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

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Job Title: Financial Advisor Location: Guildford Salary: Depending on Skills and Experience Job Type: Full Time, Permanent The company are driven by a desire to serve others. They build strong, long-term, trusted relationships with their clients, based on the ethos that doing the right thing is better than doing the most profitable thing. That means they have no sales targets for their advisers - ...
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Our client is looking for an exceptional Professional Financial Advisor based in Stoke on Trent. With being financially qualified with the FCA and other regulators you have a real opportunity to work for a leading Finance House. With this opportunity comes a great package including pension; Healthcare and attractive salary. Individual Conduct Rules • You must act with integrity • You must act with...
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Huntswood - Horsham, South East/Southern, RH121JE(2 days ago)
Our client, an independent financial advice firm, are looking to recruit an Administrator/Paraplanner on a permanent basis. Responsibilities: Provide administrative support to financial advisers, ensuring they can work effectively Answering and dealing with client queries and ensuring their needs are met Ensuring files and systems are up to date Experience: Previous experience within an IFA enviro...
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Huntswood - Horsham, South East/Southern, RH121JE(3 days ago)
Our client, an independent financial advice firm, are looking to recruit an Administrator/Paraplanner on a permanent basis. Responsibilities: Provide administrative support to financial advisers, ensuring they can work effectively Answering and dealing with client queries and ensuring their needs are met Ensuring files and systems are up to date Experience: Previous experience within an IFA enviro...
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Paraplanner/IFA Our client, Flemmings is a well-established firm of Chartered Accountants, Wealth Managers and Property Consultants based in Croydon, Surrey. Their 3 partner firm has grown organically over the past 30 years and provides the following services: •Accounting, Audit and Assurance •Tax Compliance and Planning •Wealth Management •Property advisory •Corporate Finance Their clients consis...
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IFA Administrator/Financial Administrator/Neston We are looking for an enthusiastic and dedicated IFA/Financial Administrator to join our Financial Advisory business based in Neston. The successful candidate will provide financial administrative support the team and will need to ensure they adhere to agreed processes, procedures and timelines to the highest standards. You will be working in a team...
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Job Description: I am on the lookout for an Administrator that has experience of supporting a team of Advisors and Paraplanners within an independent financial advice environment. Day to day the Administrator will work with the advisory and paraplanning team to implement the advice that has been provided. The Administrator will process new business, gain valuations and key information relating to ...
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Financial Planner We are seeking exceptional individuals with experience within financial services (ideally IFA) who are now seeking to provide the highest quality customer service delivery within a truly fantastic company. This is a unique and permanent opportunity for an individual who already holds financial planning and report writing experience. With excellent career progression, competitive ...
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IFA Administrator/Financial Planning Administrator/Neston We are looking for an enthusiastic and dedicated IFA/Financial Administrator to join our Financial Advisory business based in Neston. The successful candidate will provide financial administrative support the team and will need to ensure they adhere to agreed processes, procedures and timelines to the highest standards. You will be working ...
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Home & field based covering the South East region. Home Counties (Essex, Kent, Hertfordshire & Surrey) would be prime base locations. Base Salary + Bonus + Car Allowance + Private Healthcare Scheme + Pension Scheme Retired homeowners released £3.6 billion of property wealth in 2018 as the equity release market expanded at a record rate once again. Jason Ruse, Head of Key Partnerships recently comm...
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Paraplanner We are seeking exceptional individuals with experience within financial services (ideally IFA) who are now seeking to provide the highest quality customer service delivery within a truly fantastic company. This is a unique and permanent opportunity for an individual who already holds financial planning and report writing experience. With excellent career progression, competitive earnin...
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Independent Women, part of Succession Wealth, is the UK’s longest-running IFA firm offering financial advice tailored towards women. We offer holistic financial advice to personal and business clients, with our services covering savings, investments, tax, retirement planning, and protection advice. Due to continued growth, we are looking for a special person to provide a first-class front of house...
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Our client, a well-established, successful wealth management business are seeking to hire an experienced Paraplanner for an initial 6 month contract Job Requirements: Provide technical support to the Investment Managers Review of existing files Liaising directly with the Investment Managers to present files for final sign off Skills/Experience Previous Paraplanning experience, within a Wealth mana...
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Our client, a national financial advice business are looking to recruit a Head of Business Standards to coordinate and oversee the management and supervisory activity in place within the business to ensure the efficient delivery of good outcomes for their customers. This will be for an initial 6 month contract. Key responsibilities: Delivery of appropriate system and control changes related to the...
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Company Confidential- Bromsgrove, Midlands, B60 4DJ (5 days ago)
We are looking to recruit an administrator to join our busy team within an IFA practice, duties will include: Inputting client data into various online databases Creating client letters and forms Printing, binding and preparation of client reports Generating illustrations and valuations Preparing documentation for client meetings Obtaining information from external companies Answering telephone an...
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Job Description: My client relies on their team of Employee Benefits Advisors to deliver regulated retirement advice through face-to-face, telephone or web meetings, or through presentations either on site or via the web. They typically work with companies employing anywhere between 400-700 employees. The role will see you work with 5 other Employee Benefit Advisors as well as client experience te...
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Job Description: My client is looking to develop the Group Risk & Healthcare area of the business by providing support to their partners from a centralised team. Working in a team of 10, this role will see you become an important part of the centralised team, supporting Partners and the Head of Group Risk & Wellbeing to manage an existing portfolio of Group Risk & Healthcare clients. The role will...
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Recruitment Department - Leeds(19 hours ago)
We are delighted to confirm a fantastic opportunity for a Paraplanner to join our fast-growing Leeds based team. We are looking for people with a proven track record in dynamic, fast paced financial services businesses. Brief Paraplanner responsibilities: Provide a high level of technical support to consultants, ensuring that all recommendations are technically accurate and provide 'best advice' f...
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