Career You’re a tech savvy IFA Administrator, already looking to improve processes and manage a small team that thrives in a fast-paced, client focused environment. Youll have a passion for developing others, supporting advisers or wanting
Client Liaison Administrator We’re currently looking for an exceptional Client Liaison Administrator to join our team. This is a great opportunity to work closely with advisers, develop your expertise, and make a visible impact on the
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 2-5 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 2-5 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
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 Edinburgh | Permanent | £35,000 | Wealth Management Are you an organised client services professional looking to build your career within a respected wealth management firm? Were recruiting on behalf of a well-established
We’re currently looking for an exceptional Financial Services Administrator to join our team. This is a great opportunity to work closely with advisers, develop your expertise, and make a visible impact on the clients we serve!
The Company Our client is a boutique Wealth Management company, highly recognised with a fantastic reputation. The Role: This is a great junior level opportunity for an ambitious candidate that wants to progress their career within
PlannerPal is an AI-powered platform transforming how financial advice and wealth management are delivered. We help advisers and their teams save time, reduce admin, and deliver better client outcomes by automating meeting notes, documentation, and CRM
SSAS Administrator North London / Finchley / Hybrid £28,000 plus benefits A multi-office, award winning wealth management firm currently requires an experienced SSAS Administrator to join its friendly and vibrant team, on a hybrid basis, being
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
Application Engineer (IRESS Xplan Specialist) 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
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
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 whats next. Our success hinges on our people and thats our
IFA Administrator (1-2 Years Experience) Location: [Location] Salary: £25,000-£32,000 DOE Job Type: Full-time, Permanent The Opportunity We are seeking a detail-oriented and organised IFA Administrator to join a growing financial planning firm. This is an excellent
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
CRM Trainer (Wealth Management) | £400-£500/day | Outside IR35 | 6-Month Contract Day to day will be remote but will require travel to offices around the UK to deliver training, on site support and post go
Idex Consulting is working with a boutique Discretionary Fund Management (DFM) firm to recruit a Client Services Executive for their Edinburgh office. As a Client Services Executive, you will be a central point of contact for
Client Services Associate Teesside (Hybrid Working)£28,000 - £32,000 + Bonus + Excellent Benefits Are you passionate about delivering exceptional client service? Looking to build a long-term career in financial services with genuine progression opportunities? A growing