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
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
Career You will have 2-5 years experience as a Financial Planning administrator with fantastic knowledge of Financial Planning products and processes. You are looking to provide one-on-one support to one of our Financial Planners and their
Career You will have 2+ years experience as a Financial Planning administrator with fantastic knowledge of Financial Planning products and processes. You are looking to provide one-on-one support to one of our Financial Planners and their
Career You will have 2+ years experience as a Financial Planning administrator with fantastic knowledge of Financial Planning products and processes. You are looking to provide one-on-one support to one of our Financial Planners and their
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
Company Description Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what’s next. Our success hinges on our people and that’s our
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,
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
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
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
Application Support Engineer - Xplan Liverpool - Hybrid working Basic salary up to £72k 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
Job Description 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
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