Operations / Office Manager

Opportunity knocks As an admin manager in an IFA practice you’ll have the skills to move into an operational capacity. You’ll know how to manage people. You’ll know your way around health and safety and HR. And you can write policies and procedures. But you might not have had the opportunity to show your talents […]

Acquisitions and Mergers Consultant

Acquisitions are complex. Mergers, de-mergers, adviser succession. It all takes careful handling, an eye for detail and the personality to guide, cajole and maintain positive relationships between the different parties. And when you are running a business you don’t always have the time to project manage negotiations, deal with issues and understand the financial/tax implications […]

Senior Manager – Established Team of Financial Advisers

What’s up doc? When you lead others, what’s the best bit? Mentoring, training and personal development would likely come high in the list. Targets, performance plans and telling someone to shape or ship out, wouldn’t. So how about a leadership role where you won’t be worrying about income production or targets? Where you’ll be helping […]

Sales Manager

One of wealth management’s most prestigious names, our client is a multiple award winning practice that has grown its assets under management and probability substantially in recent years and is extremely well placed to cement its position amongst the leading financial planning firms in the UK. As part of its ongoing growth plans they are […]