📑 The opportunity At 2plan, our Paraplanners are pivotal in delivering top-notch financial advice and recommendations to our clients. As part of our expanding team, you will be at the forefront of creating comprehensive, well-researched suitability reports ensuring optimal outcomes for our customers. Your role involves handling intricate, techn ...
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📑 The opportunity At 2plan, our Paraplanners are pivotal in delivering top-notch financial advice and recommendations to our clients. As part of our expanding team, you will be at the forefront of creating comprehensive, well-researched suitability reports ensuring optimal outcomes for our customers. Your role involves hand ...
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📑 The Role:As a Financial Promotions Officer, you will play a pivotal role in overseeing and approving all promotional and advertising materials used by 2plan Financial Advisers. This encompasses a broad range of products including Investments, Pensions, Protection, Mortgages, and General Insurance.The benefits:Salary - up to £30-45k DOE and quals1 D ...
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📑 The Role:As a Financial Promotions Officer, you will play a pivotal role in overseeing and approving all promotional and advertising materials used by 2plan Financial Advisers. This encompasses a broad range of products including Investments, Pensions, Protection, Mortgages, and General Insurance.The benefits:Salary - up to £30-45k DOE and quals1 D ...
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📑 The Role:As a Financial Promotions Officer, you will play a pivotal role in overseeing and approving all promotional and advertising materials used by 2plan Financial Advisers. This encompasses a broad range of products including Investments, Pensions, Protection, Mortgages, and General Insurance.The benefits:Salary - up to £30-45k DOE and quals1 D ...
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📑 The opportunity Due to our continued growth, we are looking for an Assistant Accountant to come and join the finance team at 2plan wealth management. This is hybrid role with one day per week in our Leeds office. The benefits: Salary -£30,000 to £35,000 Bonus scheme - on target bonus –7.5% Pension scheme - contribute up to 5% of ...
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📑 The opportunity Due to our continued growth, we are looking for an Assistant Accountant to come and join the finance team at 2plan wealth management. This is hybrid role with one day per week in our Leeds office. The benefits: Salary -£30,000 to £35,000 Bonus scheme - on target ...
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📑 The opportunity We're looking for an experienced Financial Promotions Specialist to join the team, taking accountability for the financial promotions activity for our firms. This varied role covers all product lines such as Investments, Pensions, Protection, Mortgages and General Insurance. You'll be working directly with our Advisers, ensuri ...
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📑 The opportunity As a Business Assurance / Compliance Officer, you will be instrumental in maintaining our high standards of service. This key role requires a dedicated and knowledgeable professional with Diploma status (working towards) in financial services. You'll be responsible for quality assurance and pre-approvals of high-risk business ...
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📑 This is a brand new role, key in supporting the delivery of Omnis’ messaging to our adviser network. The key deliverables of the role are to: Increase awareness and understanding of Omnis’ investment strategies and principles; Increase adoption of Omnis products and services, particularly within 2plan wealth management; Communicating investment st ...
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📑 The opportunity We're looking for an experienced Financial Promotions Specialist to join the team, taking accountability for the financial promotions activity for our firms. This varied role covers all product lines such as Investments, Pensions, Protection, Mortgages and General Insurance. You'll be working directly with ...
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📑 The opportunity As a Business Assurance / Compliance Officer, you will be instrumental in maintaining our high standards of service. This key role requires a dedicated and knowledgeable professional with Diploma status (working towards) in financial services. You'll be responsible for quality assurance and pre-approvals o ...
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📑 Grounds maintenance Operative – Up to £25,000pa – HorshamThe RoleCan you confidently operate a variety of gardening machinery with precision and skill? Do you have a valid driving license? If so, we have an exciting opportunity for you.Smarter Services Ltd is a Surrey based business with a wealth of Facilities Management within the grounds maintena ...
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📑 OVERVIEW ● It is a part time role that is currently seven days per month. The salary is GBP 80k pro rata which equates to GBP 27k per annum ● The role involves working closely with the portfolio manager on researching and constructing client growth and income portfolios for retail clients ● It requires a minimum of 10 years experience analysing U ...
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📑 Private Wealth Management Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for high net worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn from our de ...
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📑 The opportunity 2plan is on the lookout for a T&C Supervisor with a passion for excellence and a commitment to upholding our high standards. In this role, you will play a pivotal part in shaping the future of financial advice through diligent supervision and coaching. The benefits: Salary - up to £42k DOE and quals 1 Day a week in the of ...
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📑 Wealth / Asset Management Consultant - Senior Consultant and ManagerSalary: £60,000 - £110, 000 + bonus + benefitsLocation: London or EdinburghCompany Statement:My client, an award-winning global consultancy specialising in financial services, is looking to build out their consulting team in their Wealth & Asset Management practice. They are well-k ...
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📑 Wealth / Asset Management Consultant - Senior Consultant and ManagerSalary: £60,000 - £110, 000 + bonus + benefitsLocation: London or EdinburghCompany Statement:My client, an award-winning global consultancy specialising in financial services, is looking to build out their consulting team in their Wealth & Asset Management practice. They are well-k ...
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📑 This Senior Project Manager role would suit someone with significant experience in the Wealth platform arena, with strong implementation experience, the energy and tenacity to collaborate across teams, while working closely with a variety of stakeholders (internally and within our clients) to deliver successful project outcomes. The Change team is ...
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📑 S Posted byRecruiter This is a brand new role, key in supporting the delivery of Omnis’ messaging to our adviser network. The key deliverables of the role are to: Increase awareness and understanding of Omnis’ investment strategies and principles; Increase adoption of Omnis products and services, particularly within 2plan wealth management; T ...
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📑 THIS ROLE IS A 12 MONTH FTCThe Client Our client is a highly successful Investment Management and Wealth Management firm.The Role This Marketing Manager role will suit an individual who has Marketing Management experience within Financial Services.The highly organised individual will take responsibility for the implementation of the marketing pla ...
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📑 My Client, a leading global investment banking and financial advisory firm, is seeking a talented and driven M&A Senior Analysts and Associates specialising in FIG M&A in the asset and wealth management sectors to join their team in London. If you have a strong background in the financial industry, specifically within FIG and the asset and wealth m ...
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📑 The opportunity 2plan is on the lookout for a T&C Supervisor with a passion for excellence and a commitment to upholding our high standards. In this role, you will play a pivotal part in shaping the future of financial advice through diligent supervision and coaching. The benefits: Salary - up to £42k DOE an ...
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📑 My client, a global investment banking firm, is recruiting talented M&A Senior Analysts and Associates specializing in FIG M&A for their London team. Fluent German required. If you have a strong financial industry background, particularly in FIG and asset/wealth management sectors, we want to hear from you! Responsibilities:Leading and executing M& ...
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📑 Compliance Manager (6 Month Contract)Employed or Self Employed considered Basic salary up to £100,000 Pro Rata + excellent benefits package (full details below) Remote or Hybrid from any of our UK office locations Succession Wealth is one of the UK's leading, independent financial pl ...
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📑 Home Based OpportunitySuccession Wealth are one of the UK’s leading Financial Advisory firms, since our formation in 2009 we have built a reputation based on delivering exceptional outcomes for our clients. In 2022 Succession Wealth was acquired by Aviva, one of the UK's leading Insurance, Wealth and Retirement businesses. O ...
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📑 Client Review Administrator - Remote workingExcellent benefits (see below) Due to our continued growth Succession Wealth now have a fantastic opportunity for an organised and competent Client Review Administrator to join our Client Delivery team. You will be working as part of a highly effective administration team s ...
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📑 Remote working considered for experienced candidatesOur Paraplanners are highly valued within Succession and are integral to our business, providing vital support to our Financial Planners and ensuring a positive experience for our clients. Our Paraplanners play a key role within our advisory service by reviewing, analysing and pre ...
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📑 Remote-Working RoleAs a result of our rapid expansion Succession have a number of exciting opportunities within out Business Quality team. This is a fantastic opportunity for someone looking to step into a Quality & Compliance role, or someone with experience of file reviewing looking to join a rapidly-expanding company with an exc ...
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📑 DescriptionAt Wealth Wizards our vision is a future where everybody in society has access to financial advice and guidance. Our Software as a Service (SaaS) platform provides engaging digital experiences for consumers and powerful tools for financial advisers.In our cross-functional product teams, Software Engineers wor ...
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📑 Our client is a major UK Wealth Manager and are looking for a VP level Wealth Manager to act as a trusted advisor to their HNW clients helping them achieve their financial goals by providing wealth planning advice, investment solutions, credit solutions and day to day banking services. The primary focus of the Wealth Manager is to understand the ne ...
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📑 The opportunity This is a brand new role, key in supporting the delivery of Omnis’ messaging to our adviser network. The key deliverables of the role are to: Increase awareness and understanding of Omnis’ investment strategies and principles; Increase adoption of Omnis products and services, particularly within 2plan wealth management; ...
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📑 Senior Counsel, Wealth Management Europe Our client a leading European Wealth Management banking business are seeking a Senior Legal Counsel based in London to support the European investment management business The Role: Provide specialised, strategic legal advice and support to the business on a range of legal issues within wealth management in E ...
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