About the BusinessQuilter plc is a leading wealth management business, helping to enable brighter financial futures for every generation. Quilter oversees £141.9 billion in customer investments (as at 31 March 2026). It has an adviser and
Career You’re already working in Financial Planning and are ready for a role that genuinely develops you into an adviser. You want hands‑on client exposure, meaningful technical work, and a clear pathway to becoming a Financial
Career You’re already working in Financial Planning and are ready for a role that genuinely develops you into an adviser. You want hands‑on client exposure, meaningful technical work, and a clear pathway to becoming a Financial
Career You’re already working in Financial Planning and are ready for a role that genuinely develops you into an adviser. You want hands‑on client exposure, meaningful technical work, and a clear pathway to becoming a Financial
About the BusinessQuilter Cheviot has been the wealth manager of choice for individuals and families for over 250 years and today is one of the UK’s largest wealth management firms offering expert discretionary investment management and
My client is currently looking for an experienced IFA Administrator to join their team in Blackpool. The successful candidate will provide administrative support to Financial Planners to help to deliver good client outcomes, and be the
Client Services Executive (CSE) £40,000–£50,000 (DOE) + excellent benefit sAre you an experienced financial services professional looking to step into a highly respected, fast-paced environment where your work genuinely matters ? We’re partnering with a leading,
We are working with a well-established and highly regarded financial planning firm seeking a Financial Services Administrator to join their growing team. This is an excellent opportunity for someone with experience in financial services administration to
Application Support Engineer - Xplan Glasgow - Hybrid working Basic salary up to £77k Were hiring an Application Support Engineer with strong IRESS Xplan experience to join a collaborative technology team supporting and enhancing the organisations Xplan platform. This
Software Engineer - Xplan Liverpool - Hybrid working Basic salary up to £72k Were hiring a Software Engineer with strong IRESS Xplan experience to join a growing technology team building and enhancing an internal Xplan capability. This is a
Engineering Lead - Financial Planning (iRESS Xplan) Locations: London | Liverpool | Permanent Lead the Future of Financial Planning Technology Were partnering with a leading UK wealth management organisation undergoing significant technology transformation and seeking an experienced
The Company: An established Investment Management firm with UK and International clients. Specialising in Ultra High Net Worth and Investment Management and Wealth Planning / Advice. The Role: The Senior Financial Planning Administrator will sit within
Location: London Central 1 day a week Salary: £90000 + 10 % Bonus + Excellent Benefits Shape the Future of Wealth Management Technology Were partnering with a leading UK wealth management organisation seeking an experienced Application
My client is a leading Financial Planning firm based in Central Leeds, providing Financial Planning services to both businesses and individuals throughout the UK, with regards to Pensions & Retirement Planning & Investments. We are urgently
Paraplanner – Wealth Planning Cambridge Good Salary – Bonus - Bens Are you an experienced Paraplanner looking to take the next step in your financial planning career? Join our Cambridge Wealth Planning team and play a
Power BI Analyst Location: London, Hybrid working Salary: Circa £65,000 Start: ASAP Contract: 6 month Fixed‑term (with potential extension) A leading private wealth business is seeking an experienced Power BI Analyst to join its Business Solutions
Wealth Management Administrator Location: Blackpool Salary: £24,000-£31,000 About the Role We are recruiting on behalf of our client, a respected wealth management firm, for a Wealth Management Administrator to join their Wealth Planning team. This is
Financial Services Administrator Outskirts of Norwich Due to rural location, you will need to drive 25,000 - 35,000 Doe + Bonus and Benefits *Hybrid working, 2 days from home offered after initial training* Polkadotfrog are delighted
Team Overview The Employee Benefits team provides advice and support to employers. We’re part of a trusted team of 20 people who work closely with private clients and other teams within the Firm. Our clients are
Senior Wealth Planning Assistant | Wealth Planning £ Competitive Package London A fantastic opportunity for an experienced wealth planning administrator to join a collaborative Wealth Planning team and play a key role in delivering exceptional client