Sales Support

My client is a bespoke, well respected financial planning 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. There is a tight knit family feel to the business where everyone is encouraged to be […]

A well-established firm who are specialise in wealth management and financial planning. They advise across a range of products and cases and have a modern and forward-thinking outlook on the financial services sector.   The Opportunity:  Are you looking to expand your knowledge into a company who will provide an environment which will allow you to develop […]

My client is a chartered financial planning firm based in the heart of Mansfield who specialise in providing bespoke, independent financial advice to private clients, solicitors, accountants and companies on all aspects of financial planning.  The Opportunity This is a fantastic opportunity for an IFA administrator looking to make the move towards a paraplanning position. […]

The opportunity for a Financial Planning Administrator to join a well-established Financial Services Practice within Grantham 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 a Financial Adviser and Paraplanner […]

The opportunity has arisen for a Customer Focused professional with a string background in the Fund / Platform market to join an established Financial Services Group working within their specialist Platform offering. This is a chance to join an evolving firm with a fresh approach to Wealth Planning and Investment Management. The Opportunity The overall purpose of this […]

My client is a boutique Independent Financial Adviser firm based in the heart of beautiful Worcester. They look to offer impartial and friendly advice to individuals and businesses. This is a fantastic opportunity to work closely with two Chartered financial advisers.  The Opportunity: This is a fantastic opportunity for a talented paraplanner to come in […]

The opportunity for a Trainee Paraplanner to join a fantastic wealth management firm in Surrey who focus on providing a high quality financial planning and investment management service to their clients, home and oversees. They are friendly, family owned business with a team of Chartered wealth planner, pensions specialists and technical paraplanners THE OPPORTUNITY: During […]

The Client   Our Client is a multi-award winning Financial Planning practice based in Farnborough. They specialise in providing tailored financial advice to private clients across the UK as well as some of it’s largest businesses.   The Opportunity   This is a fantastic opportunity for a sales professional to join a employee focused business […]

The Client The opportunity for an experienced 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 […]

This is an exciting opportunity for an ambitious Mortgage Administrator to join an award winning Chartered Financial Planning firm based in Cheshire. This practice specialises in providing a complete holistic financial planning service to private and corporate clients across the UK and through this has built an excellent name within the industry.   The Opportunity During a period […]