Employment Type : Full-Time
Employed/Self-Employed Financial Advisor role Hybrid - Whiteley, Marlow, Tunbridge Wells, Bournemouth, Southampton, and Hampshire Are you a qualified Financial Advisor looking to elevate your career? My client, a Principal Partner Practice of St. James's Place Wealth Management, is seeking experienced Financial Advisors to join their expanding team. They offer fantastic support, excellent networking opportunities, and valuable mentorship. Dedica...
Employment Type : Full-Time
Study Support and Career Progression Are you a seasoned Financial Administrator seeking a dynamic role that offers career progression, hybrid working, and study support? Our client, a renowned boutique financial services firm based in Dorset, is celebrated for its personalised approach to financial planning. With a strong reputation for promotion and mentorship, they are now seeking a Financial Administrator to join their team. The firm offers a...
Employment Type : Full-Time
Graduate Wealth Management Financial Administrator (with 6 months Financial planning experience) Hybrid working, study support & Excellent Benefits Package My client is a progressive, independent, chartered investment advisory firm with offices in both London and Wimbledon, who due to expansion are looking to take on a Graduate Financial Administrator who is looking for a new opportunity in Wealth Management. Company offers a hybrid working ...
Employment Type : Full-Time
Remote (with occasional access to local offices in the Chislehurst area) Are you an experienced financial administrator looking for a role that combines career progression and work-life balance? This is an exciting opportunity to join a growing and ambitious Independent Financial Advisory firm that values ethical practices, personal development, and professional success. My client is seeking a dedicated Financial Administrator to become an integ...
Employment Type : Full-Time
Full-Time, Career Progression, Study support plus excellent benefits My client is a well-established independent financial advice business who have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages, and some Protections to clients across Hertfordshire.. The business has very ambitious plans to expand and grow organically and they are looking f...
Employment Type : Full-Time
Career Financial Administrator Wealth Management Company with Leatherhead offices (Surrey) serving HNW and UHNW customers Excellent benefits and study assistance I have met and placed two employees with my client, a chartered independent financial planning firm with offices close to Leatherhead. For HNW retirees, accumulators, local families, and SME owners in Sussex, Kent, and London, they provide comprehensive financial assistance. As of right...
Employment Type : Full-Time
Are you a seasoned Financial Administrator seeking a dynamic role that offers career progression, hybrid working, and study support? Our client, a distinguished boutique financial services firm based in Bedford, is renowned for its personalised approach to financial planning. They are currently seeking a Senior Financial Administrator to join their team. This firm offers a comprehensive range of services, including investment management, pension...
Employment Type : Full-Time
Potential for Partnership and Equity Manage an Established Client Base with AUM between 750k- 1m With flexible remote work 65k basic performance-related increases We are representing a well-established Independent Financial Advice firm based in Croydon. With a 40-year history, they provide whole-of-market advice on Pensions, Investments, Tax Planning, IHT, Mortgages, Wills & Trusts, and Powers of Attorney, along with a comprehensive range of...
Employment Type : Full-Time
Full-Time - Career Progression - Study support plus excellent benefits & hybrid working Our client a forward thinking and growing Wealth Management based in Colchester Essex , with offices across a number of regions. They have enjoyed continued growth over the last year as a result of both organic and acquisition activities. They are now looking for additional Financial Administrator to support for the Paraplanners and Financial Advisers wit...
Employment Type : Full-Time
My client is a Boutique forward-thinking Independent IFA Firm in London, who are looking to take on a graduate IFA Administrator/ Financial Planning Assistant who has gained 6 months experience working in Wealth Management/Financial Services and looking to carve out a career in this space. As an Entry Level Financial Planning Assistant, you will be supporting the Advisers and Paraplanners in the Company with administration across pensions, inves...