Financial Planning

This is an opportunity for an IFA Administrator to join a modern, professional and respected Independent Financial Adviser practice. The firm’s client relationships are based around understanding their client’s future objectives and going the extra mile to provide a personalised service. The Opportunity A fantastic opportunity has been created for an administrator to join a […]

  The opportunity for an experienced IFA Administrator to join a Wealth Management firm based in Lincoln that provide advice on financial planning, pensions, savings and investments, and wealth preservation. The Opportunity During a period of growth, our client is looking for someone to provide high quality technical administration, analytical and sales support to the successful Financial Planners of […]

Basic Salary: £26,000 + Car or Car Allowance On Target Earnings: £50,000 Location: East Kent Area Hours: 5 days per week including a some Saturdays (2 Saturdays on, 1off) Benefits: Company Car or Car Allowance, Holiday Commission, 33 days paid Holiday, Private Healthcare, Pension, Life Insurance, Company Rewards and Incentives, Structured Career Path, Employee Assistance Scheme We have a position for a […]

The opportunity for an experienced financial services professional to join a fantastic IFA firm who focus on providing a high quality financial planning and investment management service. Based in Alton, they are a well respected and established IFA practice that seeks to build long term, trusting relationships with their clients by providing niche financial planning advise, […]

The Opportunity During a period of growth, our client is looking for someone to provide high quality Administrative and analytical support to the successful Financial Planners and Key Stakeholders within this national Asset Management firm. This is a 12 month contract position.  Some duties will include: Managing leads with the Client Relationship Management system Ongoing client […]

A fantastic opportunity has arisen for a number of qualified and driven Self Employed Financial Advisers to join an industry leading practice, offering fully holistic Financial Advice to a range of High Net Worth clients across the UK. With this company, you will be offered a range of support and benefits to ensure you can […]

  A brilliant opportunity has arisen for a Pensions Administrator to join a well-established pensions provider who pride themselves on maintaining long-lasting relationships with their business partners and clients by providing them with a professional, friendly and personalised service. As a Pensions Administrator you will be dealing with the administration of the pension schemes.  You […]

This is an exciting opportunity for an ambitious IFA Administrator to join a highly successful national Financial Planning brand, based out of their beautiful Portsmouth office location. 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 in […]

We have a brand-new opportunity for an ambitious, highly motivated and enthusiastic individual to join an established firm of Independent Financial Advisers based in West London. This is a unique opportunity for a Level 4 qualified, or part qualified individual to work for an existing client base and does not require you to have your […]

My client is a holistic and well respected and Chartered IFA practice that seeks to build a long term, trusting relationship with their clients by providing their financial planning services to their clientele both at the outset and as an ongoing service. They embrace the use of new technology and have a well-qualified support team assisting […]