Shadow adviserSalary Range: £50K-£60KAn exciting opportunity has arisen to join an existing small team within an independent, whole-of-market, financial advice firm based in the City of London. We advise 150 families with over £140M under management and are seeking a focused and dynamic team player to helps us meet the ongoing advice needs of our clients.In the words of TRAP, we are one of those few ‘full-fat financial planning firms’, offering a combination of great unencumbered advice with a ...
Technical Paraplanner job offering fully remote working with a progressive national financial planning firm, supporting high performing Financial Planners on complex and interesting client cases. This Technical Paraplanner job is ideal if you enjoy high quality, holistic advice work and want to focus on technical delivery rather than volume driven administration.As a Technical Paraplanner, you will provide end to end paraplanning support across a range of complex financial planning cases. You ...
Technical Paraplanner job offering fully remote working with a progressive national financial planning firm, supporting high performing Financial Planners on complex and interesting client cases. This Technical Paraplanner job is ideal if you enjoy high quality, holistic advice work and want to focus on technical delivery rather than volume driven administration.As a Technical Paraplanner, you will provide end to end paraplanning support across a range of complex financial planning cases. You ...
Technical Paraplanner job offering fully remote working with a progressive national financial planning firm, supporting high performing Financial Planners on complex and interesting client cases. This Technical Paraplanner job is ideal if you enjoy high quality, holistic advice work and want to focus on technical delivery rather than volume driven administration.As a Technical Paraplanner, you will provide end to end paraplanning support across a range of complex financial planning cases. You ...
PARAPLANNER – £35,000 - £41,200 – Leicester - Hybrid Working, Excellent Benefits PackageThe JobWe are recruiting on behalf of a well-established financial planning firm for an experienced Paraplanner to join their growing team.This is an excellent opportunity for a technically strong paraplanner who enjoys working closely with advisers to deliver high-quality financial planning solutions. You will provide comprehensive support across research, analysis and suitability report writing. Helping ...
Paraplanner - Experienced & Level 4 QualifiedLocation: Liverpool City Centre , 9am-5pmSalary: £34,000-£40,000 (DOE & Qualifications)Benefits: Excellent package + full exam supportSearch is delighted to be partnering with a highly respected, growing financial planning firm to recruit an experienced and technically strong Paraplanner.This is a superb opportunity to join a well‑established advisory practice in the heart of Liverpool City Centre. You'll be part of a collaborative, ...
Senior Financial Services AdministratorLeicester (Our Ref AL1415) – fully office based – Monday to Friday 8am to 4pmSalary £28,000 - £36,000My client is a well-established wealth management firm, and they are seeking an experienced and detail-oriented Financial Services Administrator to join their growing team.This role is ideal for someone with 3+ years’ experience in financial services administration who is confident managing client documentation, liaising with providers, and supporting ...
If you are an experienced File Reviewer looking for a job where your technical expertise truly shapes advice quality, this could be the ideal next step in your career.In this File Reviewer job, you will play a crucial role in reviewing financial advice files and ensuring they meet regulatory expectations and internal standards. You will work closely with advisers and paraplanners, offering clear, constructive feedback to maintain a consistently high standard of client outcomes.Key aspects of ...
Business AnalystBristol | Hybrid Working | £50,000 + BenefitsWe're working with a growing wealth management and financial advice business that is investing heavily in improving how it operates, serves clients and supports advisers.As part of this investment, they are building a dedicated Business Analysis & Change function and are looking to appoint a Business Analyst who understands how a financial advice business works in practice.This is not a highly technical Business Analyst position. ...
TITLE: Financial Services AdministratorLOCATION: ExeterSALARY: £27,000 - £33,000 per annum DOEBENEFITS: Excellent benefits package including 25 days holiday plus Bank Holidays, 8% employer pension contribution, enhanced sick pay, death in service, cycle to work scheme, and full study support and professional development opportunitiesHOURS: Monday to Friday 9.00am - 5.00pmTHE COMPANY: Our client, a well-established and growing financial services organisation, is looking to appoint a motivated ...
