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Client Services Officer

The Client Services Officer role involves managing client accounts and ensuring the efficient processing of payments and transactions while developing and maintaining key relationships. The successful candidate will contribute to the operational succ...

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Client Services Manager

4 days ago by mbf.

Are you an experienced leader in the Financial Planning sector looking for your next challenge? We’re currently recruiting on behalf of a long established Financial Planning Practice based in Central London who are seeking a Client Services Team Mana...

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Client Services Consultant

3 December by CareerStone

Are you passionate about providing exceptional client experiences? Do you thrive in a dynamic and fast-paced environment? If so, we have the perfect opportunity for you Our client is one of London's most prestigious Mortgage & Protection Brokerages t...

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KYC Analyst / Client Onboarding Financial Services

3 days ago by Project Recruit

KYC Client Onboarding Analyst (Financial Services) Our client, a leading organization in finance, technology and financial news sector, is looking for diligent, highly motivated and talented KYC Client Onboarding Analyst to join a dynamic and thrivin...

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Finance Administrator

Client Experience Administrator – Join GTS Finance and Wealth Management Support High-Net-Worth Clients and Advisory Excellence Are you an organized and detail-oriented administrator with experience in financial services? Do you excel in delivering t...

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Financial Planning Administrator

Dynamite Recruitment are partnering with an established Independent Financial Planning firm in Purley on the recruit of a Part-time administrator to join their team Looking for ideally someone 3 days a week in the office, hours and days can be flexib...

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Senior Financial Planning Administrator

My client is a specialist organisation that offers exceptional financial planning for medical professionals. Their advisers are committed to excellence and have a deep understanding of the financial matters important to their clients, gained from dec...

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Senior Paraplanner

Senior Technical Paraplanner 65,000 - 75,000 Central London - Hybrid My client is a specialist organisation that offers exceptional financial planning for medical professionals. Their advisers are committed to excellence and have a deep understanding...

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Client Service Analyst - 12-Month Contract

Yesterday by Marshall Wolfe

Client Service Analyst - 12-Month Contract - London We are recruiting for a Client Service Analyst to join a leading financial institution on a 12-month maternity cover contract. This is a fantastic opportunity for a junior professional with 1-2 year...

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Employee Benefits Consultant

12 December by Switch Recruitment

We are pleased to be representing an award winning insurance and employee benefits consultancy who are seeking to recruit an experienced Group Healthcare / Risk Consultant to service and manage an existing portfolio of clients providing client servic...

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Client Relationship Manager- DC/Pension Focus

5 December by Goodman Masson

Client Relationship Manager- DC/Pension Focus I am working with a leading financial services company, looking for a Client Manager to build and manage relationships with their clients. This role is key to providing great service and working with impo...

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Senior Financial Planning Administrator

4 December by Heat Recruitment

An exciting opportunity for an experienced IFA administrator has opened at a highly regarded IFA firm that specialises in all aspects of savings, investments and retirement planning. Would you like to join a friendly team based not far from Soho in L...

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Chartered Financial Planner

Job Title: Chartered Financial Planner Location: Hybrid (3 days in the office, 2 days at home) Salary: Up to 75,000 base bonus Company Overview: Our client is a leading B Corp company committed to providing exceptional financial planning services. Th...

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Chartered Financial Planner

Job Title: Chartered Financial Planner Location: Hybrid (3 days in the office, 2 days at home) Salary: Up to 75,000 base bonus Company Overview: Our client is a leading B Corp company committed to providing exceptional financial planning services. Th...

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Chartered Financial Planner

Job Title: Chartered Financial Planner Location: Hybrid (3 days in the office, 2 days at home) Salary: Up to 75,000 base bonus Company Overview: Our client is a leading B Corp company committed to providing exceptional financial planning services. Th...

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Financial Administrator - 1 year of experience needed - Up to £34k with benefits package

1 December by Financial Divisions

Financial Administrator - Chartered IFA Offices in West End - Central London 28k - 34k basic salary full study support package 3 days in the office then 2 days WFH after training 1 year of experience needed My client is a Chartered boutique wealth pl...

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UK Corporate Action Analyst

1 week ago by Jobheron

A UK Corporate Action Analyst is needed to join the team at this leading provider of financial data based in London on a full-time basis. This role is office-based, Monday to Friday. Reporting to the Head of Research, the UK Corporate Action Analyst ...

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Sales Support Assistant

Job Title: Sales Support Assistant, London Department: Sales & Marketing Who they are: Our client is an asset management company that currently manages over 4.5 billion of assets for more than 30,000 investors. They collaborate with financial adviser...

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Sales Support Assistant

Job Title: Sales Support Assistant, London Department: Sales & Marketing Who they are: Our client is an asset management company that currently manages over 4.5 billion of assets for more than 30,000 investors. They collaborate with financial adviser...

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Sales Support Assistant

Job Title: Sales Support Assistant, London Department: Sales & Marketing Who they are: Our client is an asset management company that currently manages over 4.5 billion of assets for more than 30,000 investors. They collaborate with financial adviser...

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Sales Support Assistant

Job Title: Sales Support Assistant, London Department: Sales & Marketing Who they are: Our client is an asset management company that currently manages over 4.5 billion of assets for more than 30,000 investors. They collaborate with financial adviser...

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Sales Support Assistant

Job Title: Sales Support Assistant, London Department: Sales & Marketing Who they are: Our client is an asset management company that currently manages over 4.5 billion of assets for more than 30,000 investors. They collaborate with financial adviser...

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Compliance Manager

19 December by Blakemore Recruitment

We are looking for an experienced, organised, and knowledgeable Compliance Manager to join the Financial Planning Leadership Team of this highly regarded financial planning organisation. The key responsibility is to build and deliver oversight of the...

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Graduate Financial Services Administrator

11 December by Switch Recruitment

Due to the continuing expansion of our client, we are currently seeking a Graduate Trainee Financial Services Administrator to join their team on an initial contract basis. Working as part of their busy administration team, the successful applicant w...

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Project Manager Financial Services

Yesterday by Faith Recruitment

Project Manager 40,000 Weybridge 12 MFTC An award winning multi location professional services company based in Weybridge are looking for Project Manager from Financial services that would like to work in a company that will nurture your talents and ...

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