Join a progressive and high-performing Independent Financial Adviser (IFA) firm that is making waves in the financial planning industry.
Our client is dedicated to providing a modern financial planning experience, combining personalised client service with cutting-edge financial technology.
They are expanding rapidly and are seeking a talented individual to join our team as an Operations Manager / Assistant to the Managing Director.
Working in collaboration with a Financial Adviser and other colleagues, you will assist the Financial Adviser in preparing recommendations in line with company policy including preparing and maintaining client records.
This is a 100% office based opportunity, designed for a serious individual, who is keen to deliver in a Paraplanning capacity whilst developing and mentoring less experienced Paraplanning team members.
A rare opportuinty has been created to work side by side with one of the most successful advisers at one of the UK's most dynamic, Chartered Welath Management Houses, at their Central London offices.
The company's main aim is to provide the best and most impartial advice available to its clientele.
Due to increasing business levels, the company are currently keen to recruit an additional employed Mortgage and Protection Advisor (handling mainly Residential and BTL cases) to join their established team based within London.
My client is a very well established, successful, Directly Authorised, Independent Mortgage and Protection Brokerage.
At Direct Line Group, insurance is just the start.
And we all work together to be brilliant for customers, every single day.DLG's growth is supported by our Risk function.
Combining decades of industry experience with talented people in every field from data, technology, customer care and auto repair, to HR, finance and procurement , we're a customer-obsessed market powerhouse.
At Direct Line Group, insurance is just the start.
And we all work together to be brilliant for customers, every single day.
Combining decades of industry experience with talented people in every field from data, technology, customer care and auto repair, to HR, finance and procurement, we're a customer-obsessed market powerhouse.
At Direct Line Group, insurance is just the start.
And we all work together to be brilliant for customers, every single day.
Combining decades of industry experience with talented people in every field from data, technology, customer care and auto repair, to HR, finance and procurement, we're a customer-obsessed market powerhouse.
At Direct Line Group, insurance is just the start.
And we all work together to be brilliant for customers, every single day.
Combining decades of industry experience with talented people in every field from data, technology, customer care and auto repair, to HR, finance and procurement, we're a customer-obsessed market powerhouse.
My client are a Chartered independent wealth planning firm in Central London who offer whole of market financial advice to HNW private clients who are retirees, accumulators, local families and SME owners based across Sussex/Kent and London.
Financial Administrator/ Trainee Paraplanner Vacancy - £33k - £35k bonus, Full study support - Chartered IFA firm
They have 500 clients in their current setup with on average £1m of assets to invest per client.