Jobs in sm39hb - 131197
Paraplanner - Sevenoaks -from £45k + Bonus + Benefits - Hybrid
Financial Divisions - Sevenoaks
Employment Type : Full-Time
An exciting opportunity is available for a talented Paraplanner to join a renowned Chartered Financial Planning firm in Sevenoaks. This role offers a competitive salary of 45-50k plus a discretionary bonus, with the benefit of hybrid working arrangements and parking facilities. The position is ideal for a Level 4 Diploma Qualified Paraplanner who is looking to advance their career in a supportive and dynamic environment. The firm, known for its ...
Graduate Trainee Role in Private Client Wealth Management, £28-30k, Manchester, Study support
Financial Divisions - Manchester
Employment Type : Full-Time
Excellent benefits Are you a recent graduate looking to launch your career in Private Client Wealth Management? If so, we have an exciting opportunity that could be the perfect fit for you. Our client, a well-established Chartered Financial Planning firm, provides comprehensive financial advice to private individuals, covering investments, pensions, protection, wills, trusts, and estate planning. They are seeking a graduate eager to start their ...
Fully Client-Facing Senior Paraplanner - London - Up to £45k-£55k plus...
Financial Divisions - London
Employment Type : Full-Time
plus Hybrid working, study support towards Chartered Status, exceptional work environment, social culture, and a comprehensive benefits package. An award-winning, independent London-based financial advisory firm is seeking a Diploma-qualified Senior Paraplanner to join their team. Known for their client-centric culture, this firm places a strong emphasis on referrals and recommendations, ensuring their High Net Worth (HNW) clients receive holist...
Senior IFA Administrator - London - Hybrid Working - £38k - £42k
Financial Divisions - London
Employment Type : Full-Time
We are working with a dynamic, boutique Independent IFA firm in London that is expanding and seeking a skilled Senior IFA Administrator to join their team. This is an exciting opportunity for someone looking to advance their career in Wealth Management, with the added benefit of a flexible hybrid working arrangement. In this role, you will provide vital administrative support to Directors and Advisers across pensions, investments, and protection...
Receptionist - Financial Wealth Services - Farnham - Office Based - £26k + Bonus
Financial Divisions - Farnham
Employment Type : Full-Time
Our client is seeking an experienced Receptionist to join their busy administration team based near Alton, Hampshire. If you're passionate about delivering excellent client service and have strong organisational skills, this could be the ideal role for you. We are looking for a well-presented, professional, and articulate individual who enjoys greeting clients and can manage their time effectively in a fast-paced environment. The role requires p...
Graduate Financial Administrator - Wealth Management Firm - Leatherhead (Up to £26k)
Financial Divisions - KT220AD
Employment Type : Full-Time
Graduate or School Leaver seeking first role in wealth management Wealth Management Firm working with HNW & UHNW clients Offices near Epsom (Surrey) Full training, induction and study support 23k - 26k basic salary plus benefits My client are a Chartered independent wealth planning firm with offices near Leatherhead who I have met and placed 4 members of staff with. They offer whole of market financial advice to HNW retirees, accumulators, l...
Independent Financial Adviser - North Kent - Up to £90k basic salary plus...
Financial Divisions - Kent
Employment Type : Full-Time
plus attractive bonus and benefits package We are excited to offer a new opportunity for a skilled and motivated Independent Financial Adviser to join a well-established wealth management firm, with offices in North Kent. This role involves managing an existing book of clients generating 400k in recurring revenue, with the opportunity to take over a retiring adviser’s client bank over the next three years. The client base includes high-net-worth...
Financial Administrator (SJP) - London - Hybrid Working - £30k - £40k + Benefits
Financial Divisions - London
Employment Type : Full-Time
My client, a well-established and highly successful Wealth Management firm (SJP) based in London, is seeking a versatile IFA Administrator to join their team. This is an excellent opportunity for someone looking to advance their career in wealth management, with the added benefit of a flexible, hybrid working pattern. In this role, you will support a Partner by handling technical-level administration for Ultra High Net Worth clients, managing co...
Chartered Independent Financial Advisor, Hybrid Working: Office in Croydon, £65k basic
Financial Divisions - Croydon
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...
Paraplanner Manager-Technical (Private Wealth Management), Sunderland, Hybrid, £45,000-£50,000,Bonus
Financial Divisions - Sunderland
Employment Type : Full-Time
With offices all around England, my client is a reputable and extremely prosperous chartered wealth management company. They are seeking an experienced Paraplanner Manager or a career technical paraplanner who wants to transition into management. You will be a member of a very cooperative team that is dedicated to assisting clients in reaching their financial targets. Leading a group of ten paraplanners, coaching, and developing while taking on ...