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                      “financial advisor”, “independent financial advisor”, “ifa” jobs in the Financial Services industry

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                      Optima Financial - Independent Financial Advisor(Sutton, Surrey) As a long established firm of Independent Financial Advisors (part of Turpin Barker Armstrong an ACCA Accountancy and Corporate Recovery Practice) we offer a professional financial planning service to private clients and businesses. At Optima Financial we pride ourselves on listening to our clients’ needs, providing bespoke advice in...
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                      Introduction FPSG have an exciting opportunity for a Junior Financial Advisor based in Birmingham. The role sits within a leading Independent Financial Advisor and offers the chance to start a new and challenging role within an established business. Our client is a highly successful, directly authorised organisation that has an established network across the UK. The opportunity would be ideal for ...
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                      Financial Advisor Administrator We are recruiting for a Financial Advisor Administrator in the Derby area. Our Client is a well-established Company. As a Financial Advisor Administrator you will need to have/be: Previous experience of working as a Financial Advisor Administrator Grade C or above GCSE (or equivalent) in Maths and English Excellent written and verbal communication skills Ability to ...
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                      The Company This long established mutual society with a heritage of over 140 years in providing life assurance to working families has now built a membership of 3 million clients across the US, Canada and here in the UK. Clients and business opportunities They have long standing relationships with their clients to review their life insurance, savings, retirement and investment needs. You will be p...
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                      Premier Jobs UK Ltd - Dartford, South East/Southern(2 days ago)
                      Are you keen to get into Financial Services with a progressive role to take you from being an Appointment Maker through to becoming a successful Financial Adviser? The Company Our client company is a highly regarded wealth management firm offering advice to private and corporate clients. Due to the company continuing to grow their team of successful Financial & Mortgage Advisors, they are looking ...
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                      Our client, an award winning Chartered Financial Planning practice who offer a broad spectrum of bespoke advice for high net worth individuals and companies, is currently looking to recruit an experienced administrator in the South Manchester/Cheshire area. It is a pre-requisite that applicants have experience of providing administrative support within an IFA practice and have previously dealt wit...
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                      Job Title: IFA Administrator / Sales Support Salary: Competitive Location: Northwich Reference: LH/19778 We are pleased to be working with a respected UK wide wealth management firm who are recognised as being specialists in their field. This is an excellent opportunity for someone with adviser support experience looking to progress further in their career. About the role: As an IFA Administrator,...
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                      Job Title: IFA Administrator / Sales Support Salary: Competitive Location: Glasgow Reference: LH/19778 We are pleased to be working with a respected UK wide wealth management firm who are recognised as being specialists in their field. This is an excellent opportunity for someone with adviser support experience looking to progress further in their career. About the role: As an IFA Administrator, y...
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                      Job Title: IFA Administrator / Sales Support Salary: Competitive Location: Gatwick Reference: LH/19778 We are pleased to be working with a respected UK wide wealth management firm who are recognised as being specialists in their field. This is an excellent opportunity for someone with adviser support experience looking to progress further in their career. About the role: As an IFA Administrator, y...
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                      Are you an experienced Financial Services Administrator wanting to join an industry award winning business, which is listed as one of the Sunday Times’ top 100 companies to work for? The Company Our client company has been entrusted with providing independent financial advice to their clients for over 40 years; now backed by one of Europe’s largest personal finance groups, they are in an excellent...
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                      Job Title: IFA Administrator/PA Location: Bath Salary: £17,000 - £25,000 Job Ref: LH/19768 Cavendish Maine are pleased to be working with a respected independent financial advisers who are proud of their truly independent status. My client is looking for an Administrator/ PA who will provide support to one of the senior partners in the firm. This is a great opportunity to join a small but progress...
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                      IFA Administrator / Financial Administrator - North London An excellent opportunity is available for an experienced IFA / Financial Administrator to join the team of a well established and highly respected IFA practice based in North London Minimum 18 months financial services administration experience. Experience in completing suitability letters preferred Full in house training provided covering...
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                      IFA (Dip 4 Qualified) - Buckinghamshire / Surrey Our client is a Chartered Firm of Independent Financial Advisers, serving high net worth individuals and corporates for over 35 years. Experience required: Dealing with middle to High Net Worth individuals Employee Benefit Schemes (Particularly Auto Enrolment) Knowledge of Personal and Business protection solutions Some mortgage experience useful Ge...
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                      IFA Administrator permanent, full time London Salary: £25,000 - £32,000 depending on experience + bonus This is an excellent opportunity to join a successful, established firm of IFAs and Employee Benefit Consultants based in Central London. The role would suit either a hard working career administrator or an ambitious individual looking to progress their career towards paraplanning. Either way th...
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                      Exchange Street is working closely with one of the largest IFA organisations in the UK to help facilitate further growth at the firm. An award winning outfit, they are currently looking to recruit an IFA Administrator to their Cambridge based practice. Providing high quality support to a number of financial advisers responsibilities will include new business processing, obtaining valuations, liais...
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                      Exchange Street is working closely with one of the largest IFA organisations in the UK to help facilitate further growth at the firm. An award winning outfit, they are currently looking to recruit both a Senior Administrator to their Leeds based practice. Providing high quality support to a number of financial advisers responsibilities will include new business processing, obtaining valuations, li...
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                      Recruitment Genius Ltd - Fareham, South East/Southern, PO167SL(5 days ago)
                      Salary - £20-£25k Negotiable depending on experience and qualifications plus access to a Bonus Pot Are you looking for a fresh challenge in a fun, relaxed yet professional environment? You will be an experienced Financial Services Administrator and be looking to bring your skills to a successful financial services firm in need of your expertise. This company in Fareham, Hampshire are a small, frie...
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                      Overview JM01Paraplanner Paraplanner, Edinburgh Competitive Salary Introduction FPSG have an intriguing opportunity for a Paraplanner based in Edinburgh or Glasgow. The role sits within a leading Independent Financial Advisors Organisation and offers the chance to start a new and challenging role within an established business. Our client offers a fantastic working environment with flexible workin...
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                      The Company and Culture Our client company is a leading Independent Financial Advisory firm, established in 1990 and has recently become a public quoted company. Due to continued growth, they are looking to continue recruiting more administrators to build their Head Office team. They pride themselves on being a people based business and promote opportunities for career development within the compa...
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                      Paraplanner Solihull - £40,000pa+ DOE + Extensive Benefits We are looking for an enthusiastic and dedicated Paraplanner to join the Wealth arm of our Accountancy firm based in Solihull. This is an outstanding opportunity for a Paraplanner to join our experienced Wealth management team, our firm has ambitious plans over the coming years and truly offers an independent, holistic financial planning a...
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                      Experienced Paraplanner - Wealth Management Salary: £23,000 to £28,000 depending on qualifications and experience (plus ad hoc discretionary bonuses may be paid - 2 were paid during 2017) Free membership to Perkpox and 5% employer pension contribution Our client is a well-established, privately owned Financial Management company providing bespoke Wealth Management Services including Discretionary ...
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                      SF Group are currently recruiting for a long-established and award winning Finance Organisation based in Wakefield. Our client is seeking Trainee or Part-Qualified Paraplanners due to expansion. This is a busy and varied office based role where you will be responsible for providing support to Wealth Management Financial Advisors, as part of a team of Paraplanners. The client is interested in speak...
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                      Paraplanner - Wealth Management Torquay £22,000 to £35,000 d.o.e. Paraplanner for burgeoning private financial management company on lovely English Riviera The Role As Paraplanner, you will research solutions for Retirement, Protection, Inheritance Tax and Investment Planning, working closely with Consultants. Managing and prioritising the Consultants' workload to meet appropriate deadlines your r...
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                      Company Confidential- Leyland, North West, PR25 2TN (1 day ago)
                      We are a small, well established Independent Financial Adviser (IFA) with an office in Leyland Lancashire. We specialise in the pre and post retirement marketplace and have an outstanding reputation with clients for personal service, quality advice and straight talking. As part of that commitment to our cliients we are currently looking to recruit an experienced individual to support our administr...
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                      The Company and Culture Our client company is a leading Independent Financial Advisory firm, established in 1990 and is a public quoted company. Due to continued growth, they are looking to recruit Paraplanners to ensure the firm are able to continue providing first class support to their IFA team. They pride themselves on being a people based business and promote opportunities for career developm...
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