Financial Services

A large IFA firm with a fantastic reputation in the area, growing quickly through acquisitions nationally and who hold a professional but friendly company culture. They offer genuine and fast progression opportunities to staff at all levels and are now seeking a new addition to their technical team. The Opportunity To manage, coach and support […]

The Client           An ethical, bespoke and independent wealth management firm who provide an extremely client focused and professional service. The company has a fantastic reputation and are very forward thinking in terms of technology, IT systems and paperless processes. They provide a very cheerful working environment, encourage promotion from within and are situated in a […]

The opportunity for an experienced Paraplanner to join a fantastic Financial Services firm who focus on providing a high quality financial planning and investment management service. The Opportunity During a period of key expansion, our client is looking for an experienced Paraplanner to support the successful Financial Planners of the business. The firm has the […]

My client, a leading accountancy practice with a strong financial planning arm are looking for an experienced paraplanner to come on board and join their Cheltenham based Team. They provide tailored financial planning advice to both corporate and private individuals and cover a comprehensive range of products and services for their clients to ensure the […]

A brilliant opportunity has arisen for a Pensions Administrator to join a well-established pensions provider who pride themselves on maintaining long-lasting relationships with their business partners and clients by providing them with a professional, friendly and personalised service. As a Pensions Administrator you will be dealing with the administration of the pension schemes.  You will […]

A brilliant opportunity has arisen for a Pensions Team Leader to join a well-established pensions provider who pride themselves on maintaining long-lasting relationships with their business partners and clients by providing them with a professional, friendly and personalised service. You will be working within a friendly environment and provided with full support and encouragement to […]

We have a brand-new opportunity for an ambitious, highly motivated and enthusiastic individual to join an established firm of Independent Financial Advisers based in West London. This is a unique opportunity for a Level 4 qualified, or part qualified individual to work for an existing client base and does not require you to have your […]

The Client: Our Client is looking to expand the Paraplanning team within a successful IFA firm by bringing an additional Level 4 Diploma Qualified Paraplanner into the office. This position is for an experienced person that has experience within an IFA practice that is used to writing high quality, FCA compliant reports within a timely […]

  An exciting opportunity for a paraplanner has opened at a highly regarded financial planning firm that specialise in all aspects of savings, investments and retirement planning for both corporate and personal clients. They pride themselves on the highest level of personal advice and professionalism that they provide each and every client. You will be […]

Are you an experienced Paraplanner? Are you looking to enhance your career with more technical challenges? In this role you will act as a technical support to deliver professional quality written report documentation for Financial Planners and their clients in accordance with the company and regulatory requirements. Ideally you will have a background in a […]