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 ...
IFA AdministratorLocation: ChesterSalary: £26,000 - £30,000Hours: Monday to Friday, 9:00am - 5:00pmThe OpportunityWe are working with a growing and supportive financial planning firm in Chester who are looking to recruit an IFA Administrator to join their team. This is an excellent opportunity for someone looking to build a long-term career in financial services, with clear progression routes into Paraplanning or becoming a Financial Adviser.You will be supporting a team of 5 Financial Advisers,...
Oakley Recruitment is working in partnership with an expanding organisation based in Bromsgrove. This is an excellent opportunity to join the team as a Client Services Executive on a full-time permanent basisCulture and EnvironmentOur client fosters a dynamic and professional culture that is both welcoming and empowering. They are committed to delivering exceptional service to their clients while cultivating an environment where employees feel valued, supported, and driven to grow. Innovation, ...
Technical Support Team Leader - Financial Planning £35,000 - £40,000 | South West (Hybrid / Multi-site) Shaftesbury / Corsham / Poole / SherborneIn financial planning, client experience is only as strong as the support behind it.Annual reviews, bereavement cases, and technical queries don't resolve themselves - they depend on accurate, timely and consistent delivery from a capable support function.This role sits at the centre of that operation.You'll lead the teams responsible for annual ...
Client & Adviser Support Team Leader - Financial Planning £35,000 - £40,000 | Wealth Management | South West (Hybrid / Multi-site) Corsham (preferred) / Shaftesbury / Poole / Sherborne In a wealth management business, adviser capacity is only as strong as the support function behind it.This role sits at the centre of that delivery model.You'll lead the financial planning administration and PA support team responsible for enabling Wealth Consultants to focus on client relationships, ...
Thrive Trowbridge are delighted to be working with a growing financial planning practice who are looking to recruit a Financial Services Administrator to support to join their vibrant team on a permanent basis.What you will be the Paraplanners and Advisors, you will collate and organise client policy information. In addition, you will be responsible for :General correspondence wit...JBLK1_UKTJ
Thrive Trowbridge are delighted to be working with a growing financial planning practice who are looking to recruit a Financial Services Administrator to support to join their vibrant team on a permanent basis.What you will be doing: Supporting the Paraplanners and Advisors, you will collate and organise client policy information. In addition, you will be responsible for :General correspondence with both clients and policy providers Submitting any new business on behalf of clients Facilitating ...
Administrator – Plymouth – Temporary Assignment???? Rate: £15.60 - £20.00 per hour + Holiday Pay???? Location: Plymouth, Devon???? Hours: 37 hours per week (4pm finish every Friday)???? Start: ASAPAre you an experienced Administrator who has previously worked within Financial Services and looking for your next opportunity within a professional environment? Our client is seeking an organised and detail-focused administrator to support their busy financial services team on a temporary basis.This ...
This Financial Adviser job is ideal for a driven, business development focused Adviser who enjoys building new relationships and developing long term clients within an established, regional, independent financial planning firm.You’ll be joining a highly respected team that delivers fully independent, holistic financial planning across pensions, investments, protection and broader wealth management. The firm will give you full internal support, but the real opportunity here is for an Adviser who ...
Associate Financial PlannerAre you an experienced Paraplanner or Associate Financial Planner looking to take the next step in your career with a highly respected financial planning firm?We're seeking a technically strong and client-focused Associate Financial Planner to join our growing team. This is an excellent opportunity to work closely with Financial Planners, helping deliver exceptional advice and outstanding client experiences.In this role, you'll become a trusted partner to both advisers...
