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

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Clark James - Maidstone, South East/Southern(2 days ago)
Clark James Recruitment are working with a reputable and highly regarded firm of Chartered Independent Financial Advisers that are seeking an experienced Paraplanner to join them within the Kent area. This is an ideal opportunity for someone who is looking to play an integral part of a well-respected IFA practice that recognises and rewards success and commitment. Role To provide full technical su...
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Working on behalf of an excellent Chester based Financial Adviser we are seeking an experienced Financial Services Administrator. Our client work to the highest standards, ensuring integrity and professionalism are displayed at all times, and with their commitment and hard work, are pleased to hold Chartered Status from the Chartered Insurance Institute. Holding Chartered status, our client encour...
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Clark James - Multiple locations(5 days ago)
Working on behalf of a Chartered Professional Advisory Service, we are seeking experienced Self-Employed Financial Advisers. Our client have established a highly experienced management team, who want to deliver high-quality services to people who need sound and trusted advice. They run a national IFA service whose focus is on operating a virtual ‘Chartered’ advisor. Also, our client operates via a...
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Clark James are seeking a Paraplanner for a highly successful Financial Planning Firm in Bridgend. Our client provides holistic advice to Private, Corporate and Trustee clients, covering Investments, Pensions, Savings, Mortgages and General Insurance. Whilst working as a Paraplanner, you will be responsible for: ​ Producing high quality reports that comply with FCA regulatory requirements, suitabi...
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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 Assessing & identif...
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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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