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
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 clients we serve!
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
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
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
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
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
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