Financial Advisor

Financial Advisor

We have an exciting opportunity for an ambitious, highly proactive, Qualified Senior Financial Advisor (QFA) to join our new advice offering within a Financial Planning Broker.    Financial Advisor key duties: Onboard new clients. Manage own pipeline....
Financial Advisor

Pensions Administrator (FTC)

The Role: Pro-active management of the full range of day to day administration needsincluding completion of renewals, dealing with financial transactions, issuing ofbenefit statements, new member packs leaver option statements and preparationof trustee annual reports....
Financial Advisor

Head of Operations

The individual will be responsible for driving operational excellence, transformation and scalability across the business. As a key member of the Leadership Team, this role will shape and execute the operational strategy to support the company’s growth ambitions...
Client Service Executive

Client Service Executive

Key Responsibilities: Client portfolio end-to end administration Annual portfolio reviews and valuations Processing new business, communicating, and interacting with product producers (generally major insurance companies) to ensure prompt processing of applications....
Client Service Executive

Life and Pensions Administrator (Remote)

Senior life & Pensions Administrator You will be part of our administration department and will assist with the administration of  protection, investment & pension applications from start to finish Liaising with clients in relation to the day to day...