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                      Popular “financial advisor”, “independent financial advisor”, “ifa” Job Searches:

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

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                      A well-established and well-respected Company are looking for a qualified or part qualified Independent Financial Advisor to join their practice. They are based in a very wealthy area of Buckinghamshire and this position has become available due to the continued increase in business. As an Independent Financial Advisor, your daily duties will include: Working with their Clients and advising them o...
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                      Financial Services Administrator Company: Well-established IFA Sector: Wealth management Location: Newark & Sherwood district of Nottinghamshire - local village Salary: c£25,000 Great opportunity for experienced and ambitious Financial Services Administrator to join expanding wealth management business located in a lovely village in the Newark & Sherwood District of Nottinghamshire. As their Finan...
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                      Clark James are seeking an IFA Administrator for an Independent Financial Planning Firm The main focus of the IFA Administrator role is to build a good, overall knowledge of all areas of financial planning and assist the Paraplanning and Advice teams. ​ Duties of IFA Sales Administrator, will include, but not be limited to: · Process client applications for products, send them to the relevant prod...
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                      Working on behalf of a successful and progressive, FCA authorised IFA firm in Liverpool, we are seeking a Financial Services Administrator/Trainee Paraplanner to join their team. The role will involve, but not be limited to: · New business processing · Policy issue processing · Fund switch processing · Fees & commission reconciliations · Admin support to Directors · Completion of Factfinds · Asses...
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                      Working on behalf of a highly reputable Chartered IFA, we are seeking an experienced Financial Services Administrator to join their team as additional support. If you are the IFA Administrator our client are seeking to join their friendly team, you will be enthusiastic, hardworking and good at multitasking with a strong knowledge of financial services. The Company Our client are a second generatio...
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                      We are currently working with a Chartered Financial Planning practice who are looking to recruit an experienced IFA Administrator to join their team based in Stockport. Enjoying an outstanding reputation for high quality advice with HNW individual clients, this highly regarded firm offers candidates the opportunity to gain invaluable experience of working within a Chartered environment. Responsibi...
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                      A leading Chartered Financial Planners based in Sleaford, Lincolnshire has a requirement for an experienced Financial Planning Administrator. This successful business has been running for almost two decades and is one of the most respected IFA practices in the region. As a Corporate Chartered Practice, it is of great importance that staff are qualified to the highest standards; therefore, it is ex...
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                      IFA Administrator St Albans £25,000 to £30,000 depending on experience A great opportunity has become available to work for a professional Wealth Management Company based in the heart of St Albans. Previous experience as an IFA Administrator is essential Your duties will include To provide efficient administrative support to the Partners New business processing and annual valuations Preparation of...
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                      Working in the Manchester office of a top 10 accountancy firm, this role offers a regular referral source for genuinely high net worth clients who understand the value of paying for professional advice. With most advisers qualified to chartered status and a highly experienced technical support team in place, this firm is considered a true market leader at the pinnacle of wealth management and can ...
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                      Our client provides financial planning and wealth management services to business owners, professionals, executives and the retired via a network of strategic offices. They are seeking an IFA Administrator to be based in their Harrogate branch to. As IFA Administrator, you will be able to demonstrate previous similar experience within an IFA and will be joining part of a growing and dynamic compan...
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                      Our client a FTSE 100 Financial Services Company is looking for bright and enthusiastic candidates to join their financial services academy for a career as a Financial Adviser. Full training and support offered to get candidates to Level 4 Diploma Qualified You The role is suited to someone with experience of self employment. Typical backgrounds of previously successful candidates have been sports...
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                      Clark James are seeking Financial Services Administrators our highly successful clients’ Taunton branch. The Company Our client, founded in 1988, are one of the UK’s top 100 accountancy firms with true core values, are able to offer a wide range of specialisms including Aerospace, Business Start Up, Legal Corporate & Listed Companies, Property & Construction, International Trade and FCA Regulated ...
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                      Fusion Lifestyle is recruiting a Financial Controller to develop and manage the finance function and financial control systems whilst driving efficiency and value for money throughout the organisation. Job Title: Financial Controller Location: London Salary: £50,000 - £55,000 per annum + benefits Fusion is a leading Sports, Leisure and Fitness operator that manages around 90 sites across the UK. T...
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                      Working on behalf of a regional IFA, Clark James are seeking an experienced Administrator/Paraplanner. Established over 15 years’ ago, our client are a regional IFA targeting London & Home Counites, specialising in acquiring small retiring IFA’s and servicing the needs of their clients acquired. We are looking to speak with motivated individuals who will expected to help with back office administr...
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                      Working on behalf of a highly reputable Chartered IFA, we are seeking an experienced Paraplanner to join their team as additional support. The Company Our client are a second generation family run firm who were the first IFA in Chester to achieve Chartered status. As Paraplanner, you will be responsible for creating suitability reports. Other duties will include, but not be limited to: · Liaise wi...
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                      Working on behalf of a leading IFA firm that operates throughout the South & South West of England, we are seeking an experienced Mortgage Administrator Established in 1997, our client have an strong extensive history providing sound advice to both families and business, whilst working closely to solicitors, accountants and estate agents. Their team of qualified advisers, offer professional, un-bi...
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                      The Platform Investment Team Leader will be charged with supporting the Platform Investment Manager and to co-ordinate the Platform Investment Administration Team. You will need to ensure the Team adhere to agreed processes, procedures and timelines to the highest consistent standard. In addition, the Platform Investment Team Leader will take on elements of a Platform Investment Administrator and ...
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                      SF Group are currently recruiting for a Financial Planning Assistant to join an award winning Financial Advice Group in Leeds. The firm have been providing Financial Advice to clients across North England and Scotland for over 150 years and have multiple regional offices. IFA Administrator/Financial Planning Assistant Benefits: • Opportunity to achieve diploma qualifications • Full training provid...
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                      Sales Support (Financial Services) £22,000 - £28,000 + Quarterly Bonus + Benefits Monday to Friday 9am - 5 / 5.30pm The Company This is a superb opportunity to join a family run IFA firm with the backing of a superb organisation that genuine value their staff. The environment is warm, professional, approachable and very supportive! They are looking for an individual who will be passionate about th...
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                      ThatRecruit.com - Barnsley, S75(5 days ago)
                      This is a fantastic position for a qualified Paraplanner or a junior Paraplanner to join a growing firm that can offer genuine career development by allowing you to be a key part in the firm’s ongoing successes with full exam support. You will part of a technical team and be actively involved in preparing suitability letters, reports and recommendations and provide technical support to complex cli...
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                      Working on behalf of a highly reputable Financial Advisers, we are seeking an experienced Paraplanner to join their team The Company Our client are committed to giving a bespoke, personal service tailored to the specific needs of each individual as in our experience, every client has unique personal concerns, responsibilities and ambitions. Recommendations are made following face-to-face discussio...
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                      Working on behalf of a highly reputable Financial Advisers, we are seeking a Financial Services Administrator to join their team The Company Our client are committed to giving a bespoke, personal service tailored to the specific needs of each individual as in our experience, every client has unique personal concerns, responsibilities and ambitions. Recommendations are made following face-to-face d...
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                      The Role The main purpose of the position is to provide paraplanning support to the founder and sole IFA at the firm. This is a great opportunity for an experienced Paraplanner to join a growing firm, one that embraces modern-day work practices. Responsibilities: - Producing detailed, accurate, technical reports, for clients. - Formulating comprehensive plans for High Net Worth individuals. - Prep...
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                      Our client is a global leader in Pension and Employee Benefits consulting and employee engagement strategy. With an enviable client list that includes some of the World’s leading brands, they provide over 1 million employees with access to Pension, health, well-being and reward packages. Due to continued growth, we are seeking a bright and motivated Graduate with 2+ years' experience in Pensions, ...
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                      Succession Group is a nationwide wealth management advisory brand delivering rich and rewarding experiences for clients with bespoke solutions to achieve financial goals and we are looking for a committed and driven Regional Compliance Manager to join our Compliance team providing the highest level of service to our Planners as possible. The purpose of the Regional Compliance Manager role is to co...
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