“financial advisor”, “independent financial advisor”, “ifa” jobs in the Accounting & Finance category

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Financial Advisor (Sales Executive) Location: Ashby-de-la-Zouch, Leicestershire Contract Type: Permanent, Full Time Hours: 35 /week Salary: £25,000 - £35,000 + Bonus + Benefits Year 1 OTE: £60,000 Wills and Trusts Financial Planners Established in 1992, Wills and Trusts Financial Planners have grown year on year and over the course of the next few years have plans to grow significantly with new of...
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SF Group are currently recruiting for an IFA Administrator on the behalf of a young and ambitious Financial Advice Group in York. The company offer a first-class and professional service, whilst maintaining a personal touch with their clients. They specialise in personal private wealth, corporate wealth and investments. The company are in a period of sustained growth due to a consistently high inf...
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SF Group are currently recruiting for a Part-Time IFA Administrator on the behalf of an Independent Financial Advice Group in Central Leeds. The company offer whole of market advice on pensions, investments, mortgages, protection and inheritance. Their focus as a business is on developing strong and lasting relationships with their clients by offering a service second to none. Benefits and Duties:...
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Job Description: My client is looking for a qualified and competent adviser to join their team. One of their Financial Advisors has had to leave due to unforeseen circumstances and he leaves behind an established book of clients that will require ongoing advice. Due to the nature of the business and their area of specialism, it would be ideal for them to find someone that has strong knowledge of p...
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Job Title: Paraplanner Location: Birmingham (B3) Salary: From £25k to £40k depending upon technical knowledge and experience Job Type: Full Time, Permanent About the Company The Company only work with relatively wealthy clients who have over £0.5m in liquid assets. Firstly, they carry out life planning; helping clients clarify what would be a fulfilling life. Then they build a lifetime wealth mode...
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MERJE GROUP - Cambridge, Anglia (20 hours ago)
Hours: 37.5 hours per week Job Description: Role Purpose: To provide the highest quality financial planning/advice service for new and existing members in a competent and compliant manner in accordance with guidelines issued by the Regulator and the Society. To work in a way that strengthens our member’s relationship with the Society by providing appropriate financial solutions to meet their defin...
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Company Confidential- Bristol, South West, BS10 5EL (1 day ago)
Customer Service Location: Westbury On Trym Salary: £17,000 - £19,000 pa Hours: 8am – 4pm Mon to Thurs and 8am – 1pm on Friday Benefits: 4 weeks holiday plus bank holidays, Pension scheme Our client is a small team of Financial Advisers and support staff based out of their office in Westbury On Trym. The company is committed to ongoing training and support. You will be providing vital administrati...
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The Company: I am currently working on behalf of a Chartered Financial Planning firm based in Sheffield who are looking to add Financial Advisers to the team on an employed or self-employed basis. The company are long established and able to provide a number of client referrals, along with full administrative and paraplanning support, leaving the adviser free to concentrate on advising clients and...
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Job Description: My client is looking for a Senior Administrator / Paraplanner from an IFA or Wealth management background with an ability to ‘hit the ground running’. Someone with a financial planning administration background is essential as there is little resource for training. The role holder will be responsible for processing new business, investment administration and the production of clie...
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Overview Great opportunity to join a well-established financial planning company working within in small friendly office environment. Based near Twyford. Our client is looking for a new member to join their team in an administrative role. Responsibilities Varied administration and customer liaison responsibilities Handling telephone queries, opening and handling Fact-finding with clients to qualif...
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