Sales Support - Financial Services Recruitment

The opportunity for a Financial Planning Administrator to join a leading Financial Services Practice which provides a highly personalised financial planning and investment management service. Key Responsibilities Diarising events throughout the business cycle. Producing new business packs and preparation for client meetings. Producing client portfolio review information and presenting this with meeting packs. Ensuring that […]

A fast paced and well-respected Wealth Management firm that seeks to build long term, trusting relationship with their clients. They provide fantastic support and development through study support and encourage progression from within. There is a great community feel here throughout the company, with a very friendly but professional working environment. The Opportunity This is […]

The opportunity for an IFA Administartor to join a reputable Financial Services Practice who provide a personal, independent and bespoke wealth management service to high net worth clients. During a period of growth, our client is looking for someone to support the office and Financial Advisers. The key function of this role is preparing the […]

A reputable, established IFA is seeking an IFA administrator to their fun and friendly team. The company has experienced steady growth over the past few years and has achieved this through developing strong relationships and their balance of professionalism and friendliness has a big part to play in their success. You will be working within a team […]

Our client is looking for someone to provide high quality technical administration and analytical support to the successful Financial Planners of the business. You will be responsible for processing and monitoring complex business, both new and existing. You will have the opportunity to work in a supportive team environment where progression is strongly supported. In […]

A well-respected Wealth Management firm that seeks to build long term, trusting relationship with their clients. There is a great community feel here throughout the company, with a very friendly but professional working environment. This is a fantastic position for a Financial Planning Support professional to join a growing firm that can offer genuine career […]

The opportunity for an individual to join a well-established Financial Services Practice, to provide direct support to the Financial Advisers in the business. They offer advice in a broad range of financial areas, providing their bespoke client-base with a highly personalised and professional financial planning service. Due to growth of the team my client is looking for someone to provide high […]

The opportunity for a Financial Planning Administrator to join a leading 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 opportunity for a Financial Planning Administrator to join a leading 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.  […]

An exciting opportunity has arisen for an experienced client services professional to join a highly-reputable wealth management firm in the Stoke-on-Trent area.  What's the role? Sitting within a back office team of 8, your role will primarily be centred around the firm's clients – you will be their first point of contact and will be responsible […]