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                      Job Title: IFA Administrator Location: Bristol Salary: £21,000 - £26,000 Job Ref: LH/20539 We are pleased to be working with a respected UK wide wealth management firm who are recognised as being specialists in their field. Our client is looking for an IFA Administrator to join their team. This role has come up due to internal progression and is an excellent opportunity for someone with IFA or Wea...
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                      Company Confidential- London, London, EC4V 4AR (15 hours ago)
                      We are a growing City based IFA specialising in providing holistic financial planning to High Net Worth clients. The main duties of the role will be providing dedicated support to advisers of the firm. The ideal candidate will have experience of working in an administrative role in financial services, and have the ability to pro-actively support and assist within a team environment. The role will ...
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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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                      Senior IFA Administrator- Wolverhampton - up to £28k DOE + Benefits We are looking for an enthusiastic and dedicated Senior Financial Administrator to join our Financial Advisory business based in Wolverhampton. We are a progressive and growing company that are devoted to helping individuals with their financial needs. We have a successful team of independent financial advisers and dedicated clien...
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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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                      If you are tired of that lengthy commute into Manchester or fed up of working for a company that does not take your career aspirations seriously, then this award-winning business could be for you. The role itself will focus on providing support to the organisation's consultants and paraplanners therefore will require individuals with knowledge across pensions, investments and tax mitigation and ad...
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                      Company Confidential- Preston, PR13HP(2 days ago)
                      Would you like to work in an Accountancy practice where quality leads are constantly provided and there is plenty of clients to Advise? A leading firm in Preston city centre is bringing on an additional Financial Planner to work in an existing team of IFAs to provide Advise to corporate and private clients. You must have a high level of technical product knowledge and be Diploma level qualified. I...
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                      Company Confidential- Chorley, pr5(2 days ago)
                      A Chorley based Chartered IFA firm are hiring an additional trainee Paraplanner to join their growing team. The role is ideal for an experienced IFA Administrator who would like to make the jump to Paraplanning and this cant be catered for in their current firm. Salary and package very competitive. You will support the Paraplanner and the role will see you interpret Adviser client files post meeti...
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                      Independent Financial Advisor (IFA)- Employed Salaried. My Client, a market leading insurance and financial advisory firm based in Co Down, is recruiting for an experienced Independent Financial Advisor to join their reputable team. The position is a newly created role due to a period of sustained growth over the past 12-18 months. The successful Independent financial advisor will join a reputable...
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                      Job Title: IFA Administrator Location: London Job Sector: Financial Services Job Type: Permanent Salary: Competitive Job Reference: LS/J020513 About the Company: A Chartered, Independent Wealth Management firm that provides comprehensive and bespoke financial planning and Investment Management service advice to a large range of clients with varying levels of wealth. Established in 2008, they have ...
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                      Our client is an extremely well known professional services firm in the Leamington Spa area, noted for the high degree of service afforded to its corporate and HNW individual clients. With a real focus on financial planning, the organisation's accountancy partners provide a number of excellent quality leads each week resulting in a consistently thriving business model. Providing support to the fir...
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                      Company Confidential- City centre, m2 (6 days ago)
                      I am recruiting for a Senior Client Administrator for a large IFA firm for their Manchester city centre office. In the role you will support one high performing Financial Planner, ensuring client satisfaction through direct contact with clients, and working closely with the adviser. The salary for this role is up to 28,000-32,000 with very good benefits. Proactively develop and maintain effective ...
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                      IFA Administrator St Albans £25,000 to £30,000 depending on experience A great opportunity has become available to work for a professional Wealth Management Company based in the heart of St Albans. Previous experience as an IFA Administrator is essential Your duties will include To provide efficient administrative support to the Partners New business processing and annual valuations Preparation of...
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                      Company Confidential- ilkley, ls29(2 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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                      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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                      This is a brilliant opportunity , to start with a fast growing and succesful , Financial Planning business in London. To begin, or further a career, as Chartered Financial Planner, you will need to be highly focused, and committed to succeeding, in a results orientated environment. They are not expecting someone to walk in, and start advising straight away , they will ensured that you are fully tr...
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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 Services Administrator Great opportunity for experienced and ambitious Financial Services Administrator to join expanding wealth management business located in a lovely village in the Newark & Sherwood District of Nottinghamshire. As their Financial Services Administrator you will be an integral and valued member of their small and very friendly IFA (independent financial advisor) practi...
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                      An ideal opportunity for an individual seeking a professional career within the pensions industry has arisen. They are a small but rapidly growing, dynamic team specializing in offering financial advice and services to a range of private and corporate individuals. With ambitious plans to grow into a national firm this would be great time to come onboard. THE ROLE This role will suit someone who ha...
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                      Ecruit - East Sussex, South East/Southern, TN63RQ(5 days ago)
                      Financial Advisor - £30K + Bonus - East Sussex The Role If you are motivated and enthusiastic with relevant experience to back you up, then this is your chance to join this professional team as a Financial Advisor. You will be asked to competently provide financial advice to clients within FCA rules and the firm’s procedures. As a Financial Advisor, you will analyse information gathered and undert...
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                      Best Practice IFA Group Limited - Horsham, RH12 1RQ(6 days ago)
                      We are looking for Technical Manager to join our growing and award winning independent organisation. We provide compliance and regulatory and financial support to a range of high quality, Independent Financial Advice firms. Working from our office in Horsham, the successful Technical Manager will work with the Compliance Director and Manager to research, interpret and advise on regulation changes ...
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                      Job Title: Senior Administrator/ Report Writer Location: Wells/ Yeovil Job Sector: Financial Services Job Type: Permanent Salary: Competitive Job Reference: LH/20409 About the Role: Are you an experienced IFA administrator with a passion for the financial services industry and providing a high level of client service. Have you gotten yourself to a point in your career where you are very competent ...
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                      Job Title: Senior Administrator/ Report Writer Location: Wells/ Yeovil Job Sector: Financial Services Job Type: Permanent Salary: Competitive Job Reference: LS/20409 About the Role: Are you an experienced IFA administrator with a passion for the financial services industry and providing a high level of client service. Have you gotten yourself to a point in your career where you are very competent ...
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                      Our client is an international payment specialist focused on people buying/selling overseas property, relocating or moving overseas. They are always looking for companies to partner with who can refer clients to them and become part of their loyalty program. This is a graduate job from day one offering a starting salary of £20K plus commission structure. Key responsibilities of the role; This role...
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                      In a market in which few genuine trainee opportunities exist, this is a fantastic opportunity to start your financial advisory career with an established IFA business with a track record of developing new advisers. Based in South Manchester, offering ongoing support and structured training along with access to new and existing clients, the role has everything an aspiring adviser needs to be succes...
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