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Our client is looking for a hard-working individual with Paraplanning experience to join their team based in London, managing wealth for private clients, families and institutions. They provide a highly personal service and offer advice across the fu...
Our client is looking for a Marketing Executive to join their expanding team based in the heart of London. The Marketing Executive plays a vital role in a dynamic, fast paced marketing team and is responsible for planning, developing and delivering m...
Our client is looking for a New Business Administrator to join their Wealth Management team in London. This will be a hybrid role with three days in the office. Main Duties and Responsibilities:- Achieve a comprehensive understanding of the new busin...
Our client is looking for a commercially-minded and article individual to join their SJP Practice in its Paraplanning Team as a Junior Paraplanner based in London. You will supporting 3 Financial Advisers, along with a team of support staff and admin...
Our client is looking for a Wealth Management Administrator to join their team in Epsom, Surrey, Key Responsibilities: Prepare and package financial planning reports for the Financial Planners and their clients Preparation of transactional templated ...
We are working alongside an exceptional wealth management firm in Epsom, Surrey looking to recruit a Front of House Receptionist for their office. Reporting to the office manager as sole receptionist, your duties will include meeting and greeting, an...
Our client is looking for a Financial Administrator to join their team in London. Key Responsibilities: Deal effectively with queries from clients and other parties through effective communication. Record your client communications (whether that comm...
Our client is looking for a Senior Financial Administrator to join their team in London. Key Accountabilities: PA and general admin duties Organise and diarise meetings on behalf of the Private Client Advisors Work with the Private Client Advisors to...
Our client is looking for a Private Client Administrator to join their team, with the option to work on a hybrid basis from their London. We are looking for a candidate to work part-time hours, across Monday-Friday (ideally 20-25 hrs each week). Key ...
Our client is currently looking for an exceptional Head of Paraplanning to take their Paraplanning function to the next level, joining their team based in London, managing wealth for private clients, families and institutions. They provide a highly p...
We have an exciting opportunity for a Paraplanner to join our client's team based in their London office. You will be joining a global investment management firm, helping to analyse prospective client portfolios to provide regulated advice on areas s...
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