Take the next step in your financial services career as a IFA Administrator, joining a client-focused team where youll play a key role in delivering a professional and efficient service.IFA Administrator Camberley, SurreyFull-time, PermanentUp to £28,000 - £33,000 depending on experience.Please note: you must be authorised to work in the UKOur client is an independent financial planning business c...JBLK1_UKTJ
Your new company Due to retirement, an exceptional opportunity has arisen within a very well-established IFA firm for a Financial Adviser to take over a high-quality client bank. The clients you will inherit have been well looked after for many years. Very friendly and supportive working environment, advisers manage their own diaries.Your new role Client-facing role providing independent advice ac...JBLK1_UKTJ
Personal Assistant / Practice ManagerFuture Operations Manager OpportunityLocation: Moorgate, LondonSalary: £45,000 – £60,000 depending on experienceHours: Monday to Friday (40 hours per week)About the PracticeMy client is a growing and ambitious wealth management business operating within a large Principal Partner Practice of St. James’s Place, based in Moorgate, London.They are seeking an experienced and highly capable Personal Assistant / Practice Manager to work closely with the Practice ...
Professional Indemnity Development ExecutiveBristol | £50,000–£75,000 + Uncapped Commission + BenefitsAre you an experienced Professional Indemnity sales professional looking for a stronger platform, greater autonomy and the opportunity to build a valuable book of business?We are looking for a proven PI Development Executive or Account Executive who is currently responsible for generating and converting Professional Indemnity business.You will have the freedom and support to develop your own ...
Financial Planner / Independent Financial Adviser (IFA)Location: Remote, with flexibility required to travel to Birmingham, Market Harborough or Doncaster when required.Salary: Competitive Salary + Bonus + BenefitsAs a Financial Planner, you will provide tailored financial planning advice to clients aligned with Radiant's client and investment propositions. You'll be responsible for developing and maintaining strong client relationships, identifying new business opportunities, and generating ...
Hybrid IFA Administrator / Paraplanner Coventry Area | Full-Time | Office-Based | 9:00am – 5:30pmA growing financial planning firm in the Coventry area is looking to recruit a Hybrid Administrator / Paraplanner to join their close-knit team of 20 staff. This is a varied role offering exposure across both administration and paraplanning duties, making it ideal for someone looking to develop technically within a supportive environment.The Role You will support advisers across the full client ...
The Role: I am recruiting a Head of Client Support (Client Services Manager) on behalf of Monenti Partners, a leading independent Financial Planning firm based in central London (WC1).The Head of Client Support (Client Services Manager) will be responsible for shaping and delivering the strategy for the financial planning support function, setting service standards and strengthening processes to build capacity and drive continuous improvement. You will lead the implementation of this strategy, ...
Certain things are important to you. But what about everyone else? Things like independent advice. A client first focus. Evidenced based investing. But whilst you have clear principles about what great financial planning should look like, it's hard to find your forever home. A place where you're on the same page as everyone else.Hard, but not impossible. This IFA firm is fiercely independent and fiercely proud to be small. What's more, they aren't set up to sell. You don't have to worry about ...
Paraplanner Location: South ManchesterJob Type: Full-time, PermanentSalary: Competitive (DOE) Are you an experienced Paraplanner looking to join a well-established wealth management firm that genuinely invests in its people? We're recruiting for a technically strong Paraplanner to support a team of Financial Consultants, delivering high-quality research, suitability reports and technical expertise. This is an excellent opportunity for someone who enjoys the technical side of financial planning ...
Paraplanner / Trainee ParaplannerLocation: SolihullWorking Pattern: 3 days office / 2 days WFHI’m currently working with a well-established and growing wealth management firm that is looking to expand its technical support team with the addition of either an experienced Paraplanner or a Trainee Paraplanner looking to take the next step in their career.This is an excellent opportunity for someone who enjoys the technical side of financial planning and wants to join a supportive environment with ...