Financial Planning - Financial Services Recruitment

The Role The role of the full time Administrator is to support the Operations Manager in ensuring the smooth running of the business, by providing client sales support services and general administration support for the directors. Key Responsibilities and Outputs • Providing assistance and support to the Operations Manager in the delivery of all aspects […]

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. […]

IFA Administrator Location: Bournemouth Salary: £18,000 – £27,000 The opportunity for an experienced IFA Administrator to support a Sole Practitioner business who is enthusiastic about providing high quality financial advice and ongoing The Role Communicating with product providers and clients by telephone, post and e-mail, obtaining product information, Entering and maintaining the accuracy of client […]

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 […]

Role: Trainee Financial Adviser Location: Waltham Cross Salary: £34,000 – £38,000 Are you a Level 4 qualified Financial Planning professional looking for the opportunity to become a Financial Adviser? Our client, a Independent Wealth Planning firm, are looking for a Trainee IFA to join their team of 15. This opportunity will involve one on one […]

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 […]

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 […]

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 […]