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

Our well-established and highly respected Independent Financial Advisor SME client is looking for an experienced, well organised and efficient Office Administrator to join their small, friendly team based just outside Chester. As the Office Administrator, you will be responsible for providing seamless, detail orientated and proactive PA support to the Director to ensure all runs smoothly on a day ...
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Job Description: My client is looking for a qualified and competent adviser to join their team. One of their Financial Advisors has had to leave due to unforeseen circumstances and he leaves behind an established book of clients that will require ongoing advice. Due to the nature of the business and their area of specialism, it would be ideal for them to find someone that has strong knowledge of p...
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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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SF Group are currently recruiting for a Part-Time IFA Administrator on the behalf of an Independent Financial Advice Group in Central Leeds. The company offer whole of market advice on pensions, investments, mortgages, protection and inheritance. Their focus as a business is on developing strong and lasting relationships with their clients by offering a service second to none. Benefits and Duties:...
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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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Job Title: Paraplanner Location: Birmingham (B3) Salary: From £25k to £40k depending upon technical knowledge and experience Job Type: Full Time, Permanent About the Company The Company only work with relatively wealthy clients who have over £0.5m in liquid assets. Firstly, they carry out life planning; helping clients clarify what would be a fulfilling life. Then they build a lifetime wealth mode...
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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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We think the sales opportunity is self-evident. Do you? You are a hunter, more than a farmer and someone who eats, sleeps and repeats Business Development. We need a doer and a straight talking sales professional who can bring results quickly. You will enjoy travelling, meeting clients in person, building relationships from Cornwall across to Swindon and everywhere in between. If you want to make ...
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The Company: I am currently working on behalf of a Chartered Financial Planning firm based in Sheffield who are looking to add Financial Advisers to the team on an employed or self-employed basis. The company are long established and able to provide a number of client referrals, along with full administrative and paraplanning support, leaving the adviser free to concentrate on advising clients and...
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Paste Manufacturing Operator Location: Harlow, Essex, CM19 5FD Hours: 8.15am to 4.30pm Mon-Thurs 8.15am to 4pm Fri / 3/4 hr for lunch plus tea breaks Salary: £9 to £10 Founded in 2001 with a vision to create technology and entertainment solutions that exceed every expectation. The company’s goal then, and to this day, was to push every boundary, and to explore every avenue in order to advance the ...
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Job Description: My client is looking for a Senior Administrator / Paraplanner from an IFA or Wealth management background with an ability to ‘hit the ground running’. Someone with a financial planning administration background is essential as there is little resource for training. The role holder will be responsible for processing new business, investment administration and the production of clie...
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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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Work for a leading global currency provider Fluent Hebrew speakers needed Promotion is on offer after 12 months The Role: Based within Canary Wharf you will develop new and existing business with solicitors, accountants and IFA's who trade in foreign currency with Israel. Developing strong and effective partnerships you will start by generating leads from the office but evolve into visiting client...
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Paste Manufacturing Operator Location: Harlow, Essex, CM19 5FD Hours: 8.15am to 4.30pm Mon-Thurs 8.15am to 4pm Fri / 3/4 hr for lunch plus tea breaks Salary: £9 to £10 Founded in 2001 with a vision to create technology and entertainment solutions that exceed every expectation. The company’s goal then, and to this day, was to push every boundary, and to explore every avenue in order to advance the ...
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Hours: 37.5 hours per week Job Description: Role Purpose: To provide the highest quality financial planning/advice service for new and existing members in a competent and compliant manner in accordance with guidelines issued by the Regulator and the Society. To work in a way that strengthens our member’s relationship with the Society by providing appropriate financial solutions to meet their defin...
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Job Description: My client is looking for an experienced administrator from within the financial services sector to join their small administration team. Reporting into the Head of Platform Administration, you will assist the team to carry out day to day administration relating to client’s investment portfolios. The role will involve communicating with product providers to obtain product illustrat...
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Customer Service Location: Westbury On Trym Salary: £17,000 - £19,000 pa Hours: 8am – 4pm Mon to Thurs and 8am – 1pm on Friday Benefits: 4 weeks holiday plus bank holidays, Pension scheme Our client is a small team of Financial Advisers and support staff based out of their office in Westbury On Trym. The company is committed to ongoing training and support. You will be providing vital administrati...
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Part Time Sales Representatives My client is a successful house building company with sites all over East Yorkshire and Northern Lincolnshire. They have sold quality, traditional family homes for over 35 years. My client is looking for part-time Sales Representatives, in the East Yorkshire area The role: Greet visitors, make refreshments Demonstrate the show house and any plots available for viewi...
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Employer description: True Potential is an award winning Company that provides products and technology to over 1.4 million private clients. As one of the most innovative financial services group in the UK today, currently working with over 20% of the IFA market, True Potential believe that what we are doing has great value and will help revolutionise the way wealth management is delivered to custo...
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Office Manager: An exciting opportunity has arisen for an Office Manager with a broad range of bookkeeping skills, general administration and office management to join a small, busy team of distributors of specialist building products supplying to premier house builders across the UK. Reporting directly to the company directors the Office Manager will provide support with the day to day running of...
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Administrator – Competitive Salary – Wisbech, East Anglia The Role Whiting and Partners Wealth Management are looking for an experienced Administrator, ideally with some knowledge of Wealth Management and/or Financial Advice to perform general administrative and clerical duties and provide support to relieve pressure on senior staff, who will concentrate on other aspects of the organisation. An Ad...
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Quality Assurance Tester GSA Techsource is looking for a QA Tester on to work for an online financial advisor. This role’s main responsibility will be to ensure the quality of the innovative web applications that the client produce, this means working within a fast paced and professional Agile testing environment. The successful candidate must be driven and be able to work with a degree of autonom...
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Sales Manager Job Truro, Cornwall Are you a Sales Executive or Sales Manager looking for a lucrative job opportunity in the South West? PRYSM Group is the UK's biggest independent trade exhibition organiser, with a portfolio of nearly 40 well-established events, the multi award winning company is recognised as one of the most progressive exhibition organisers in the world. With a current year on y...
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