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Senior IFA Administrator
£30,000-£45,000
  • Surrey
  • Financial Planning and Wealth Management
  • Permanent

This is a great opportunity to join an established, friendly financial planning firm as an IFA Administrator. The firm is a well established team of advisers, paraplanners and support staff, providing high quality financial advise to private clients.

Senior Policy Executive
  • London
  • Policy, government relations and regulatory affairs
  • Permanent

The Senior Policy Executive will support the policy team’s work to promote a more proportionate, attractive and internationally competitive regulatory environment for private capital firms in the UK. The role comes at an important time, as interest in the industry continues to grow and government, the FCA and other regulators seek to enhance UK competitiveness and support economic growth.

Financial Planner
  • Claygate, Surrey
  • Financial Planning and Wealth Management
  • Permanent

Our client is  looking for a driven, ambitious and experienced Financial Planner to join their team. This is an exciting opportunity to join a growing Financial Planning firm. 

Client Services Manager
£30,000-£35,000
  • Stockbridge, Surrey, Claygate, Surrey
  • Financial Planning and Wealth Management
  • Permanent

We are looking for an energetic and organised person to join this thriving financial planning firm.  This is an exciting opportunity to join a busy team where client service is at the heart of everything while contributing to the working culture and development of the business. 

Trainee Financial Planner
£25,000-£45,000
  • Claygate, Surrey
  • Financial Planning and Wealth Management
  • Permanent

Join this thriving, growing, independent financial planning firm as a trainee.

This is a great opportunity for someone wanting to start or progress their career in Financial Services.

We welcome candidates direct from education, other financial services business or those seeking a change in career.

The successful candidates will be motivated to drive their personal development and committed to a training programme expected to last 2-3 years alongside an experienced Chartered Financial Planner. This is an exciting opportunity to develop knowledge and skills beyond the textbook, benefiting from real life on the job experience.

Paraplanner
£35,000-£55,000
  • Claygate, Surrey
  • Financial Planning and Wealth Management
  • Permanent

Our client, a thriving, growing financial planning firm in Surrey are looking for an organised and competent Paraplanner to join our Service Delivery team.  This is an exciting opportunity to join a busy team where client service is at the heart of everything while contributing to the working culture and development of the practice. 

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