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8 Open positions

Business Development Executive

London, United Kingdom

Company: Westminster Wealth Management

£ 30,000.00 - 50,000.00

Description:

Business Development Executive London £50,000 Business Development Executive required for a leading City Wealth Planning firm. Base salary £30,000 + £20,000 bonus potential, hybrid working 1 day per week in London + excellent benefits. Do you know how to find and speak to HNW and UHNW individuals? Are you competent with LinkedIn Sales Navigator and Microsoft Dynamic Sales? Are you highly motivated, and experienced in business development within the High …

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Paraplanner Junior Adviser

Sutton, United Kingdom

Company: AIS Pensions

£ 30,000.00 - 40,000.00

Description:

Are you a motivated individual with paraplanning or technical support experience in financial advice or wealth management? Are you seeking a rewarding and challenging role with progression to advising? We are a small, well-established investment and financial planning practice looking to invest in a committed individual with the desire to train as a financial adviser within a company that has a service driven ethos where charges are low, and portfolio …

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IFA Administrator

Rearsby, Leicester, United Kingdom

Company: Optimum Path Financial Planning

£ 28,000.00 - 35,000.00

Description:

Are you an experienced IFA Administrator looking for a full-time role where your expertise will be appreciated and rewarded? Join our close-knit, supportive team and play a key part in delivering exceptional service for our growing financial planning business. We are offering a competitive salary and excellent benefits. We are guided by our values to be competent, act fairly, think innovatively, challenge respectfully and speak honestly. If you share our …

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Senior Client Service Associate

London, United Kingdom

Company: Tanager Wealth Management LLP

£ None - 35,000.00

Description:

Senior Client Service Associate Are you an experienced client service administrator in international private client wealth management? Tanager Wealth Management is an innovative provider of financial planning and investment solutions. We seek a committed individual who is both experienced and passionate about client service and working with clients in their best interests. Opportunity We have an exciting opportunity within our wealth management client service team, working closely with our clients …

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IFA Administrator

Albury, Surrey, United Kingdom

Company: Estate Financial Planning

Description:

IFA Technical Administrator part-time Albury, Surrey £28,000 - £32,000 FTE Part-time Technical Administrator required. Excellent opportunity to join a close-knit, high performing team working from our office near Guildford, in the Surrey Hills. Are you an experienced IFA administrator looking to use your skills in a part-time role? (3 to 4 days). Do you enjoy working on your own initiative and would you also like to feel that you are …

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Paraplanner

Glasgow, United Kingdom

Company: Spectrum Wealth

£ 47,000.00 - 47,000.00

Description:

Join Our Team as a Paraplanner Are you looking for a fulfilling role in a supportive, family-oriented financial planning firm where client care and excellence are at the heart of everything we do?  Spectrum Wealth Group, Glasgows only Vouched For top-rated firm, is seeking a qualified Paraplanner to help us deliver bespoke wealth management services.  About the role While your primary focus will be on paraplanning, our small, …

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Paraplanner

Tunbridge Wells, United Kingdom

Company: Hitchell Financial Planning

£ None - 50,000.00

Description:

Are you the experienced Paraplanner we are looking for to join our close-knit team? Would you like to work for an independent financial adviser with a supportive and collaborative working environment where client care and excellence are at the core of everything we do? This is a fantastic opportunity to work in a dynamic role at Hitchell Financial Planning in Tunbridge Wells. We operate a family-oriented workplace where your contributions …

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Experienced Financial Planner

Glasgow, United Kingdom

Company: Spectrum Wealth

Description:

Job Overview: Are you looking for a long-term home in financial planning where you can continue to develop professionally and build a successful career? Are you looking to join a business where the focus is on client servicing, building and maintaining strong relationships rather than making sales? We are seeking an experienced and qualified Financial Planner to join our small team. We are dedicated to providing outstanding personalised service and …

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