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Client Associate

1 week ago by Reed

Client Associate Responsibilities: Administration of client portfolio: Calculate and pay of Death, Retirement benefits. Process: Contributions and transfers into the scheme, full and partial transfers out and takeovers. Arrange buying/surrender of in...

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SSAS Administrator

1 week ago by Reed

Client Associate Responsibilities: Administration of client portfolio: Calculate and pay of Death, Retirement benefits. Process: Contributions and transfers into the scheme, full and partial transfers out and takeovers. Arrange buying/surrender of in...

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Pension Administrator

1 week ago by Reed

Client Associate Responsibilities: Administration of client portfolio: Calculate and pay of Death, Retirement benefits. Process: Contributions and transfers into the scheme, full and partial transfers out and takeovers. Arrange buying/surrender of in...

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SSAS Pension Administrator

1 week ago by Reed

Client Associate Responsibilities: Administration of client portfolio: Calculate and pay of Death, Retirement benefits. Process: Contributions and transfers into the scheme, full and partial transfers out and takeovers. Arrange buying/surrender of in...

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Mortgage Administrator

My client is a successful Directly Authorised Independent Mortgage Brokerage. The company's main aim is to provide the best and most impartial advice available to its clientele. The firms clients are both UK and internationally based, they are often ...

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Transaction Monitoring Analyst - FX & Payments

My client is seeking a diligent and detail-oriented Transaction Monitoring Analyst to join their compliance team. The successful candidate will play a critical role in ensuring the integrity and security of their financial transactions, safeguarding ...

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Senior Paraplanner for Fantastic Fast Growing IFA

15 July by Ortus PSR

Location: City of London (Hybrid) Overview Our client, a fantastic , fast-growing IFA, is dedicated to improving the financial wellbeing of its clients by developing comprehensive financial planning and investment strategies tailored to individual ob...

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Senior IFA Admin/Manager - London (Hybrid) - Salary up to £45k

My client is a boutique Wealth Management firm based in London who are looking for an experienced IFA Admin Manager to take ownership of their day to day processes, improve efficiencies and be a senior support system to the Directors/Advisers. Key re...

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Commercial Mortgage Administrator

My client is a successful Directly Authorised Independent Mortgage Brokerage. The company's main aim is to provide the best and most impartial advice available to its clientele. The firms clients are both UK and internationally based, they are often ...

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Trust Manager

4 days ago by VICTUS SEARCH

Our client is seeking an experienced and detail-oriented Trust professional to join their growing business. The successful candidate will be responsible for managing a diverse portfolio of trusts and entities, ensuring compliance with regulatory requ...

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EXPERIENCED CAREER PARAPLANNER (fully remote) - Opportunity for an experienced Paraplanner

Yesterday by Financial Divisions

EXPERIENCED CAREER PARAPLANNER (fully remote) - Opportunity for an experienced Paraplanner based in the South East/London area As a boutique business the role will be fully remotely based with monthly team meetings and periodic training sessions in t...

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Intermediary Sales support

Intermediary Sales Support Are you an experienced professional in the mortgage industry, ready to take on a pivotal role within a dynamic team? An exciting opportunity has arisen for an Intermediary Sales Support specialist who excels in managing bro...

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Senior Paraplanner

6 August by Ortus PSR

Are you a paraplanner with a passion for working with financial planners? Do you thrive in a fast-paced environment and strive to deliver good outcomes for clients? If so, we invite you to apply My client is an award-winning financial services firm b...

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Client Services Consultant- £40k+- Fully Remote

14 August by Financial Divisions

Are you a seasoned professional with extensive SJP experience? My client, a leading SJP Practice specialising in personalised wealth management solutions, is on the lookout for a highly skilled Client Services Consultant. Renowned for their client-ce...

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Mortgage Administrator

A rapidly expanding, Directly Authorised, Independent Mortgage Brokerage situated in the bustling City of London. To support our ongoing growth, we are looking for a skilled Mortgage Administrator to join our dedicated team. Our core objective is to ...

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Pensions Client Manager

16 July by Alexander Lloyd

About the company: Alexander Lloyd is working in partnership with an award-winning independent professional trustee firm and part of an integrated group of independently owned companies. Since their inception, our client has grown to become one of th...

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Senior Paraplanner

3 days ago by Blakemore Recruitment

Job Title : Senior Paraplanner Location: North London and Hybrid Working (2 days from home) Contract : Full time Package : Up to 60,000 salary with good benefits Are you a paraplanner with a passion for working with financial planners? Do you thrive ...

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Actuarial Consultant Pensions

Actuarial Consultant sought for by a award-winning consultancy. Our client is seeking a candidate who is making good progress in completing the IOFA exams to join them as an Actuarial Consultant. This is a fantastic opportunity for a candidate who ha...

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Mortgage Advisor

17 January by Finlink Ltd

Self employed Mortgage Advisor Remote working Up to 90% commission This role is for you if you are (or want to become) a self employed mortgage broker looking for a high commission split. The business offers one of the highest commission rates on the...

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Loan Manager

21 June by KFS Recruitment

Loa n Manager Bridging and Buy to Let Finance London We are pleased to be working with an award winning lender, on their search for a Loan Manager to join the growing team. Overview of the role: Ensure all files are compliant and are satisfied with t...

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Self Employed Adviser

4 days ago by Ortus PSR

An independent Wealth Management firm is looking to take on Self Employed Advisers from across the UK and is able to provide whole of market access to Investments, Pensions and Mortgages. The team thrive on providing a relationship-based service to i...

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Mortgage and Protection Advisor

My client is a very well established, successful, Directly Authorised Independent Mortgage Brokerage. The company's main aim is to provide the best and most impartial advice available to its clientele. The firms clients are frequently of a HNW nature...

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Self Employed Adviser

30 July by Ortus PSR

An independent Wealth Management firm is looking to take on Self Employed Advisers from across the UK and is able to provide whole of market access to Investments, Pensions and Mortgages. The team thrive on providing a relationship-based service to i...

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Mortgage Advisor

If you are looking for better commission splits, the flexibility of working remotely with no micromanagement but still want to feel supported and empowered to take your Mortgage Advising business to the next step, we have the firm to help you. Founde...

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Paraplanner

Paraplanner, Central London, Salary up to 50,000 (dependent upon experience) and excellent benefits, a strong element of home working. We are pleased to be working in true partnership with a highly successful IFA practice who who are looking to appoi...

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