Financial Services

The Client A young, entrepreneurial and boutique IFA firm who are growing rapidly and focus on providing holistic strategic financial planning and global investment advice to their clients. They are recognised for going ‘above and beyond’ in the service they provide and only look to take on the best talent in the market. Working in […]

The Client:   Our Client is a multi-award winning Financial Planning practice based in Farnborough. They specialise in providing tailored financial advice to private clients across the UK as well as some of it’s largest businesses.   The Opportunity   Due to expansion within the business, the company are looking for an experienced Business Quality […]

A brilliant opportunity has arisen for an experienced Mortgage Underwriter to join a financial planning practice who provide a high quality and personalised service. You will be working closely with Mortgage Advisers in providing a high-quality administration and support service to clients and partners. The Role: Liaising with lenders and other third parties to obtain updates, identify […]

This is an exciting opportunity for a new IFA / Advisor Relations Manager to join a financial planning firm with a fantastic reputation. Reporting to the National Sales & Marketing Director, you will be responsible for leaving a team of IFAs across the Midlands/North. You will have responsibility for the revenue target of the team, and provide […]

A new role reporting the Senior Marketing Manager you will develop and deliver adviser support, campaigns and professional connection marketing initiatives that meet the goals and KPIs of the overall marketing strategy and plan.  You will take the lead in in designing, developing and delivering marketing campaigns and adviser support initiatives that will generate new […]

This is an opportunity for Paraplanner to join an established Independent Financial Adviser firm who pride themselves on delivering the highest levels of professionalism transparency and integrity. They also provide training and exam support The Opportunity Our client is looking for a Paraplanner to support the successful Financial Planners of the business. The firm has […]

A fantastic opportunity to join a highly respected Chartered company in the heart of Manchester. They offer bespoke independent financial planning to a range of clients including individuals and corporate clients. With specialist expertise on investment management, pensions and mortgage solutions, they pride themselves on developing long-term financial plans for clients whilst delivering exceptional customer service. THE OPPORTUNITY: […]

The Opportunity This is a fantastic position for an exceptional Client Services Professional candidate to join a cutting edge award winning group of Asset Managers, Investment Managers and Financial Planning personal.   This is a firm that can offer genuine career development and the chance to be at the forefront of an exciting period growth, so the successful applicant […]

The Client My Client is currently looking for talented sales people to join and support the mortgage team in their successful Medway team. The Opportunity Buying property is an exciting part of life’s journey and to be part of that process is both rewarding and satisfying. My client is looking for several talented sales people to […]

The Client My client is looking for a Mortgage Introducer to join their successful Medway team, conducting appointments with their clients to put them in the best position to buy their next property! The Opportunity Buying property is an exciting part of life’s journey and to be part of that process is both rewarding and […]