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...
Employment Type : Full-Time
25,000 - 32,000 (DOE), Excellent Benefits including Private Medical Insurance, pension and DIS. My client is a dynamic, boutique and forward-thinking Independent, Chartered IFA Firm with offices close to in Milton Keynes , who due to expansion are looking to take on an IFA Financial Administrator who is looking for a new opportunity in Wealth Management. This firm place real value on their employees by on cultivating a supportive culture where e...
Employment Type : Full-Time
Are you ready to be a part of a family-owned Independent Financial Advice practice that prioritises integrity, quality, and outstanding client service? My client is looking for an experienced Financial Administrator to join their team in a role that provides a supportive environment with clear career progression. If you're passionate about helping clients and want to work in a company that encourages personal growth, this could be your ideal opp...
Employment Type : Full-Time
An exciting opportunity to be a part of a family-owned Independent Financial Advice practice that prioritises integrity, quality, and outstanding client service risen? Our client is looking for an experienced Financial Administrator to join their team in a role that provides a supportive environment with clear career progression. If you're passionate about helping clients and want to work in a company that encourages personal growth, this could ...
Employment Type : Full-Time
An exciting opportunity has arisen for an experienced Financial Adviser to join a highly successful Chartered Wealth Management firm based in Epsom. Renowned for their stellar reputation built through organic growth and strategic acquisitions, this firm has enjoyed a prosperous year and is seeking a professional to take over an established and loyal client bank as one of their long-standing Advisers prepares for retirement. This role is perfect ...
Employment Type : Full-Time
Flexible working - 1 day WFH With locations around the Southeast, my client is a chartered boutique wealth planning company that has been in operation for many years and has substantial financial support. They have a great reputation for offering private clients who are city professionals, families, retirees, business owners, and accumulators very sound advice about the entire market. Many of their clients are HNWs with assets worth more than 2 ...
Employment Type : Full-Time
Excellent Benefits Our client is looking to take on an Assistant Financial Planner due to growth. In this role you will: Immerse you in the financial planning process, working closely with Financial Planners and Financial Planning Managers. Provide comprehensive training and practical experience, supported by one of Essex's leading Law and Financial Planning firms. Prepare you to deliver exceptional service to clients while advancing your techni...
Employment Type : Full-Time
Career progression 30,000 - 35,000 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 w...
Employment Type : Full-Time
An exciting opportunity to be a part of a family-owned Independent Financial Advice practice that prioritises integrity, quality, and outstanding client service risen? Our client is looking for an experienced Financial Administrator to join their team in a role that provides a supportive environment with clear career progression. If you're passionate about helping clients and want to work in a company that encourages personal growth, this could ...
Employment Type : Full-Time
30,000 - 35,000 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 within their Essex o...