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

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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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Company Fusion Limited - Aylesbury Vale, HP198JR(2 days ago)
Company Fusion Limited is working with a Specialist Financial Company; growing and expanding within their market. They are an established wealth planning practice dedicated to providing financial advice to professionals in the contracting and freelance community and we currently have an exciting opportunity for an enthusiastic Trainee Financial Advisor to join their busy team near Alton, Hampshire...
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IFA Administrator/Financial Planning Administrator Salary: £20k-£25k Benefits: Holidays-33 days including bank holidays Holiday purchase scheme Personal Development Plan Wellbeing Support via Aviva Death in Service and Income Protection Values reward scheme Sickness pay Childcare Vouchers Study cost support Employee discounts Experience required: Previous Financial Services/Wealth Management knowl...
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A leading Chartered Financial Planners based in Sleaford, Lincolnshire has a requirement for a 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. Prior experience of working in financial services would be of benefit but is not essential. As a Corporate Chartered Practice, it is of great im...
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IFA Assistant / Trainee Paraplanner Location: Jesmond, Newcastle, but for those who can demonstrate self-motivation/organisation, home working roles will be considered in Hitchin, Hertfordshire or York and the surrounding areas. Reports to: Consultant (Independent Financial Adviser) Salary: Negotiable depending on experience and qualifications – up to £30,000 per annum Established in 1971, our cli...
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Financial Services Administrator Salary: Open to negotiation dependent on skills and experience Benefits: 20 days holidays + bank holidays, Pension scheme, opportunity for progression, excellent working environment. Hours: 9am – 5.30pm, Monday to Friday Location: CH2 Due to company growth, our client is looking for a Financial Services Administrator to join their friendly team in Hoole, Chester. E...
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IFA for Yorkshire based Financial Management Company providing bespoke Wealth Management Services THE ROLE As Independent Financial Adviser, you will work as part of a small team focusing on pension, investment and tax advice. You will provide expert, independent advice to an existing bank of HNW clients, whilst building new business opportunities through referrals and networking. The role would a...
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I am currently working on behalf of a privately owned, well-established and award winning Financial Advice Group in Sheffield, who are recognised as one of the leading Wealth Management groups in Yorkshire. The company are offering the opportunity for an experienced and qualified Financial Adviser to join the team on an employed or self-employed basis. The Role: The successful candidate will provi...
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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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Customer Service Manager - Financial Services Location: Salford Quays Salary: £22,000 pro rata Hours: Negotiable flexible working hours can be offered. Some evening work required Job Description Our client, a Wealth Management company, is looking for an experienced and driven Client Servicing Manager to develop and maintain new and existing client relationships. The successful candidate will have ...
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Job Description: My client is looking for an experienced Paraplanner from an IFA or Wealth management background with an ability to ‘hit the ground running’. The role holder will be responsible for collating and interpreting information, reviewing and comparing products, services, charges and performance as well as preparing suitability reports. Due to the nature of the business, client and enquir...
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Financial advisers are required to join the IFA section of this growing business. Professional and highly motivated individuals are being sought, to partner with their extremely successful and dynamic firm. Full training and support will be provided, along with existing clients and the opportunity to service new clients. Remuneration is highly competitive and entirely on an individual basis. Candi...
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Huntswood - Basingstoke, South East/Southern, RG291BY(3 days ago)
We are seeking experienced Sipp Administrators to join a project based in Basingstoke. A strong working knowledge of SIPP's is essential Experience in the following, would be ideal - Income Payments, Drawdown Processing, New Business Contributions, Transfers and dealing with IFA's Have the ability to work quickly and accurately in a fast paced environment Excellent written and verbal communication...
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Recruitment Department - Leeds(3 days ago)
We are looking for a Financial Services Administrator to join our award winning team at our Thorpe Park offices near Leeds. The successful Financial Services Administrator will join a dynamic team of administrators, providing support to Wealth Managers dealing with pensions, investments and financial protection). This is not an Accounts Administration role - experience in Financial Planning is ess...
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Financial Services Administrator (Paraplanning/Paraplanner) McGinnis Loy Associates is proud to be working with a highly regarded entrepreneurial Accounting Firm who are continuing to enjoy strong growth across their Thames Valley & London offices. They are now seeking a Paraplanning / Wealth Management Assistant to join their growing team near Bracknell who will be responsible for multiple HNWI c...
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