Planner jobs
933 jobs found
Wealth Management Client Administrator
Our client is a highly regarded wealth management firm with over 20 years working with clients across the West Midlands and beyond. The successful candidate will play a...
Trainee IFA
We are currently recruiting for a very well established wealth manager, who now due to growth are looking to source a Trainee IFA. This is an exciting opportunity...
Client Services & Ops Manager - Bham - Ascot Lloyd
Role title Client Service & Operations Manager Reporting to: Regional Head Location: Birmingham [hybrid 3 days per week] SMCR Function: Conduct Purpose of role As the Client Services...
Client Services Administrator
Client Services Administrator | Finchley, London | 30,000– 35,000 Reference: 10332 We're working with a well-established independent financial planning firm based in Finchley, North London, who are looking...
Office Manager (IFA Practice)
My client is a well-respected, independent and established firm of Chartered Financial planning professionals with offices across London, East Anglia and the Southeast. They are currently seeking an...
Business Quality Officer
Our client is looking for a Business Quality Officer who will be responsible for reviewing and checking client cases prior to submission, ensuring all recommendations align with regulatory...
Client Manager - Financial Services
Are you a skilled Paraplanner/Client Manager looking for a challenging and expansive role with the opportunity to progress towards an advisory role? Have you achieved Diploma status and...
Paraplanning Team Leader
Paraplanning Team Leader Salary: 50,000- 52,000 Reports to: Paraplanner Manager Location: Farnborough/Remote (1 day in the office per quarter) About the Role Are you an experienced paraplanner ready...
Client Services & Ops Manager - Bham - Ascot Lloyd
Role title Client Service & Operations Manager Reporting to: Regional Head Location: Birmingham [hybrid 3 days per week] SMCR Function: Conduct Purpose of role As the Client Services...
Paraplanning Team Leader, Offices Near Hemel Hempstead, Up to 65,000, Hybrid and Excellent Benefits
Paraplanning Team Leader Location: Offices Near Hemel Hempstead Package: Up to 65,000, Hybrid and Excellent Benefits Role Overview We are seeking an experienced and highly motivated Paraplanning Team...
Compliance File Checker – Wealth Management, London, Remote, £40,000 – £45,000 + Excellent Benefits
Compliance File Checker – Wealth Management Location: London | Fully Remote Salary: 40,000 – 45,000 + Excellent Benefits Are you a technically strong Paraplanner, Report Writer, or File...
Chartered Financial Adviser | St Albans | £70,000 + Bonus | Existing Client Bank
A highly respected St Albans based wealth management firm is looking for a Chartered Financial Adviser to join their close-knit team. This is a rare opportunity to inherit...
Client Care Administrator - Pensions & Investments
Client Care Administrator – Pensions & Investments South Manchester (Hybrid working) Free onsite and secure parking Salary: up to 30,000 An ambitious and fast-growing financial planning business based...