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Estate Planner Manager

Estate Planner Manager

The Role We are seeking a dedicated, hands-on Estate Planners Manager who will be responsible for managing a team of mobile Estate Planners to conduct home visits to clients, assisting them in writing their wills and setting up lasting powers of atto...

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Client Support Advisor

Client Support Advisor

Do you have knowledge of Financial Planner and Hub Targets with the ability to work collaboratively? Our client, a wealth management and financial well-being firm, are looking for a Client Support Advisor to join their London team. Your Responsibilit...

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Pensions Analyst

Pensions Analyst

4 days ago by Highams

We are looking for a Pensions Analyst to work for a technology business, focusing on data migrations of pensions schemes. This would suit you if you have good Pensions / Pensions Administration knowledge that covers DB pensions as well as some entry ...

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Team Manager - IFA Administration - Central London/Hybrid - C £50,000 and Bonus/Benefits

Team Manager - IFA Administration - Central London/Hybrid - C £50,000 and Bonus/Benefits

Wealth Management Our client is a highly regarded, well established Wealth Manager who are looking to strengthen their IFA Administration function management team with the recruitment of a highly talented Senior IFA Administration specialist who has ...

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Senior Pension Administrators - Remote Based

Senior Pension Administrators - Remote Based

We are recruiting for a global leading financial services pensions and employee benefits organisation who are committed to foster the growth and success of all, whilst investing heavily in learning and development and paving unique career paths. They...

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Team Manager - IFA Administration - Central London/Hybrid -C £50,000 and Bonus/Benefits

Team Manager - IFA Administration - Central London/Hybrid -C £50,000 and Bonus/Benefits

Wealth Management Our client is a highly regarded, well established Wealth Manager who are looking to strengthen their IFA Administration function management team with the recruitment of a highly talented Senior IFA Administration specialist who has ...

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Paraplanner

Paraplanner

4 July by mbf.

A prestigious UK Wealth Manager is seeking an experienced Paraplanner to join their financial planning arm. This role offers a first-class, flexible working environment and involves providing exceptional services to High Net Worth (HNW) Private Clien...

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Independent Financial Adviser

Independent Financial Adviser

20 May by Ortus PSR

My client, is a reputable IFA and Chartered Accountants, is seeking an experienced Independent Financial Adviser to join their dynamic team. While being Chartered is preferred, it is not essential, level 4 diploma qualifications are required. The ide...

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Senior Client & Operation Managers (Client Directors)

Senior Client & Operation Managers (Client Directors)

We are recruiting for a global leading financial services organisation who are renowned for committing to fostering the growth and success of all, whilst investing heavily in learning and development and paving unique career paths. They are an organi...

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Trainee Financial Planner

Trainee Financial Planner

16 April by mbf.

MBF are representing one of the UK's leading Fintech firms, specialising in delivering top-tier financial advice to High Net Worth (HNW) Private Clients. With a strong emphasis on client service excellence, our client offers a relaxed, flexible, and ...

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Senior Financial Adviser

Senior Financial Adviser

18 June by Ortus PSR

My client, is a reputable IFA and Chartered Accountants, is seeking an experienced Senior Independent Financial Adviser to join their dynamic team. While being Chartered with CII is preferred, it is not essential, Advanced level 6 diploma qualificati...

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Data Analyst

Data Analyst

JRRL are looking for a Data Analyst for a financial services company. You would be consulting with 10-20 corporate companies with a diverse range of complexity depending on market dynamics and level of service provided. The primary purpose of this co...

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Field Sales Manager

Field Sales Manager

About the Role My client is seeking a dedicated, hands-on Field Sales Manager to lead a team of mobile Field Sales Representatives. Your primary responsibility will be managing and coordinating home visits to clients, assisting them in writing their ...

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Client Services & Sales Support Associate

Client Services & Sales Support Associate

This highly reputable global asset manager based in the heart of the City, has an opportunity for a dynamic Client Services Account Manager to join their accomplished sales and client servicing team. In this rare and exciting opportunity, you will su...

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Senior Client & Operation Managers (Client Directors)

Senior Client & Operation Managers (Client Directors)

We are recruiting for a global leading financial services organisation who are renowned for committing to fostering the growth and success of all, whilst investing heavily in learning and development and paving unique career paths. They are an organi...

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Financial Adviser

Financial Adviser

Financial Adviser Location: Oxted, Kent Salary: 45,000 - 60,000 Are you a skilled financial adviser looking for an exciting opportunity to take over a well-established client bank? We have the perfect role for you About I am working with a reputable ...

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Paraplanner

Paraplanner

Job title : Paraplanner The role : The purpose of this role is to act as a Paraplanner within the business. This includes performing senior administrative duties, client research, report construction and client contact ensuring the highest possible s...

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