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

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Job Title: IFA Administrator Location: London Job Sector: Financial Services Job Type: Permanent Salary: Competitive Job Reference: LS/J020513 About the Company: A Chartered, Independent Wealth Management firm that provides comprehensive and bespoke financial planning and Investment Management service advice to a large range of clients with varying levels of wealth. Established in 2008, they have ...
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Company Confidential- Preston, PR13HP(5 days ago)
Would you like to work in an Accountancy practice where quality leads are constantly provided and there is plenty of clients to Advise? A leading firm in Preston city centre is bringing on an additional Financial Planner to work in an existing team of IFAs to provide Advise to corporate and private clients. You must have a high level of technical product knowledge and be Diploma level qualified. I...
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Company Confidential- Chorley, pr5(5 days ago)
A Chorley based Chartered IFA firm are hiring an additional trainee Paraplanner to join their growing team. The role is ideal for an experienced IFA Administrator who would like to make the jump to Paraplanning and this cant be catered for in their current firm. Salary and package very competitive. You will support the Paraplanner and the role will see you interpret Adviser client files post meeti...
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Company Confidential- ilkley, ls29(5 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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An ideal opportunity for an individual seeking a professional career within the pensions industry has arisen. They are a small but rapidly growing, dynamic team specializing in offering financial advice and services to a range of private and corporate individuals. With ambitious plans to grow into a national firm this would be great time to come onboard. THE ROLE This role will suit someone who ha...
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Prince Personnel Ltd - Telford, TF2 9TW(1 day ago)
Group Insurance Schemes Administrator Wolverhampton (near I54) Permanent Salary circa £24,000 - £25,000 Monday – Friday 9am – 5pm We are working with a large financial services organisation that has a network of offices across the UK; they are currently looking to bring in a new Group Insurance Schemes Administrator. The purpose of the role is to provide high quality proactive support to financial...
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Job Title: PA Location: London Job Sector: Financial Services Job Type: Permanent Salary: Competitive Job Reference: LS/J020518 About the Company: We are working with a chartered, independent wealth management firm that provides comprehensive financial planning and investment management service to HNW individuals, charities and trusts. Their financial planners and Investment Managers have all gain...
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Due to expansion, we are looking to appoint an experienced Pensions Administrator to join our small business based in Birmingham providing expert witness reports, predominately in the field of Pensions and Divorce. We are instructed by Solicitors acting on behalf of divorcing parties, to consider their pension assets, value them, and advise on various solutions for their division. For the right pe...
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Company Confidential- Greater Manchester, M33(5 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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