Sales Support - Financial Services Recruitment

The opportunity for an experienced Practice Manager to join a well-established Financial Services Practice which provides a highly personalised financial planning and investment management service within Glasgow. The Opportunity Executing aspects of the firm's operations plan Bridge the gap between front of house and the technical staff Ensure business processes and policies are adhered throughout […]

The opportunity for a Financial Planning Administrator to join a Financial Services Practice who provide a bespoke wealth management service to high net worth clients. 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 well-established Financial Services Practice in Wrexham 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 director in the firm. […]

The opportunity for a head office administrator to join an exceptional Wealth Management Practice working from their Berkshire based office. Our client is looking for an experienced Administrator to support the Head of Operations. Your role will be very varied where you will be involved with dealing with advisers and providers, managing agency queries, minute taking […]

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 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 an experienced IFA Administrator to join an exceptional Wealth Management Practice who provide exceptional training and study support. They have lovely modern offices in Worthing.  During a period of key expansion, our client is looking for an IFA Administrator to support the successful Financial Planners of the business. You will have the opportunity to […]

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. 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. Part time […]

A reputable, established national IFA is seeking an experienced Administrator to join one of their thriving teams. 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. They are proud to be […]

Our Client is a bespoke independent Financial Planners, based in Berkshire. Due to an extremely fruitful period of business, they are now looking to expand by adding a new member to the Financial Planning Administrator team. In this role, you will be part of a very friendly team and be actively involved in the back-office process […]