Employment Type : Full-Time
Manage Existing client base (Employed or Self-Employed opportunities) Career Progression - Study Support , Supportive culture, Great Opportunity - Full support given - Hybrid working A key client of mine due to growth are looking for a Financial Adviser who can manage an existing book of business from a retiring adviser as well as bring on new clients. The company has been operating for over 15 years and has built an outstanding reputation for p...
Employment Type : Full-Time
Excellent Benefits- 30 days annual leave plus PMI, DIS and pension scheme Our client is a financial advice business who have been operating for 20 years and 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 London and Southeast. The business has 20 staff with 5 Advisers and a full team of admins and ...
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
Inherit 35M AUM | Clear Route to Partnership Expected Earnings: 140k by Year 3 Are you a Chartered Financial Planner seeking to elevate your career with a firm that values integrity, quality, and long-term growth over consolidation? This is a rare opportunity to take over an established 35M client book from one of the top-performing Partners at a multi-award-winning Chartered Wealth Management firm in Central London. About the Firm We’ve partner...
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
Entry Level Financial Administrator - Full-Time - Career Progression -Radlett (Hertfordshire) - 18,000 - 25,000 (Depending on Experience) - Study support plus excellent benefits/ hybrid working Client offers Career Development Plan Then we have the perfect opportunity for you here at My client is a well-established independent financial advice business are looking for school/university leavers looking for their first role. They have built a last...
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
Independent Firm Sustainable Investment Focus Are you a motivated financial professional eager to blend your technical expertise with a client-first ethos? Join a values-driven Independent Financial Adviser (IFA) firm that champions sustainable investing and client-centric financial strategies. ?? What You'll Be Doing You'll be working shoulder-to-shoulder with a top-billing adviser, honing your advisory skills in a collaborative and nurturing e...
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
Progression to Paraplanner Client Base: High Net Worth (HNW) & Ultra High Net Worth (UHNW) A long-established, highly reputable wealth planning practice just outside Guildford is looking to hire a Financial Planning Administrator to support their continued growth. With over 30 years in the industry, they serve a loyal client base that includes City professionals, families, retirees, and business owners - typically with 500k in investable ass...