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 […]

During a period of growth, our client is looking for someone to provide high quality Administrative and analytical support to the successful Corporate Advisory team within this national Asset Management firm.   The Opportunity Our client is looking for someone to provide high quality technical administrative support to the successful Corporate Advisory team based in London. You will […]

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 […]

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 of combined […]

This is an exciting opportunity for an ambitious IFA Administrator to join a highly successful national Financial Planning brand, based out of their beautiful offices, just a short drive from central Reading. 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 […]

This is an exciting opportunity for an experienced IFA Administrator to join a successful Financial Services firm, based near the beautiful South Coast, whom focus on providing a high quality financial planning and investment management service to its valued clients, which has help build the sound reputation of the team, which has been built on […]

The opportunity for an experienced technical paraplanner to join an independent chartered financial planning firm based in Wimbledon. The Opportunity Due to a period of expansion and the addition of a new chartered financial adviser to the firm, my client is looking to take on a highly skilled technical paraplanner to provide outstanding analytical and […]

This is an opportunity for an experienced IFA Administrator to join an established firm within Warrington. This client is looking to add to its back-office team to continue to provide outstanding service to their loyal client base. This is a chance to join a friendly and organised team that holds a wealth of experience in financial […]

This is an exciting opportunity for an Administrator to join a successful Financial Services firm, based in central Manchester, whom focus on providing a high quality financial planning and investment management service to its valued clients.   The Opportunity During a period of growth, our client is looking for someone to provide administrative support service to […]

    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 […]