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We're seeking a business development director to help us initiate new institutional partnerships within our Asset Management unit. Willingness to build on IFA and wealth management industry and investment management acumen. SEI (NASDAQ:SEIC) is a leading global provider of financial technology, o...

You will run the Compliance framework and undertake a Compliance audit in the summer of 2025. Financial planning/IFA compliance experience. Experience in managing compliance frameworks and audits.

Our client, an accountancy and business advisory services firm is seeking a.You will help the business process new business and service existing clients.This role is an ideal opportunity for someone who is looking to develop their career within a financial planning business.Given the importance o...

IFA Administrator to a regional IFA business based in Harrold , Beds.

In return, you will work under an ever-growing, backed, supportive network of leading advisors within the space. Independent Financial Adviser [Hybrid/Remote*]. The client is an IFA who are looking to hire an experienced advisor to join their evolving team in London.

This position would ideally suit experienced UK financial advisors, or those with experience advising UK / EU expatriates. Assess clients' overall financial picture, understand their needs, and develop a solid financial plan. Salary/Retainer/Financial Support (Structure Varies Region-to-Region). ...

Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what's next. Our success hinges on our people and that's our secret for longevity. We are a team of passionate professionals an...

To be considered for this role you need Financial Planning / Wealth Management experience. Financial planning/IFA compliance experience. Level 4 Diploma in Financial Planning.

Social network you want to login/join with: Ref: RP6037 Salary: £45,000 to £50,000 Contract Type: Permanent Location: London A superb career opportunity is available with a leading Wealth Manager for a Paraplanner Team Leader. An exceptional role, for an experienced and qualified Senior Parapl...

Are you a skilled Sales Support Administrator with experience gained within an IFA/Wealth Management firm? Are you able to utilise your expertise to deliver a first-class service to clients and colleagues? Are you looking for a professional environment with a client-centric approach? If the answe...

- Contract - Office Location: London Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what's next. Our success hinges on our people and that's our secret for longevity. We ar...

A newly created role within a London Wealth manager for a qualified Accountant. As an Accountant within an IFA, you will be responsible for managing financial records, preparing financial reports, and ensuring compliance with accounting regulations. We seek a diligent and detail-oriented Accounta...

Paraplanner Location: Offices in Edinburgh, Glasgow and London About the Role: We're looking for a detail-driven Paraplanner to join our IFA client’s paraplanning team as they go through a period of continued growth to ensure first-class client service is delivered. You will play a key role in tu...

You will be responsible for supporting the team in growing SEI's UK Asset Management business with IFAs and Wealth Managers. Support the production and delivery of sales enablement collateral for SEI and partner solutions. SEI is an Equal Opportunity Employer and so much more.

A thriving and growing boutique investment management firm is looking for an experienced UK Wholesale Sales candidate to drive the fundraising efforts across traditional long-only products, raising assets across Fixed Income and Equities funds. The ideal candidate will have 5+ years’ experience b...

Our client, a prominent investment management group, is seeking a dynamic and experienced sales leader to join their team as an Area Sales Director. The successful candidate will oversee a key region, managing a team of direct reports comprising telephone account managers and external Business De...

Are you an accomplished Wealth Manager with experience of delivering holistic Financial Planning solutions to HNW Clients? Are you seeking a new environment where professionalism and Client Service are paramount? Are you looking for a company that can offer you introductions to enable you to buil...

Who we’re looking for We are looking for a Paraplanner to join our Wealth Planning team at Cazenove Capital. Cazenove Capital are part of the Schroders group. About Cazenove Capital At Cazenove Capital we look after private individuals, families and charities. We are the wealth management busines...

Search Consultant Quilter London, United Kingdom Apply now Posted 5 days ago Self Employed Competitive About the Business Quilter plc is a leading wealth management business, helping to enable brighter financial futures for every generation. Quilter plc oversees £116.2 billion in customer investm...

Salary: Competitive commission based role EURO / Month Our client stands as a beacon of sustainability, recognition, and excellence, dedicated to enhancing the lives and financial well-being of their clientele. They seek Investment Advisory Wealth Managers eager to embark on their journey of sust...

Type of Position: Paraplanner (3) - London Pay: £40k - £45k Paraplanner - London 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 ser...

Wealth Manager - Bishopsgate & London Bridge Brand: HSBC Area of Interest: Branch and Retail Banking Location: London, GB, EC2N 3AQ Work style: Office Worker Date: 25 Feb 2025 Some careers shine brighter than others. If you’re looking for a career that will help you stand out, join HSBC and fulfi...

Paraplanner - CII Level 4 / Level 6 (or close to either) London, England, United Kingdom I am ideally looking for an experienced Paraplanner to work in our firm. The individual will ideally be CII level 4 or level 6 qualified, but we will consider those already in progress to CII level 4, or equi...

A fantastic opportunity has arisen for an experienced Paraplanner who is adept at dealing with HNW clients, to join a leading wealth management firm in London. You will provide technical support to their top adviser and the clients on a one-on-one basis. Key Duties include: Working alongside the ...

IFA Administrator - London - Artemis Recruitment Consultants Financial Services London 22/12/2023 Type of Position: IFA Administrator - London Pay: £25k - £35k IFA Administrator - London Our client is looking for an IFA Administrator to join their busy team in London. The role will require excell...

Paraplanner (12-month Fixed Term Contract) What we are looking for at Cazenove Capital We are looking for a Paraplanner to join our Wealth Planning team at Cazenove Capital. Cazenove Capital is part of the Schroders group. The Wealth Planning team consists of Wealth Planners, Paraplanners, and Cl...

Type of Position: Client Review Administrator - London Pay: £23k - £28k Client Review Administrator - London Our client is looking for a Client Review Administrator to join their team in London. The successful candidate will provide first-class service to the team, as well as support the firm in ...

Are you a successful IFA with a proven record of providing innovative solutions to HNW clients? Are you looking for an environment where you can provide a bespoke service to your clients whilst benefitting from wide-ranging technical, administrative, and development support? In order to achieve t...

3 days ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Base pay range This range is provided by Hydrogen Group. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Client Partner for Hydrogen Gro...

Commercial Account Handler/Broker - London (Home Working Option) An excellent opportunity has arisen to work for a new independent commercial brokerage based in the city of London. They have a local presence in and around the South of England providing a personal service to all of their clients d...

IFA Support Administrator Paraplanner Hybrid Working Salary: Not specified Location: London, Essex Job Type: Permanent Ref: SJP230727 Company: HNW Independent Financial Services Broker Independent IFA is seeking to recruit an IFA Support Administrator/Paraplanner. Responsibilities: Dealing with a...

Provide administrative support to the Team Lead of Onboarding, to ensure timely transition of client assets into 7IM. Responsibility for processing new transfer instructions and chasing cases with counterparties to ensure transfers complete in a timely manner whilst ensuring relevant updates and ...

Senior Project Consultant Do you have a background in the pensions industry and are you looking to specialise further? Are you looking to work with market leaders on wide-ranging projects and clients? We may have the role for you! Aon are recruiting Consultants to join our market leading Project ...

Who we’re looking for We are looking for a Paraplanner to join our Wealth Planning team at Cazenove Capital. Cazenove Capital are part of the Schroders group. About Cazenove Capital At Cazenove Capital we look after private individuals, families and charities. We are the wealth management busines...

Are you an experienced HR professional ready to take the next step in your career? We're seeking a dynamic HR Manager to join a leading IFA firm. With offices located across the UK, from Warwickshire to Northumberland, this role offers you the flexibility to work close to home, with hybrid workin...

The opportunity Note that while we've listed this role as London, we are open to other locations in the UK. As a Financial Analyst at Standard Ledger, you will play a vital role in crafting detailed financial models for our diverse clientele, focusing on startups and high-growth businesses across...

Associate Pensions Consultant (UK - Nationwide) Do you have a background in the pensions industry and are looking to specialise further? Are you looking to work with market leaders on wide-ranging projects and clients? We may have the role for you! Aon is recruiting for an Associate Pensions Cons...

This job is brought to you by Jobs/Redefined, the UK's leading over-50s age inclusive jobs board. Senior Project Consultant Do you have a background in the pensions industry and are you looking to specialise further? Are you looking to work with market leaders on wide-ranging projects and clients...

Are you an experienced Financial Advisor in Twickenham, seeking an employed job, based from home with quality leads and existing clients provided? This is a unique opportunity to join a highly respected IFA firm who are continually improving their client proposition and feature in the industry ...

Date: 24 Mar 2025 Location: London, GB Company: Royal London Group Job Title: Business Development Executives Contract Type: Permanent Location: London Working style: Hybrid home/office based Royal London Asset Management (RLAM) Wholesale Team are currently looking for several motivated s...

COMPLIANCE CONSULTANT – PWM/ADVISOR/BUY SIDE EXPERIENCE REQUIRED Ref: 4055G £60K - £70K + Bonus + Benefits Hybrid (London) Our client, a growing UK and US Compliance Consulting Firm, is looking for an experienced Compliance practitioner to join their growing consultant ranks. Reporting to the Man...

Type of Position: Senior IFA Administrator - London Pay: £35k - £45k Senior IFA Administrator - London Our client is looking for an experienced Senior Administrator to join their Wealth Management firm based in London. This position comes with a generous pay and benefits package and has hybrid wo...

Join our growing team at SEI and take the next step in your career. We're seeking a business development director to help us initiate new institutional partnerships within our Asset Management unit. This role offers the opportunity to further your own growth whilst contributing to the success of ...

Principal Financial Services Recruitment Consultant at Heat Recruitment IFA Administrator – Barnet, North London Salary: £30,000 – £34,000 A well-established Independent Financial Advisory (IFA) practice in North London is seeking a proactive and organised individual to support the IFA Administra...

Business Development Director - UK Institutional, Asset Management SEI Investments (Europe) Ltd. London, United Kingdom At SEI we value our employees and believe in driving growth through change. Part of building brave futures is making a concerted effort to develop and challenge our employees to...

As a leading organization in their sector with offices in the UK and across the globe, our client has developed a unique advice proposition which has led to a significant increase in client demand as they expand their presence in London and the Southeast. As a Financial Planner in London, you w...

We are seeking an experienced Change Coordinator to help manage a range of exciting new projects at a leading nationwide financial services company. As the business embarks on a significant growth phase, the project delivery team is expanding to meet increasing demands. Responsibilities: In thi...

Technical IFA Administrator - London Our client is looking for a Technical Administrator to join their SJP practice based in London. The role will suit an experienced Technical Administrator who enjoys working autonomously in a driven and high-performing team. Accountabilities Client servicing an...