Client Service Executives x 3
We are a discretionary investment management company, providing investment management services and financial planning solutions to

to £ 38000 p.a.

Compliance Assistant
To assist the Compliance Manager in ensuring that this Investment and Wealth Management Group establishes, monitors and continually

£ neg

Financial Planning Assistant (Paraplanner)
JOB DESCRIPTION - Financial Planning Assistant Job Title: Financial Planning Assistant (FPA) Rela

to £ 34000 p.a.

Advisor Support
Adviser Support 1. To provide full administrative support to 2 Financial Advisers with approximately 350+ platform clients

to £ 35000 p.a.

Senior Technical Paraplanner
Assist Financial Planners in reviewing, analysing and preparing compliant financial plans for clients that verify the recommendatio

to £ 45000 p.a.

Head of Marketing
Reporting to the Group Operations Director you will be responsible for the creation and ongoing management of our Marketing framewo

to £ 50000 p.a.

Trainee Investment Manager
Were looking for candidates who have 2 years experience in a similar/relevant role, however if someone has less than that but has r

to £ 32000 p.a.

Assistant Currency and Trading Manager
Leading UK Regional Wealth Manager has a career opportunity to work with their Investment Managers ,as a Currency and Trading Manag

to £ 45000 p.a.

Data Protection Officer
The DPO will manage the regional privacy programme for this Global Private Banking Group in the UK, Guernsey and Jersey banking an

to £ 95000 p.a.

Pension Administrator (DB/Final Salary)
Main Purpose of the Role: · To provide an efficient and consistent administration service to clients, ensuring high and accu

to £ 32000 p.a.

Pension Administrator (SIPP)
Main Purpose of the Role: · To provide an efficient and consistent administration service to clients, ensuring high and accu

to £ 32000 p.a.

Paraplanner
Main Purpose of the Role: · To provide all employees with a focal point for technical enquiries and to produce compliant re

to £ 34000 p.a.

Senior Paraplanner
To provide all employees with a focal point for technical enquiries and to produce compliant reports and supporting documentation f

to £ 40000 p.a.

Business Development Executive
We have an exciting opportunity for an experienced self-motivated business development executive to join ou

to £ 28000 p.a.

Employee Benefits Advisor
Job Specification For: Employee Benefits Advisor Job Description Job Title: Employee Benefit

to £ 45000 p.a.

Client Relationship Executive
Client Relationship Executive Main Responsibilities § To organise 1-2-1 meetings and Presentations includin

to £ 35000 p.a.

Client Experience Executive
Client Experience Executive To help to deliver our Client Services Proposition by providing a high quality administratio

to £ 25000 p.a.

Paraplanner
Paraplanner Sheffield A qualified and experienced paraplanner, working as part of a team of 6 paraplanners to deliver a

to £ 49000 p.a.

Paraplanner
Paraplanner- (Level 4) A qualified and experienced Paraplanner, based within the Private Wealth Team in Weybridge.

to £ 40000 p.a.

Paraplanner
Paraplanner London A qualified and experienced paraplanner, working as part of a team of 6 paraplanners to deliver a fir

to £ 40000 p.a.

Paraplanner
Job Description Our client, a Berkhamsted based IFA, are expanding rapidly and looking to recruit experienced, quality c

to £ 36000 p.a.

Assistant Manager
POSITION: ASSISTANT MANAGER Team: Corporate Services - Transaction Management Status: Permanent Hours: 40 hours p

to £ 26000 p.a.

Transaction Manager
Job Specification For: Transaction Manager The Manager is responsible for managing a

to £ 55000 p.a.

Senior Investment Manager
Manage the whole investment offering and portfolios for this Regional Investment and Wealth Manager Appropriate asset allocat

to £ 90000 p.a.

Client Services Associate
Job Purpose: The Client Delivery Associate provides full support to one or more Financial Planners, ensuring client satisfact

to £ 26000 p.a.

Senior RFP Writer
Global Asset Manager need an experienced RFP Specialist with Investment or Asset Management experience for their Global flagship Fu

to £ 65000 p.a.

Funds Analyst
Funds Insight Analyst Location: Haddenham This leading provider of software, ratings, consultancy and other service

to £ 45000 p.a.

Paraplanner
Department Paraplanning Unit Reports to Regional Development Manager Purpose Assist Financial Planners in reviewing, anal

to £ 35000 p.a.

Trade Finance Officer
Trade Finance Officer If youre looking for a career where you will be respected as an individual and valued for the co

to £ 25000 p.a.

Paraplanner
Job Purpose: Prepare written advice and provide technical research services to a team of Financial Planners. Ensure th

to £ 42000 p.a.

Client Services Assistant- P/T
Client Services Assistant Job Purpose: Provide administration support to the Client Delivery team. Responsib

to £ 22000 p.a.

Client Delivery Associate
For: Client Delivery Associate Ref: VR/03644 Job Purpose: The Client Delivery Associate provides full support

to £ 26000 p.a.

Paraplanner
For: Paraplanner Ref: VR/03643 Job Purpose: Prepare written advice and provide technical research services to

to £ 40000 p.a.

Operations Analyst
Role Operations Analyst We are looking for a highly motivated individual to join the Reconciliation and P&L reporting

to £ 45000 p.a.

Senior Paraplanner
Job Purpose: Has an in-depth knowledge of complex written advice and understanding for the clients needs and the desired

to £ 45000 p.a.

Mortgage Administrator
Mortgage Administrator Role Specifics You understand and appreciate that a successful administrator helps the adviser to

to £ 29000 p.a.

Administrator
Job Title: Administrator - light1 Post Advice Reports To: Team Leader Role Summary: General administration du

to £ 25000 p.a.

Client Support Manager (Paraplanner)
Client Support Manager Role overview and purpose Working as part of our lively and friendly client support team, yo

to £ 40000 p.a.

Client Support Administrator x 2
Client Support Assistant Role overview and purpose Working as part of our lively and friendly client support team,

to £ 28000 p.a.

Paraplanner
An exciting opportunity has arisen for an experienced Paraplanner to liaise with financial planners, financial planning assistants

to £ 50000 p.a.

Paraplanner
Job Purpose: Prepare written advice and provide technical research services to a team of Financial Planners. Ensu

to £ 40000 p.a.

Paraplanner
Job Description Prepare written advice and provide technical research services to a team of Financial Planners. Ensure t

to £ 55000 p.a.

Financial Executive
Financial Executive (Paraplanner) This leading IFA requires a Paraplanner to support the Consultants, Directors and Cli

to £ 50000 p.a.

Senior Financial Executive ( Paraplanner )
Senior Financial Executive (Paraplanner) This leading IFA requires a Paraplanner to support the Consultants, Directors

to £ 60000 p.a.

Technical Support Analyst
The role of the PP is to collect, analyse and present data on behalf of advisers. The PP deals mainly with analysis and presentati

to £ 40500 p.a.

Paraplanner
Job Purpose: Prepare written advice and provide technical research services to a team of Financial Planners. Ensure th

to £ 35000 p.a.

Technical Consultant
o Provide technical support and back up to the Chartered Financial Consultant o Provide analysis, detailed research of f

to £ 35000 p.a.

Paraplanner
Key responsibilities: Technical, Administrative and Paraplanning Support · Assist managing a complex and large portfolio

£ neg

Funds Compliance Manager
Monitor and develop the controls in place within the company, ensuring compliance with all relevant statutory and regulatory requir

to £ 70000 p.a.

Paraplanner
For: Paraplanner - Glasgow An exciting opportunity has arisen for an experienced Paraplanner to liaise with financial planners

to £ 50000 p.a.

Senior Financial Technical Administrator
Private Client Investment Management Company Senior Financial Planning Administrator/Paraplanner October 2018

to £ 38000 p.a.

Paraplanner
Job description - Paraplanner Our Client's are looking to recruit an experienced Paraplanner to join their growi

to £ 45000 p.a.

Paraplanner
Job Purpose: Prepare written advice and provide technical research services to a team of Financial Planners. Ensure tha

to £ 38000 p.a.

Client Delivery Associate
Client Delivery Associate Job Purpose: The Client Delivery Associate provides full support to one or more Financia

to £ 28000 p.a.

Mortgage Advisor
Mortgage Broker As a leading, multi-award winning financial services advisory we are committed to finding the best talen

to £ 35000 p.a.

Financial Advisers x 4
Minimum Level 4 qualified with client exposure Our client is seeking RDR Level 4 candidates who are looking to step into a cli

to £ 70000 p.a.

Client Relationship Manager - Fluent Italian
This Group is an established leading independent service provider within the private wealth management industry, focusing specifica

to £ 60000 p.a.

Technical Analyst
Are you a Level 4 Qualified Paraplanner with a minimum of 2 years experience? Our client is continuously expanding their busin

to £ 40000 p.a.

Retiring Advisor - Looking for an exit strategy...
Are you currently a self employed Advisor with your own client bank looking to retire? Or perhaps you have your own firm but you ar

to £ 250000 p.a.

Financial Advisor
Are you a qualified financial advisor with current CF30 and SPS looking to join a growing firm? A wealth management firm in Ma

to £ 70000 p.a.

Senior Accountant
This established leading independent service provider within the private wealth management industry, focusing specifically on inter

to £ 60000 p.a.

International Tax Manager
This an established leading independent service provider within the private wealth management industry, focusing specifically on in

to £ 100000 p.a.

Group Accountant
Our ultimate goal is to disrupt insurance across the world, and positively impact the lives of millions of people by delivering pea

£ neg

Client Services Associate
Job Purpose: The Client Delivery Associate provides full support to one or more Financial Planners, ensuring client satisfact

to £ 34000 p.a.

Compliance Officer
This Global Investment Group requires an experienced Compliance Officer with c. 5 years general compliance experience to be respons

to £ 55000 p.a.

Paraplanner
PARAPLANNER Are you an ambitious Paraplanner looking for a new challenge? would like to hear from Paraplanners exploring

to £ 40000 p.a.

Sales Research Executive
This Information Services Group has been the leading provider of business and financial information products and services essential

to £ 30000 p.a.

Investment Accountant - Consultant
This established fintech company are rolling out a disruptive big data service for the financial markets. We provide a global finan

to £ 120000 p.a.

Senior Sales Consultant
This established fintech company are rolling out a disruptive big data service for the financial markets. We provide a global

to £ 140000 p.a.

New Business Administrator
New Business Administrator required in Milton Keynes for a Wealth Management firm - competitive salary Key Responsibilit

to £ 26000 p.a.

Independent Financial Adviser


to £ 50000 p.a.

Trainee Independent Financial Adviser
VR/03451 Trainee Financial Advisor Purpose of the function To provide administrative support to the Wealth Planning team whil

to £ 32000 p.a.

Financial Advisor
An Independent Financial Adviser in the Milton Keynes area is looking for a new Adviser to come on board to take on an existing cli

to £ 40000 p.a.

Client Relationship Coordinator
The Client Relationship Coordinator will report directly to a Client Relationship Manager and will regularly liaise with the teams

to £ 35000 p.a.

Client Relationship Manager
The role reports directly to a Senior Manager and is part of a team with a large portfolio of clients/structures. Main r

to £ 55000 p.a.

Assistant Investment Accountant
An international firm of Chartered Accountants with fifteen partners and circa 200 staff in the UK. We provide expert financial, ta

to £ 26000 p.a.

Chartered Wealth Planner
An exciting opportunity has arisen for a qualified Wealth Planner to advance their career with this expanding Regional Investment M

to £ 65000 p.a.

Private Client Administrator
UK Regional Investment and Wealth Manager require an an experienced Private Client Administrator for the Wealth Management Team, wh

to £ 24000 p.a.

Personal Client Assistant
Personal Client Assistant We offer a broad range of services to help clients manage their wealth and achieve their finan

£ neg

Senior Paraplanner
Private Client Investment Management Company Senior Paraplanner February 2018 Introduc

to £ 45000 p.a.

Financial Planners - You will be given clients
If you are a qualified UK Financial Planner and looking for a career opportunity ,then this Regional Investment and Financial Plann

to £ 80000 p.a.

Client Administrator
The successful candidate will be involved in a variety of administrative and project related activities. Specific administrati

£ neg

Senior Private Banking Relationship Manager - Investment Division
This independent investment and financial advisory firm who are dedicated to providing bespoke solutions to help our clients to gro

to £ 100000 p.a.

Paraplanner
Leading UK Regional Investment Manager have a career opportunity in their Surrey office,for a Junior Para Planner , to join their e

to £ 45000 p.a.

Senior Paraplanner
Senior Paraplanner Our client has a vacancy for a senior paraplanner. The growing client base of high net worth business

to £ 55000 p.a.

Financial Planner
This established leading Wealth Management company ,who are a provider of international tax planning and cross border wealth manage

to £ 60000 p.a.

Private Client Portfolio Relationship Manager
An exciting opportunity has arisen for a qualified Private Client Investment Manager to advance their career with this expanding Re

to £ 85000 p.a.