Financial Planning - Financial Services Recruitment

Senior IFA Administrator Location: Bristol Salary: £20,000 – £25,000 The opportunity for a Financial Planning Administrator to join a well-established Financial Services Practice which provides a highly personalised financial planning and investment management service. The Opportunity During a period of growth, our client is looking for someone to provide high quality administration and analytical support to […]

The opportunity for a Mortgage Adviser to join a rapidly growing business in South West London.  The Opportunity   Mortgage Advisor role, employed or self employed considered (salary dependent on experience if employed) Leads and clients provided Access to administration support Un-capped earnings Able to build up a long-term client book Access to an office Manage your own […]

Associate Telephone Account Manager, Reading £25,000 base salary, plus OTE (Up to £15,000) Are you a motivated & driven individual looking to secure a role within a market-leading Financial Services company? Due to a period of growth, our client is looking for an Associate Telephone Account Manager to take responsibility for generating new business from […]

The opportunity for an experience Paraplanner to join a well-established Financial Services Practice which provides a highly personalised financial planning service. 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 During a period of growth, our client is […]

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I am currently working with an outstanding Mortgage & Protection brokerage who are looking for a Protection Adviser The position will be office based when the restrictions are eased. A competitive basic salary plus commission is offered together with benefits package. Job Summary:        Ensure completed business per year is £180,000 Referrals will be passed from other […]

A very professional and well known firm with a strong client base across the Birmingham area, have a new Advisory opportunity in their Dudley office. Due to a retiring Adviser, there is a large client bank to inherit, with back office support provided. Our clients main focus is on HNW business, providing their valued clients with the most holistic advice […]

The opportunity for a Financial Planning Administrator to join a well-established Financial Services Practice which provides a highly personalised financial planning and investment management service. The Opportunity During a period of growth, our client is looking for someone to provide high quality technical administration and analytical support to the successful Financial Planners of the business. […]

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 […]

My client is a bespoke, well respected IFA practice that seeks to build a long term, trusting relationship with their clients.   They provide tailored financial planning advice and cover a comprehensive range of products and services for their clients to ensure the best possible recommendations are made. They are also proud to be a […]