Financial Planning Administrator

My client is a Boutique forward-thinking Independent IFA Firm in London, who are looking to take on a graduate IFA Administrator/ Financial Planning Assistant who has gained 6 months experience working in Wealth Management/Financial Services and looking to carve out a career in this space. As an Entry Level Financial Planning Assistant, you will be...

One of Quilter's partner firms are currently looking to recruit an experienced Financial Adviser to join their company and provide fully holistic financial advice to a varied range of clients and support investment professionals to cultivate client relationshipsSkillsnUnderstanding complex information - Analysing financial datanTeam building -...

Our client is a professional city based Financial Advice firm with over 30 years experience in handling wealth portfolios of high net worth individuals, giving advice on pensions, investments, tax planning, IHT, mortgages and some protections to clients across the home counties region. They also offer advice on Wills, trusts and Estate planning to help with...

If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for youThis is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new clients and completing all the admin tasks that come with being a...

If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for youThis is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new clients and completing all the admin tasks that come with being a...

SummarynWe are currently recruiting for one of our leading Appointed Representative firms.David James Wealth is a financial planning business, with purpose led financial planning at the heart of what it does. Our business is enjoying strong growth across its three divisions; wealth, sport and music and we are looking for talented individuals, who can...

Are you looking for a new opportunity? We work with bright, ambitious people from many different backgrounds who are interested in a career as a financial adviser because it can offer:Flexibility around family and a good work/life balance.nExcellent financial benefits, with scope for progression.nPersonal satisfaction and the opportunity to do something...

Financial Administrator/ Trainee Paraplanner - Wimbledon - £33k - £35k + bonus, Full study support - Chartered IFA firm My client are a Chartered independent wealth planning firm with offices in Wimbledon who offer whole of market financial advice to HNW private clients who are retirees, accumulators, local families and SME owners based across London and...

Job Title: Financial Planner Ref: 9048Location: UK Wide (Home Based) Salary: £60,000 with first year OTE of £120,000 Recruit UK is working with a successful Wealth Management company which is growing its UK Financial Planning team. They have opportunities across the UK for experienced Financial Adviser who thrive off new client engagement and can...

Job Description TECHNICAL PARAPLANNER ( full involvement with HNW/UHNW technical cases) London- hybrid working pattern ( 2 days in Office) To £55k, top pension plan, excellent bonus, wonderful working conditions, study towards Chartered Status. My client is an award-winning independent firm providing financial planning and an investment management service...

Financial Administrator/ Trainee Paraplanner Vacancy - £33k - £35k + bonus, Full study support - Chartered IFA firm My client are a Chartered independent wealth planning firm in Central London who offer whole of market financial advice to HNW private clients who are retirees, accumulators, local families and SME owners based across Sussex/Kent and London....

We are currently recruiting for a highly regarded Financial Planning practice based in the Mayfair area who are looking for a Financial Planning Administrator to join their team. The company is an independent firm providing private clients and institutions with a highly personalised financial planning and investment management service. All forms of...

We are currently working with a National Wealth Management organisation to recruit an experienced Wealth Management Administrator to join their London office. Our client is offering a hybrid working model with either 2 in the office and 3 from home, or viceversa.Our client are a highly reputable Financial Planning organisation with offices across the UK....

Our client, a leading Chartered and Accredited Independent Financial Planning Firm based in Wimbledon, are currently looking to recruit an experienced Administrator to join their growing team. The ideal candidate will have at least a year of experience in a Financial Services Admin position and will provide support to the firm's advisors. Key...

plus Study with Bonus upon each exam passMy Client, a reputable and established Client focussed independent Financial Planning Firm, is looking to offer this new role to an experienced IFA Administrator who enjoys all aspects of the client onboarding process from start to completion and enjoysworking in a dedicated Pod structure.Opportunity highlights This...

Are you an experienced, friendly, Financial Adviser looking for a new role? A substantial, established, local, client bank If you have a level 4 Financial Planning Diploma, Competent Adviser Status and SPS - we'd love to hear from you. A competitive salary with excellent on target earning potential, + benefits including private medical insurance, paid...

Financial Adviser to manage circa £500k of recurring fee incomeOur client is one of the leading independent Chartered Wealth Management firms in London. Having worked closely with them for nearly 7 years, we have seen the consistently grow organically year on year. The board have no intention of selling the businessto an asset building third party and will...

plus comprehensive achievable 4 separate bonuses with existing ClientsEstablished over 20 years ago, my client is a technically based, sustainable practice which aims to work with its clients for life covering the full spectrum of Financial Advice required working closely with other professionals such as Accountants and Solicitorsto ensure the best outcome...

Flexible WFH/ remote policyThe OpportunityOur client is the financial planning arm of well established, highly respected and recognised Charted Accountancy firm, established a number of years and has a large, loyal client base that are professionally managed throughout all stages of their lives.Our client provides truly independent financial advice which...

My client is a dynamic and forward-thinking Independent IFA Firm in Southwest London, who due to organic growth are looking for an IFA Administrator who has gained about 6 months' experience in Wealth Management or Financial Services. You will be supporting the Advisers and Paraplanners in the Company with administration across pensions, investments, and...