Sales Support - Financial Services Recruitment

The Client This is an exciting opportunity for an experienced financial services Administrator to join a successful Financial Planning firm, based out of their Wellington office. 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 industry and is ever […]

The Client   Our client is an Independent Financial Advisory based in the heart of Cardiff. Over the past 30 years they have built up a loyal client following and take pride in only providing the best service. Parking is available on-site at their modern offices.   The Opportunity   This is a fantastic opportunity […]

The opportunity for a Financial Planning Administrator to join one of the UK’s leading Wealth Management networks who provide a personal and bespoke financial planning service to high net worth clients in the heart of Somerset.  The Opportunity During a period of growth, our client is looking for someone to provide high quality technical administrative […]

The Client This is an exciting opportunity for an ambitious IFA Administrator to join a successful Financial Planning firm, based out of their Christchurch office. 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 industry and is ever growing […]

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 opportunity for an planning professional to join a Wealth Management Practice who provide exceptional training and study support to reach their career goals.  The Opportunity During a period of key expansion, our client is looking for an assistant relationship manager to support and oversee a number of client related systems, processes and team members, ensuring an […]

This is an opportunity for an Office Administrator to join a dynamic and growing company, whether they have a wealth of prior experience, or an ambitious university/college graduate.  The Opportunity: The role of Office Administrator has the potential to be the first step in what could be a long-lasting career as this company is keen to expand their workforce […]

In this role you will be supporting the Client Relations Manager and the Directors/IFAs in delivering agreed business objectives through the undertaking of administrative responsibilities.   The role: To support the Directors/IFA in building & developing effective and profitable working relationships with clients. Always providing excellent customer service and keeping the client informed at each […]

abc 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 […]

The opportunity for a professional Administrator to join a Financial Services Practice who provide a personal, independent and 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 […]