May, 22
New
New
Head of Operations Operational / Office Management
London , Europe, United Kingdom
Head of ops role where you will be responsible for the management of a number of teams dedicated to differing operational functions, covering activities across various geographical locations. This person will be seen as a future COO. Read more
May, 22
New
New
Private Client Manager / IFA Wealth or Financial Adviser / IFA
Bath, United Kingdom
This role will focus on providing on-going advice and support to the company’s long established and wealthy clients that have moved back to the UK or are in the process of. This is a home based role but covering SW England /M5 corridor so there will be some travel involved. Read more
May, 22
New
New
Private Client Manager / IFA - Alicante Wealth or Financial Adviser / IFA
Alicante, Spain
This is a full time role working with the colleagues already established in the region and with existing clients of the practice. Also have roles in Rennes and Brittany France & Tenerife . Read more
May, 22
New
New
IFA / Private Client Manager Wealth or Financial Adviser / IFA
Rennes, France
My client is a successful financial planning and tax consultancy with very successful and established operations in Southern Europe. This is a full time role working with the partners in the regions to deal with existing clients of the practice. You will focus on recommending strategies clients can use to achieve their financial goals and objectives, including specific recommendations in areas such as cash flow management, investment planning, estate management, tax and wills. Read more
May, 15
New
New
Partner / Private Client Manager Wealth or Financial Adviser / IFA
Tenerife, Spain
My client is a successful financial planning and tax consultancy with very successful and established operations in Southern Europe. This is a full time role working with the partners in the regions to deal with existing clients of the practice. You will focus on recommending strategies clients can use to achieve their financial goals and objectives, including specific recommendations in areas such as cash flow management, investment planning, estate management, tax and wills. Read more
May, 13
New
New
Paraplanner Para Planners
Cheltenham, United Kingdom
They are looking for someone with solid service ethic who is looking to join a small friendly business and who also has a strong background in working in an independent financial planning business. Read more
Apr, 29
Head Of Administration Operational / Office Management
London, United Kingdom
Excellent opportunity for an experienced administration manager to deliver enhanced operation and administration activities in the UK, support the frontline IFA’s and Paraplanners, and provide more efficient business processing. Read more
Apr, 11
IFA Wealth or Financial Adviser / IFA
Welwyn, United Kingdom
A great opportunity for an IFA with good all round experience to take over clients from two key members of the management team retiring. You should be someone able to look after existing clients and undertake regular reviews but also able to look for new business Read more
Apr, 02
Training and Competency Supervisor Training / T&C
Horsham, United Kingdom
My client is a chartered financial planners providing award winning holistic financial planning and discretionary fund management. They are seeking a Training and Compliance Supervisor with a detailed knowledge of FCA rules who is able to train, manage and co-ordinate a team. Read more
Mar, 05
Senior Administrator / Account Manager Client Services / Sales Support
Esher, United Kingdom
This is an important role in the business with responsibility for providing efficient professional support to the company’s Financial Advisers. As an Account Manager you be expected to develop professional relationships with colleagues, clients and product providers alike to ensure the streamlined and smooth running of the service to clients. The majority of your time will be dealing with clients of the business. Read more
Feb, 28
Head of Operations Operational / Office Management
Horsham, United Kingdom
My client offers a unique combination of wrap platform, discretionary management and investment management services. As part of its expansion they have a critical senior leadership line role. Read more
Feb, 14
Paraplanner - Malta Para Planners
N/A, Malta
Great opportunity to expand your paraplanning experience working with cross-border (UK and Continental Europe) insurance policies and investments. A significant part of this role is to provide dedicated paraplanning and business quality support to the Advisers as well as assisting on-going projects and duties within the team. Read more
Jan, 29
Private Client Manager - Mijas Spain Wealth or Financial Adviser / IFA
Mijas, Spain
IFA based Mijas in Spain This is a full time role working with the colleagues already established in the region and with existing clients of the practice. You will focus on recommending strategies clients can use to achieve their financial goals and objectives, including specific recommendations in areas such as cash flow management, investment planning, estate management, tax and wills. Read more
Jan, 29
Private Client Manager / Partner - Cyprus Wealth or Financial Adviser / IFA
N/A, Cyprus
IFA based Javea in Spain This is a full time role working with the colleagues already established in the region and with existing clients of the practice. You will focus on recommending strategies clients can use to achieve their financial goals and objectives, including specific recommendations in areas such as cash flow management, investment planning, estate management, tax and wills. Read more
Jan, 29
IFA Partner Wealth or Financial Adviser / IFA
Malta, Malta
In response to the high and growing numbers of existing and potential clients my client is looking to expand its very successful Partner team. this role would suit an experienced IFA looking for an overseas opportunity. Full support and clients provided.. Read more
Jan, 23
Business Development Managers Key Account Management
Russia, Dubai, Middle East, Switzerland, Luxembourg, Liechtenstein, South Africa., France
An exciting opportunity to work with a well-established and successful private equity firm specialising exclusively in the global life science sector. You should have a strong sales background, be a European resident, and hungry to succeed Read more
Dec, 21
IFA / Private Client Manager Wealth or Financial Adviser / IFA
Estapona, United Kingdom
This is a full time role working with the colleagues already established in the region and primarily looking after existing clients of the practice. You will focus on recommending strategies clients can use to achieve their financial goals and objectives, including specific recommendations in areas such as cash flow management, investment planning, estate management, tax and wills. Read more
Nov, 14
IFA Wealth or Financial Adviser / IFA
Cheltenham, United Kingdom
Equity opportunity to join an IFA practice with substantial AUM. Read more
Nov, 13
Paraplanner - Lisbon Para Planners
Lisbon, Portugal
My client is a successful FCA registered financial planning and tax consultancy with very successful and established operations throughout Southern Europe. The company is looking for level 4 Paraplanner with experience in investment and retirement planning. Read more
Nov, 13
Paraplanner Para Planners
Montpelier / Beziers, France
My client is a successful FCA registered financial planning and tax consultancy with very successful and established operations throughout Southern Europe. The company is looking for level 4 Paraplanner with experience in investment and retirement planning. Read more
Nov, 13
Paraplanner - Algarve Para Planners
Faro, Portugal
My client is a successful FCA registered financial planning and tax consultancy with very successful and established operations throughout Southern Europe. The company is looking for level 4 Paraplanner with experience in investment and retirement planning. Read more
May, 15
New
New
Junior / Trainee IFA Wealth or Financial Adviser / IFA
Central London, United Kingdom
Fantastic opportunity to provide regulated on-going advice and support to the company’s long established and wealthy clients in the UK. Read more
May, 13
New
New
IFA Administrator Client Services / Sales Support
Cheltenham, United Kingdom
My client is a long established practice with clients throughout the SW. They are looking to strengthen the team by recruiting an experienced administrator. Read more
May, 01
IFA Wealth or Financial Adviser / IFA
Billlericay, United Kingdom
My client is looking for a newly qualified IFA to initially look after a section of the client base whilst gaining experience. Read more
May, 01
Investment Analyst Data or Investment Analyst
Horsham, United Kingdom
A key role in an expanding financial services group working on monitoring model portfolio, asset performance and permissible asset status. Read more
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