Sales Support - Financial Services Recruitment

My client is a 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 the […]

The opportunity for a Senior Wealth Management  PA / Client Relations in an exceptional Wealth Management practice has now become available where you will be working in and out of the Bath office. The Opportunity If you have experience in a busy PA role as well as Financial Services then this could be the role for […]

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. […]

The client: This is a truly fantastic company that put the hearts of their clients at the centre of everything they do. As a major leader within the area they consider themselves a trusted name with lasting reputation. You will be working in a modernised office with great people striving for excellence.   Responsibilities: Engage […]

The Client Our client are a highly reputable Wealth Management firm based in Harrogate. They provide financial management advice to private individuals and business owners, specialising in pensions, inheritance tax and investments.  The Opportunity: This is a fantastic opportunity for a junior or University graduate, looking to progress into a firm that encourages progression and […]

The Client Our client are a highly reputable Wealth Management firm based in Harrogate. They provide financial management advice to private individuals and business owners, specialising in pensions, inheritance tax and investments.  The Opportunity: This is a fantastic opportunity for an experienced IFA Administrator to join a growing company. You will work in a supporting […]

During a period of growth, our client is looking for someone to provide high quality Financial Planning Administrative and analytical support to the successful Financial Planners and Key Stakeholders within this well established financial management firm. You will be responsible for general administration, diary management, client liaison, updating records, gathering provider information, valuations and transaction, as well as […]

During a period of growth, our client is looking for someone to provide high quality Financial Planning Administrative and analytical support to the successful Financial Planners and Key Stakeholders within this well established financial management firm. You will be responsible for general administration, diary management, client liaison, updating records, gathering provider information, valuations and transaction, as well as […]

The opportunity for a Technical Paraplanner to join a well respected financial planning and wealth management Practice. My client  works with personal, corporate and trustee clients to provide bespoke advice that meets the individuals requirements. The Opportunity During a period of key expansion, our client is looking for a Technical Paraplanner to support the successful Financial Planners of […]

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 and enhance their skills. You will be […]