A national IFA firm is hiring a Client Service Associate to work remotely across their central region, handling existing client onboarding, review meetings and new business processing. Paying £28,000 to £32,000, this role suits someone who thrives in a structured, task-based environment and wants the flexibility of fully remote working from day one.Your purposeYou'll be part of their operational t...JBLK1_UKTJ
Your new company Due to continued growth and a recent acquisition, an excellent career opportunity has arisen within a very well-established and forward-thinking financial advisory company for an experienced Financial Planner to take over the client bank of a retiring adviser. The company has successfully grown year-on-year and has a clear focus on continued growth whilst ensuring clients continue...JBLK1_UKTJ
Technical AdministratorLocation: Epsom / Leatherhead and surroundsSalary: Highly Competitive plus bonusWorking as part of the team at an Appointed Representative of St. James’s Place Plc.An excellent opportunity has arisen for a professional and experienced Technical Administrator to work within a highly successful St. James’s Place Partner Practice.You will be based in Epsom, writing reports in respect of the business generated by the Financial Advisers within the Practice. This Partner is well...
ParaplannerSalary: £38,000-£42,000 per annum, depending on experienceLocation: West Midlands / Sutton ColdfieldWorking pattern: Office - Flexible on Hours & StructureEmployment: PermanentAbout Our ClientOur Client is a small, established financial planning firm based in the West Midlands, with two experienced financial advisers.They are looking for an experienced Paraplanner to join their team and become a key part of the business. This is an opportunity to work closely with the advisers in ...
Sales Development Representative (SDR) - FintechWapping, London£28,000 Base | £50,000 OTE (Uncapped Commission) + BenefitsWe’re partnered with one of the UK’s fastest-rising fintechs — a VC-backed disruptor taking aim at one of the country’s biggest financial failures: workplace pensions.Backed by top-tier investors including Fuel Ventures and a co-founder of Monzo, this business is attacking a market drowning in inefficiency, outdated providers, and billions sitting in forgotten pension ...
Independent Financial AdviserRemote / Home BasedClients providedOTE £100,000 - £120,000+An Independent Financial Planning firm is looking to appoint three financial advisers or IFAs. They have been trading for nearly 15 years and have an excellent reputation, providing holistic advice to a wide range personal and corporate clients.The role is remote / home based and the firm moved from office base...JBLK1_UKTJ
Financial Services AdministratorAre you organised, detail-oriented and passionate about delivering an excellent client experience? Do you have experience in financial services and enjoy keeping things running smoothly behind the scenes?A Financial Services Administrator is required to support a team of financial advisers, who pride themselves on integrity, professionalism and putting clients first.???? What's in it for you?We believe in investing in our people and helping them thrive. In return,...
Financial Services AdministratorLocation: Farnborough, Hampshire (Hybrid Options Available)Salary: £27,000–£32,000 per annumAbout the RoleWe are seeking an organised, customer-focused Business Support Service Administrator to join a centralised administration and client servicing team within the financial services sector.This is an excellent opportunity for someone with strong administrative and customer service skills who enjoys working in a fast-paced, collaborative environment. You will play ...
Are you an experienced Client Administrator looking for your next job supporting a high-performing Financial Planner within a dynamic, growing financial planning firm? This Client Administrator opportunity in Glasgow offers genuine career development within a well-established national business that values exceptional client support and operational excellence.As a Client Administrator, you'll deliver seamless administrative support to one of the busiest Financial Planners in the business, ...
Our client is a long-established and trusted Independent Financial Advisors, who are looking to recruit additional expertise into their business.We are therefore looking to recruit an experienced Paraplanner, who will support the IFA's with all client work. We would also be open to hiring a Paraplanner who is looking to progress into becoming a fully qualified Advisor, and we would support that growth and development within the firm.This varied role would offer full exposure to the complete ...