Job DescriptionAdvice Checker / File Reviewer ???? Location: Birmingham or Barnstaple or Market Harborough (Hybrid) ???? Employment Type: Full-Time (with an early Friday finish!) ???? Salary: Up to £(phone number removed) depending on experienceWe are seeking a diligent and detail-oriented Advice Checker / File Reviewer to join our regulated IFA business. The successful candidate will be responsible for reviewing client files and advice cases to ensure compliance with the standards set by the ...
My client, a respected and established Wealth Manager, currently have an opportunity for an experienced Senior Financial Planning Administrator to join their friendly Exeter team.Key Responsibilities* Provide end‑to‑end administrative support to one or two Financial Planners* Prepare pre‑meeting packs, engagement letters and client documentation* Maintain accurate client records and workflows using Intelligent Office* Process new business, fund switches, cash management and platform ...
ParaplannerLocation: Market Harborough or Birmingham (Hybrid)Employment Type: Full-Time (with an early Friday finish)Department: ParaplanningSalary: £(phone number removed) depending on experience“Take your Paraplanning career further with Radiant — hybrid working, early Fridays, and a team that’s got your back.”Shape the Future of Financial Planning with RadiantAre you an experienced Paraplanner looking to build on your technical expertise while working in a supportive, collaborative ...
