Rev & Regs are recruiting a T&C Manager role on behalf of a reputable Wealth Management firm in London. The purpose of this role is to provide ongoing oversight and assurance of the investment management professionals, maintaining competence. Respons...
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Relationship Manager - Banking Location: London, UK Salary: Competitive Benefits About the Role Our client, a leading financial institution, is seeking an experienced Relationship Manager to join their team in London. This is an exciting opportunity ...
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The Opportunity: The Paraplanning team analyses prospective client portfolios to provide regulated advice on areas such as pension transfers, bond surrenders, investment taxation and structure suitability. Reporting to your Team Leader, in this role ...
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Financial Planning Director, London As a Financial Planning Director, you'll be at the forefront of empowering clients to achieve their financial planning goals through strategic planning and insightful advice. This role demands a financial planning ...
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We have a new opportunity for a Paraplanner to join our clients based in North West London. The role will involve liaising with advisers, providers and office staff to promote the company’s services to the highest standards of compliance with current...
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Role: Financial Planner Package: Up to 60,000 Basic Salary Bonuses Clients Provided Key Responsibilities You will speak with prospective clients on a regular basis and provide them with a high level of service while conducting meetings in line with c...
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Role: Independent Financial Planner Package: Up to 80,000 Basic Salary Bonus Benefits Clients Provided Key Responsibilities You will meet with prospective clients on a regular basis and provide them with a high level of service while conducting meeti...
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We have a new opportunity for a Paraplanner to join our clients based in Central London. The role will involve liaising with advisers, providers and office staff to promote the company’s services to the highest standards of compliance with current FC...
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Financial Planning Director As a Financial Planning Director, you'll be at the forefront of empowering clients to achieve their financial goals through strategic planning and insightful advice. This role demands a financial planning professional with...
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Financial Adviser – Build a Client Bank in an Entrepreneurial, Tech-Driven Firm A Unique Opportunity to Focus on Clients, Not Admin A fast-growing, innovative financial advice firm is seeking a forward-thinking Financial Adviser who wants to build th...
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Technical Assistant - Wealth Management Esher | 4 days in office 35,000 - 45,000 benefits This is an exciting opportunity for an experienced Junior Paraplanner or IFA Administrator to join a successful Financial Planning firm, based out of their stat...
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Role: Financial Planner Package: Up to 60,000 Basic Salary Bonus Benefits Clients Provided Our client, a well-established and successful independent financial planning firm, are looking for a charismatic and driven financial planner to join their tea...
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Role : Trainee Financial Adviser Location : London Our client, a well-established and successful financial planning firm, are looking for a trainee adviser to join the team; Ideally, the firm are looking for an adviser who has the base knowledge requ...
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The Opportunity: The Paraplanner under our clients New Business team analyses prospective client portfolios to provide regulated advice on areas such as pension transfers, bond surrenders, investment taxation and structure suitability. Reporting to y...
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Client Relationship Manager – Wealth Management (Central London, Hybrid Working Model) Salary: 95,000 – 105,000 Bonus Comprehensive Benefits A leading global wealth management firm, with a strong reputation for client service and investment excellenc...
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The Opportunity: The Paraplanner under our clients New Business team analyses prospective client portfolios to provide regulated advice on areas such as pension transfers, bond surrenders, investment taxation and structure suitability. Reporting to y...
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The Opportunity: The Paraplanner under our clients New Business team analyses prospective client portfolios to provide regulated advice on areas such as pension transfers, bond surrenders, investment taxation and structure suitability. Reporting to y...
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The Opportunity: The Paraplanner under Fisher Investments Europe's UK New Business team analyses prospective client portfolios to provide regulated advice on areas such as pension transfers, bond surrenders, investment taxation and structure suitabil...
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