Your success, Our priority

A leading Private Office is seeking to appoint a Senior Client Advisor to deliver holistic advice across investments, financial planning, and comprehensive wealth strategies, while ensuring an exceptional client experience.

A forward-thinking Investment Manager is seeking a Financial Planning Assistant to join their Financial Planning team based in their Edinburgh office. The role is to provide comprehensive administrative support to Paraplanners and Financial Planners. Financial planning administrative experience is required, and ideally experience using IO.

A leading UK Investment Manager is seeking an experienced Onboarding Analyst to join their London office on a fixed term contract. The role focuses on ensuring smooth and compliant client onboarding and requires a minimum of 2 years’ experience in a similar position.

A growing and ambitious IFA firm are looking for a Paraplanner to join their expanding team across the UK. Level 4 Diploma (CII or equivalent) is required.

One of the UK's most respected Wealth Managers are seeking an experienced candidate to support a successful team of Investment Managers with a range of client and investment support tasks.

A boutique wealth business are looking to hire an Investment Managers Assistant to join a new and exciting team in their Bristol office.

A UK-based investment manager is seeking a Voice of Client Manager. This is a newly created position within their expanding Insights team. The successful candidate will work closely with data teams to analyse client feedback and will collaborate with investment managers to build confidence in the client care programme.

A reputable Wealth Management business are looking to hire a Wealth Planner within their UHNW division. The role involves working closely with high-profile clients in a collaborative environment, alongside both the Investment Management and Financial Planning teams.