Employment Type : Full-Time
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 peace of mind. Now, as we enter an exciting new phase of growth, we're looking for an energetic and commercially minded Ope...
Employment Type : Full-Time
Are you a highly experienced IFA Administrator with a strong background in managing teams? 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. Salary : 55,00...
Employment Type : Full-Time
Client Services Manager for an IFA Birmingham Salary 40,000 - 45,000 Curation Full Time, Permanent, Hybrid (2 days a week WFH) Are you a client service professional with a passion for excellence and a background in financial services? We are working with a IFA IN Birminghamseeking a Client Services Manager to lead our dedicated client service team and drive outstanding experiences for our valued clients. ?? About the Role As the Client Services ...
Employment Type : Full-Time
Our client is a successful and established IFA firm based in Glasgow and they are currently looking for an experienced IFA Administrator to join their team This is for the role of IFA Administrator supporting a successful IFA and working within a team of Sales support We are looking for an experienced Administrator and therefore the client is happy to offer a base salary up to 27000 plus benefits. If you are an experienced FS Administrator looki...
Employment Type : Full-Time
Are you looking to develop your career and work for a leading financial service firm in the South West of England? As Chartered Financial Planners, we are committed to empowering our clients to achieve their financial goals. With a strong focus on innovation and client satisfaction, we have built a culture that puts our clients at the heart of everything we do. We are currently looking for a Financial Planning Support to join our dynamic team in...
Employment Type : Full-Time
My client is a very reputable and well established financial planning and wealth management practice based just outside of Norwich (East). They are currently looking for a Financial Services Administrator and whilst someone with Financial Plannign PRactice Exepreince would be very desirable, my client is open to someone who is keen to join the sector and feels confident and has previous experience, working in admin and with numbers. You will be ...
Employment Type : Full-Time
Your new company An excellent opportunity has arisen within a highly reputable firm of IFAs for an experienced Financial Services Administrator. A very supportive working environment, family-feel culture. Excellent long-term prospects as the company continues to grow. Your new role Working as part of a team providing support to advisers dealing with all aspects of administration and being a key point of contact for clients. Key responsibilities ...
Employment Type : Full-Time
Our client is a small firm offering independent financial advice on mortgages, investments, savings and pension planning with a solid existing client portfolio. IFA job description You will have a proven track record of results and be able to demonstrate great communication skills and a good knowledge of the fast moving financial services market. You will have the following traits: Honest Strong work ethic Primary focus on client outcome Excelle...
Employment Type : Full-Time
An award-winning boutique wealth management firm is seeking a Client Services Administrator to join their highly regarded team. This role offers an excellent opportunity for an individual with prior experience in an IFA, Financial Services, or Client Services environment who is looking to develop their career within the financial planning sector. The Role: Working closely with Paraplanners and Senior Wealth Planners, the Client Services Administ...
Employment Type : Full-Time
Our client is a successful and established IFA firm based in Brighton and they are currently looking for an experienced Administrator to join their team This is for the role of IFA Administrator supporting a successful IFA and working within a team of Sales support We are looking for an experienced Administrator and therefore the client is happy to offer a base salary up to 28000 plus benefits. If you are an experienced FS Administrator or Junio...