client is looking for a New Business Administrator to join their Wealth Management team based in London. This will be a hybrid working role with 3 days in the office.   Main Duties and Responsibilities:-  Achieve a comprehensive understanding of the new business process and assist...

Position: Practice Manager (Wealth Management) - London
Pay: £45k - £55k

We are working with a well-established SJP Practice based in London that are looking to take on a new Practice Manager. We are looking for a candidate that is very experienced in a similar type of role, who is flexible and can effectively communicate with their team. You will need to have excellent ...

Position: IFA Compliance Officer - London
Pay: £60k - £70k

We are looking for an experienced Compliance Officer for our client! Previous experience within the Financial Services industry is essential, and preference would be that you are diploma qualified (level 4). The successful candidate will be working directly with the owners and existing compliance st...

Position: Client Services Support Administrator - St Albans
Pay: £25k - £32k

We are seeking a client services administrator to join a well-established financial services firm based near to St. Albans. You will work closely with the senior paraplanners and financial advisers to support the existing client bank and assist in the process of taking on new clients.   The R...

Position: Personal Assistant (Wealth Management) - Burgess Hill
Pay: £25k - £30k

Our client is looking for a PA to join their successful team in Burgess Hill. The role will involve supporting a Financial Adviser, ensuring client requirements are met. Our client is a well-established Partner Practice of St. James Place and this will be an office based position.   Specific ...

Position: Recruitment Consultant - Ramsgate
Pay: £25k - £30k

Salary £25,000 - £30,000 Base Year 1 Expected earnings £35- 55K    Qualifications  Recruiting 2 years preferred experience Driving Licence   Benefits  Excellent bonus scheme Company Pension Free parking Canteens and gym on-site &nb...

Position: Financial Adviser - Chelmsford
Pay: £35k - £45k

Our client is looking for a Financial Adviser to act as an intermediary between their company and customers. You will provide clients with financial guidance and make recommendations on how to best utilise their money. The ideal candidate will be able to research the marketplace on available product...

Position: Financial Adviser - Birmingham
Pay: £40k - £60k

Our client is looking to welcome a Financial Adviser into their team in Birmingham, to advise clients as appropriate to their circumstances and objectives. Specific responsibilities -   Prospecting and contacting potential clients in accordance with the firm’s business plan-  ...

Position: Trainee Paraplanner - Hertford
Pay: £30k

Our client is looking for a Trainee Paraplanner to join their team based in Hertford. Working closely with the Head of Advice, you will be communicating and devising advice and report to clients to provide them with accurate information and bespoke deals that will enable them to make an educated cho...

Position: Financial Adviser (Self-Employed) - Ashford
Pay: Self-Employed Package

Our client is looking to welcome a Financial Adviser into their team in Ashford, to advise clients as appropriate to their circumstances and objectives.   Specific responsibilities Prospecting and contacting potential clients in accordance with the firm’s business plan Making sure s...

Position: Paraplanner (SJP) - London
Pay: £40k

An exciting opportunity has arisen for a highly experienced Paraplanner within a Wealth Management Practice providing bespoke face to face financial advice to individuals and businesses throughout the UK. Our client is an appointed representative of St. James’s Place Wealth Management. The su...

Position: Paraplanner (SJP) - London
Pay: £35k - £60k (DOE)

An exciting opportunity has arisen for a highly experienced Paraplanner within a Wealth Management Practice providing bespoke face to face financial advice to individuals and businesses throughout the UK. Our client is an appointed representative of St. James’s Place Wealth Management. The su...

Position: Graduate Trainee Financial Planner - London
Pay: £30k+

Our client is looking for a recent Graduate to join their team as a Trainee Financial Planner in their London office. This would be a fantastic opportunity for a candidate to gain broad experience and train towards becoming a fully qualified Financial Planner. You will help support the company in de...

Position: Client Services Associate - London
Pay: £35k - £42k

We have an exciting opportunity for an individual to fill a Client Services Associate role in London.    Job purpose: • To deputise for the Client and Investment Administration Manager. • To support the company in delivering a high quality, independent service to clients. &b...

Position: Client Services Administrator - London
Pay: £35k - £42k

Our client in London is looking for a Client Services Administrator to join their busy firm. You will provide first class administration to the client services team and support the firm in delivering high quality, independent advice to clients.   Competencies: Excellent attention to detail...

Position: Senior Financial Administrator - London
Pay: £35k - £40k
Ref: Holborn1

Our client is looking for an experienced Senior Administrator to join their Wealth Management firm based in London. This position comes with a generous pay and benefits package and will be an office based position in Holborn, London.   Responsibilities  To provide administrative suppo...

Position: Paraplanner - London (Central)
Pay: £45k - £50k

Our client is looking for a talented Paraplanner to join their team.  Key Responsibilities: To assist the Financial Planner in formulating the advice to the client, providing technical support and guidance where appropriate. Review client objectives ensuring they are clear, concise and ach...

Position: Paraplanner (3) - London
Pay: £40k - £45k

Our client is looking for a hard-working individual with Paraplanning experience to join their team based in London, managing wealth for private clients, families and institutions. They provide a highly personal service and offer advice across the full range of Private Client Investment Tax and Reti...

Position: Private Client Adviser - Surrey
Pay: £55k - £70k

Our client is looking for a Private Client Advisor to join their team. The job purpose comprises of meeting with clients and prospective clients to provide financial planning for them in accordance with the company propositions, in order to generate compliant initial and ongoing income for the compa...

Position: Private Client Adviser - Berkshire
Pay: £55k - £70k

Our client is looking for a Private Client Advisor to join their team. The job purpose comprises of meeting with clients and prospective clients to provide financial planning for them in accordance with the company propositions, in order to generate compliant initial and ongoing income for the compa...

Position: Private Client Adviser - Hampshire
Pay: £55k - £70k

Our client is looking for a Private Client Advisor to join their team. The job purpose comprises of meeting with clients and prospective clients to provide financial planning for them in accordance with the company propositions, in order to generate compliant initial and ongoing income for the compa...

Position: Paraplanner (2) - London
Pay: £50k

Our client is looking for a talented Paraplanner to join their team in London. Accountabilities:  Delivering accurate, well-drafted and compliant advice within agreed timescales and cost budgets Providing technical resource to the adviser team Acting as an effective point of liaison betwe...

Position: Financial Administrator - London (1)
Pay: £25k - £30k

Our client is looking for a Financial Administrator to assist independent financial advisers and paraplanners in their busy practice. You will be responsible for ensuring that every task is carried out as instructed,  while maintaining contact with the relevant people.   You will be: ...

Position: Paraplanner Support - London
Pay: £30k - £33k

Our client is looking for Paraplanner Support for their team in London. The role of Paraplanner Support is to work within the Paraplanning Team under the guidance of the allocated   Key Responsibilities: Managing client data on X-Plan, specifically with regards to: Inputting, scanning and...

Position: Senior Technical Administrator - London
Pay: £30k - £35k

Our client is looking for a Senior Technical Administrator to join their expanding team.   Purpose of Role To provide exceptional quality technical and general administrative support to the Private Client Director of a successful team. This is a demanding role assisting the Private Client Di...

Position: Technical Financial Administrator - London
Pay: £30k - £35k

Our client is looking for a Technical Administrator to join their wealth management firm based in the heart of London. The role will suit an experienced Technical Administrator who enjoys working autonomously in a driven and high-performing team.    Accountabilities The role comprises, ...

Position: Financial Adviser (Remote)
Pay: Self-Employed Package

Our client is looking for a Financial Adviser to act as an intermediary between their company and customers. You will provide clients with financial guidance and make recommendations on how to best utilise their money. The ideal candidate will be able to research the marketplace on available product...

Position: Senior IFA Administrator - London
Pay: £35k - £45k

Our client is looking for an experienced Senior Administrator to join their Wealth Management firm based in London. This position comes with a generous pay and benefits package and has hybrid working available. You will be working alongside the Client Services team leader in assisting with the smoot...

Position: Financial Administrator - London (2)
Pay: £25k - £30k

Our client is looking for a Financial Administrator to join their team in London. The Administrator will help provide admin support to both the office manager and financial adviser. PRINCIPAL DUTIES Review submitted cases and ensure documentation is correct before cases are submitted. Point of ...

Position: Wealth Financial Administrator - London
Pay: £30k - £32k

We are working with a reputable SJP firm in London looking to take on a Financial Administrator. This is an entry level role ideally suited to a graduate that would like to build a career in the Financial Planning industry with the opportunity to grow in a supportive environment.   Responsibi...

Position: Financial Administrator - London
Pay: £24k - £32k

Our client is looking for a Financial Administrator to join their team in London. Key Responsibilities: Prepare client meeting packs and process action points post meeting. Produce accurate and timely client portfolio summaries and plan schedules. Process new business in line with company proc...

Position: Financial Administrator (1) - London
Pay: £26k - £32k

Our client is looking for a Financial Administrator to join their team in London. The Administrator will support all tasks across the Submissions team including issues management and to resolve escalations.  PRINCIPAL DUTIES Review submitted cases and ensure documentation is correct before ...

Position: IFA Administrator - London
Pay: £25k - £35k

Our client is looking for an IFA Administrator to join their busy team in London. The role will require excellent planning and organisation skills, a professional pleasant telephone manner and good administration skills to deliver a true client centric experience, building up relationships where app...

Position: Financial Adviser (2) - London
Pay: £60k - £90k OTE

Our client is looking to welcome a Financial Advisor into their team, who offer expertise across the full spectrum of financial services including commercial finance, wealth management, mortgages, protection, and financial planning. As a privately owned business, our client is part of a wider multid...

Position: Financial Adviser - London
Pay: £45k

Our client is looking to welcome a Financial Adviser into their team in London (Harrow), to advise clients as appropriate to their circumstances and objectives. Specific responsibilities Prospecting and contacting potential clients in accordance with the firm’s business plan Making sure s...

Position: Financial Planning Support - London
Pay: £25k - £32k

Our client is looking for a talented individual to join their team. You will have relevant financial services experience and will be based in a full-time permanent role in the administration team in London. Key tasks will include:  Acting as the point of contact between advisers, clients an...

Position: Financial Planning Administrator - London
Pay: £30k - £35k

Our client is looking a Financial Planning Administrator to join their expanding team of Chartered Financial Planners in London. They are a boutique wealth management firm based in one of London’s most diverse, creative, and vibrant areas.  As a Financial Planning Administrator, you will...

Position: Wealth Management Administrator - London
Pay: £25k - £30k

Our client is looking for a Wealth Management Administrator to join their team in London. Key Responsibilities: Prepare and package financial planning reports for the Financial Planners and their clients Preparation of transactional templated client letters, such as letters of authority, change...

Position: DB Paraplanner - Remote
Pay: £40k - £47k

Our client is looking for an additional DB Paraplanner to join their team. You will be working alongside the Financial Advisers, preparing and maintaining client files and putting forward recommendations, and reviewing client financial strategy. Specific activities include: Check all compliance ...

Position: Private Client Director (Remote)
Pay: £60k+

Our client is looking for a Private Client Advisor to join their team. The job purpose comprises of meeting with clients and prospective clients to provide financial planning for them in accordance with the company propositions, in order to generate compliant initial and ongoing income for the compa...

Position: Personal Assistant to Senior Partner - London
Pay: £60k

Our client is looking for an experienced Personal Assistant to join their successful team in Central London. The role will involve supporting one of the Senior Partners, ensuring client requirements are met. We are looking for a professional individual who will help to represent our client's firm an...

Position: Financial Planning Administrator - London
Pay: £25k - £35k

Our client is looking for an IFA Administrator to join their busy team in London. The role will require excellent planning and organisation skills, a professional pleasant telephone manner and good administration skills to deliver a true client centric experience, building up relationships where app...

Position: Senior Adviser Support Administrator - London
Pay: £30k - £40k

Our client is looking for an experienced Senior Administrator to join their Wealth Management firm based in London. This position comes with a generous pay and benefits package.   Responsibilities  To provide administrative support to one or more financial advisers, which includes, but ...

Position: Financial Consultant (Trainee Adviser) - London
Pay: Self-Employed Package

Our client is looking for a Trainee Financial Adviser to join their expanding team, based in Canary Wharf, London. This is an exciting opportunity for those who have little to no experience working as a Financial Adviser in the UK and who are close to achieving or have the Level 4 Qualification. If ...

Position: Private Client Adviser
Pay: £50k - £65k

Our client is looking for a Private Client Adviser to join their team. This will be a home/office/hybrid based role, working with an existing bank of recurring income clients and to address their clients financial planning needs. Our client is looking for a candidate with drive to be able to generat...

Position: Private Client Adviser (Flexible Working) - Birmingham
Pay: £55k - £60k

Our client is looking for a Private Client Advisor to join their team. The job purpose comprises of meeting with clients and prospective clients to provide financial planning for them in accordance with the company propositions, in order to generate compliant initial and ongoing income for the compa...

Position: Private Client Adviser (Flexible Working) - East Anglia
Pay: Up to £70k

Our client is looking for a Private Client Advisor to join their team. The job purpose comprises of meeting with clients and prospective clients to provide financial planning for them in accordance with the company propositions, in order to generate compliant initial and ongoing income for the compa...

Position: Private Client Adviser (Flexible Working) - Berkshire
Pay: £50k - £65k

Our client is looking for a Private Client Adviser to join their team. This will be a home/office/hybrid based role, working with an existing bank of recurring income clients and to address their clients financial planning needs. Our client is looking for a candidate with drive to be able to generat...

Position: Private Client Adviser (Flexible Working) - Derby
Pay: £50k - £65k

Our client is looking for a Private Client Advisor to join their team. The job purpose comprises of meeting with clients and prospective clients to provide financial planning for them in accordance with the company propositions, in order to generate compliant initial and ongoing income for the compa...

Position: Private Client Adviser (Flexible Working) - Suffolk
Pay: £55k - £70k

Our client is looking for a Private Client Advisor to join their team. The job purpose comprises of meeting with clients and prospective clients to provide financial planning for them in accordance with the company propositions, in order to generate compliant initial and ongoing income for the compa...

Position: Private Client Adviser (Flexible Working) - Norfolk
Pay: £55k - £70k

Our client is looking for a Private Client Advisor to join their team. The job purpose comprises of meeting with clients and prospective clients to provide financial planning for them in accordance with the company propositions, in order to generate compliant initial and ongoing income for the compa...

Position: Private Client Adviser
Pay: Up to £65k

Our client is looking for a desk-based Private Client Advisor in Farnborough. Job Content: Summary of Job Purpose: To provide cost efficient, effective and compliant whole of market/focused financial planning advice to Pension Liability members, client bank and new clients.To identify and develop...

Position: Private Client Adviser - Farnborough
Pay: £50k - £65k

Our client is looking for a Private Client Adviser to join their team. This will be a home/office/hybrid based role, working with an existing bank of recurring income clients and to address their clients financial planning needs. Our client is looking for a candidate with drive to be able to generat...

Position: Private Client Adviser (Flexible Working) - Sheffield
Pay: £50k - £65k

Our client is looking for a Private Client Adviser to join their team. This will be a home/office/hybrid based role, working with an existing bank of recurring income clients and to address their clients financial planning needs. Our client is looking for a candidate with drive to be able to generat...

Position: Paraplanner - Manchester
Pay: £28k - £32k

Our client is looking for a Paraplanner to join their team in Manchester. Flexibility with remote working also available. You will be working alongside the Financial Advisers, preparing and maintaining client files and putting forward recommendations, and reviewing client financial strategy. Specif...

Position: PA to MD - London
Pay: £40k - £50k

Our client is looking for an experienced Personal Assistant to join their team in London. The role consists of providing comprehensive executive assistant and client servicing to the Managing Director of a Wealth Management firm.   Key Responsibilities of the Job ·      ...

Position: Personal Assistant to MD - London
Pay: £40k - £50k

Our client is looking for a PA to join their successful team in Central London. The role will involve supporting the Managing Director, ensuring client requirements are met. Earn up to £50k with benefits, depending on experience. Specific Activities Include: Diary and inbox management Wee...

Position: Personal Assistant - London
Pay: £40k - £60k

Our client is looking for an experienced Personal Assistant to join their team in London. The role consists of providing comprehensive executive assistance and client servicing to three Financial Advisers within the firm. As Personal Assistant, you will be required to provide full time administrativ...

Position: Financial Administrator (Submissions Team) - London
Pay: £26k - £32.5k

We are looking for an experienced Financial administrator for our client based in the heart of London. You will help support all tasks across the Submissions team including issues management and working with SJP Admin Centre to resolve escalations.    Responsibilities: Review submitte...

Position: Client Review Administrator - London
Pay: £30k

Our client is looking for a Client Review Administrator to join their team in London. The successful candidate will provide first class service to team, as well as support the firm in providing excellent, independence advice to clients.  Review Pack Preparation: Contact providers and gather...

Position: Executive Assistant to Managing Partners - London
Pay: £35k - £42k

Our client, a successful Wealth Management firm in the heart of London, is looking for a EA to assist several Managing Partners. Reporting to the Partners, you will be involved in monitoring all aspects of the Pod Team Administration daily to support the Advisors and PA’s with fulfilling the r...

Position: Financial Planner - Chester
Pay: Self-Employed Package

Our client is looking for a Qualified Financial Planner to join their team. The job purpose comprises of meeting with clients and prospective clients to provide financial planning for them in accordance with the company propositions, in order to generate compliant initial and ongoing income for the ...

Position: Financial Planning Team Manager - Surrey
Pay: £65k - £80k

We are looking for a Private Client Manager to look after clients based in the South-East area of England. Your main responsibility will be to lead and manage a private client team to ensure full support to the Company's extensive client bank. You will responsible for the overall success of your Te...

Position: Chartered Financial Planner - Kent
Pay: £50k - £70k

Our client is looking for a Private Client Advisor to join their team. The job purpose comprises of meeting with clients and prospective clients to provide financial planning for them in accordance with the company propositions, in order to generate compliant initial and ongoing income for the compa...

Position: Financial Planner (Chartered or working towards) - Kent
Pay: £50k - £70k

Our client is looking for a Private Client Advisor to join their team. The job purpose comprises of meeting with clients and prospective clients to provide financial planning for them in accordance with the company propositions, in order to generate compliant initial and ongoing income for the compa...

Position: Financial Planning Team Manager - Kent
Pay: £65k - £80k

We are looking for a Private Client Manager to look after clients based in the South-East area of England. Your main responsibility will be to lead and manage a private client team to ensure full support to the Company's extensive client bank. You will responsible for the overall success of your Te...

Position: Trainee Wealth Manager - Cumbria
Pay: £24k - £30k

Our client is looking to welcome a Trainee Wealth Manager into their team in Cumbria, to advise clients as appropriate to their circumstances and objectives. Specific responsibilities Prospecting and contacting potential clients in accordance with the firm’s business plan Making sure suff...

Position: Financial Adviser (Qualified) - Cumbria
Pay: £30k + Bonus

Our client is looking for a Financial Adviser to act as an intermediary between their company and customers. You will provide clients with financial guidance and make recommendations on how to best utilise their money. The ideal candidate will be able to research the marketplace on available product...

Position: Trainee Financial Adviser - Cheshire
Pay: £24k - £30k

Our client is looking to welcome a Trainee Financial Adviser into their team in Cheshire, to advise clients as appropriate to their circumstances and objectives. Specific responsibilities Prospecting and contacting potential clients in accordance with the firm’s business plan Making sure ...

Position: Trainee Wealth Manager - Cheshire
Pay: £24k - £30k

Our client is looking to welcome a Trainee Wealth Manager into their team in Cheshire, to advise clients as appropriate to their circumstances and objectives. Specific responsibilities Prospecting and contacting potential clients in accordance with the firm’s business plan Making sure suf...

Position: Financial Adviser (Qualified) - Cheshire
Pay: £30k + Bonus

Our client is looking for a Financial Adviser to act as an intermediary between their company and customers. You will provide clients with financial guidance and make recommendations on how to best utilise their money. The ideal candidate will be able to research the marketplace on available product...

Position: Trainee Financial Adviser - Leeds
Pay: £24k - £30k

Our client is looking to welcome a Trainee Financial Adviser into their team in Leeds, to advise clients as appropriate to their circumstances and objectives. Specific responsibilities Prospecting and contacting potential clients in accordance with the firm’s business plan Making sure suf...

Position: Trainee Wealth Manager - Leeds
Pay: £24k - £30k

Our client is looking to welcome a Trainee Wealth Manager into their team in Leeds, to advise clients as appropriate to their circumstances and objectives. Specific responsibilities Prospecting and contacting potential clients in accordance with the firm’s business plan Making sure suffic...

Position: Financial Adviser (Qualified) - Leeds
Pay: £30k + Bonus

Our client is looking for a Financial Adviser to act as an intermediary between their company and customers. You will provide clients with financial guidance and make recommendations on how to best utilise their money. The ideal candidate will be able to research the marketplace on available product...

Position: Trainee Financial Adviser - North Wales
Pay: £24k - £30k

Our client is looking to welcome a Trainee Financial Adviser into their team in North Wales, to advise clients as appropriate to their circumstances and objectives. Specific responsibilities Prospecting and contacting potential clients in accordance with the firm’s business plan Making su...

Position: Trainee Wealth Manager - North Wales
Pay: £24k - £30k

Our client is looking to welcome a Trainee Wealth Manager into their team in North Wales, to advise clients as appropriate to their circumstances and objectives. Specific responsibilities Prospecting and contacting potential clients in accordance with the firm’s business plan Making sure ...

Position: Financial Adviser (Qualified) - North Wales
Pay: £30k + Bonus

Our client is looking for a Financial Adviser to act as an intermediary between their company and customers. You will provide clients with financial guidance and make recommendations on how to best utilise their money. The ideal candidate will be able to research the marketplace on available product...

Position: Trainee Financial Adviser - Manchester
Pay: £24k - £30k

Our client is looking to welcome a Trainee Financial Adviser into their team in Manchester, to advise clients as appropriate to their circumstances and objectives. Specific responsibilities Prospecting and contacting potential clients in accordance with the firm’s business plan Making sur...

Position: Trainee Financial Adviser - Preston
Pay: £24k - £30k

Our client is looking to welcome a Trainee Financial Adviser into their team in Preston, to advise clients as appropriate to their circumstances and objectives. Specific responsibilities Prospecting and contacting potential clients in accordance with the firm’s business plan Making sure s...

Position: Trainee Wealth Manager - Preston
Pay: £24k - £30k

Our client is looking to welcome a Trainee Wealth Manager into their team in Preston, to advise clients as appropriate to their circumstances and objectives. Specific responsibilities Prospecting and contacting potential clients in accordance with the firm’s business plan Making sure suff...

Position: Trainee Financial Adviser - Cumbria
Pay: £24k - £30k

Our client is looking to welcome a Trainee Financial Adviser into their team in Cumbria, to advise clients as appropriate to their circumstances and objectives. Specific responsibilities Prospecting and contacting potential clients in accordance with the firm’s business plan Making sure s...

Position: Trainee Financial Adviser - Liverpool
Pay: £24k - £30k

Our client is looking to welcome a Trainee Financial Adviser into their team in Liverpool, to advise clients as appropriate to their circumstances and objectives. Specific responsibilities Prospecting and contacting potential clients in accordance with the firm’s business plan Making sure...

Position: Trainee Wealth Manager - Liverpool
Pay: £24k - £30k

Our client is looking to welcome a Trainee Wealth Manager into their team in Liverpool, to advise clients as appropriate to their circumstances and objectives. Specific responsibilities Prospecting and contacting potential clients in accordance with the firm’s business plan Making sure su...

Position: Chartered Financial Planner - Cumbria
Pay: £50k - £70k

Our client is looking for a Private Client Advisor to join their team. The job purpose comprises of meeting with clients and prospective clients to provide financial planning for them in accordance with the company propositions, in order to generate compliant initial and ongoing income for the compa...

Position: Financial Planner (Chartered or working towards) - Cumbria
Pay: £50k - £70k

Our client is looking for a Private Client Advisor to join their team. The job purpose comprises of meeting with clients and prospective clients to provide financial planning for them in accordance with the company propositions, in order to generate compliant initial and ongoing income for the compa...

Position: Chartered Financial Planner - Lancashire
Pay: £50k - £70k

Our client is looking for a Private Client Advisor to join their team. The job purpose comprises of meeting with clients and prospective clients to provide financial planning for them in accordance with the company propositions, in order to generate compliant initial and ongoing income for the compa...

Position: Financial Planner (Chartered or working towards) - Lancashire
Pay: £50k - £70k

Our client is looking for a Private Client Advisor to join their team. The job purpose comprises of meeting with clients and prospective clients to provide financial planning for them in accordance with the company propositions, in order to generate compliant initial and ongoing income for the compa...

Position: Chartered Financial Planner - Merseyside
Pay: £50k - £70k

Our client is looking for a Private Client Advisor to join their team. The job purpose comprises of meeting with clients and prospective clients to provide financial planning for them in accordance with the company propositions, in order to generate compliant initial and ongoing income for the compa...

Position: Financial Planner (Chartered or working towards) - Merseyside
Pay: £50k - £70k

Our client is looking for a Private Client Advisor to join their team. The job purpose comprises of meeting with clients and prospective clients to provide financial planning for them in accordance with the company propositions, in order to generate compliant initial and ongoing income for the compa...

Position: Chartered Financial Planner - Cheshire
Pay: £50k - £70k

Our client is looking for a Private Client Advisor to join their team. The job purpose comprises of meeting with clients and prospective clients to provide financial planning for them in accordance with the company propositions, in order to generate compliant initial and ongoing income for the compa...

Position: Financial Planner (Chartered or working towards) - Cheshire
Pay: £50k - £70k

Our client is looking for a Private Client Advisor to join their team. The job purpose comprises of meeting with clients and prospective clients to provide financial planning for them in accordance with the company propositions, in order to generate compliant initial and ongoing income for the compa...

Position: Financial Planning Team Manager - Gloucestershire
Pay: £70k - £80k

We are looking for a Private Client Manager to look after clients based in the South-West area of England. Your main responsibility will be to lead and manage a private client team to ensure full support to the Company's extensive client bank. You will responsible for the overall success of your Te...

Position: Financial Planning Team Manager - Exeter
Pay: £70k - £80k

We are looking for a Private Client Manager to look after clients based in the South-West area of England. Your main responsibility will be to lead and manage a private client team to ensure full support to the Company's extensive client bank. You will responsible for the overall success of your Te...

Position: Financial Planning Team Manager - Salisbury
Pay: £70k - £80k

We are looking for a Private Client Manager to look after clients based in the South-West area of England. Your main responsibility will be to lead and manage a private client team to ensure full support to the Company's extensive client bank. You will responsible for the overall success of your Te...