Ifa jobs

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ThatRecruit.com - Balsall Common, Solihull, CV7(1 hour ago)
Our client, a Chartered Financial Planning Company are currently looking are looking to recruit an IFA Paraplanner/Administrator who fits well within the culture of the business and can assist them in delivering their high-level services as the business continues to grow. Key duties: - Administration of both new and existing business, ensuring compliance and process procedures are followed - Maint...
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Key to success in any advice role is a clear understanding of where new and existing business opportunities are coming from. In this case, taking over an existing client base with over £80,000 in recurring income gives a fantastic platform for a new adviser and means that our client does not require applicants to have transferable business. This is a senior role within the Leeds practice of a nati...
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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 Sheffield £18,000 to £21,000 p.a. + benefits Benefits include a 5% employer pension contribution, Perkbox and free parking. Excellent opportunity to progress your career as IFA Administrator in well established, Sheffield based Wealth Management Company The Role As experienced IFA Administrator you will be responsible for all general administration. You will ensure that documents...
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SF Group are currently recruiting for an IFA Administrator and a Senior IFA Administrator in the Doncaster area. Both positions are able to be on a full time, 3 day part time or 4 day part time basis. The role: • Reputable firm providing whole-of-market Financial Advice – encompassing retirement planning, portfolio planning, mortgage, protection, investments and all aspects of pensions • Small fir...
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Company Confidential- Altrincham(4 days ago)
A chartered Financial Planning organisation in Altrincham is seeking an additional IFA Administrator to join one of their existing teams. There are two teams due to the volume and nature of the business and this role available is paying up to 28,000 and would be suitable for someone who has experience in a similar environment dealing with high net worth clients. The company have a track record for...
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Job Title: IFA Administrator Location: Bristol Job Sector: Financial Services Job Type: Permanent Salary: £20,000 - £25,000 Job Reference: LS/20726 About the Company: My client is a global wealth manager with a long history of providing tailored and bespoke wealth management to private individuals, charities, corporate and institutional clients. The scope of their advice spans across all areas inc...
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Company Confidential- Cheshire, North West, WA16 (5 days ago)
A chartered Financial Planning organisation in Knutsford is seeking an additional IFA Administrator to join one of their existing teams. This role is due to the volume and nature of the business and I paying up to 27,000 and would be suitable for someone who has experience in a similar environment dealing with high net worth clients. The company have a track record for developing staff very well, ...
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Company Confidential- Sale(5 days ago)
A long established firm in Sale is looking for an additional member to join their Adviser support team. The staff turnover is historically very low and therefore you can assume this reflects a very good working atmosphere and environment. Given the nature of the work involved, you will need to be experienced within IFA Administration with particular focus on Investment and trust work as you will b...
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Company Confidential- Bolton(5 days ago)
I am recruiting for a leading Bolton based IFA firm who are looking for an experienced IFA Administrator to join them. The company are long established and all members of the team are experienced in the industry, so this is a great environment to learn. Salary for this role is flexible, in the region of 26,000/28,000 with additional benefits. To be suitable for the role you will need to have exper...
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Company Confidential- Ilkley(4 days ago)
A multisite Accountancy and Wealth management company are bringing on an additional Financial Planning Administrator for their Ilkley office. In the role you will support the advisers in the provision of financial planning advice to clients both private and corporate. Duties will include data inputting of fact find information and documentation onto the back-office system (IRESS), as well as diari...
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Wouldn't it be nice if when you moved jobs as an adviser you did not have a validation of salary to hit before you could earn bonus? It's enough to stop most people from even applying. But at this Chartered practice you will earn bonus as soon as you write any new business. True, the salary may not be the biggest in the world. But if you can develop new business from an existing book of clients (a...
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Part Time Financial Services Administrator required by IFA based in Camberley, Surrey. Salary negotiable depending on skills and experience. This is a part time role of a minimum 3 part time days/week. A minimum of 3 years’ experience in Financial Services is essential for this role. We are a small successful family IFA practice with a General Insurance division and are now looking to recruit an a...
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Trainee Paraplanner - Buckinghamshire Our client is a Chartered Firm of Independent Financial Advisers, serving high net worth individuals and corporates for over 35 years. This role is working directly with the Director of Pensions within a friendly and professional environment. Responsibilities include: Liaising with Clients and providers and building a good working rapport with both Administrat...
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Financial Adviser - Berkshire (Pensions & Investments) (Employed, Home Based!) Our client are a highly successful and respected organisation who have enjoyed a 40% growth year on year and are now in the enviable position where expansion is necessary in order to ensure all of its clients are supported moving forward. They are proud to be the beneficiary of a large number of introductions from their...
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Job Title: Junior Underwriter Location: London Salary: £36,000 - £40,000 Plus Travel allowance and benefits including family BUPA, flexi pot, 25 days holidays, and a contributory pension scheme Job Type: Full Time, Permanent Purpose of the role: The person joining to fulfil this role will be the first underwriter they recruit into the insurance business. This role will work with their wholesale MG...
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Job Title: Management Accountant- Part qualified (CIMA/ ACCA) Location: Colchester, Essex Salary: Up to £25,000 + bonus (10%) OTE £27,500 + study support for ACCA or CIMA An exciting opportunity has become available for a Management Accountant to join Informa’s Management Accounting Team which sits within the Global Support Division. As a Management Accountant you will report to the Financial Acco...
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Company Confidential- Stockport(4 days ago)
A leading IFA firm in the Stockport area is looking for an additional IFA to join their firm and assist with the development of their growing client base which consists of corporate and private clients. The company have always struck me to be ahead of the times with technical and very entrepreneurial and they look for these traits in all of their hires across the business. The base salary on offer...
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Company Confidential- St Helens(4 days ago)
A long established, small in staff numbers, IFA firm in St Helens is looking to bring on a very important hire for them in the form of a Client facing Paraplanner. This individual will be an integral part of the firm and work closely with Advisory to provide first class holistic financial planning to their clients, the majority of which have been with them for many years and growth is purely due t...
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SF Group are currently recruiting for a T&C Supervisor to join an established, successful and growing nationwide Wealth Management Firm in their Leeds City Centre office. The company provide Financial Advice to high net worth individuals and are expanding their team to support the company’s growth. T&C Supervisor The Company: • One of the UK’s leading IFA firms • Successful and highly regarded by ...
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Company Confidential- Yorkshire, Ilkley(4 days ago)
As a result of continued growth, an opportunity has arisen for an experienced Paraplanner to join the Wealth Management division of a highly successful accountancy practice. The role is based in their Ilkley office and could develop into a lead Paraplanner role where you will train others. Base salary is up to 40,000. Working within an established successful team you will support 3 experienced Adv...
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Vitality, Key Account Manager , Home Based – South East, £Competitive + Bonus + Benefits Vitality is an award winning, dynamic and vibrant financial services provider, with a ground-breaking vision for the future, where individuals are enabled to succeed and are rewarded and recognised for their contribution to our business Our Key Account Manager will receive a competitive salary plus benefits in...
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Vitality, Key Account Manager , Home Based – North, £Competitive + Bonus + Benefits Vitality is an award winning, dynamic and vibrant financial services provider, with a ground-breaking vision for the future, where individuals are enabled to succeed and are rewarded and recognised for their contribution to our business Our Key Account Manager will receive a competitive salary plus benefits includi...
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Company Confidential- Cheshire, North West (5 days ago)
A chartered Financial Planning organisation in Cheshire has reached scale to require an experienced Senior IFA Administrator/Financial Planning support manager to join their firm. This role is due to the volume and nature of the business and I paying up to 36,000 and would be suitable for someone who has supervisory experience within the wealth management industry. The management style sought Is v...
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Company Confidential- Salford(5 days ago)
A leading IFA firm with a national reach is offering an IFA role with a full client bank to a suitably experienced candidate. The company are offering a competitive base salary, up to 40,000 and very good benefits which include bonus potential. The company offer holistic financial advice to their clients and do so to a large bank of private and corporate clients. They are truly independent and mak...
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