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Senior Independent Financial Adviser

Senior Independent Financial Adviser

Senior Independent Financial Adviser HNW clients to inherit across Leicestershire, Derby and Coventry. Diploma qualified. Chartered qualification beneficial but not essential An opportunity has arisen with a growing directly authorised business to se...

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Paraplanner

Paraplanner

Paraplanner | Permanent | Ashby De La Zouch 35,000 – 40,000 Depending On Experience Cherry Professional are recruiting for a Paraplanner for a fantastic company based in Ashby De La Zouch What we are looking for: – Previous experience as a Paraplanne...

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Mortgage Underwriter - HYBRID

Mortgage Underwriter - HYBRID

26 July by Office Angels

We're looking for a highly motivated individual with strong, proven underwriting skills to join our team in Loughborough. We're seeking an experienced, confident, and customer-focused Underwriter to join our team. This role is dedicated to providing ...

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IFA Administrator

IFA Administrator

IFA Administrator Nr Loughborough, Leicestershire (our Ref AL1297) Salary c 26,000 - c 32,000 depending on experience Full time position, office based, although consideration may be given to hybrid working My client is a Chartered Financial Planner a...

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Paraplanner

Paraplanner

Paraplanner South Leicestershire (our ref AL1298) - hybrid, 2 days at home per week after probation Salary to 35,000 dep on exp excellent benefits My client is an established IFA based in South Leicestershire and they now have an exciting new opportu...

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Sales & Business Development Executive - Financial Services

Sales & Business Development Executive - Financial Services

3 hrs ago by Brevere Group

Are you an experienced business development professional with financial services experience, looking for a sales role with greater autonomy to development new business for a well-respected financial services organisation? Due to continued success in ...

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Mortgage Administrator

Mortgage Administrator

Mortgage Administrator / Mortgage Case Manager Leicester (hybrid, up to 2 days at home per week after probation) - our ref AL1283 Monday - Friday between 09:00-17:30pm. An option to alternate with 08.00-16.30pm weekly is available. Salary of up to 25...

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Pension Administrator New Business SSAS

Pension Administrator New Business SSAS

Pension Administrator - SSAS (ref AL1299LE) (New Business Client Associate c 28,000 benefits) Remote, Office or Hybrid (3 days office, 2 days home per week) in either Salisbury, London, Bolton or Leicester (our ref AL1299) My clients are dedicated to...

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Investment and Pension Administrator

Investment and Pension Administrator

Investment and Pension Administrator South Leicestershire Salary c 22,000 - c 30,000 dep on exp plus benefits Monday to Friday 9.00 am - 5.00 pm (some flex may be available) (our ref AL1291) My client is an established Independent Wealth Management o...

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Financial Services Administrator

Financial Services Administrator

Financial Services Administrator (CRM) Leicester City Centre (Our Ref AL1301 ) Salary to c 30,000 pa dep on exp benefits My client is a long-established IFA, and they have a vacancy for a Financial Services Administrator to join their team. This role...

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Investment and Pension Administrator

Investment and Pension Administrator

Investment and Pension Administrator Wigston, Leicestershire (our ref AL1268) Salary c 22,000 - 30,000 dep on exp plus benefits Monday to Friday 8.45 - 5.00 (1 day working from home after probation period) My client is an established Wealth Managemen...

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Sales and Marketing Executive

Sales and Marketing Executive

Sales & Marketing Executive Leicestershire (our Ref AL1310) Salary 50,000 - 65,000 generous benefits and bonus My client is a highly regarded provider of independent financial advice, dedicated to delivering tailored, client-focused financial solutio...

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Investment Accounts Executive

Investment Accounts Executive

Investment Accounts Executive Leicester (Our Ref AL1309) Salary 24,000 - 30,000 dep on exp benefits My client is an award-winning Pensions and Investments Company, serving high net worth clients across the UK. Due to continued growth, they now have a...

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SIPP Accounts Executive Pensions

SIPP Accounts Executive Pensions

SIPP Accounts Executive Leicester (Our Ref AL1296) - hybrid working available after qualifying period Salary up to 32,000 pa dep on experience Full time, although consideration may be given to part time We have an excellent opportunity to join an awa...

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Senior Chartered Financial Planner

Senior Chartered Financial Planner

Am industry accredited Financial Planning business is seeking a Senior Financial Planner to join their growing team in Nottingham. This Financial Planner opportunity will offer exposure to HNW/UHNW clients with complex financial needs that require ex...

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Paraplanner

Paraplanner

A unique opportunity is available for a Paraplanner to join a long-standing 3rd generation independent advice firm based in Nottingham with an outstanding record of long-term employee retention. My client is an independent financial advisers offering...

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Client Servicing Coordinator - IFA - Part-time

Client Servicing Coordinator - IFA - Part-time

We seek a reliable, friendly and professional person to join a client servicing team providing high quality support to Financial Advisers with financial products including pensions and investments. The ideal candidate will have : Excellent IT skills,...

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IFA Administrator

IFA Administrator

Responsibilities to include but will not be limited to: Experience of working within an IFA firm in an administrative role supporting financial advisers Maintain effective relationships with clients, colleagues and 3rd party firms Point of contact fo...

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Senior Financial Planning Administrator - Hybrid Working

Senior Financial Planning Administrator - Hybrid Working

18 June by Brevere Group

Are you a financial planning administrator, looking for a new role in a close-knit team supporting the MD and paraplanners? Due to continued success in providing fee-based advice to HNW clients, this successful wealth management practice requires a p...

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Funding Adminstrator

Funding Adminstrator

1 August by Greenwell Gleeson

FUNDING ADMINISTRATOR - BURTON - PERM - 25-30Kpa To support the CFO by coordinate the execution of all vehicle funding transactions, ensuring that the business secures appropriate fleet finance solutions in a timely and commercially advantageous mann...

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Paraplanner

Paraplanner

3 hrs ago by Brevere Group

This energetic and expanding Wealth Management firm seeks a skilled Paraplanner who is looking to further their career within an innovative firm. This role will allow you to work within the Advisory team who deal with HNW clients who require holistic...

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Financial Planning Administrator - Hybrid Working

Financial Planning Administrator - Hybrid Working

18 June by Brevere Group

Are you a financial planning administrator, looking for a new role with opportunities to develop onto paraplanning and study for industry exams, with a hybrid working pattern. Due to continued success in providing fee-based advice to HNW clients, thi...

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Technical Administrator - Financial Planning

Technical Administrator - Financial Planning

19 January by Brevere Group

New year and looking to take your financial planning administration role to the next level? After continued growth and development this leading financial services organisation is looking to bring an experienced and enthusiastic wealth management supp...

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