“financial advisor”, “independent financial advisor”, “ifa” jobs at Clark James

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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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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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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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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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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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Working on behalf of an award-winning Chartered firm of financial planning experts who offer tailored advice in the fields of Employee Benefits, Wealth Management and Auto Enrolment, we are seeking a Marketing Assistant. The Company Their senior management team have worked together for many years, providing cohesive leadership and direction and have a team of highly qualified consultants and advis...
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