A reputable financial services firm in The City of London is seeking a Trainee Broker to join their team. Apply fast, check the full description by scrolling below to find out the full requirements for this role. This full-time role is suitable for individuals without prior experience, as comprehensive training will be provided. The position involves delivering legal advice, engaging with...
Trainee IFA Administrator - London £25,000 - £28,000 Start your career in financial services with one of London's most respected advice firms. If you're organised, proactive, and looking to build a long-term career in wealth management - this is a brilliant first step. You'll join a friendly, supportive team where you'll learn the ropes from experienced administrators and advisers. The first four...
Location Hertford Salary £35000 - £40000 TypePermanent WorkplaceOn-Site Ref89002 Recruiter Managing This Role Trainee IFA Hertford, hybrid working (1 day WFH) £35,000 £45,000 We are working with a well-established, boutique IFA firm based in Hertford, who are looking to appoint a Trainee Independent Financial Adviser. This is a fantastic opportunity for an experienced Paraplanner looking to...
Our clients are based in Berkshire and are a small IFA with a large HNW private client base. An opportunity has arisen for a Paraplanner to join the existing support team. The role will be to provide full technical support to the directors of the business and work alongside the existing support staff including the sales support. There is an opportunity for candidates who are looking for this to...
An expanding Wealth Management firm are recruiting for a Trainee Financial Adviser, or Junior/Associate Adviser with a view to acquire existing clients and in due course develop their client base. This is an excellent opportunity for a driven and motivated diploma qualified individual with industry experience to make the move to Financial Advice, gain their CAS status and grow an existing client...
Recruit Wealth are representing one of the UK’s fastest growing and largest national Financial Planning businesses who are currently recruiting for an experienced Administrator to join one of their regional offices, one of 50+ nationwide.The business is a modern, highly ethical and rewarding employer. They deal with individuals, relating to their pensions & investments and working towards...
A respected financial advisory firm in London is seeking a Trainee IFA Administrator to support client journeys and learn the advice process. This entry-level role offers a unique opportunity for growth within wealth management. After a four-month office onboarding, you will transition to a hybrid work model, balancing office and remote work. The position emphasizes hands-on training and career...
We are recruiting for this well regarded financial planner in Harrow who are looking for an experienced IFA Sales support administrator to join. The role is a mix between administration and paraplanning with a high level of analytical skills required. Experience required: A minimum of two years of experience working in a financial planning services administration role.Strong IT skillsIHT...
An expanding Wealth Management firm are recruiting for a Trainee Financial Adviser, or Junior/Associate Adviser with a view to acquire existing clients and in due course develop their client base. This is an excellent opportunity for a driven and motivated diploma qualified individual with industry experience to make the move to Financial Advice, gain their CAS status and grow an existing client...
Recruit Wealth are representing one of the UK’s fastest growing and largest national Financial Planning businesses who are currently recruiting for an experienced Administrator to join their regional Marlborough offices, one of 50+ nationwide.The business is a modern, highly ethical and rewarding employer. They deal with individuals, relating to their pensions & investments and working towards...
Client Relationship Manager – Wealth ManagementTaunton£25,000 - £30,000Full-time, PermanentAbout the OpportunityWe’re recruiting on behalf of a leading Wealth Management firm seeking a Client Relationship Manager to join their Taunton team.This is a fantastic opportunity to start your career in financial services, with genuine scope to progress into a Financial Adviser role after exam...
The Role: to assist in providing administrative and technical support to the Paraplanner(s) within the business. Reports To: Paraplanner and Financial Planner Key Requirements and Skills: Good team working and liaison skills to deal effectively with tasks set and provide support for other team membersAn understanding of FCA regulations and guidelines relating to financial services...
You will also be responsible for the day to day running of the office alongside other staff members, being very involved with clients.
You will have experience of the above and be a quick thinking and dynamic individual able and confident to work on the front face of the business and able to manage high work loads, prioritise and multi task to an excellent standard.
Recruit Wealth are representing one of the UK’s fastest growing and largest national Financial Planning businesses who are currently recruiting for an experienced Administrator to join their regional Cambridge offices, one of 50+ nationwide.The business is a modern, highly ethical and rewarding employer. They deal with individuals, relating to their pensions & investments and working towards...
Recruit Wealth are representing one of the UK’s fastest growing and largest national Financial Planning businesses who are currently recruiting for an experienced Administrator to join their regional Braintree offices, one of 50+ nationwide.The business is a modern, highly ethical and rewarding employer. They deal with individuals, relating to their pensions & investments and working towards...
You should hold minimum Level 4 Diploma in Regulated Financial Advice and have the long-term ambition and desire to become a Chartered Financial Adviser. Get ready to embark on a 6-12-month training and assessment period depending on qualifications, skills and speed of development.
You should have experience of working in an IFA with exposure to client meetings (experience of cash flow is beneficial) and a good technical understanding, hold minimum Level 4 Diploma in Regulated Financial Advice (CII preferable or willing to undertake the exams to convert) and have the long-term ambition and desire to become a Chartered Financial Adviser.
Recruit Wealth are representing one of the UK’s fastest growing and largest national Financial Planning businesses who are currently recruiting for an experienced Administrator to join one of their regional offices, one of 50+ nationwide.The business is a modern, highly ethical and rewarding employer. They deal with individuals, relating to their pensions & investments and working towards...
Recruit Wealth are representing one of the UK’s fastest growing and largest national Financial Planning businesses who are currently recruiting for an experienced Administrator to join one of their regional offices, one of 50+ nationwide.The business is a modern, highly ethical and rewarding employer. They deal with individuals, relating to their pensions & investments and working towards...
Recruit Wealth are representing one of the UK’s fastest growing and largest national Financial Planning businesses who are currently recruiting for an experienced Administrator to join their regional Haywards Heath offices, one of 50+ nationwide.The business is a modern, highly ethical and rewarding employer. They deal with individuals, relating to their pensions & investments and working towards...