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8 Open positions

Administrator

Romford, United Kingdom

Company: Rosemount IFA Ltd

Description:

Administrator Gidea Park Full-time | Permanent Are you an experienced Administrator ready to join a respected, long-established, and stable financial planning firm? Have you worked in Financial Services administration either in investment, banking, financial planning, or wealth management? Rosemount Independent Financial Advisers , based in Gidea Park, is looking for a highly organised and detail-focused individual to provide essential administrative support to our team of Financial Advisers. This is an …

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Client Service Associate

London, United Kingdom

Company: Tanager Wealth Management LLP

Description:

Client Service Associate Are you numerical, with excellent attention to detail and great interpersonal skills? Tanager Wealth Management is an innovative provider of financial planning and investment solutions. We seek a committed individual who is 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 and UK US-based financial advisers …

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Financial Planner

Bagshot, United Kingdom

Company: HC Wealth Management

£ 65,000.00 - 75,000.00

Description:

Financial Planner (Level 6/7) Join us as a Financial Planner hybrid, supportive, and no need to chase sales. Enjoy the freedom to grow and give advice that matters. Whether you're: An experienced Paraplanner ready to advise A seasoned professional seeking a better work-life balance Or a newer Planner with qualifications and drive we'll meet you where you are. Our accredited CISI firm, HC Wealth Management can offer you a secure, …

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Trainee Paraplanner

Rearsby, Leicester, United Kingdom

Company: Optimum Path Financial Planning

Description:

Are you ready to take your career in financial planning or wealth management to the next level? Optimum Path is a Chartered firm, guided by our values to be competent, act fairly, think innovatively, challenge respectfully and speak honestly. If you have already gained some sector experience, or if you are a recent graduate with a relevant degree, we'll train you and support you all the way to become a …

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Paraplanner

Poole, United Kingdom

Company: Life Matters

£ 50,000.00 - 50,000.00

Description:

Paraplanner role office-based or hybrid, full or part-time - even remote. Are you an experienced and qualified paraplanner whos ready for more than just report writing? Do you want to be part of a forward-thinking business that values your input, develops your potential, and gives you a genuine voice in how things are done? Working at Life Matters , means being an important part of a close knit and collaborative …

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Operations Manager

Northampton, United Kingdom

Company: Thomson Gray Wealth Management

£ 45,000.00 - 65,000.00

Description:

Job Title: Operations Manager Location: Moulton Park, Northampton Salary: £45,000 to £65,000 + benefits Contract Type: Full-time, permanent Are you ready to step into a pivotal leadership role and shape the future of a values-driven, Chartered wealth management firm? At Thomson Gray , we've been helping clients live their life on purpose for over 25 years. As an independent, family-run business, we pride ourselves on integrity, empathy, and delivering financial …

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Administrator

Poole, United Kingdom

Company: Life Matters

£ 24,000.00 - 26,000.00

Description:

Join a supportive team where you'll be valued, trained, and given the chance to grow. Are you highly organised, friendly, and ready to take the next step in your administrative career? Life Matters is a client-focused financial planning firm dedicated to helping people thrive in retirement. We are proud of our values - put our clients first in all we do, do the right thing and not the easy thing, …

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Paraplanner

Rearsby, Leicester, United Kingdom

Company: Optimum Path Financial Planning

Description:

Are you an experienced Paraplanner 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 including study support, 25 days holiday plus bank holidays, 8% pension contribution, medical insurance, free parking and host of others. We are guided …

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