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Client Service Manager

Client Service Manager

13 June by Transact

Our Client Service Managers are the engine of our business. They are responsible for managing relationships with independent financial advisers whilst processing portfolio instructions within agreed timescales. This role is perfect for someone who th...

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Paraplanner

Paraplanner

Our client is looking for a hard-working individual with Paraplanning experience to join their team based in London, managing wealth for private clients, families and institutions. They provide a highly personal service and offer advice across the fu...

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Wealth Adviser

Wealth Adviser

20 May by Ortus PSR

Our client is a pioneering full service wealth management firm, combining the institutional strength of a FTSE 100 company with the personal service and trusted advice of a Partner owned firm. They build intelligent, holistic & tax-efficient wealth m...

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Employed Financial Adviser to manage existing client bank - St Albans - £65k-£75k plus...

Employed Financial Adviser to manage existing client bank - St Albans - £65k-£75k plus...

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 highest levels of non...

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Senior Financial Operations Officer 3 Months

Senior Financial Operations Officer 3 Months

3 days ago by Goodman Masson

Senior Financial Operations Officer Located in Cannon Street Offering between 47,000 - 55,000 per annum 3-Months Fixed Term Contract Hybrid working About the company This bank is authorized by the Prudential Regulation Authority ("PRA") and regulated...

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