Employment Type : Full-Time
Due to growth, our client, a vibrant and progressive independent investment advisory firm in London, is seeking an experienced IFA Administrator with a minimum of two years of wealth management experience. You will be assisting the company's advisors with administration related to pensions, investments, IHT, tax, and estate planning and protection while working for a reputable and dynamic IFA. You will handle fund swaps, third-party provider int...
Employment Type : Full-Time
75k - 85k basic salary plus bonus and benefits package Manage existing clients and generate some new business A longstanding client of ours, with whom we have previously placed three employees, is seeking a Senior Financial Adviser (preferably Chartered) to oversee a segment of their established book of business. However, it would be expected of you to wish to expand their product and bring on new clients through referrals and recommendations. W...
Employment Type : Full-Time
Package: 50k, Support 3 established advisers - Boutique IFA - Offices close to Aldershot Surrey With offices near Aldershot, my client is a boutique independent wealth planning firm that provides whole of market financial advice to high net worth individuals, accumulators, local families, and SME owners mostly in Surrey but also in other home counties. While some clients have less than 1 million to invest, the majority have more than that much. ...
Employment Type : Full-Time
Study Support We are thrilled to be collaborating with one of the top regional financial planning companies in the Southeast, and we are assisting them in their search for a qualified Financial Planning Administrator. Working with this well-managed, professional IFA practice, which has a stellar reputation as an employer and a source of diligent, moral, and comprehensive wealth management advice, is a terrific opportunity. In order to pursue a l...
Employment Type : Full-Time
Financial Administrator 25k - 32k depending on experience - Full study support to level 4 diploma - Offices near Bishops Sutton (Hampshire) Serving clients in Hampshire, Surrey, Berkshire, and Wiltshire, my client is an Independent Financial Advice firm that has established a solid reputation for offering the best guidance possible on investments, pensions, retirement planning, tax planning, IHT, trusts, mortgages, and certain protections. Aroun...
Employment Type : Full-Time
Chartered Financial Planner - manage existing HNW clients from a retiring adviser - Location: Offices close to Maidstone, Kent - Package: Salary: 70k - 100k (negotiable) bonuses A chartered independent wealth planning firm with offices around the Kent region is my customer. They provide HNW retirees, accumulators, neighbourhood families, and SME owners based in Sussex, Kent, and London with whole of market financial advice. They currently overse...
Employment Type : Full-Time
Qualified Paraplanner route to Advisor Would consider Part Time Applicants Our client is a professional Award-winning Financial Advice firm with years’ experience in handling wealth portfolios of ultra-high net worth individuals with assets under management ranging from 2m up t0 150m . This role offers a great opportunity for the right candidate to come and work for a progressive, award winning independent financial planning firm set in a beauti...
Employment Type : Full-Time
(Depending on Experience) & Generous Bonus) - Would consider Part Time Applicants Our client is a professional Award-winning Financial Advice firm with years’ experience in handling wealth portfolios of ultra-high net worth individuals with assets under management ranging from 2m up t0 150m . This role offers a great opportunity for the right candidate to come and work for a progressive, award winning independent financial planning firm set ...
Employment Type : Full-Time
My client is a highly successful and well-established Wealth Management firm (SJP) based in London, currently seeking a versatile IFA Administrator eager for a new opportunity in Wealth Management. The company offers a flexible hybrid working arrangement. In this role, you will provide technical administrative support to a Partner, handling UHNW (Ultra High Net Worth) and complex cases involving pensions, investments, IHT, estate planning, and p...
Employment Type : Full-Time
We're looking for a Seasonal Lead Hand & Crew Support to join our Transportation team based in Wymondham. Can you envision a world without transportation links by land, sea, or air? Neither can we! Your journey is our journey. Join us at Kier Transportation, where we are working brilliantly together to make a difference, supporting the movement of people, goods, and equipment. Location : Wymondham, Norfolk Hours : 40 hours per week – Fixed t...