Financial Services

    The Client 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 Client: The opportunity for an experienced IFA Administrator to join an established firm that holds Chartered status. My client is looking to add to its back-office team to continue to provide outstanding service to their loyal client base. This is a chance to join a friendly and organised team that holds a wealth of […]

THE CLIENT: At this company, they owe their success to their people and processes. The Paraplanners are the supportive force behind both, and they are currently seeking someone exceptional to take the helm. The ideal person for the job will be a problem solver with excellent communication skills and impeccable attention to detail. He/she will […]

The Client The opportunity for an experienced Paraplanner to join an Independent Wealth Management Practice who provide exceptional training and study support to sustain their Chartered status. The Opportunity During a period of key expansion, our client is looking for a technical Paraplanner to support the successful Financial Planners of the business. The firm has […]

This is a highly reputable and well-established Chartered Planning and Wealth Management organisation which is proud to be one of the largest independent companies of its kind in the UK. For over 20 years this company has been providing holistic financial advice to a diverse range of clientele, and is committed to retaining its independent […]

The Client A fast paced and well-respected Wealth Management firm that seeks to build long term, trusting relationship with their clients. They provide fantastic support and development through study support and encourage progression from within. There is a great community feel here throughout the company, with a very friendly but professional working environment. The Opportunity […]

The Client There is a fantastic opportunity here to for a successful Paraplanning Manager to join an award winning global Advisory firm from their East Midlands office set up. Our Client is a growing practice with a fantastic industry name, whom focus on providing a highly personalised financial planning service ensuring the Client is at the […]

The Client: My client is a growing Independent Advisory Practice with a terrific name within the industry, they seek to build a long term, trusting relationship with their clients. They provide tailored financial planning advice in all areas to private clients and pride themselves on their level of technical knowledge, expertise and the ability to find the […]

The Client This is an exciting opportunity for an ambitious Administrator to join a successful Financial Planning firm based out of their beautiful North East London offices. Focusing on providing a high quality financial planning and investment management service to its valued clients, this firm has built a sound reputation within the industry and is ever growing […]

THE CLIENT: My client are a fantastic Financial Services firm in Bedfordshire who focus on providing a high quality financial planning and investment management service to a high net-worth client base. They are a highly respected and fast growing company with an excellent reputation in the industry. THE OPPORTUNITY: This is a great opportunity for an experienced […]