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8 Open positions

Senior IFA Administrator

Kidlington, United Kingdom

Company: Strategic Vision

£ 30,000.00 - 35,000.00

Description:

Are you passionate about financial planning administration? Strategic Vision Wealth Management is recruiting for a Senior Administrator to join our small, values-led financial planning firm. We believe in doing the right thing for our clients and, with us, you can make a real difference and develop your career. We have amazing benefits including 25 days holidays + bank holidays, weekly paid half-days if the work is done, hybrid working (3 …

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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 - remote, hybrid or office-based.  Excellent benefits including 31 days holidays plus bank holidays , 5% pension contribution, support with personal and career development, and a day off on your birthday. Are you an experienced and qualified paraplanner who's 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 …

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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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