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Reposted 7 Hours AgoSaved
Hybrid
London, Greater London, England, GBR
Entry level
Entry level
Financial Services
Support the Head of Proposition by enhancing proposition materials, managing project improvements, and providing technical support to elevate the team's offerings and client services.
Top Skills: ExcelPowerPointPythonSQLVBA
Reposted 7 Hours AgoSaved
Hybrid
Bristol, England, GBR
Mid level
Mid level
Financial Services
Lead and mentor a team of 13 paraplanners, ensuring high-quality support for IFAs, while managing workflow and compliance with FCA regulations.
Top Skills: Fca Regulatory RequirementsFinancial Planning Concepts
Reposted 7 Hours AgoSaved
Hybrid
Harrogate, North Yorkshire, England, GBR
Junior
Junior
Financial Services
The Associate Paraplanner will support the paraplanning team by conducting research, writing basic reports, and liaising with advisers to ensure timely completion of suitability reports. Responsibilities include analysing client data, performing tax calculations, preparing submission notes, and maintaining client files while adhering to quality standards and consumer duty principles.
Top Skills: Intelligent Office
Reposted 2 Days AgoSaved
Hybrid
Bristol, England, GBR
Junior
Junior
Financial Services
Provide support to financial advisers in preparing client reviews and ensuring all relevant client information is up to date, while adhering to compliance policies and delivering excellent customer service.
Reposted 2 Days AgoSaved
In-Office
Norwich, Norfolk, England, GBR
Mid level
Mid level
Financial Services
Responsible for leading client services, team management, office operations, ensuring compliance and delivering high-quality services in a financial services environment.
Top Skills: Intelligent Office
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Reposted 2 Days AgoSaved
Hybrid
Harrogate, North Yorkshire, England, GBR
Mid level
Mid level
Financial Services
Provide support to financial advisers in delivering financial advice, ensuring client data accuracy, managing communications, and facilitating plan updates.
3 Days AgoSaved
In-Office
Cape Town, Western Cape, ZAF
Mid level
Mid level
Financial Services
The IT Support Engineer provides technical support, troubleshooting, user service delivery, system maintenance, hardware/software management, and network support, while ensuring high user satisfaction and compliance with IT policies.
Top Skills: Active DirectoryAnydeskDhcpDnsFreshserviceJIRAMicrosoft 365SccmServicenowTcp/IpTeamviewerVpnWindows
4 Days AgoSaved
Remote
England, GBR
Senior level
Senior level
Financial Services
The Payroll Executive manages payroll operations, oversees system migration, ensures compliance with UK legislation, and collaborates cross-functionally to align processes.
Top Skills: ExcelHibobMS Office
Reposted 4 Days AgoSaved
Remote
England, GBR
Mid level
Mid level
Financial Services
Manage the training and competence of Financial Planners, ensuring compliance, coaching, assessing competencies, and supporting ongoing development while promoting client-centric culture.
Top Skills: Microsoft Applications
Reposted 4 Days AgoSaved
Hybrid
London, England, GBR
Mid level
Mid level
Financial Services
The Procurement Specialist will lead the establishment of Titan Wealth's procurement function, overseeing supplier strategy, management, and compliance while optimizing costs and improving efficiency.
Top Skills: CoupaSap Ariba
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