Employment Type : Full-Time
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 someone with pensions experience who can grow within the business, with ongoing support for professional development and internal progression opportun...
Employment Type : Full-Time
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 Elstree. You will supporting 2 Financial Advisers, along with a team of support staff and administrators. This position will be office based and will support training development and provide funding for RO exams, to encourage the candidate to become diploma qualified. Key Responsibilities: De...
Employment Type : Full-Time
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 responsibilities may include, but are not limited to: - provide technical and investment advice on all aspects of client’s requirements and wealth management planning - cre...
Employment Type : Full-Time
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 and will support training development and provide funding for RO exams, to encourage the candidate to become diploma qualified. Key Responsibilities: -...
Employment Type : Full-Time
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 Assistant role is client focused and you will FPAs attending client meetings and research and produce technically accurate and well written follow up work. ...
Employment Type : Full-Time
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 ability to produce comprehensive, accurate and clear Suitability Reports using a combination of standard paragraphs and free text; - Experience in writing suitability lett...
Employment Type : Full-Time
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. Responsibilities: - Process and administer Fund Managers business timely and accurately. - Support the management of Portfolio Management business. - Monitor, oversee a...
Employment Type : Full-Time
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. Responsibilities: · Making appointments for clients and calling them in advance to confirm, sending out any relevant pre-meeting information · Answering and log...
Employment Type : Full-Time
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 use of different CRM systems and platforms (including Salesforce). Key Responsibilities: Provide a high level of technical and administrative support,...
Employment Type : Full-Time
Our client is looking for a talented Paraplanner to join their team based in Wolverhampton. They offer a competitive salary and hybrid working. 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 achievable when compared against the client’s financial circumstance. Provide research a...