Chartered IFA

Our client is a leading wealth management business based in the West End of London. They service UHNW clients who typically have in excess of £500kinvestable assets. Services offered to clients include Investment Management, private banking. Due to expansion they are looking for a Paraplanner to join the existing business. The role will be to support the...

Established in 1966, my client started as an insurance firm catering to business on the Island. As Hong Kong took off during the 1970’s, the company expanded into asset and wealth management. Our client is looking for an associate to provide private wealth management and financial planning services to individual, family & corporate clients based in...

A excellent Chartered IFA practice, based in Central London are hiring for an IFA Administrator to join their team. **Role Function**: Working directly alongside one of the Senior Partners and their two Paraplanners, delivering to the higher standard the technical and data led aspects of the client journey and to deliver all periodic MI reports to...

The story of my Vietnam client mirrors that of Hong Kong. Established in 1966, my client started as an insurance firm catering to business on the Island. As Hong Kong took off during the 1970’s, the company expanded into asset and wealth management. Our client is looking for an associate to provide private wealth management and financial planning...

A great new opportunity have arisen for IFA Support Administrator to join an exciting Private Client Practice ( on a full time basis). It's an exciting practice, set up by a successful team including a Chartered Wealth Manager. **Essential** - Previous experience in an adviser support role within an IFA firm - Previous experience of processing business on...

Our valued client is renowned for its steadfast commitment to sustainability, its accolades, and its profound influence on the financial well-being of individuals. Currently, they are seeking Investment Advisory Wealth Managers to join them in their journey of expansion and progress in the following EEA Regions: Austria, Belgium, Bulgaria, Croatia,...

Job Description Outstanding opportunity for a Financial Adviser - £75k - £80k basic salary plus benefits package - manage existing clients - Surrey based Chartered IFA A key client of mine who I have placed 3 staff with in the past are looking for a Senior Financial Adviser (ideally Chartered) who can manage a portion of their longstanding existing...

Are you an accomplished Independent Financial Advisor with experience of delivering holistic Financial Planning solutions to HNW Clients? Are you seeking a new environment where professionalism and Client Service are paramount? Are you looking for a companythat can offer you an extensive client portfolio? If the answer to these questions is yes, we would...

My client is a dynamic and forward-thinking Independent Chartered IFA Firm in London, who due to expansion are looking to take on a versatile and experienced IFA Administrator/Junior Paraplanner who is passionate about what they do. This role will offerfull career progression and support you in becoming a Paraplanner. You will be supporting the adviser in...

Are you a skilled and experienced Wealth Management and Financial Advisory professional seeking a new challenge within the industry? Do you have a proven track record of delivering advice to HNW clients? Would you like to play a key role in the growth ofa leading City Based Wealth Management firm? If the answer to these questions is yes, we would like to...

**Paraplanner Vacancy - Central London - Large IFA Firm - £40k - £45k - 2 days in office per week - full study support** My client, are a national wealth planning practice based in Central London who have been operating for over 25 years and they have been servicing HNW clients for that entire period and maintained a high level of client satisfaction. The...

A wonderful and very successful Financial Services business is Looking to recruitan experienced, enthusiastic, and driven qualified Independent Financial Adviser to complement the existing team. The successful candidate will be hugely skilled in Pensions and Investments on the Advisor side & confident in their ability to create new opportunities and service...

A wonderful and very successful Financial Services business is Looking to recruitan experienced, enthusiastic, and driven qualified Independent ideally CHARTEREDFinancial Adviser to complement the existing team. The successful candidate will be confident in their ability to create new opportunities and service existing clients to assist with the firms’...

A 10 person IFA in London is looking to hire an experienced Paraplanner to join their team consulting high-end clients. The Advisers have developed their client book over the past 25 + years and all their new businesses is via referrals. They are lookingto hire a Technical Paraplanner to work with 2 Advisers, you will have the support of 2 Paraplanners and a...

Culverhouse Financial Planning Ltd, Chartered Financial Planners based in Farnborough Village, Orpington, Kent are seeking to fill the above part time position that has arisen due to an increase in workload caused by the demands of our expanding client base. This is a part time role and hours will be negotiable to fit around work/life balance, family commi...

Culverhouse Financial Planning Ltd, Chartered Financial Planners based in Farnborough Village, Orpington, Kent are seeking to fill the above part time position that has arisen due to an increase in workload caused by the demands of our expanding client base. Salary dependent on skills and experience. This is a part time role and hours will be negotiable to...

Fram Search are working on an exciting opportunity for a Financial Planning Administrator to join a Chartered financial planning firm in Dorset. Our client is committed to providing holistic financial planning and advice to individuals, households, trustees, and businesses. They are actively seeking someone who is client focused with a high level of...

Paraplanner **Position**: Paraplanner **Location**: London/Hybrid (2 days per week working from home) **Minimum Requirements**: Level 4 qualified; Minimum 4 years' paraplanning experience, ideally Chartered **Salary/package**: £50,000 to £65,000 + bonus + benefits including pension + PMI + study support **YOUR NEW COMPANY** Our client is a Chartered...

Financial Administrator/ Trainee Paraplanner Vacancy - London offices - £35k - £40k + bonus, Full study support - Chartered IFA firm My client are a Chartered independent wealth planning firm in Haywards Heath who offer whole of market financial advice to HNW private clients who are retirees, accumulators, local families and SME owners based across...

Financial Administrator/ Trainee Paraplanner Vacancy - London offices - £35k - £40k + bonus, Full study support - Chartered IFA firm My client are a Chartered independent wealth planning firm in Haywards Heath who offer whole of market financial advice to HNW private clients who are retirees, accumulators, local families and SME owners based across...

Are you a skilled Financial Services Technical specialist looking for a new opportunity with a successful and ambitious Wealth Management firm? Do you want to work with successful Consultants dealing with sophisticated Private Clients? If you want to bepart of a team delivering genuine holistic financial planning, we would like to hear from you. The...