Posted by Premier Jobs UK Limited • £60K/yr to £100K/yr
They provide all the services of a traditional IFA firm, plus as a fintech firm they offer an online digital platform to help individuals at the start of their financial planning journey alongside established investors.
As a Financial Adviser, you should actively look to build your client bank through usual methods of referrals, networking, introducers, marketing etc.
This remote Financial Adviser job provides opportunity to join one of the fastest growing IFAs aimed at offering holistic wealth management to all.
Posted by Blakemore Recruitment • £60K/yr to £75K/yr
We are looking for an experienced, organised, and knowledgeable Compliance Manager to join the Financial Planning Leadership Team of this highly regarded financial planning organisation.
The key responsibility is to build and deliver oversight of the Financial Adviser teams.
The role will report to the Managing Director and will work very closely with the Regional Directors, Training Manager and Director of Wealth Operations to be a key contributor.
Due to continued growth and success in providing wealth management services to HNW clients, this innovative firm of Financial Advisors is looking to attract a skilled and experienced individual to manage and develop a portfolio of clients.
Your role will be to provide holistic advice to the clients within your portfolio and deliver tailored solutions across the areas of retirement, investment, tax and protection planning.
You will benefit from full administrative, technical and compliance support as well as being able to utilise in house discretionary management services.
We have an exciting opportunity for a Client Services Manager to join a prestigious multi-family office based in Mayfair, working with Ultra High Net Worth (UHNW) clients.
This is a unique role that offers exposure to fascinating clients and complex cases, providing a great opportunity to further develop your career in a dynamic environment.
Are you a highly experienced IFA Administrator with a strong background in managing teams?
Our client offer a range of property loans designed for commercial borrowers, such as professional landlords/property investors and property developers.
We at the City and Capital group are pleased to be representing a highly respected and fast growing investment house and commercial property finance lender who have been operating with great success in the space since 2006.
Such clients have access to up to £50m in funding for short term property loans such as bridging finance and development exits, as well as access to commercial term & BTL products to support landlord portfolio growth.
Due to continued success in providing fee-based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide holistic support to a Financial Advisers and paraplanning team.
Are you a financial planning administrator, looking for a new role with opportunities to develop your career and study for industry exams, with a hybrid working pattern.
Duties for this role will include
To provide proactive administrative support to the adviser team, working alongside the Paraplanners to ensure an efficient and smooth service.
Posted by Sterling Williams LTD • £40K/yr to £55K/yr
General
Circa £45,000 - £55,000
1 year Fxed Term Contract
Main Responsibilities
Sterling Williams are working alongside an international bank, they are seeking a treasury analyst, the role will entail assisting the treasury function ensuring that it is profitable whilst adhering to all procedures set by the Bank and the regulators.