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

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Job Title: Financial Advisor Location: Guildford Salary: Depending on Skills and Experience Job Type: Full Time, Permanent The company are driven by a desire to serve others. They build strong, long-term, trusted relationships with their clients, based on the ethos that doing the right thing is better than doing the most profitable thing. That means they have no sales targets for their advisers - ...
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Our client is looking for an exceptional Professional Financial Advisor based in Stoke on Trent. With being financially qualified with the FCA and other regulators you have a real opportunity to work for a leading Finance House. With this opportunity comes a great package including pension; Healthcare and attractive salary. Individual Conduct Rules • You must act with integrity • You must act with...
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Job Description: I am looking for a financial consultant that has a proven track record of delivering good quality advice to HNW individuals and their families. The role holder will help to maintain and develop strong relationships with the company’s private clients, in addition to identifying and generating new business opportunities. The financial advisor will need to become a trusted advisor, p...
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Job Description: I am on the lookout for an Administrator that has experience of supporting a team of Advisors and Paraplanners within an independent financial advice environment. Day to day the Administrator will work with the advisory and paraplanning team to implement the advice that has been provided. The Administrator will process new business, gain valuations and key information relating to ...
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Paraplanner/IFA Our client, Flemmings is a well-established firm of Chartered Accountants, Wealth Managers and Property Consultants based in Croydon, Surrey. Their 3 partner firm has grown organically over the past 30 years and provides the following services: •Accounting, Audit and Assurance •Tax Compliance and Planning •Wealth Management •Property advisory •Corporate Finance Their clients consis...
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IFA Administrator/Financial Administrator/Neston We are looking for an enthusiastic and dedicated IFA/Financial Administrator to join our Financial Advisory business based in Neston. The successful candidate will provide financial administrative support the team and will need to ensure they adhere to agreed processes, procedures and timelines to the highest standards. You will be working in a team...
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Paraplanner We are seeking exceptional individuals with experience within financial services (ideally IFA) who are now seeking to provide the highest quality customer service delivery within a truly fantastic company. This is a unique and permanent opportunity for an individual who already holds financial planning and report writing experience. With excellent career progression, competitive earnin...
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3D Global - London, London (2 days ago)
Location: Cyprus Salary: Unspecified Are you: A financial services professional with a track record of success? Goal-oriented, focused and determined? If so, then you need to talk to 3D Global about your future. Opportunities exist to work with expatriates in the EU. Required Attributes: The ideal candidate will possess the following skills: A track record of success in financial services Self-mot...
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Job Title: Assistant Investment Manager - Ref 601 Location: Liverpool Salary: Competitive with an excellent benefits package Job Type: Full time, Permanent The Role: An exciting opportunity has arisen for an Assistant Investment Manager to join their Liverpool office. You will primarily assist Investment Managers in the care of client portfolios and relationship management. You will have strong an...
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Independent Financial adviser- Protection Products- up to £70k Location: canary wharf Retail Investment Products including Offshore Bonds, Pensions and Protection. Requirements: Holds relevant regulatory qualifications to advise on Retail Investment Products including Offshore Bonds, Pensions and Protection, or you have worked as an IFA before. RDR qualified e.g. IAD Level 4, IMC Level 4, PCIAM Le...
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Job Description: My client relies on their team of Employee Benefits Advisors to deliver regulated retirement advice through face-to-face, telephone or web meetings, or through presentations either on site or via the web. They typically work with companies employing anywhere between 400-700 employees. The role will see you work with 5 other Employee Benefit Advisors as well as client experience te...
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Job Description: My client is looking to develop the Group Risk & Healthcare area of the business by providing support to their partners from a centralised team. Working in a team of 10, this role will see you become an important part of the centralised team, supporting Partners and the Head of Group Risk & Wellbeing to manage an existing portfolio of Group Risk & Healthcare clients. The role will...
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Pension Administrator – Negotiable salary, depending on experience + benefits – Ampthill – Bedfordshire The Role Heritage Pensions is currently looking to recruit a full time Pension Administrator to join their busy administration department. You can expect to join a friendly and professional team of 20 individuals ranging from 18 to 60 years of age. Full support and extensive on the job training ...
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Independent Financial adviser- Protection Products- up to £70k Location: canary wharf Retail Investment Products including Offshore Bonds, Pensions and Protection. Requirements: Holds relevant regulatory qualifications to advise on Retail Investment Products including Offshore Bonds, Pensions and Protection, or you have worked as an IFA before. RDR qualified e.g. IAD Level 4, IMC Level 4, PCIAM Le...
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Gi Group are seeking a permanent Paraplanner for an established financial planning company. The role is Hull based, supporting a London based team of Financial Advisors. The company has an excellent reputation, with the role available due to growth and expansion. The successful candidate will use various financial services specific software, requiring excellent IT Skills. Previous exposure within ...
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