Client Service Associate Financial Planning

About the RoleWe are seeking a highly skilled Financial Adviser to join our team at Quilter Financial Planning.As a Financial Adviser, you will have the opportunity to work with a variety of clients, providing expert advice on their financial planning and wealth management.Key ResponsibilitiesProvide comprehensive financial planning advice to clientsDevelop...

Unlock Your Career Potential in Financial ServicesWe are seeking a highly skilled Financial Adviser to join our team at Quilter Financial Planning. As a Financial Adviser, you will be responsible for providing expert financial guidance to our clients, helping them achieve their long-term financial goals.Excellent opportunity for career growth and...

Job Title: ParaplannerLocation: West Hampshire (Hybrid)Salary: £40,000 - £50,000Capio Recruitment is working with a Chartered independent financial planning firm on an opportunity to support their team of experienced advisers in delivering quality and thorough advice to clients.The ideal candidate will have a minimum of 5 years experience as a Paraplanner...

About the RoleWe're a growing wealth management firm that believes in delivering exceptional client service. If you're a self-motivated individual looking to grow with our company, we'd love to hear from you.As a Client Planning Specialist, you'll be joining our Hub team in Fareham, where no two days will be the same. You'll support our Financial Planners,...

We are seeking a highly skilled Financial Planning Administrator to join our team at ReQuire Consultancy LTD. As a key member of our services team, you will be responsible for delivering exceptional client service and support.Key Responsibilities:Deliver excellent service to our clients, providing timely and efficient supportLearn about our core values,...

The role can be office based, hybrid or a combination of both.About the RoleAn award-winning Chartered Independent Financial Planning firm is seeking a financial adviser or IFA to join their team. The company has been trading for over 20 years and has an excellent reputation for providing holistic advice to a wide range of personal and corporate clients.Key...

Financial Planning Administrator RoleThis is an exciting opportunity for a skilled Financial Planning Administrator to join a Chartered financial planning firm in Dorset. The successful candidate will work directly with one advisor, based across two offices, and assist in building a book of clients. Key responsibilities include providing administrative...

We are seeking a highly skilled Financial Planning Administrator to join our team at ReQuire Consultancy LTD. As a key member of our services team, you will be responsible for delivering exceptional customer service to our clients, supporting the growth and development of our business.The ideal candidate will have a strong background in financial services,...

**This firm has an outstanding reputation nationwide with many of their existing Partners recommended in Chambers & Legal 500 giving you the opportunity to join a very high-profile senior management team.** **In order to expand further, they are seeking a Private Client Solicitor 3 years PQE to join their Winchester office.** **The Firm** This...

Financial Adviser OpportunityWe are seeking a highly skilled and experienced Financial Adviser to join our team at Pinstripe Personnel. As a leading recruitment agency, we have a strong reputation for providing exceptional service to our clients and candidates alike.The successful candidate will have a minimum of a Diploma in Financial Planning and...

**Whole of market financial planning practice are in need of a IFA Administrator to work on a hybrid basis from their Fareham office to provide both clerical and administrative support to ensure the smooth running of the firm.** You will be supporting a team of financial advisers and paraplanners with all areas of administration, specifically submitting new...

Capio Recruitment is working with a Chartered independent financial planning firm in West Hampshire to find an experienced Financial Planning Support Specialist.The ideal candidate will have at least 5 years of experience as a Paraplanner in a similar firm, with a strong understanding of financial planning and investment products.They should possess...

Reporting Manager Job OpportunityVenture Recruitment Partners is supporting a leading Financial Services business in their search for a skilled Reporting Manager.Key Responsibilities:Lead the accounting team for various fund structures, ensuring accurate and timely financial reporting.Review and analyze financial data for a range of funds, management...

Financial Services AccountantVenture Recruitment Partners is seeking a Financial Services Accountant to join their team in Fareham, with a salary of circa £50k.This is a fantastic opportunity to develop your career with a good benefits package, including bonus, hybrid working, private medical, health insurance, parking, and wellbeing programmes.About the...

Reporting Manager OpportunityVenture Recruitment Partners is supporting a leading Financial Services business in their search for a skilled Reporting Manager.Key Responsibilities:Lead the accounting team for various fund structures, ensuring accurate and timely financial reporting.Review and analyze financial data for a range of funds, management companies,...

We are seeking a highly organized and delivery-orientated Support Administrator to join our team at Blakemore Recruitment. The ideal candidate will have experience in a financial planning environment, preferably with CII or RO part qualifications. Key responsibilities will include effectively onboarding new clients, servicing existing clients, and building...

We are looking for an experienced Client & Adviser Support to join our Fareham hub **Career** Ideally, you will have experience working within an IFA / Financial Planning firm and hold strong administrative skills with PA support experience. Day to day tasks will include producing valuations, processing new business, supporting Financial Advisers with...

James Phillip Financial Recruitment are working with a local IFA brokerage looking for a financial planner to join a unique local practice. Based in Fareham. An employed position in a company that offer financial advice to a client base of HNW clients, they are now looking for a Financial adviser to join their team to manage a client portfolio from a...

About UsSaltus is a leading provider of high-quality financial planning and discretionary investment management services to private clients, trusts, and smaller institutions.We are committed to delivering exceptional results and building long-lasting relationships with our clients.Job DescriptionThis role offers the opportunity to work in a dynamic...

Temporary Management Accountant RoleCMA Recruitment Group is partnering with a dynamic tech organisation to recruit a temporary Management Accountant. In this role, you will collaborate closely with the Financial Controller, Finance Director, and wider team to provide insights for decision-making and contribute to the development and implementation of...