Jul, 22
New
New
IFA / Private Client Manager Wealth or Financial Adviser / IFA
Paphos, Cyprus
Great opportunity to look after UK expat clients who have already moved to or are looking to. Initially the role is to manage an existing client base but you will also be expected to recognise new business opportunities from these clients. Read more
Jul, 18
New
New
IFA Wealth or Financial Adviser / IFA
Epsom, United Kingdom
Superb opportunity to work with an existing client base and create a long term career with an established practice. Read more
Jul, 11
New
New
HR Adviser (Contract - full or part time) Human Resources
Central London, United Kingdom
To provide support to the head of HR for a tax and wealth planning company . London based with occasional travel to Europe. Read more
Jul, 09
New
New
Trainee Paraplanner Para Planners
London, United Kingdom
My client is a successful financial planning and tax consultancy with an established operation in the UK. They are looking to strengthen the team with an experienced IFA administrator looking to train as a paraplanner and progress with the CII exams with an aim of gaining the Diploma in financial planning. Read more
Jun, 14
Pensions Transfer Specialist Pensions Transfer Specialism
Central London or Home, United Kingdom
An excellent opportunity to join an established international FCA regulated tax and financial planning company. Working from either home / office acting as the company’s pension specialist assisting, supporting and advising the company’s partners and their clients looking to retire overseas and transfer their pension scheme to a new jurisdiction. Read more
Jun, 05
IFA Partners 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
May, 22
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
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
Private Client Manager / 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, 15
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
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, 02
Training and Competency Supervisor Training / T&C
Anywhere, 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
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
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
Jul, 11
New
New
Junior Paraplanner Para Planners
Welwyn, United Kingdom
Great opportunity to train and develop as a paraplanner.. Read more
Jul, 01
IFA Administrator Client Services / Sales Support
Alton, United Kingdom
My client is a very successful Investment focused IFA with a superb working environment. They have an immediate need for an administrator to join their existing team of support staff and assist on the day to day running of the office. Read more
Jun, 20
Data and Reporting Developer IT/Technology Support
London , Malta, United Kingdom
Our client has been providing specialist, professional advice to expatriates and has earned a reputation as the leading international tax and wealth management advisers, providing wealth management advice in southern Europe and the UK.
You will be responsible for the implementation and enhancement of dashboards, reports and various analytical solutions in a dynamic and ever-growing environment. You will be tasked with aggregating large datasets from various sources into a data warehouse that is to be used across the organisation. Read more
Jun, 17
Compliance Manager Compliance
Horsham, United Kingdom
My client is a new company set up to develop a personal pension proposition and this role will be pivotal to its success. The Compliance Manager will quality assure the technology and process implementation, providing technical, compliance and legislative oversight and support to management and operations teams. Read more
Jun, 03
IFA Administrator Client Services / Sales Support
Epsom, United Kingdom
The main role is to support the financial planners in administering UK and cross border financial planning arrangements whilst liaising with the administration team to offer the highest level of service to the company clients. Read more
Jun, 03
IFA Administrator Client Services / Sales Support
Horsham, United Kingdom
My client is an award winning chartered financial planners providing holistic financial planning and discretionary fund management. They need an experienced administrator in the Horsham Read more
Email Notifications
Custom RSS Feed