“financial advisor”, “independent financial advisor”, “ifa” jobs in the Administrative & Clerical category

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Company Confidential- Altrincham(3 days ago)
A chartered Financial Planning organisation in Altrincham is seeking an additional IFA Administrator to join one of their existing teams. There are two teams due to the volume and nature of the business and this role available is paying up to 28,000 and would be suitable for someone who has experience in a similar environment dealing with high net worth clients. The company have a track record for...
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Job Title: IFA Administrator Location: Bristol Job Sector: Financial Services Job Type: Permanent Salary: £20,000 - £25,000 Job Reference: LS/20726 About the Company: My client is a global wealth manager with a long history of providing tailored and bespoke wealth management to private individuals, charities, corporate and institutional clients. The scope of their advice spans across all areas inc...
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Company Confidential- Cheshire, North West, WA16 (4 days ago)
A chartered Financial Planning organisation in Knutsford is seeking an additional IFA Administrator to join one of their existing teams. This role is due to the volume and nature of the business and I paying up to 27,000 and would be suitable for someone who has experience in a similar environment dealing with high net worth clients. The company have a track record for developing staff very well, ...
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Company Confidential- Sale(4 days ago)
A long established firm in Sale is looking for an additional member to join their Adviser support team. The staff turnover is historically very low and therefore you can assume this reflects a very good working atmosphere and environment. Given the nature of the work involved, you will need to be experienced within IFA Administration with particular focus on Investment and trust work as you will b...
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Company Confidential- Bolton(4 days ago)
I am recruiting for a leading Bolton based IFA firm who are looking for an experienced IFA Administrator to join them. The company are long established and all members of the team are experienced in the industry, so this is a great environment to learn. Salary for this role is flexible, in the region of 26,000/28,000 with additional benefits. To be suitable for the role you will need to have exper...
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Company Confidential- Ilkley(3 days ago)
A multisite Accountancy and Wealth management company are bringing on an additional Financial Planning Administrator for their Ilkley office. In the role you will support the advisers in the provision of financial planning advice to clients both private and corporate. Duties will include data inputting of fact find information and documentation onto the back-office system (IRESS), as well as diari...
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Part Time Financial Services Administrator required by IFA based in Camberley, Surrey. Salary negotiable depending on skills and experience. This is a part time role of a minimum 3 part time days/week. A minimum of 3 years’ experience in Financial Services is essential for this role. We are a small successful family IFA practice with a General Insurance division and are now looking to recruit an a...
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Company Confidential- St Helens(3 days ago)
A long established, small in staff numbers, IFA firm in St Helens is looking to bring on a very important hire for them in the form of a Client facing Paraplanner. This individual will be an integral part of the firm and work closely with Advisory to provide first class holistic financial planning to their clients, the majority of which have been with them for many years and growth is purely due t...
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Company Confidential- Yorkshire, Ilkley(3 days ago)
As a result of continued growth, an opportunity has arisen for an experienced Paraplanner to join the Wealth Management division of a highly successful accountancy practice. The role is based in their Ilkley office and could develop into a lead Paraplanner role where you will train others. Base salary is up to 40,000. Working within an established successful team you will support 3 experienced Adv...
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Company Confidential- Cheshire, North West (4 days ago)
A chartered Financial Planning organisation in Cheshire has reached scale to require an experienced Senior IFA Administrator/Financial Planning support manager to join their firm. This role is due to the volume and nature of the business and I paying up to 36,000 and would be suitable for someone who has supervisory experience within the wealth management industry. The management style sought Is v...
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Company Confidential- Salford(4 days ago)
A leading IFA firm with a national reach is offering an IFA role with a full client bank to a suitably experienced candidate. The company are offering a competitive base salary, up to 40,000 and very good benefits which include bonus potential. The company offer holistic financial advice to their clients and do so to a large bank of private and corporate clients. They are truly independent and mak...
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One of the UK's leading providers of skilled technical resource supporting the regulatory environment are offering fantastic opportunities within the financial services industry for a multi-national client In Bristol. The role of Pension Switching Reviewer will be working on a major project for a large UK organisation and offers excellent opportunities to progress within a growing project. As a Pe...
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QA Limited - Newcastle Upon Tyne, NE158NX(2 days ago)
Employer description True Potential is an award winning Company that provides products and technology to over 1.4 million private clients. As one of the most innovative financial services group in the UK today, currently working with over 20% of the IFA market, True Potential believe that what we are doing has great value and will help revolutionise the way wealth management is delivered to custom...
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Company Confidential- sale(4 days ago)
An IFA firm in Sale who currently outsource the majority of their Paraplanning to an external company are looking to bring on board a Senior Paraplanner to bring the function in house, set up all processes and develop the function within the business. Base salary is up to iro 45,000 with some great benefits including the potential of some home working. In the role you will be involved with all asp...
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