Jobs

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: 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: 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: Senior Pension Administrator - London
Pay: £38k - £42k

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: Investment Administrator - London
Pay: £25k - £35k

Our client is looking for a new Investment Administrator in this London/hybrid working role.   Key responsibilities: You will be part of the Central Paraplanning Team working closely with the Paraplanning Manager. In addition to this, you will work closely with colleagues in the Investmen...

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: Senior Project Administrator - London
Pay: £30k - £35k

We are looking for a Senior Project Administrator for our client, to be based in either their London or Weybridge office.   Purpose of the job: To help provide a high-quality administration and support service to the Projects team and the Project Managers. This allows the Project Managers to...

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

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: Mortgage Administrator - Newcastle
Pay: £25k - £35k

We are seeking a mortgage and protection administrator to join a small financial services firm based in Newcastle. 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. The Role You will be given full...

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

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: Practice Manager - Weybridge
Pay: £40k - £50k

We are working with a well-established IF Firm based in Weybridge 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 pr...

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: 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: Paraplanner - Wrexham
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 su...

Position: Paraplanner - Nottingham
Pay: £35k - £40k

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: Paraplanner - St Albans
Pay: £35k - £45k

Our client is looking for an experienced Paraplanner to join their growing business in St Albans. You will be working closely with the Financial Adviser and the rest of the Administration team, this would suit someone looking to become part of a dynamic, forward thinking IFA business.   Key R...

Position: Senior Paraplanner - Nottingham
Pay: £40k+

Our client is looking for a talent Senior Paraplanner to join their team in Nottingham. Responsibilities: Working collaboratively with financial planners, you will help give advice to clients. You will create lifetime cashflow forecasts with multiple scenarios to test the extent to which they ca...

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: 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: Client Services Administrator - Bath
Pay: £25k - £32k

We are seeking a client services administrator to join a well-established financial services firm based near to Bath. 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 Role J...

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

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: Chartered Financial Adviser - London
Pay: £60k+

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: Compliance Officer - Godalming
Pay: £35k - £45k

We are looking for a Compliance Officer for our client! Previous experience within the Financial Services industry is essential, and preference would be that you have the RO1 qualification and be working towards your diploma. The successful candidate will be working directly with the owners and exis...

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

Our Client is an Independent Financial Planning Practice in Shepperton, seeking an experienced Private Client Administrator. This role will be primarily office based, but with flexibility on ad-hoc occasions to work from home.   The Role Working as Private Client Administrator and PA to the...

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

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 - Brighton
Pay: £35k - £40k

Our client based in Brighton is looking for an experienced Paraplanner to join their team. This will be an office based role, with a competitive salary on offer. You will be working alongside and provide knowledgeable and technical support to the Advisers to ensure the appropriate end to end managem...

Position: IFA Administrator - Brighton
Pay: £24k - £30k

Our client is looking for an IFA Administrator to join their team in Brighton. The role of the Administrator is to work alongside Team Leader(s) and Paraplanner(s) to ensure the appropriate end to end management of the client lifecycle using agreed policies, processes and Intelligent Office.  &...

Position: Financial Administrator - Brighton
Pay: £24k - £30k

Our client is looking for a Financial Planning Administrator to assist their in their busy practice in Brighton 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 ...

Position: Financial Administrator (SJP) - Brighton
Pay: £25k - £32k

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

Position: Senior Paraplanner - Brighton
Pay: £40k - £45k

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: Financial Adviser - 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: 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: 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: Head of Finance - Horsham
Pay: £65k - £75k

We are looking for a new Head of Finance to join our clients based in Horsham. You will be responsible for shaping and executing the company’s financial strategy, with a focus on risk mitigation, supporting mergers and acquisitions and identifying growth opportunities. This role ensures optima...

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: 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 (SJP) - South Woodford, London
Pay: £25k - £30k

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: IFA Administrator - Newcastle
Pay: £25k - £30k

Our client is looking for an IFA Administrator to join their team based in Newcastle. You will be working as part of a team providing timely and efficient support to the Advisers in conjunction with the Paraplanners.   Responsibilities · Provide administrative support to Advisers and ...

Position: PA / Office Administrator - Wokingham
Pay: £25k - £32k

Our client is looking for a PA/Office Administrator to join their expanding team based in Wokingham. You will provide 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 c...

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

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: Junior Paraplanner - Tring
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 Tring. You will supporting 3 Financial Advisers, along with a team of support staff and administrators. This position will be office based an...

Position: Paraplanning Manager - London
Pay: £60k

Our client a large wealth management company is looking for a Paraplanning Manager to head up a team of paraplanners and work closely with a Senior Adviser assisting in operations. -   You will be assisting the Partner with administration needs, ensuring the efficient smooth running of th...

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: 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: Mortgage & Protection Administrator
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 Administrator - Coulsdon
Pay: £25k - £35k

Our client is looking for a Financial Administrator to join their team in Coulsdon, Surrey.   Key Responsibilities: Deal effectively with queries from clients and other parties through effective communication. Record your client communications (whether that communication is written, oral ...

Position: Trainee Paraplanner - Coulsdon
Pay: £30k - £35k

We are looking for both trainee and experienced Paraplanners for our clients based in the Coulsdon area of Surrey. 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 s...

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

We are looking for both trainee and experienced Paraplanners for our clients based in the Coulsdon area of Surrey. 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 s...

Position: Trainee Financial Planner - Coulsdon
Pay: £30k

We are working with a superb wealth management firm based in Coulsdon, Surrey who have the opportunity for a Trainee Financial Planner to join their team. They are offering the chance to train with their team to become a fully qualified adviser. You will received learning support and on-hands experi...

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: Investor Service 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: 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: 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: Senior Paraplanner - London (V)
Pay: £50k - £55k

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: 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 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: 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: Financial Administrator (Part-time) - Leatherhead
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: 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: 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: 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: Private Client Director - London
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: 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: IFA Administrator (Client Services Support) - London
Pay: £30k - £37k

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.   Responsibilities: Preparing first meeting packs - as and when required Inputting fact find details into o...

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: 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: Business Administrator - London
Pay: £25k - £35k

Our client is looking for an experienced Business 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.   Responsibilities  To provide administrative support to one or more fin...

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

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: Paraplanner - Hove
Pay: £35k - £45k

Our client is looking to recruit an experienced Paraplanner to join their growing business based in the heart of Hove. 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 Adviser...

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

Our client is looking for an IFA Administrator to join their team based in Hove. You will be working as part of a team providing timely and efficient support to the Advisers in conjunction with the Paraplanners.   Responsibilities · Provide administrative support to Advisers and Parap...

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: HR Advisor - Farnborough
Pay: £38k - £43k

Our Client is an award winning Financial Services company based in Farnborough. We are looking for an Experienced HR Adviser to join them. This role will require 3 days per week in the office, 2 days working from home £38,000-£43000 dependent on experience. Summary of Job Purpose: -&nb...

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

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: 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 - 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: 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: Head of Financial Advice - Dorking
Pay: £60k - £90k

We are looking for a Head of Financial Advice for our client based in Dorking. We are looking for someone who will be able to help drive this well-established wealth advisory firm forward on to the next stage of its growth plan. You'll work alongside the Founder and Executive Board and will be given...

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: 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: 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: 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: 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: 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: 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: Paraplanner - Farnham
Pay: £35k - £45k

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.  Key Responsibilities: · To assist the Financial Planne...

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 - Whiteley
Pay: £35k - £45k

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.  Key Responsibilities: · To assist the Financial Planne...

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: Client Services Administrator - Whiteley
Pay: £25k - £35k

We are seeking a client services administrator to join a well-established financial services firm based near to Whiteley. 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 Rol...

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 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: 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: Employee Benefits Administrator - Leicester
Pay: £23k - £30k

We have a vacancy for an Employee Benefits Administrator to join a well established team based in Leicester. This will be a hybrid working role (3 days in office) with a competitive benefits package on offer.    Responsibilities will include: -    Work closely with the consult...

Position: Financial Administrator - Leicester
Pay: £23k - £30k

Our client is looking for a Financial Administrator to join their team in Leicester. The Administrator will help provide admin support to both the office manager and financial adviser. This will be a hybrid position, with 3 days office based.   Responsibilities will incluce: -    R...

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: 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: 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

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.   Responsibilities  To provide administrative support to one or more finan...

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: Financial Administrator - Wokingham
Pay: £25k - £35k

We are looking for a Financial Administrator to join our clients firm based in Wokingham. This will be a full time office-based role. Working in collaboration with Financial Advisers and other colleagues, you will assist the Financial Advisers in preparing recommendations and producing suitability ...

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

We are looking for an IFA Administrator to join our clients firm based in the Wokingham area. This will be a fully office-based position, and you will be working directly alongside Financial Advisers helping them to provide Financial Advice to a range of clients.   Responsibilities:  ...

Position: Senior IFA Administrator - Wokingham
Pay: £35k - £38k

We are looking for a Senior IFA Administrator to join our clients firm based in the Wokingham area. This will be a fully office-based position, and you will be working directly alongside Financial Advisers helping them to provide Financial Advice to a range of clients.   Responsibilities:&nbs...

Position: Paraplanner - Wokingham
Pay: £50k

Our client is looking for a talented Paraplanner to join their team based in Wokingham. This will be an office based position. You will be supported by a full team of administrator and you will work alongside the Financial Advisers to prepare recommendations and produce suitability reports in line w...

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

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: IFA Administration Manager - Wokingham
Pay: £35k - £50k

We are working with a well-established IFA firm near Wokingham that are looking to take on a new Administration Team Leader. 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 excel...

Position: Practice Manager (Wealth Manager) - Wokingham
Pay: £45k - £50k

We are working with a well-established IFA firm based in Wokingham looking to take on a new Practice Manager. Your main responsibility will be to lead the day-to-day operations of the practice, leading all support staff across both paraplanning and administration teams to ensure the practice deliver...

Position: Trainee Paraplanner - Wokingham
Pay: £25k - £35k

Our client is looking for a Trainee Paraplanner to join their team in Wokingham. Key responsibilities: To review and quality check Private Client fact finds to ensure the information provided allows you to conduct fund and product research, in preparation of drafting the report. To set down hol...

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: Paraplanner - Colchester
Pay: £35k - £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 Paraplanner - Colchester
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 (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: 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 - 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: 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: Senior Paraplanner - London
Pay: £50k - £60k

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: Mortgage Administrator - London
Pay: £30k

We are seeking a mortgage and protection administrator to join a small financial services firm based in London. 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. The Role You will be given full tr...

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: Financial Administrator - London
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. P...

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: IFA Administrator - Whiteley
Pay: £25k - £35k

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: Paraplanning Supervisor - Whiteley
Pay: £45k - £60k

We are looking for a Paraplanning Team Leader to join our client's expanding firm in Whiteley. 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...

Position: Client Services Administrator - Penarth
Pay: £28k - £32k

We are seeking a client services administrator to join a well-established financial services firm based near to Penarth. 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 Role...

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: Trainee Paraplanner - Cranbrook
Pay: £20k - £25k

Our client is looking for a Trainee Paraplanner to join their team based in Cranbrook, Kent. You will pay a supportive role to the Financial Advisors and Paraplanners, and help deliver an exceptional service to their clients. This role also offers progression to train to become a qualified paraplann...

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: IFA Administrator - Dorking
Pay: £25k - £35k

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: 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 Adviser - Dorking
Pay: £60k

Our client is looking to welcome a Financial Adviser into their team in Dorking, 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 sufficien...

Position: Chartered Financial Adviser - Dorking
Pay: £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: IFA Manager - Dorking
Pay: £60k - £90k

We are looking for a Head of Financial Advice for our client based in Dorking. We are looking for someone who will be able to help drive this well-established wealth advisory firm forward on to the next stage of its growth plan. You'll work alongside the Founder and Executive Board and will be given...

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

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 (Self-Employed) - Dorking
Pay: Self-Employed Package

Our client is looking to welcome a Financial Adviser into their team in Dorking, 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: Senior IFA Administrator - Dorking
Pay: £35k - £40k

We are looking for an experienced Senior IFA Administrator to join our clients team based in Dorking, Surrey. 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 diffe...

Position: Paraplanner (2) - Dorking
Pay: £35k - £40k

Our client is looking for a talented Paraplanner to join their team based in Dorking. This will be an office based position. You will be supported by a full team of administrator and you will work alongside the Financial Advisers to prepare recommendations and produce suitability reports in line wit...

Position: Junior Paraplanner (2) - Dorking
Pay: £35k - £40k

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: IFA Compliance Officer - Dorking
Pay: £35k - £50k

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: IFA Compliance Officer (DipFA) - Dorking
Pay: £35k - £50k

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: Paraplanner - London (Uxbridge)
Pay: £40k

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: 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: 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: IFA Compliance Officer - 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: 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.   Key Responsibilities: Manage inbound and outbound calls and book appointments. Respond to customer questions and resolve their issues Respond to customer emails ...

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: Paraplanner - Berkswell
Pay: £30k - £40k

We are working with a client based in Berkswell looking for a 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 remotely.   Responsibi...

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: IFA Administator - Berkswell
Pay: £30k - £35k

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: New Business Processing Administrator - Berkswell
Pay: £30k - £35k

Our client is looking for a New Business Administrator to join their Wealth Management team based in Berkswell. 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 ass...

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 Administrator - Berkswell
Pay: £25k - £30k

Our client is looking for a Wealth Management Administrator to join their team in Berkswell, Birmingham. This will be a hybrid working position with progression opportunities available.   Key Responsibilities: Prepare and package financial planning reports for the Financial Planners and th...

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: Junior Paraplanner - Horsham
Pay: £25k - £30k

Our client is looking for a commercially-minded and article individual to join its Technical Paraplanning Team as a Junior Paraplanner in Horsham. This will be an office-based role. Key Responsibilities: Delivering accurate, well-drafted and compliant advice within agreed timescales and cost bud...

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: Senior Paraplanner (SJP) - London
Pay: £65k

We are working with an SJP Practice based in London 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 process...

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: 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: 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: Chartered Paraplanner - London
Pay: £50k - £70k

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: Paraplanner - London (Harrow)
Pay: £35k - £50k

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: 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: 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: Operational Support - London
Pay: Up to £30k

Our client based in Finchley, London is looking for an Operational Support Administrator to join their Wealth Management team. This position will be a hybrid role, looking after two key areas of Operational Support - Policy Servicing and Client Review Administration. The Policy Servicing Team are g...

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: 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: Paraplanner / Technical Administrator - London
Pay: £28k - £35k

We are looking for a Technical Administrator / 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 t...

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: 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: 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: IFA Administrator - Cranbrook
Pay: £20k - £25k

Our client is looking for an IFA Administrator to join their busy team in Cranbrook, Kent. 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 ...

Position: Financial Administrator - Cranbrook
Pay: £20k - £25k

Our client is looking for a Financial Services Administrator to join their team in Cranbrook, Kent.   Key duties · Answering incoming calls and directing calls appropriately · Processing applications, letters of authority and requests for information · Managing the pro...

Position: IFA Administrator / Trainee Paraplanner - Cranbrook
Pay: £20k - £25k

Our client is looking for a Financial Services Administrator/Trainee Paraplanner to join their team based in Cranbrook, Kent. You will pay a supportive role to the Financial Advisors and Paraplanners, and help deliver an exceptional service to their clients. This role also offers progression to trai...

Position: Office Administrator - Cranbrook
Pay: £22k - £25k

We are currently looking for an Office Administrator to join a wealth management firm based in Cranbrook. The successful candidate will help support the practice and office management in day-to-day tasks. Core responsibilities:  Phone Duties Distributing Post Monitoring Team inbox Updati...

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: Paraplanner - Harrow
Pay: £30k - £40k

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 - Harrow
Pay: £45k

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: 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: Financial Administrator - Harrow, London
Pay: £20k - £30k

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) - Harrow
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. P...

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: Associate Wealth Adviser - London
Pay: £30k - £36k

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: 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: Client Support Administrator (Wealth Management) - London
Pay: £30k - £34k

Our client is looking for a friendly and enthusiastic individual to join their busy Client Administration Team which supports the IFA and Technical Team. The main purpose of this role will is to provide support service to the advisory staff, to aid in the company's overall aim of providing a world c...

Position: Client Strategy Manager (Wealth Management) - Wallingford
Pay: £35k - £42k

Our client is looking for a talented Client Strategy Manager to join their team in Wallingford. You will be working with the Wealth Management Team to provide wealth management services to the company's clients. Key Duties: Review Meeting Pack preparation for client review meetings, with perform...

Position: Senior Paraplanner - Shoreham-by-Sea
Pay: £40k - £45k

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 - Shoreham-by-Sea
Pay: £30k - £45k

Our client based in Shoreham-by-Sea is looking for an experienced Paraplanner to join their team. This will be an office based role, with a competitive salary on offer. You will be working alongside and provide knowledgeable and technical support to the Advisers to ensure the appropriate end to end ...

Position: IFA Administrator - Shoreham-by-Sea
Pay: £25k - £30k

Our client is looking for an IFA Administrator to join their team in Shoreham-by-Sea. The role of the Administrator is to work alongside Team Leader(s) and Paraplanner(s) to ensure the appropriate end to end management of the client lifecycle using agreed policies, processes and Intelligent Office. ...

Position: Paraplanner Support - Kent
Pay: £26k - £30k

If you’re interested in progressing your career in financial services, this Paraplanner Support role could be for you. The company will provide training and exam support if you aren’t fully Diploma qualified and there is excellent potential within this role to progress into a Paraplanner...

Position: Paraplanner - Kent
Pay: £40k

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 - Fareham
Pay: £35k - £45k

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.  Key Responsibilities: · To assist the Financial P...

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: Marketing Executive - London
Pay: £25k - £33k

Our client is looking for a Marketing Executive to join their expanding team based in the heart of London. The Marketing Executive plays a vital role in a dynamic, fast paced marketing team and is responsible for planning, developing and delivering marketing content that's unique and engaging. ...

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

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

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: 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: IFA Administrator - Wallingford
Pay: £23k - £25k

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 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: 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: Lettings Valuer - Folkestone
Pay: £24k (OTE £30k)

We are looking for a Lettings Valuer for our client based in Folkestone. As a Lettings Valuer/Manager you will either already be in the role or have spent time building your knowledge and experience in a negotiator role and have demonstrated you are now ready to step across into the valuing area of ...

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 (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: Financial Administrator (SJP) - Tiptree
Pay: £20k - £30k

We are looking for an experienced Financial Administrator to join our clients SJP Practice based near Tiptree. 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 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: Paraplanning Team Leader - Farnborough / Home Working
Pay: £45k - £54k

We are looking for a Paraplanning Team Leader to join our client's expanding firm in Farnborough. 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...

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: Receptionist - Epsom
Pay: £20k - £25k

We are working alongside an exceptional wealth management firm in Epsom, Surrey looking to recruit a Front of House Receptionist for their office. Reporting to the office manager as sole receptionist, your duties will include meeting and greeting, answering of calls, overseeing meeting rooms. In add...

Position: Wealth Management Administrator - Epsom
Pay: £20k - £28k

Our client is looking for a Wealth Management Administrator to join their team in Epsom, Surrey,   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 au...

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 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: 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: New Business Wealth Administrator - Canterbury
Pay: £25k - £32k

Our client is looking for a New Business Administrator to join their Wealth Management team based in Canterbury. This will be an office based role, parking is available.   Main Duties and Responsibilities:-  Achieve a comprehensive understanding of the new business process and assist ...

Position: Financial Adviser - Canterbury
Pay: £50k

Our client is looking to welcome a Financial Adviser into their team in Canterbury, 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: Financial Administrator - Northampton
Pay: £20k - £26k

We are looking for an experienced Financial Administrator for our client, based near Leicester, 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: Inputting and maint...

Position: Client Services Administrator - Liverpool
Pay: £24k - £28k

We are working with a well-established wealth management firm based in Liverpool looking for an experienced Client Services Support Administrator to join their busy team. The right candidate will be flexible and dedicated, with effective communication and interpersonal skills, who can work independe...

Position: Financial Administrator - Liverpool
Pay: £24k - £28k

Our client is looking for a Financial Administrator to join their expanding team based in the Liverpool area. You will be joining a financial advisory firm, helping to prepare and package financial planning reports for Advisers and their clients.   Key Responsibilities: Prepare and package...

Position: Mortgage Administrator - Bolney
Pay: £25k - £30k

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 Planning Administrator - Bolney
Pay: £25k - £30k

We are looking for a Financial Planning Administrator to join our clients team based near Bolney. 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 and mort...

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

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: Financial Planning Administrator - Hickstead
Pay: £25k - £30k

We are looking for a Financial Planning Administrator to join our clients team based near Hickstead. 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 and m...

Position: Mortgage Administrator - Hickstead
Pay: £25k - £30k

Our client is looking for a talented Mortgage Administrator to join their team in Hickstead. 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...

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

Our client is looking for a Financial Planning Administrator to assist their in their busy practice in Hickstead. 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 peo...

Position: Paraplanner - Burgess Hill
Pay: £30k - £40k

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

Our client is looking for a Financial Planning Administrator to assist their in their busy practice in Burgess Hill. 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 bet...

Position: Technical Administrator - Burgess Hill
Pay: £30k

Our client is looking for a Technical Administrator to join their IFA firm based in Burgess Hill. 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...

Position: Personal Assistant (Wealth Management) - Burgess Hill
Pay: £25k - £32k

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: Senior Personal Assistant (Wealth Management) - Burgess Hill
Pay: £30k - £35k

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: Financial Administrator - Chobham
Pay: £20k - £25k

We are looking for an experienced Financial Administrator to join our clients SJP Practice based in Chobham. 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 Administrator - Burgess Hill
Pay: £25k - £30k

Our client is looking for a talented Mortgage Administrator to join their team in Burgess Hill. 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 advis...

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

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: 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: Business Processing Administrator (Wealth) - London
Pay: £30k - £35k

Our client is looking for a Business Processing Administrator to join their team based in London. You will have the responsibility for providing comprehensive, confidential, and professional support to the Business Processing Manager and the wider teams. Supporting the Business Processing Team with ...

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: Paraplanner - Farnborough
Pay: £40k - £47k

Our client is looking for an additional 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 pap...

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: Head of Paraplanning - London
Pay: £50k - £65k

Our client is currently looking for an exceptional Head of Paraplanning to take their Paraplanning function to the next level, joining 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 r...

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 Support - Ashford
Pay: £25k - £30k

If you’re interested in progressing your career in financial services, this Paraplanner Support role could be for you. The company will provide training and exam support if you aren’t fully Diploma qualified and there is excellent potential within this role to progress into a Paraplanner...

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

Our client is looking for a Financial Services Administrator to join their team in Ashford.   Key duties · Answering incoming calls and directing calls appropriately · Processing applications, letters of authority and requests for information · Managing the processing ...

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: 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: 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: Paraplanner - Northampton
Pay: £30k - £35k

We are looking for an experienced Paraplanner for our client, based near Leicester, 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 product pr...

Position: IFA Administrator - Fareham
Pay: £28k - £32k

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: Operations Administrator (Wealth Management) - Fareham
Pay: £27k - £32k

We have an opportunity for an Operations Administrator to join our clients team based in Whiteley, Fareham. You will report to the Platform Operations Deputy Manager, and we are looking for a candidate who can demonstrate a background of providing high quality administration and customer service wit...

Position: Client Services Administrator - Fareham
Pay: £25k - £32k

We are seeking a client services administrator to join a well-established financial services firm based near to Whiteley. 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 Rol...

Position: Business Support Administrator (Wealth Management) - London
Pay: £30k - £36k

We are looking for an experienced Financial / Business Support Administrator to join our clients firm based in London, who provide bespoke financial advice and services to HNW families. This role will be working as part of a team at a well-established SJP Practice, providing technical and general ad...

Position: Trainee Paraplanner - Farnborough
Pay: £25k - £32k

Our client is looking for a Trainee Paraplanner to join their team in Farnborough. Key responsibilities: To review and quality check Private Client fact finds to ensure the information provided allows you to conduct fund and product research, in preparation of drafting the report. To set down h...

Position: Wealth Management Administrator - Farnborough
Pay: £28k - £32k

Our client is looking for a Wealth Management Administrator to join their team in Farnborough. 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, c...

Position: IFA Support - Farnborough
Pay: £28k - £32k

We are looking for an IFA Administrator for our client based in Farnborough. The purpose of this role is to liaise with Advisers and Clients to arrange and book annual review meetings, produce valuations and carry out a range of servicing tasks. The role will require excellent planning and orga...

Position: Paraplanner / Assistant Financial Planner - Harpenden
Pay: £30k - £50k

Our client is looking for an experience Paraplanner / Assistant Financial Planner to join their expanding team based in Harpenden. It will be a full time hybrid working role, with the main purpose of supporting and working alongside one of the most Senior successful Advisers at the firm, with the op...

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: IFA Administrator - Farnborough
Pay: £28k - £32k

Our client is looking for an IFA Administrator to join their busy team in Farnborough. 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 wher...

Position: Business Development Executive (Private Client Investments) - Remote
Pay: £60k

Our client is looking for a Business Development Executive 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 t...

Position: Business Development Executive (Private Client Investments) - London
Pay: £60k+

Our client is looking for a Business Development Executive 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 t...

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: Trainee Financial Adviser - Basingstoke
Pay: £25k - £30k

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: Financial Adviser - Basingstoke
Pay: £40k - £60k

Our client is looking to welcome a Financial Adviser 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 Making su...

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

Our client is looking to welcome a Financial Adviser 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 Making su...

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

Our client is looking for a talented Paraplanner to join their team based in Oxford.  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: 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: Paraplanner - Bournemouth
Pay: £35k - £45k

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.  Key Responsibilities: · To assist the Financial Planne...

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

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.  Key Responsibilities: · To assist the Financial Planne...

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

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.  Key Responsibilities: · To assist the Financial Planne...

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: Investment Communications Manager - London
Pay: £45k - £65k

Our client is looking for an Investment Communications Manager to join their Marketing Team reporting to Head of Marketing. Our client currently operates a hybrid working environment with a minimum of two days office based and the balance working from home. You will be responsible for creating and m...

Position: IFA Administrator - Bracknell
Pay: £25k - £32k

Our client is looking for an IFA Administrator to join their team based in Bracknell. You will be working as part of a team providing timely and efficient support to the Advisers in conjunction with the Paraplanners.   Responsibilities: Preparing client files for reviews Preparing and sub...

Position: Financial Adviser - York
Pay: £60k

Our client is looking to welcome a Financial Adviser into their team in York, 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 c...

Position: Financial Administrator - Welwyn Garden City
Pay: £26k - £33k

Our client is looking for a Financial Administrator to join their team based in Welwyn Garden City. The Administrator will help provide admin support to the team of Financial Advisers.   PRINCIPAL DUTIES Review submitted cases and ensure documentation is correct before cases are submitted....

Position: Paraplanner - Leeds
Pay: £40k

Are you an experienced Paraplanner looking for your next career step? We are working with a firm based in Leeds who are looking for a paraplanner with at least 2 years experience to join their fast growing and dynamic business.  Key Responsibilities: To assist the Financial Planner in formu...

Position: IFA Administrator - Horsham
Pay: £28k

We are looking for an experienced IFA Administrator for our client based in Horsham. This will be an office based position with a growing and reputable firm. Working in collaboration with Financial Advisers and other colleagues, you will assist the Financial Advisers in preparing recommendations an...

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 (Financial Adviser) - London
Pay: £60k+

Our client, a leader in the field,  are looking to expand their UK operations and take on an additional Financial Adviser to deal with the growth of their Private Client sector.   You will be contacting high-net-worth individuals (leads supplied), arranging meetings, assessing their needs,...

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: Financial Adviser - Horsham
Pay: £40k - £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 remote role, with occasional travel into their head office which is based in Horsham, Sussex. Specific responsibilities Prospectin...

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: Mortgage and Protection Administrator - London
Pay: £30k

We are seeking a mortgage and protection administrator to join a small financial services firm based in London. 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. The Role You will be given full tr...

Position: Senior Data & Systems Administrator - London
Pay: £45k - £50k

We are looking for an experienced Data & Systems Administrator to join an award-winning firm based in London. You will be helping the firm in providing exceptional quality private client and corporate administrative support. You will manage all data and systems relating to the Administrative fun...

Position: Data Administrator Manager (Intelligent Office) - London
Pay: £45k - £50k

We are looking for an experienced Data & Systems Administrator to join an award-winning firm based in London. You will be helping the firm in providing exceptional quality private client and corporate administrative support. You will manage all data and systems relating to the Administrative fun...

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: Executive Assistant - London
Pay: £40k - £60k

Our client is looking for an Executive Assistant to the CEO/ Managing Partner to join their team. This role is critical to the CEO and the wider Senior Leadership team and integral to ensuring all combined responsibilities are fulfilled to an excellent standard. You will be the first point of contac...

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: Paraplanner - Bury St Edmunds
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: 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: IFA Administrator - Worthing
Pay: £25k - £28k

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 Client Executive - Worthing
Pay: £25k - £28k

Our client, based in Worthing, is looking for an experienced Financial Client Executive to join their team to help provide efficient administrative support to clients and senior members of staff. You will supporting several Financial Adviser's within the firm with administration for the financial pl...

Position: Financial Planning Team Manager - Hampshire
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: Financial Adviser (Qualified) - Preston
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 - 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: Financial Adviser (Qualified) - Liverpool
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: 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 - Bristol
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...