Private Client Discretionary Investment Manager Leeds/Sheffield Basic to £100,000 plus bonus and full package Company A well established and highly regarded national Asset Management firm with an excellent track record of delivering results in the private client sector. Well capitalised and highly profitable, they are looking for an additional Investment Manager to continue their development of their offices in Leeds. Role Essentially you will be responsible for managing and advising...
Portfolio/Investment Manager – Newcastle upon Tyne Basic up to £105,000 plus bonus and full package Company A well-known national investment management firm are looking for an additional Investment/Portfolio Manager to assist with the continued development of the company in the North East. Role Your focus will be a combination of maintain existing client relationships and developing additional private client business from your own and new individual connections as well as...
Investment/Portfolio Manager London West End Basic up to £110,000 plus bonus and full package Company A well-known national investment management firm are looking for an additional Investment Manager to assist with the continued development of the company in and around London. Role You will need for a relatively small book of existing business, although there are existing clients, but your focus will be on developing additional private client business from...
Private Client Discretionary Investment Manager Manchester Basic to £100,000 plus bonus and full package Company A well established and highly regarded national Asset Management firm with an excellent track record of delivering results in the private client sector. Well capitalised and highly profitable, they are looking for an additional Investment Manager to continue their development of their offices in Manchester and the wider North West. Role Essentially you will be...
A leading independent broker are looking to expand their commercial team and bring on an Account Handler. They offer a wide selection of products and pride themselves on the high level of customer service given to their clients. The Opportunity: This an excellent opportunity to join well established Insurance Broker within their Commercial team and deal with a wide range of policies. Your role will be to assist with the...
Relationship Manager/Director London&South East Basic to £150,000 excellent bonus and full package Company An international wealth management firm undergoing considerable growth within the UK market. Role Responsible for the provision of complex investment advice to existing and new HNW/UHNW clients in the UK, Middle East and the Americas. Your focus will be on developing and maintaining long term and profitable relationships and ensuring performance in line with the clients stated...
Private Client Investment Director - Bristol&South West Basic up to £100,000 plus bonus and full package Company A well-known national investment management firm are looking for an additional Investment Director to assist with the continued development of the company across the South West, based out of Bristol. Role Your focus will be on the development of additional private client business from your own and new individual connections as well as...
FANTASTIC OPPORTUNITY WITH EXCEPTIONAL BONUS SCHEME Relationship Manager/Director London - City&West End Basic to £150,000 plus superb bonus structure and full benefits. Company An international employee owned wealth management firm undergoing considerable growth within the UK market. Role Responsible for the provision of complex investment advice to existing and new HNW/UHNW clients. Your focus will be on developing and maintaining long term and profitable relationships and ensuring performance in line...
A Growing Insurance Broker is looking for a Senior Commercial Account Handler to join their team. The Opportunity This opportunity is for an experienced Commercial Account Handler to join like-minded people in applying their technical knowledge to best support the Executives and Directors with administrative duties as well as client meetings. This role is unique because the level of new business which you are involved with is down to you....
The client is a growing insurance broker who are recognised for the level of service provided to their clients. Specialising in risk management and insurance solutions for commercial and corporate insurance. They have strong connections to a diverse range of clients and markets to place the business. Over the coming months they have ambitious growth plans which will create progression opportunities within the business for the right individual. They are...
IFA Administrator up to £32,000 Chesire Key responsibilities Provide administrative assistance to IFAs, including preparing reports, correspondence, and documentation. Be the first point of contact for clients ensuring a professional, high quality service is provided Manage advisors’ schedules and coordinate client meetings and update and maintain client files, ensuring accuracy and compliance. Submitting pensions and transfers Prepare and process financial applications, letters of authority, and investment transfers. Track and follow...
Investment Portfolio Manager Hampshire/Surrey Basic to £100,000 plus full package Company A privately owned and highly regarded boutique wealth management firm looking to develop their offering and move to the next level. Role You will be responsible for, amongst other duties, undertaking fund selection, research, constructing and managing investment portfolios, ensuring that the investment decisions made are consistent with the clients stated objectives and ensuring that all the firms standards...
A reputable insurance broker is looking for a Commercial Account Executive to join their dynamic team. The opportunity This is an opportunity for an established Account Executive to takeover a substantial book of business and utilise your skill set in nurturing and growing this book. The book has a variety of commercial policies, specifically Property Owners which you will be expected to be no stranger to. You will also receive...
Residential Conveyancing Fee Earner Opportunity Are you a skilled professional with experience in residential conveyancing? We’re seeking a dedicated Residential Conveyancing Fee Earne. This is a fantastic opportunity for someone with a strong technical background in residential property matters to advance their career in a supportive and dynamic environment. Key Responsibilities: Handling sales and purchases of both registered and unregistered titles. Managing leasehold flats, shared ownership properties, transfers of equity,...
Commercial Property Solicitor Opportunity Are you an experienced solicitor or legal professional seeking an exciting opportunity in the dynamic world of commercial property law? We are looking for a talented Commercial Property Fee Earner. If you’re passionate about property law and ready to handle a diverse caseload, this could be the perfect role for you The Role As a Commercial Property Fee Earner, you will manage a wide range of...
IFA Administrator Glasgow Up to £28,000 (depending on experience) Monday - Friday (Hybrid working) Do you feel like there is no career path to follow in order to progress and develop? Are you looking to be part of a larger firm with likeminded people around you? Feeling under appreciated for the work you do? If any of the above statements are true then this may be the role for you...
Practice Manager - Wealth Management Firm Location: Liverpool I’m working exclusively with a highly respected wealth management firm that is undergoing an exciting period of growth and transformation. My client, a well-established and ambitious advisor, is embarking on their next stage of growth and is seeking a dynamic Practice Manager to join their team and help shape the future of the business. About the Firm This is a business that...
Investment&Portfolio Director Newcastle upon Tyne Basic up to £105,000 plus bonus and full package A national investment management firm are looking for an additional Investment/Portfolio Director to assist with the continued development of the company in the North East. Your focus will be a combination of maintain existing client relationships and developing additional private client business from your own and new individual connections as well as professional intermediaries. You will...
Wealth Director Inverness&Aberdeen Basic to £100,000 plus bonus and full package This is a fantastic opportunity for a qualified Wealth/Investment Director with proven experience of providing quality investment advice to HNW/UHNW individuals. A well established and expanding national wealth management firm require an additional Wealth Director in the Highlands. The firm, who are renowned for their experience within the HNW/UHNW market, are looking for a qualified and experienced individual with...
Wealth Director Perth&Stirling Basic to £100,000 plus bonus and full package This is a fantastic opportunity for a qualified Wealth/Investment Director with proven experience of providing quality investment advice to HNW/UHNW individuals. A well established and expanding national wealth management firm require an additional Wealth Director in the Highlands. The firm, who are renowned for their experience within the HNW/UHNW market, are looking for a qualified and experienced individual with...
Business Development Investment Manager (Equity) South East England Basic to £80,000 plus bonus and full package A niche Wealth Management firm, operating in both the private Client and Institutional markets, are looking to grow their team of investment managers/directors across the South East of England You will be responsible for developing investment business from your own private client and intermediary connections, utilising your expertise and knowledge to create, advise and...
Portfolio&Investment Manager North Yorkshire Basic up to £120,000 plus bonus and full package A well-known national investment management firm are looking for an additional Investment/Portfolio Director to assist with the continued development of the company in North Yorkshire. Your focus will be a combination of maintain existing client relationships and developing additional private client business from your own and new individual connections as well as professional intermediaries. You will have...
Investment Director - Private Clients Bristol&South West Basic up to £100,000 plus bonus and full package A well-known national investment management firm are looking for an additional Investment Director to assist with the continued development of the company across the South West, based out of Bristol. Your focus will be a combination of maintain existing client relationships and developing additional private client business from your own and new individual connections...
Investment Director Glasgow&Edinburgh Basic to £110,000 plus excellent bonus A highly regarded national Wealth Management firm are looking to grow their presence across Central Scotland (M8 corridor) with the recruitment of an additional Investment Director. You will be responsible for producing quality AUM and covering all aspects of your HNW client’s investment needs by building on your own existing and new connections as well as working closely with your colleagues...
Private Client Investment Manager Manchester Basic to £100,000 plus bonus and full package A well established and highly regarded national Wealth Management firm with an excellent track record of delivering results in the private client sector are looking for an additional Investment Manager to continue their development of their office in Manchester and the wider North West. You will be responsible for managing and advising on both existing and new...
Investment&Portfolio Manager London West End Basic up to £110,000 plus bonus and full package A national Investment Management firm are looking for an additional Investment Manager to assist with the continued development of the company in and around London. Your focus will be on developing additional private client business from your own and new individual connections as well as professional intermediaries. You will have a genuine interest in all aspects...
Financial Services Recruitment Consultant Hybrid | Bristol £25,000- £35,000 P/A DOE plus Benefits&Bonus Specialising in the Digital&Technology, Financial Services, Insurance, Legal, Sales and Public Sector divisions, our mission is to improve people’s lives through work, and our vision is to put people at the heart of everything we do and become trusted partners to everyone we engage with. With offices in both Bristol and Manchester, we operate nationwide, with specialist...
Location: Birmingham (Hybrid: 3 days from home, 2 in the office) Salary: £33,000 (flexible) Excellent Benefits&Bonus We’re working with a fantastic client who is looking for a Financial Planning Assistant to join their growing team. This is an excellent opportunity for someone with 2-3 years of experience in financial services administration who’s ready to step into a role that combines meaningful support, development opportunities, and real work-life balance. The Role:...
A Chartered Insurance Broker is looking for a Senior Commercial Account Handler to join their growing team in Poole. The Opportunity This opportunity is for an experienced Commercial Account Handler to join like-minded people in applying their technical knowledge to best support the Executives and Directors with administrative duties as well as client meetings. In reward for your hard work, you will receive a competitive salary and package as well...
Senior Paraplanner (Client Facing) The City, London Hybrid or Home-based £55,000 - £65,000 FTE This is a part-time role at 30 hours per week. Ideally Monday - Thursday but there is a degree of flexibility. A boutique, Top 100 FTAdviser listed Independent Financial Advice and Asset Management practice are looking to grow their Private Client team by bringing on a near-Chartered, Senior Paraplanner to directly support one Financial Adviser. This...
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