“financial advisor”, “independent financial advisor”, “ifa” jobs

Trainee Financial Advisor As a trainee Financial Services Advisor, you will be part of our entrepreneurial team with the freedom to provide solutions for your clients from a broad portfolio of innovative products. You will not be a tied advisor; you will have access to powerful sales tools and a large extensive resource network so you can focus on results. You will work as part of a team creating ...
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My client a successful, growing and professional Independent Financial Advisor (IFA) firm in Leamington Spa, Warwickshire seeks a Trainee Paraplanner. Leamington Spa is commutable from Warwick, Coventry and areas around Birmingham. This is a permanent full time role to join a friendly team whereby you will add your value to the financial planning team. Training will be provided in the role and you...
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IFA Administrator Location: Central Harrow Hours: 9.00am to 5.30 pm Monday to Friday plus some Saturdays 10am-1pm Salary: Starting at £24,000+benefits IFA Administrator required in a growing firm based in Central Harrow Our client is a firm of Independent Financial Planners established for over 30 Years and based in central Harrow. Due to continued success, our client currently has an opportunity ...
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Wealth Advisor, Wealth Management - Golders Green Are you interested in working for one of the world's leading international banks? As a result of continued growth in the HSBC UK Wealth business we are actively recruiting experienced Wealth Advisor to join our teams in various locations across the UK. As a Wealth Advisor you will support our high net worth customers through key life events such as...
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A new Trainee Financial Advisor is required for an advisory company that provides individual advice to private Clients. The company continues to grow and develop within their market and they are now seeking a new advisor to work with the existing portfolio. Working as part of the financial planning team you will learn to deliver professional financial advice across various products including Insur...
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SF Group are currently recruiting for an experienced IFA Administrator on the behalf of a market leading Chartered Financial Advice firm in Greater Manchester. The company have a history of providing market leading Financial Advice to clients for over 5 decades and have been ranked as one of the top Financial Advice Groups in the North West. In 2018 the company were also named as one of the UK’s t...
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SF Group are currently recruiting for an IFA Administrator on the behalf of a young and ambitious Financial Advice Group in York. The company offer a first-class and professional service, whilst maintaining a personal touch with their clients. They specialise in personal private wealth, corporate wealth and investments. The company are in a period of sustained growth due to a consistently high inf...
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Pertemps Specialist Division are delighted to be working alongside a well-established, prestigious Independent Financial Advisory firm in the central Edinburgh area, who are looking for an experienced IFA administrator to join their expanding teams. The client has recently received large funding and has progression and expansion plans for both the business and their employees, leading to vast care...
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Graduate Trainee Investments & Financial planning A rapidly expanding investment firm is developing their operations in the UK. Due to significant annual growth; they are now opening branches in London, Birmingham, Manchester, and Edinburgh. Providing multiple financial services, including wealth and asset management, the company has continued to go from strength to strength and is now in a positi...
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Graduate Trainee Investments & Financial planning A rapidly expanding investment firm is developing their operations in the UK. Due to significant annual growth; they are now opening branches in London, Birmingham, Manchester and Edinburgh. Providing multiple financial services, including wealth and asset management, the company has continued to go from strength to strength and is now in a positio...
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Graduate Trainee Investments & Financial planning A rapidly expanding investment firm is developing their operations in the UK. Due to significant annual growth; they are now opening branches in London, Birmingham, Manchester and Edinburgh. Providing multiple financial services, including wealth and asset management, the company has continued to go from strength to strength and is now in a positio...
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Graduate Trainee Investments & Financial planning A rapidly expanding investment firm is developing their operations in the UK. Due to significant annual growth; they are now opening branches in London, Birmingham, Manchester and Edinburgh. Providing multiple financial services, including wealth and asset management, the company has continued to go from strength to strength and is now in a positio...
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IFA Administrator – Farnham £25,000 - £30,000 Our Farnham client are a well-established chartered financial planning firm that offer a bespoke service to high net worth clients. The firm offers a great team working environment and reward their staff for the firms ongoing success. Purpose of job: To provide comprehensive and efficient administrative support to the partners/investment advisers and t...
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A national buyer of financial advice firms is looking for a experienced Operations Director to work out of their London office. Applicants can live outside of London but must be willing to travel to London at least twice a week. The hiring company is fast growing and has ambitions of buying 20 IFA business' in the next few years and they are looking for an Operations Manager to to step in help rea...
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This is an opportunity to join a prestigious development designed with families in mind, which boasts a unique and contemporary design from the award winning JMP Architects. The properties are designed to be light and bright for open-plan modern family living, with an abundance of outside space, intended to maximize the picturesque surroundings of this semi-rural location. The experienced Sales an...
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Administrator (Financial Services) Tetbury, GL8 Salary depending on experience Flexible working hours Our client is currently recruiting for an experienced Financial Administrator to join their well-established wealth management company based in Tetbury, GL8. So if you are an enthusiastic, experienced team player who is eager to contribute new ideas with a desire to succeed, then read on! Administ...
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A national buyer of financial advice firms is looking for a experienced Operations Director to work out of their London office. Applicants can live outside of London but must be willing to travel to London at least twice a week. The hiring company is fast growing and has ambitions of buying 20 IFA business' in the next few years and they are looking for an Operations Manager to to step in help rea...
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Pertemps Specialist Division are delighted to be working exlusively with a prestigious, well-established IFA firm, who are looking to acquire a CII level 4 qualified individual to add to their professional and continually growing team. Reporting directly to the financial advisers, and under guidance from the managing director, you will be responsible for contributing to the organisation's continui...
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The Opportunity: SF Group are currently recruiting for a New Business Administrator to provide a point of contact for IFA and clients and process new business cases and queries Working in a team under the guidance of the Head of Pensions Administration, Head of Technical and IT Support and Directors. The Role & Key attributes of the role of New Business Administrator •Communicating with clients, f...
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SF Group are currently recruiting for an award winning Chartered Financial Planning organisation in Chesterfield. This is an excellent opportunity to join an established, innovative and growing business, who have been providing market leading Financial Advice for over 120 years. My client is seeking a Paraplanner to join their growing team, this is a busy and varied role where you will be required...
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Job Title: Assistant Paraplanner Location: Bristol Job Sector: Financial Services Job Type: Permanent Salary: £22,000 - £26,000 Job Reference: LS/21026 Job Description: I am searching for candidates that are currently working within the financial services sector, either supporting a wealth manager or IFA, or is an experienced administrator within a life/pension provider. This is the perfect role f...
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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 an experienced Financial Services Administrator to join their friendly team in Hool...
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Pertemps Specialist Division are delighted to be working alongised a very prestigious, nationwide investment mangement firm, who are looking for an investments administrator to join their expanding team. Based in their Edinburgh office, you will be involved with all the key administration duties, including assisting with client portfolios and files, handling client queries, and be directly involve...
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IFA Paraplanner / Administrator Solihull £25000 - £42000 per annum Our client, a Chartered Financial Planning Company are currently 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: Working closely with the advisory team, administering both n...
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Relevant Skills and Knowledge Working knowledge of IO Software and Microsoft Office suite. IFA/Financial Services Experience of products and basic understanding of FCA regulatory framework. Knowledge and understanding of firm’s procedures and requirements for business processing. Understanding of the provision of advice to clients in a compliant manner as detailed in the firm’s compliance manual a...
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