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This role is remote however you will be expected to go to Nairn in the Highlands around once a month.

The Financial Planning Administrator will have financial planning / IFA client services experience and will provide a high level of support to a team of Financial Advisors. The Financial Planning Administrator will liaise and communicate successfully with external clients, internal key stakeholde...

Experienced Paraplanner, High Holborn, London Up to £65,000 depending on qualifications and experience + benefits including generous holiday entitlement, exam support, flexible working, salary sacrifice, income protection and death in service.Fleet Street Wealth is a Chartered, independent, fee-b...

MPS Marketing Manager - New IFA - Wealth Management Excellent, newly created role, for capable Marketing SME with demonstrable experience in Financial Services & Managed Portfolio Services, particularly with a focus on expanding and developing IFA traction.This role will work closely with the He

Well established, highly professional IFA practice is looking to grow their team of Paraplanners who contribute to the creation of detailed financial plans and reports that assist clients in navigating their financial futures.

IFA Administrator (Client Services Support) - London. Our client is looking for a Financial Administrator to join their team in London. Experience of working within financial services preferable.

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Experienced financial services advisers and consultants with UK CISI level 4 qualifications as its a regulated environment. Contacting clients and arrange in depth meetings with them to best understand their financial goals and aspirations, then generating a proposal to enable them to make an inf...

We are excited to present an excellent opportunity for a Financial Planner to join a thriving independent financial planning firm as a Financial Adviser. Provide expert independent advice to designated clients.

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 Con...

Ability to analyze market’s financial data and to provide appropriate data-based advice. A pension scheme, access to group medical cover, and discounts or rebates on any financial product offered through their product provider relationships. This position would typically suit both experienced and...

Our Client, a large Asset Manager with a big Retail presence is seeking a UK Marketing Executive for their London Office. Responsibilities: - Assist with the implementation and delivery of communications, PR and marketing annual plans - Production and coordination of marketing materials for ...

Our valued client is renowned for its steadfast commitment to sustainability, its accolades, and its profound influence on the financial well-being of individuals. Currently, they are seeking Investment Advisory Wealth Managers to join them in their journey of expansion and progress in the follow...

As a Financial Advisor with them, you will be responsible for providing comprehensive financial advisory services to clients while adhering to regulatory standards and company policies. Join our client and embark on a rewarding career as a Salaried Financial Consultant, where you can make a posit...

Our client believes that their clients’ financial planning is at the heart of everything they do. They are committed to ongoing professional development, ensuring their knowledge remains cutting-edge in a rapidly evolving financial landscape. Review and respond to clients’ changing needs and fin

Our wealth management client is looking for Financial advisors to be based in Bangkok, Thailand. Our client is the leading provider of financial services to expats in the UAE, with regulated operations in the UK, Asia, Europe and South Africa – as well as a dedicated administration hub in Sri Lan...

Please only apply if you have the required financial services sales aspirations. And guess what? They’re on the lookout for Investment Advisory Wealth Managers who want to ride along on their journey of growth. Their main offering? Delivering personalized, independent financial advice to each cli...

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 sustained exp...

Social network you want to login/join with:.Join TrinityBridge as a Business Development Director where you will create long term partnerships and developing business opportunities with UK based intermediaries - IFA and Restricted – as well as discretionary investment firms, using TrinityBridge’

Due to aggressive and ambitious expansion, our client is now accepting job applications from financial advisors to work in Portugal.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 ...

They’re now expanding their team and seeking independent Wealth Management Advisors, preferably with existing client portfolios, who are eager to offer international financial products ranging from regular savings and bonds to our cutting-edge, app-based investment solutions, including VC funds a...

Social network you want to login/join with:.Technical IFA Administrator - London, London.Technical IFA Administrator - London.Our client is looking for a Technical Administrator to join their IFA firm based in London.The role will suit an experienced Technical Administrator who enjoys working aut...

This BDM position is tailored for. Tagged as: Asia, Assistant, Associate, BDM, Business Development Manager, Call Centre, Career, Coordinator, financial, FInancial Coordinator, investments, jobs, Kuala Lumpur, Lumpsum, Malaysia, paraplanner, Pensions, Savings, UK, UK Pensions. Business Developmen...

Delivery of key marketing material to the IFA and private client market in a timely and professional manner. Regional Marketing, Brand and Communications, Portfolio Management, and Global Product Solutions, to ensure our offering is relevant to the evolving needs of the IFA and private client com...

Our client is a large, global Financial Services organization dedicated to supporting Independent Financial Advisers (IFAs), Wealth Managers/Planners, and Private Wealth Management companies that operate on their terms of business. If you are an experienced Independent Financial Adviser (IFA), Pr...

Our client are offering an exciting opportunity to join their team as a Senior IFA Administrator.

A rapidly expanding regional IFA firm in Manchester are looking to recruit an additional paraplanner. With seven advisers and impressive plans for growth, there is an unrivalled opportunity to join a firm that has been around for five years and is looking to position itself as a market leader. T...

We do things differently here" (Tony Wilson).This Manchester financial planning business is the epitome of different.A traditional IFA practice it ain't.It still proudly provides first class financial advice (Trustpilot will tell you that).But it has a clear mission - to give great financial plan...

Due to one of their administration team becoming a paraplanner our client is seeking an IFA administrator to join their experienced team.

Due to movement within their office, they are seeking a new level 4 paraplanner. This opportunity would suit an experienced paraplanner who wants to work with a strong IFA brand, with an experience advisor who, client have circa £1m of investable wealth, and deals with all areas of advice includi...

IFA TECHNICAL ADVISORY – L4 FINANCIAL PLANNING KNOWLEDGE REQUIRED (SUIT COMPLIANCE, PRODUCT PROVIDERS OR SALES/PARAPLANNER EXPERIENCE). Our client, a leading financial services firm, seeks to recruit a Technical Helpdesk & Training support manager. Advising IFAs on FP sales whether investments, p...

Job Description Are you looking to progress your career in financial services? We are seeking an IFA Administrator to support our team of Independent Financial Advisers (IFAs). This is a fantastic opportunity for an ambitious individual to gain valuable experience in the industry. Key Responsi...

Job Description 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 appr...

£30-35K depending on experience London Office based (Hybrid available after probation) Feeling unfulfilled with the cases you work on in your current role? This opportunity could be a fresh start. A London-based Wealth Management firm is keen to bring on an IFA Administrator to support the ...

Our preferred client is the Middle East’s only certified fiduciary, CII Chartered and fee-only firm. They’re here to deliver a world-leading, robust framework and revolutionise the way your clients think, feel, and experience their financial future. Everything’s meticulously crafted to deliver ...

My client wants to be a small part of your bigger plans. They pride themselves on being truly different, their overarching aim is to give high quality, trusted advice that’s in the very best interests of their clients and to be trusted to deliver just that. Any successful candidate will need t...

Job Description - Financial Administrator - Chartered IFA - Offices in Central London (near Charing Cross) - £30k - £34k basic salary plus benefits package - 8 weeks of onboarding and training in the office - After training 2 days WFH per week My client is a Chartered boutique wealth plann...

My new client in Malaysia has a small, yet fully regulated and licensed brokerage in Malaysia. If you are an advisor in the region look at a positive change, then this opportunity is well worth considering. Our client also interested in quality advisers outside Malaysia who want to work or need...

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 Consultant to join one of our market leading speci...

Location: Liverpool/London Reports to: Managing Director UK and COO Hoxton Wealth is seeking an experienced, driven, and forward-thinking Operations Manager to oversee the day-to-day operations of our rapidly growing UK financial planning practice. The successful candidate will play a critical ...

- Competitive commission based role USD / Month - Salary: Competitive commission based role Our client, a rapidly growing international financial advisory firm, is seeking experienced Financial Advisers and Paraplanners with expertise in pensions and investments. Their current advisers are at ...

My client HQ’ed in Abu Dhabi is a borderless IFA practice, designed to help experienced advisers grow their business. Their international advisers operate on a fee and commission basis with no ceiling on earning potential. This opportunity in the UK is for potential advisors who have prior expe...

Job Description Our Client, a hugely successful IFA Compliance support organisation with a superb reputation are keen to appoint an IFA Compliance professional who is Fully Diploma qualified. The vacancy is a hybrid role, and you will be expected to work at home or at client’s offices as requi...

About Us Copia Capital Management provides a Discretionary Fund Management service available via both the Wealthtime platform and other wrap platforms for custody and administration in the UK. Copia offers a range of portfolios with different objectives to address different client needs. The co...

Financial Planning Administrator Job Description This is a busy and varied role that requires excellent attention to detail along with great client service skills. Ideally you will have experience in the financial services sector, as this position could be your first step into a successful car...

Social network you want to login/join with: Help people feel confident about one of life’s biggest decisions. We’re on a mission to fix a broken borrowing system—and we’re looking for a brilliant CeMAP qualified Mortgage Adviser to join us. At Loan.co.uk, we combine cutting-edge technology wi...

Our client is a boutique UK asset manager with approximately £1.5 billion in assets under management. The firm specialises in managing segregated mandates and offers a comprehensive suite of over 80 Model Portfolio Services (MPS) for financial advisers. With a strong heritage and a focus on deli...

Full-time Office Location: London Evelyn Partners is the UK's leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to...