Ifa jobs

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SF Group are currently recruiting for an IFA Administrator on the behalf of an established and very successful Financial Advice Group in Hull. The company are in a period of growth due to a further increase in new business. As the premier organisation of its kind in East Yorkshire this is the best company to work for in terms of career prospects and longevity. Benefits: •Established and growing co...
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SF Group are currently recruiting for an IFA Administrator on the behalf of an established and very successful Financial Advice Group in their Sheffield office. The company are in a period of growth due to a further increase in new business. Benefits: •Established and growing company •Funding for diploma qualifications and any other relevant courses and qualifications •Free parking •Excellent oppo...
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IFA Assistant / Trainee Paraplanner Location: Jesmond, Newcastle, but for those who can demonstrate self-motivation/organisation, home working roles will be considered in Hitchin, Hertfordshire or York and the surrounding areas. Reports to: Consultant (Independent Financial Adviser) Salary: Negotiable depending on experience and qualifications – up to £30,000 per annum Established in 1971, our cli...
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IFA Administrator/Financial Planning Administrator Salary: £20k-£25k Benefits: Holidays-33 days including bank holidays Holiday purchase scheme Personal Development Plan Wellbeing Support via Aviva Death in Service and Income Protection Values reward scheme Sickness pay Childcare Vouchers Study cost support Employee discounts Experience required: Previous Financial Services/Wealth Management knowl...
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Job Description: We are seeking an experienced Financial Services Administrator with a solid understanding of the financial planning process and experience of supporting a Financial Advisor with day to day administration. The role holder will be heavily involved with the production, completion and sending out of client facing reports. To be successful in the role you will need to be able to collat...
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Trainee Paraplanner /IFA Administrator Location: Preston Role Type : Permanent Superb role working with a Director of a very successful Chartered IFA practise in Preston. Your role will be to support the Director in all aspects of administration and client services. You will have gained at least a years’ experience within an IFA practise. This role can either be a long term administration position...
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A leading Chartered Financial Planners based in Sleaford, Lincolnshire has a requirement for a Financial Planning Administrator. This successful business has been running for almost two decades and is one of the most respected IFA practices in the region. Prior experience of working in financial services would be of benefit but is not essential. As a Corporate Chartered Practice, it is of great im...
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Job Description: My client is looking for an experienced Administrator from an IFA or Wealth management background with an ability to ‘hit the ground running’. The role holder will be responsible for creating and updating client files, submitting new business and chasing providers for policy information; administering instructions related to client investments, answering client queries via email, ...
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I am currently working on behalf of a privately owned, well-established and award winning Financial Advice Group in Sheffield, who are recognised as one of the leading Wealth Management groups in Yorkshire. The company are offering the opportunity for an experienced and qualified Financial Adviser to join the team on an employed or self-employed basis. The Role: The successful candidate will provi...
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Financial Services Administrator Salary: Open to negotiation dependent on skills and experience Benefits: 20 days holidays + bank holidays, Pension scheme, opportunity for progression, excellent working environment. Hours: 9am – 5.30pm, Monday to Friday Location: CH2 Due to company growth, our client is looking for a Financial Services Administrator to join their friendly team in Hoole, Chester. E...
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IFA for Yorkshire based Financial Management Company providing bespoke Wealth Management Services THE ROLE As Independent Financial Adviser, you will work as part of a small team focusing on pension, investment and tax advice. You will provide expert, independent advice to an existing bank of HNW clients, whilst building new business opportunities through referrals and networking. The role would a...
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One of the fastest growing and multi- award winning Fintech companies in the UK market is seeking a new talented HEAD OF MARKETING who will have their sights on becoming their first CMO in the near future. This Fintech marketplace business is a very ambitious company and with an imminent significant funding round closing they have their sights on a public listing in the next 2/3 years. With an alr...
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One of the fastest growing and multi- award winning Fintech companies in the UK market is seeking a new talented HEAD OF MARKETING who will have their sights on becoming their first CMO in the near future. This Fintech marketplace business is a very ambitious company and with an imminent significant funding round closing they have their sights on a public listing in the next 2/3 years. With an alr...
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One of the fastest growing and multi- award winning Fintech companies in the UK market is seeking a new talented HEAD OF MARKETING who will have their sights on becoming their first CMO in the near future. This Fintech marketplace business is a very ambitious company and with an imminent significant funding round closing they have their sights on a public listing in the next 2/3 years. With an alr...
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Financial Services Administrator (Paraplanning/Paraplanner) McGinnis Loy Associates is proud to be working with a highly regarded entrepreneurial Accounting Firm who are continuing to enjoy strong growth across their Thames Valley & London offices. They are now seeking a Paraplanning / Wealth Management Assistant to join their growing team near Bracknell who will be responsible for multiple HNWI c...
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This is a great opportunity to join a multi-award winning, national firm of Financial Advisers, as a Paraplanner in our Weybridge office. Reporting to the Practice Manager, the successful candidate will support 4 Senior Advisers within the dedicated private wealth team. The private wealth team deal with High Net Worth (HNW) clients who specifically require wealth management, estate planning and ot...
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This is a great opportunity to join a multi-award winning, national firm of Financial Advisers, as a Paraplanner, in our Sheffield office, the successful candidate will support two Financial Advisers. This role requires bespoke report writing, tailored to the client’s requirements and a high attention to detail in order to give a ‘personal touch’. The successful candidate will support Partners in ...
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About the Company: A wealth management practice founded two years ago by five partners with a combined 100 years’ experience in the industry. Specialist advisors offering private wealth management and exclusive discretionary management services to select clients who all have a minimum of £1m investable assets. The company now has £300m AUM and the passion and drive to continue growing. Job Descrip...
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Virtual Assistant We are looking for a fantastic Virtual Assistant to join our network of PAs. Run your own business with our support! Our Partnership opportunity offers a secured income, training and ongoing support. Be your own boss. Work from home. Earn more. SmartPA are the leading PA, Virtual Assistant, Secretarial and Administrative brand. We deliver world-class support to businesses globall...
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Virtual Assistant We are looking for a fantastic Virtual Assistant to join our network of PAs. Run your own business with our support! Our Partnership opportunity offers a secured income, training and ongoing support. Be your own boss. Work from home. Earn more. SmartPA are the leading PA, Virtual Assistant, Secretarial and Administrative brand. We deliver world-class support to businesses globall...
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Virtual Assistant We are looking for a fantastic Virtual Assistant to join our network of PAs. Run your own business with our support! Our Partnership opportunity offers a secured income, training and ongoing support. Be your own boss. Work from home. Earn more. SmartPA are the leading PA, Virtual Assistant, Secretarial and Administrative brand. We deliver world-class support to businesses globall...
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SmartPA - London, London (4 days ago)
Virtual Assistant We are looking for a fantastic Virtual Assistant to join our network of PAs. Run your own business with our support! Our Partnership opportunity offers a secured income, training and ongoing support. Be your own boss. Work from home. Earn more. SmartPA are the leading PA, Virtual Assistant, Secretarial and Administrative brand. We deliver world-class support to businesses globall...
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Overview Great opportunity to join a well-established financial planning company working within in small friendly office environment. Based near Twyford. Our client is looking for a new member to join their team in an administrative role. Responsibilities Varied administration and customer liaison responsibilities Handling telephone queries, opening and handling Fact-finding with clients to qualif...
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Virtual Assistant We are looking for a fantastic Virtual Assistant to join our network of PAs. Run your own business with our support! Our Partnership opportunity offers a secured income, training and ongoing support. Be your own boss. Work from home. Earn more. SmartPA are the leading PA, Virtual Assistant, Secretarial and Administrative brand. We deliver world-class support to businesses globall...
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Virtual Assistant We are looking for a fantastic Virtual Assistant to join our network of PAs. Run your own business with our support! Our Partnership opportunity offers a secured income, training and ongoing support. Be your own boss. Work from home. Earn more. SmartPA are the leading PA, Virtual Assistant, Secretarial and Administrative brand. We deliver world-class support to businesses globall...
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