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

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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Pertemps Recruitment are currently looking for an IFA to join a specialist business insurance broker based in Glasgow city centre. This is permanent role, and hours of work will be Monday to Friday, 9am - 5pm. There may be some flexibility with these hours also. Salary will be between £35K - £40K DOE. Our client places insurance for a diverse range of businesses, from sole traders to multi-nationa...
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We are an award-winning firm of Chartered Financial Planners. We believe that by blending technology, holistic financial planning and discretionary fund management we deliver the best possible financial outcomes for our customers. We are seeking Level 4 Diploma qualified/Chartered financial advisers to service our existing client base in the South East of England with full admin and paraplanning s...
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Job Title: IFA Administrator Location: St Albans, Herts Salary: £21-25K depending on experience Job Purpose To provide administrative support to Paraplanners & Financial Advisers within the Company Main Activities To assist in producing accurate compliant client reports for Financial Advisers To collect relevant data in order to complete the reports Produce quotations on financial products for com...
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Job Title: Financial Advisor Location: Chelmsford, Essex Job Sector: Financial Services Job Type: Permanent Salary: Up to £40,000 Job Reference: LS/J020279 About the company: An award winning and privately owned chartered financial advisor that has been providing independent and tailored advice for 35 years. They have obtained, built and developed clients across the UK who require advice on their ...
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Job Title: Graduate Financial Advisor Location: Bristol Salary: £21,000 (£25K OTE) REF: J008768:BRI:GFA Sector: Finance Our multi-award winning, family run client has been delivering wealth management services to a broad client base for over 30 years. They’re now looking for an ambitious Graduate Financial Advisor with ambition! Benefits/What you get: A competitive basic salary of £21,000 Y1 OTE o...
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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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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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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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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 25,000/26,000 with additional benefits. To be suitable for the role you will need to have exper...
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If you are an Administrator in a Wealth management firm and feel you can offer more than your current employer allows or your role requires, then I have a perfect opportunity for you to develop your career. A leading financial planning firm are looking to bring on board an experienced IFA Administrator to support the existing Paraplanners and Advisers with the coordination and administration of al...
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A fantastic opportunity has arisen for a qualified and experienced Financial Adviser to join a forward thinking financial planning firm in Liverpool. The Company: • A successful, profitable and growing business • Flexibility to potentially work from home on an ad-hoc basis • Pension transfer specialist firm • Employed or Self employed option available or can transition if preferred • Full admin an...
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A small yet growing IFA firm in the Stockport area is bringing on their first Administrator to support the two Director/Advisers to assist with implementing all processes and owning the Administration process. Paraplanning is currently outsourced. Salary for this role is up to 28,000 with some good benefits and a great location near shops and amenities. Flexible working available. In the role you ...
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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 Financial Planning practice could be for you. They take their work seriously; they are a family practice with a reputation for high end client service and you will be challenged on a daily basis. You will learn a great deal and take your techni...
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Finance Administrator within IFA, £22-24k, West End London Who will you be working for? This boutique firm helps people with their finances affairs and offers first-class advice in all aspects. The team consists of experts who are fully qualified to provide guidance and recommendations on managing their clients needs. In terms of location, it doesn't get better than this - right in the heart of th...
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My client are seeking an experienced Client Services Associate (IFA Administrator) to join and be part of a busy financial planning and investment management firm, based in south west Birmingham. You will be providing full support to one or more Financial Planners, ensuring client satisfaction through direct contact with clients, and other operational colleagues. As the main point of contact for a...
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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 Financial Planning practice could be for you. They take their work seriously; they are a Chartered practice with a reputation for high end client service and you will be challenged on a daily basis. You will learn a great deal and take your tec...
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Job Title: IFA Administrator Location: Cheltenham Salary: Competitive Job Ref: LH/20231 A boutique Independent Financial Adviser Practice based in the South West, our client prides themselves on their friendly office environment and their focus on providing whole of market, ethical client advice. This is a great opportunity for someone with IFA support experience looking to progress further in the...
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IFA SALES CONSULTANT - INVESTMENT MANAGEMENT BASED LONDON £150- 250 DAY - 12 MONTH CONTRACT An exciting new opportunity has arisen to join our client a leading global financial services business in the sales team. You will play a key role in delivering exceptional sales for the organisation. You will segment clients, profile investment proposition and contact clients via telephone and face to face...
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Job Title: IFA Administrator Location: Trowbridge Job Sector: Financial Services Job Type: Permanent Salary: Competitive Job Reference: LS/20375 About the Role: My client is looking for an IFA Administrator to join their highly technical and focused Financial Planning Administration Team. The role available is for a financial professional with experience of working as an Administrator supporting a...
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I am working with an Independent Advisory firm in the Stockport area to secure them a qualified Financial Adviser to manage and develop a client bank. The company have a track record of developing their book of private and corporate clients. You must have a high level of technical product knowledge and be Diploma level qualified. If you are studying towards Chartered status, this would be seen as ...
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Regulated Complaints Handler l Financial Services Competitive Salary + Annual Performance Bonus and Exceprional Benefits Gloucestershire area / FREE PARKING Monday to Friday 9am - 5pm My Client is an extremely well established, growing wealth management specialist, with a superb working environment that truly believe their people are the reason for their success. As a Client Liaison Officer you wi...
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Are you crazy about football? Good. But are you crazy about footballers? Because not everyone is. But this business is. And not because of the glamour or the prestige, but because they care. They care that these young sportsman operate in an industry where trust is a hard won commodity, where big money is thrown around but can stop as quickly as it started. Where individuals with little experience...
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Regulated Complaints Handler l Financial Services Competitive Salary + Annual Performance Bonus and Exceprional Benefits Gloucestershire area / FREE PARKING My Client is an extremely well established, growing wealth management specialist, with a superb working environment that truly believe their people are the reason for their success. As a Client Liaison Officer you will be required to investiga...
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