Financial Services - Financial Services Recruitment

This is a fantastic opportunity for an experienced IFA administrator looking to make the next step in their career for an highly successful company, in one of their offices in Peterborough. They specialise in providing high-quality personal advice on many aspects of wealth management and advise clients of different backgrounds and ages The Opportunity: During a period of […]

The opportunity for an experienced Paraplanner to join an exceptional Wealth Management Practice working in their Newcastle office, who provide market-leading training and study support. Key Responsibilities  Prepare suitability letters, reports and recommendations Provide technical support to complex client queries.  Cashflow modelling  Undertaking Technical Research  What's on offer? flexi working – 1 day from home […]

The opportunity for a Financial Planning Administrator to join a leading Financial Services Practice which provides a highly personalised financial planning and investment management service. Key Responsibilities Diarising events throughout the business cycle. Producing new business packs and preparation for client meetings. Producing client portfolio review information and presenting this with meeting packs. Ensuring that […]

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 This is […]

This is a Chartered financial planning and wealth management firm that specialises in Private and Corporate financial advice to a diverse range of HNW clientele. Due to their highly reputable service this firm is growing from strength to strength, making now the ideal time to join the firm and take the next step in your career. […]

An exciting opportunity for an experienced Mortgage Professional to join a leading financial services firm in Bromsgrove.  The role You will be expected to achieve the targeted level of commission / fee income from financial services activities with the focus being on Mortgages and Mortgage Protection policies.  The role holder will provide professional financial advice […]

The opportunity for a Trainee Paraplanner to join an exceptional Wealth Management Practice, working either from their offices or working remotely, whilst being provided with exceptional training and study support. Our client is looking for a Trainee Paraplanner to join an already thriving paraplanning team. You will have the opportunity to work in a supportive team environment where […]

Have you got expereince with some Paraplanning or IFA Adminitration at present? Are you looking to build you technical knowledge up with a range of cases in an IFA firm? In this role you will work towards a full diploma and build up the cases your are making reports on. Ideally you will have a […]

A fantastic, well renowned pensions management firm based in Stockport is looking to expand their specialist Pensions team by bringing on an experienced Administrator to provide support to Pensions consultants.  This Financial Planning firm provides Investments and Savings advice, with a strong value-focused work culture that encourages training and study support progression.   The Opportunity […]

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. You will be part […]