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UHNW Client Advisor, London

2 days ago by eFinancialCareers

This position is with highly entrepreneurial firm who have disrupted the Private Wealth Asset manager space by utilising technology and data in innovative ways. In the last couple of years this firm have grown their client and asset base and are look...

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UHNW Client Advisor, London

7 October by eFinancialCareers

This position is with highly entrepreneurial firm who have disrupted the Private Wealth Asset manager space by utilising technology and data in innovative ways. In the last couple of years this firm have grown their client and asset base and are look...

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Private Client Investment Advisor

27 October by Alexander Lort

As a Private Client Advisor , you will call high-net-worth leads provided, qualifying and scheduling face-to-face appointments. You will meet with prospective clients with the goal of gathering new clients and assets for the firm. This position is hi...

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Financial Administrator-Offices near Watford, Office based, flexible working-£25,000-£34,000 (DOE)+

27 October by Financial Divisions

Excellent Benefits including Private Medical Insurance, pension and DIS. My client is a dynamic, boutique and forward-thinking Independent, Chartered IFA Firm with offices close to Watford , who due to expansion are looking to take on a IFA Financial...

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Client Service Associate

2 days ago by eFinancialCareers

Role overview: Develop and manage relationships with independent financial advisers, through market leading service and support. Process client and adviser firms' instructions efficiently, getting them right first time. Focus on personal development ...

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Senior Client Support Administrator

Senior CS Administrator - Basic 35K - 40K Disc Bonus and Benefits. A successful and high quality Financial Planning practice is looking for an additional Senior Administrator to join their team. This role will have primary responsibility for supporti...

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Wealth Management Administrator (A Level school leaver)

Have you just finished (or due to finish) your A’ Levels and wondering how to get a leap into the world of financial services / Wealth Management? We may have the answer just for you We have an excellent opportunity to join an established St. James’s...

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Financial Advisor

5 days ago by IDEX Consulting Ltd

Are you a qualified Financial Advisor looking for your next long term career option? Perhaps you have reached a plateau where you currently are with a lack of clients or the support infrastructure around you to develop your business. Do you want the ...

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Independent Financial Adviser (UK coverage)

1 week ago by Fintuity Limited

Fintuity is the leading hybrid Independent Financial Adviser (IFA) in the United Kingdom. As a fintech-led business, we utilise technology so our advisers can spend as much time as possible speaking to clients. Fintuity offers a wide range of financi...

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Trainee Financial Advisor

7 November by IDEX Consulting Ltd

Are you a newly qualified Financial Advisor looking for your next long term career option? Perhaps you have come through one of the many Advisor Academies but now feel slightly adrift with no real guidance, plan or structure to ensure the success you...

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Wealth Management Administrator

Wealth Management Administrator - New Opportunity We are recruiting for a Wealth Management Administrator to join an established Principal Practice of St. James’s Place Wealth Management based in Moorgate, London supporting one Financial Adviser / Pa...

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Junior Financial Planning Administrator

1 November by Heat Recruitment

This is a great opportunity for someone looking to get into the world of financial planning An exciting opportunity for an administration has opened at a highly regarded IFA firm that specialises in all aspects of savings, investments and retirement ...

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Sales Support Coordinator

1 week ago by Transact

Our Sales Support team is a key part of the quality service we provide to our clients and due to growth, we are now looking for an administrator to join the team. Sales Support provides assistance to both the regionally based Transact Business Develo...

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Financial Planner, London, Up to £80k Basic Salary + Bonus + Benefits + Clients Provided

8 Feburary by TAB Consultancy

Role: Independent Financial Planner Package: Up to 80,000 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 jo...

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Sales Support Co-ordinator

9 October by eFinancialCareers

Job Description Our Sales Support team is a key part of the quality service we provide to our clients and due to growth, we are now looking for an administrator to join the team. Sales Support provides assistance to both the regionally based Transact...

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Sales Support Coordinator

2 days ago by eFinancialCareers

Job Description Our Sales Support team is a key part of the quality service we provide to our clients and due to growth, we are now looking for an administrator to join the team. Sales Support provides assistance to both the regionally based Transact...

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Financial Adviser to manage existing client bank, St Albans (Hertfordshire), £65,000

Yesterday by Financial Divisions

Offices near St Albans (Hertfordshire) Salary: 65,000 plus excellent benefits This highly successful Chartered firm of Wealth Managers have grown both organically and via acquisition over the last few years. They have built an impressive reputation w...

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Employed Trainee Adviser to manage existing client bank-St Albans- £40k-£50k, plus...

17 October by Financial Divisions

plus competitive bonus and excellent benefits package with hybrid working My client based in St Albans is a well-established independent firm of Financial Advisers, who have built a lasting reputation for providing the highest levels of non-jargon-ba...

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Financial Adviser to manage existing client bank, Epsom (Hertfordshire), £65k, excellent benefits

Yesterday by Financial Divisions

This highly successful Chartered firm of Wealth Managers have grown both organically and via acquisition over the last few years. They have built an impressive reputation with clients in the local area, and have enjoyed a very prosperous year, so are...

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Financial Adviser to manage existing client bank - Central London - £65k plus excellent benefits

21 October by Financial Divisions

This highly successful Chartered firm of Wealth Managers have grown both organically and via acquisition over the last few years. They have built an impressive reputation with clients in the local area, and have enjoyed a very prosperous year, so are...

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Financial Adviser to manage existing client bank, Stoneleigh,Epsom, £65,000 plus excellent benefits

Yesterday by Financial Divisions

This highly successful Chartered firm of Wealth Managers have grown both organically and via acquisition over the last few years. They have built an impressive reputation with clients in the local area, and have enjoyed a very prosperous year, so are...

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Employed Financial Adviser to Manage Existing Client Bank - St Albans - £65k-£75k, plus...

27 September by Financial Divisions

plus competitive bonus and excellent benefits package with hybrid working Are you an experienced Financial Adviser looking for a new opportunity? My client, a well-established independent firm of Chartered Financial Advisers based in St Albans, is se...

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Employed Financial Adviser to manage existing client bank, St Albans, £65k-£75k, hybrid working

10 hrs ago by Financial Divisions

Package: 65k- 75k, plus competitive bonus and excellent benefits package with hybrid working My client based in St Albans is a well-established independent firm of Chartered Financial Advisers, who have built a lasting reputation for providing the hi...

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Independent Financial Advisor

14 October by Resource Matters Ltd

Basic Up to 60k Package Paraplanning Full client portfolio with on-going advice fees Resource Matters have been retained by this well known local IFA firm to recruit an experienced Independent Financial Advisor. Due to the existing advisor retiring y...

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Protection Advisor

4 November by Placing Faces

My client, a specialist mortgage broker based in Pinner, is looking to bring on a Protection Advisor on a self-employed basis. All leads are provided, high quality, and passed directly from mortgage advisors within the business. There is also an opti...

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