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

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Financial Advisor / "IFA" / Commercial Financial Advisor This successful and well-respected Financial Solutions business is looking for a Corporate Independent Financial Advisor "IFA" to join their professional and friendly team based in Harrogate, North Yorkshire. As a Corporate Independent Financial Advisor "IFA", you will be a key player in the team and responsible for running and presenting at...
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Job Description: We are seeking an experienced Financial Services Administrator with a solid understanding of the financial planning process and experience of supporting a Financial Advisor with day to day administration. The role holder will be heavily involved with the production, completion and sending out of client facing reports. To be successful in the role you will need to be able to collat...
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Spider Web Recruitment - Norwich, NR11EF(3 days ago)
Financial Advisor - Our Client are a truly independent financial advisers based on the outskirts of Norwich. Who are currently looking for an established Financial Advisor to join their team on a self-employed basis. You'll bring your own client bank to the company, they will provide you with dedicated admin support to enable you to complete your job to the highest level, including managing your d...
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Clark James are delighted to be working with a successful independent Financial Planning practice in Hertford, who are seeking a Senior Administrator/Paraplanner. Our client provides unrestricted, holistic financial advice, covering; Investment Planning & Financial Management, Pension Planning (pre and post retirement), Final Salary Pension Transfers, Trusts & IHT Estate Planning and Group Persona...
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About the Company: My client is a close-knit run Chartered Financial Planning practice with an office situated on the outskirts of South Bristol, surrounded by countryside. Their team of 9 provide financial advice on investments, pensions, protection and tax and later life planning. Since opening their doors in 2003, they have established a loyal book of clients who are eager to recommend friends ...
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Working on behalf of a highly successful national IFA firm who provide holistic financial advice to personal clients and businesses, we are seeking an experienced Paraplanner to join their head office in Reading. Working as Paraplanner, you will be responsible for providing paraplanning support, ensuring the highest possible standard of client service delivery that is consistent, compliant and pro...
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Working on behalf of a leading Hertfordshire IFA practice, we are seeking a Financial Planning Assistant to join their team, responsible for providing administration and technical support to the Financial Planners and Senior Managers, whilst providing a professional experience to all clients. The Company The firm was founded in the 1980’s and has since shown continued and successful growth. Their ...
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Paraplanner Thornbury, near Bristol £35k to £40k + potential bonus Excellent opportunity for career minded Paraplanner with a successful & professional Chartered financial planning firm in Thornbury The Role As a Paraplanner you will work alongside the advisory team which includes the two directors. The role will incorporate traditional paraplanning work as well as being actively involved in clien...
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The client, an established wealth and investment management operation are looking to extend their team by recruiting an Investment Development Manager. Summary: You will be an integral part of the Business Development Team, working to promote the client's products and services. You will be expected to be a well-motivated self-starter used to working with third parties to build a strong reputation ...
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1825 - London, London (2 days ago)
Financial Planning - Client Support Reporting to: Client Support Manager Location: London (City) Employment: Permanent Salary £26K - £31K Main purpose The Client Support role is a key interface between our Financial Planner and Paraplanning teams. Day to day you will provide administrative support to the planning team and their clients. Based in the City, you will be joining a growing company whos...
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Paraplanner £18,000 - £25,000 Basic salary ( Dependent On Experience) Great benefits package Stephenson Johnson Financial Planning are currently recruiting for a Paraplanner to join our IFA Practice based in Hessle. As the Paraplanner you will work closely with 4 Independent Financial Advisors in providing a personable financial advisory service to existing and new cliental. We are looking for som...
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I am on the lookout for a paraplanner that has experience of supporting a team of advisors within an independent Financial Advice environment. Day to day, the paraplanner will be responsible for gathering information and providing analysis to the advisory team, prior to a clients’ annual review. The paraplanner will provide cash flow modelling and write suitability reports based on recommendations...
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Clark James - Horsham, South East/Southern, rh12 4qp(3 days ago)
Working on behalf of a highly reputable and award-winning Chartered Business who offer centralised, integrated support for financial planners and wealth managers, we are seeking a Quality and Risk Analyst. Our client, now 15 years’ old, offer a bespoke, multi-award-winning service with a tailored blend of products and can help with compliance, regulatory advice and innovative technological solutio...
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We are seeking a Senior Paraplanner for a fantastic IFA Practice about 10 miles outside of High Wycombe. The Company Our client are a progressive firm of Independent Financial Advisers which has established successful business relationships with firms of Accountants and Solicitors. Offering clients strategic financial planning on Investment, Pension, Insurance and IHT, you will be located within a...
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If you are looking to join an innovative and fast-moving, regional IFA Practice, then we could have just the role for you! Our client are a leading provider of financial services and advice to both business and private clients, and have an exciting opportunity for a positive individual to join the Financial Planning Department at their Ipswich office. The role You will be supporting a Financial Co...
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My client is currently looking to recruit for an experienced Independent Financial Adviser for their highly successful IFA business. The successful candidate will be Diploma Qualified and be working towards Chartered Status. This role would suit a Financial Adviser or Bancassurance Adviser who is looking to join a business that will help them achieve their full potential and maximise their earning...
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SF Group are currently recruiting for a leading Financial Advice Group, offering a strategic wealth management service to private clients, based in Central Leeds. The client is seeking a Senior Paraplanner to join their growing team, this is a busy and varied role where you will be responsible for providing support to Financial Advisors, as part of a team. The organisation specialises in Asset Man...
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New opportunity not to be missed! Gingko People are looking for a full time technical and ambitious Senior Para-planner to join a leading IFA firm based in London Bridge. In return, you will receive a competitive salary plus excellent benefits! This is a professional position that will be responsible for providing a high level of technical support within a small team environment, providing complia...
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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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