PSM Recruitment are working with a well established, family owned IFA, with over 20 years’ experience in the financial sector. They are seeking a full time Paraplanner or Paraplanner/ Advisor to help them manage and continue to grow their professional and ethical practice. This is a great opportunity for someone who is looking to become an adviser as in the long term they are seeking a person to develop the existing client bank as well as generate new business with new clients.This is an office ...
This home based Junior Financial Adviser role is an excellent opportunity for someone early in their advice career who wants real client exposure, structured support and clear long term progression. You will be joining a growing advice firm that invests heavily in its advisers and provides clients from day one rather than relying on self generation.In this Junior Financial Adviser job, you will begin by working with an allocated portfolio of lower value households while developing your ...
Business Development Manager Private Client / Wills & Probate Sector Salary Negotiable + Bonus Scheme SF Partners are working exclusively with a high-growth legal services business specialising in Wills, Probate, Estate Planning and Private Client services to appoint a commercially driven Business Development Manager. This is a senior strategic hire responsible for building and owning the firm's introducer and referral partner ecosystem across the UK. The successful candidate will play a key...
My client are a well-established financial planning firm on the outskirts of Bristol that are looking to recruit an IFA Administrator to join their long-standing, friendly workforce.This is an office-based role that will involve providing administrative support to the Financial Advisors and Paraplanners.Specific Duties relevant paperwork for client meetings. Submitting online app...JBLK1_UKTJ
Our client is seeking a Private Client Solicitor/Legal Executive to join their reputable and successful team in Birmingham.Essential responsibilities:• Preparation of wills and trusts;• Preparation of Probate Applications• LPAs,• Applications to the Court of Protection and advising elderly and vulnerable clients.• Contentious and non-contentious probate• Deed of variations and gifts• Administration of estates (small/large) and trusts;• Dealing with queries corresponding with solicitors, Probate ...
IFA Administrator £32,000 - £35,000 + 33 Days Holiday + Bonus + Progression + Funded European Holiday Bordon, HampshireAre you an IFA Administrator looking for a role within a friendly, relaxed business that values a great working environment and offers 33 Days holiday as well as the ability to earn an annual bonus? On offer if the opportunity to join a respected Financial Services firm who are looking to grow. You'll be joining a tight knit branch that has been established for over 20 years.In ...
IFA AdministratorLocation: Farnborough (hybrid working available)Salary: £27,000 – £35,000 + excellent benefitsOur client is a well-established, client-focused financial services firm looking to expand their centralised administration and client servicing team. This is a fantastic opportunity to join a collaborative environment, providing end-to-end administrative support across a broad range of financial products.Key responsibilities:* Processing new business across investments (ISAs, bonds, ...
Paraplanner Location: Buckinghamshire Contract: Permanent Salary: £40,000 – £55,000 per annum Start Date: Flexible *Hybrid Working* Contact: (url removed)Job Description Service Care Solutions are recruiting on behalf of a National IFA Group for a Paraplanner to join their team in the Buckinghamshire area. This is an exciting opportunity to join a values-driven financial planning firm providing bespoke wealth management advice to established high-net-worth clients and referred new business. The...
My client are a well-established financial planning firm in Swindon that are looking to recruit an IFA Administrator to join their long-standing, friendly workforceThis is a full-time office-based role that will involve providing administrative support to the Financial Advisors and Paraplanners.Specific duties relevant paperwork for client meetings.Submitting online applications....JBLK1_UKTJ
Paraplanner Location: West Yorkshire Contract: Permanent Salary: £40,000 – £50,000 per annum Start Date: Flexible Contact: (url removed)Job Description An established Independent Financial Advisory firm based in West Yorkshire is looking to appoint an experienced Paraplanner to support a team of Financial Advisers in delivering high-quality financial planning services to a broad client base.This is an excellent opportunity for a technically strong Paraplanner who enjoys producing detailed ...