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10 Open positions

Client Service Associate

London, United Kingdom

Company: Tanager Wealth Management LLP

Description:

Client Service Associate £32,000 - £38,000 (total overall package up to £40,000 at the top of the range) Hybrid 3 days office / 2 home (office based during probation) Central London office with excellent facilities The role Are you an experienced IFA Administrator or Wealth Management professional who understands client onboarding? Experience within Wealth Management or Financial Services is an advantage but not essential. Tanager Wealth Management is looking for …

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Financial Adviser

Battle, East Sussex, United Kingdom

Company: Spencer Maynard

Description:

Financial Adviser Battle, East Sussex £65k - £75k + earnings potential Established client bank | Administration Paraplanning support What if your next adviser role came with an established client bank to look after, rather than a blank sheet of paper and a huge new-business target to chase? An established IFA practice is looking for an experienced Financial Adviser to take responsibility for an existing portfolio of approx. 150 clients with …

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Servicing IFA Adviser

Lingfield, United Kingdom

Company: Miller Knight Financial Planning

Description:

Servicing IFA Adviser Miller Knight | Lingfield, Surrey £50,000 – £65,000 depending on experience | Hybrid | Full-time A financial planning role where the clients really are waiting for you. Plenty of Adviser roles promise that you'll be given clients to look after. This one actually will. Miller Knight is looking for a Servicing IFA Adviser to join its established team and take responsibility for a group of existing clients …

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Paraplanner

Lingfield, United Kingdom

Company: Miller Knight Financial Planning

Description:

Paraplanner Miller Knight | Lingfield, Surrey £45,000 – £60,000 | Hybrid | Full-time A proper paraplanning role for someone who loves the technical side of financial planning. If you're a Paraplanner who wants to do more than process paperwork and populate reports, this should be worth a conversation. Miller Knight is looking for an experienced Paraplanner to work closely with the Managing Director, playing a genuinely important role in forming …

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Operations Manager - Multi-Family Office

London, United Kingdom

Company: Recruitment Rebellion

Description:

Operations Manager Investment/Wealth Management/Multi-Family Office | City of London £50,000 | Full-time | Mainly office-based with hybrid days If you know financial planning or wealth management operations inside out — and you're the kind of person who can't help thinking about how systems, processes and technology should fit together — this could be for you. We are looking for an Operations Manager to help build the operational model behind a …

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Investment Associate

London, United Kingdom

Company: Tanager Wealth Management LLP

Description:

Investment Associate £38,000 – £42,000 depending on experience | Central London | Riverside office with on-site Nuffield Health gym, swimming pool and café The role Are you already working within wealth management, investment management or a similar financial services environment and looking to develop your career within an investment team? Tanager Wealth Management is looking for an Investment Associate to join its growing Investment Team in the City of London. …

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Aspiring Financial Planner

Glasgow, United Kingdom

Company: Spectrum Wealth

Description:

Aspiring Financial Planner Spectrum Wealth | Glasgow Full-time | Permanent | Office-based Salary up to £50,000 Spectrum Wealth is looking for an Aspiring Financial Planner who is ready to step into a business where everything is already in place — clients, systems, support, mentoring, and a clear, planned career path. If you're DipPFS Level 4 qualified, have a minimum of two years' financial services experience — essentially in a client-facing …

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Senior Financial Planning Administrator

Kidlington, United Kingdom

Company: Strategic Vision

Description:

Senior Financial Services Administrator Kidlington | £30,000 - £35,000 Are you looking for an experienced Financial Services Administrator opportunity where you'll genuinely be valued? If you've built your career supporting Financial Advisers and enjoy keeping everything running smoothly behind the scenes, we'd love to hear from you. Strategic Vision Wealth Management is looking for an experienced Senior Financial Services Administrator to join our friendly, values-led independent financial planning firm. We're …

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Recently Qualified Accountant

London, United Kingdom

Company: Edison Wealth Management

Description:

Accountant - part-qualified Edison Wealth Management London £50,000 (flexible for the right person) If you've are part or a recently qualified (ACCA / CIMA) and are starting to think about what you are looking for in your career this could be an excellent next step. Edison Wealth Management is a small, well-established wealth advisory and investment business . We're now looking for someone bright, commercially aware, and hands-on to become …

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IFA Administrator

Coventry, United Kingdom

Company: Ashleigh Court Private Client Wealth Management Limited

Description:

IFA Administrator - part-time Ashleigh Court Wealth Management Salary: Circa £30,000-£34,000 (pro rata for the hours worked) Are you the highly experience financial planning administrator we are looking for. We are hiring and we want the best for this role! This is an office-based role working at our lovely, modern office with air-conditioned, free on site parking and shops nearby. 2-3 days a week, please speak to us - we …

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