Sales Support

The Client This is an exciting opportunity for an ambitious Administrator to join a successful Financial Planning firm based out of their beautiful North East London offices. 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 […]

The Client This is an exciting opportunity for an ambitious IFA Administrator to join a successful bespoke Chartered Financial Planning practice in Cambridge. They specialise in providing truly unique and tailored advice service to both their private and corporate clients. With a real focus on the Client Journey they insure they provide only the highest standard […]

My client has a fantastic opportunity for an administrator to join their Hertfordshire team with a prestigious financial planning firm. They specialise in financial planning, particularly retirement income options and are now looking for a focused forward thinking professional to join their admin team.  You will be part of the "Office Administration" team which provides high level administrative support to the […]

The Client This is an exciting opportunity for an experienced IFA Administrator to join a successful Financial Services firm, based in Oxfordshire, whom focus on providing a high quality financial planning service to its valued clients. There friendly clientcentric approach has help build the sound reputation within the team, which has been built on over 100 years […]

A brilliant opportunity has arisen for an experienced Mortgage Administrator to join an award-winning financial planning practice who provide a high quality and personalised service. You will be supporting one of the top performing Mortgage Advisers within this IFA practice in providing a high-quality administration and support service to clients and partners. The Role: Liaising with […]

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:   Our client is a highly reputable, independent financial planning practice based in Pontypridd, specialising in all aspects from Tax planning, Pension & Investment advice, Insurance & Protection, Mortgages and Commercial Finance.   The Opportunity:   Due to continued growth and development within the business our client are looking to hire an additional […]

This is an exciting opportunity for an experienced IFA Administrator to join a successful Financial Services firm, whom focus on providing a high quality financial planning and investment management service to its valued clients, which has helped build the sound reputation of the team, both locally and further afield.  Our clients offices are situated in a […]

The Client Our client are a highly reputable Wealth Management firm based in the beautiful Southern Lake District town of Kendall. They provide financial management advice to private individuals and business owners, specialising in pensions, inheritance tax and investments to ensure their clients achieve full financial independence.  The Opportunity: This is a fantastic opportunity for […]

      The Client This is an exciting opportunity for an ambitious IFA Administrator to join a successful Financial Planning firm, based out of their beautiful Horsham offices. 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 […]