Sales Support

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 and enhance their skills. You […]

The Client: The business prides them self on delivering a really great service to their HNW clients and are looking for someone who can support them in doing this by having the capabilities to assist them in developing the systems and services as they continue to grow.   The Role: Our client is looking for […]

This is an opportunity for a Part Time IFA Administrator to join a modern, professional and respected Independent Financial Adviser practice. The firm’s client relationships are based around understanding their client’s future objectives and going the extra mile to provide a personalised service. The Opportunity A fantastic opportunity has been created for an administrator to […]

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 is a well established financial planning firm with offices based nationally. We are now looking for a Technical Administrator with experience who can hit the ground running and get into the role in an efficient manner. This leading financial planning firm is experiencing a period of growth and as such, has […]

This is an opportunity for an experienced IFA Administrator to join an established firm that holds Chartered status. My 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 […]

This is a highly exciting opportunity for a Project Pensions Administrator to join an industry leading firm on the fringes of central Bristol with great transport links and vibrant community. This client’s business activities include corporate pension consultancy, investment consultancy, scheme administration and the provision of actuarial services. They provide a boutique service to Trustees and […]

This is a highly exciting opportunity for a Senior Pensions Administrator to join an industry leading firm on the fringes of central Bristol with great transport links and vibrant community. This client’s business activities include corporate pension consultancy, investment consultancy, scheme administration and the provision of actuarial services. They provide a boutique service to Trustees and […]

This is an award-winning boutique firm of independent financial advisers that offer financial planning and portfolio management service to a diverse range of HNW clientele across the UK The Opportunity The successful Candidate will report to the Head of Client Services and be responsible for themselves whilst managing a team of 5 in IFA support. The candidate […]

Based in the heart of Mansfield, my client is a premier provider of financial advice to both private clients as well as corporate clients and are proud to hold Chartered status. Due to rapid expansion the firm are looking for a talented paraplanner to assist with the financial planners of the firm.  The Opportunity This […]