Financial Planning - Financial Services Recruitment

I am currently working on a financial planning vacancy in the heart of The City of London. My client are a boutique financial planning firm established well over 30 years ago and have grown to well over £300m in FUM and a team of 15 people. They are looking to recruit "oven ready" advisers, people […]

Position: Employed Financial Consultant Salary: £40,000 Location: Sherbourne Our client is looking for an experienced financial consultant to join them as they continue to build on their reputation of delivering a first class financial planning service to its clients on a nationwide scale. You will be allowed to offer your client's advice on a broad […]

An experienced firm of Chartered Accountants and Statutory Auditors are seeking an Accounts Semi Senior to join their friendly, vibrant and expanding office. This is an excellent opportunity for someone that is currently AAT, ACA or ACCA Qualified looking to take the next step in their career and join a reputable firm, offering training alongside […]

An excellent opportunity has arisen for an experienced Payroll Administrator to join a leading firm of Chartered Accountants in their Somerset office. The ideal candidate will have experience of working in a Payroll Administrator position and come from either a practice or payroll bureau background The successful candidate will be rewarded with a highly competitive […]

Our client is a growing yet very bespoke Financial planning firm based in Birmingham. Headed up by a team of highly experienced Financial Planners, they are now looking for a junior paraplanner who can hit the ground running and get into the role in an efficient manner. There is a great deal of flexibility within the role […]

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 currently looking for an Administrator to provide high quality administration support within a team, building a relationship with clients whilst delivering a level of service which exceeds expectations. You will ensure complete and accurate records are maintained of all client dealings. Ensuring procedures and compliance standards are met and maintained. You should have […]

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 to all of their employees and like to nurture and progress talent form within. There is a great community feel throughout the company, with a very friendly but professional working […]

There is a fantastic opportunity here to for an experienced Paraplanner to join a well-established Financial Services Practice. Our Client are a growing practice with a great industry name, focus on providing a highly personalised financial planning and investment management service with the Client at the heart of everything they do.   The Opportunity During […]

Senior IFA Administrator Location: Cheltenham 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 […]