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

Financial Advisor / "IFA" / Commercial Financial Advisor This successful and well-respected Financial Solutions business is looking for a Corporate Independent Financial Advisor "IFA" to join their professional and friendly team based in Harrogate, North Yorkshire. As a Corporate Independent Financial Advisor "IFA", you will be a key player in the team and responsible for running and presenting at...
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Job Description: We are seeking an experienced Financial Services Administrator with a solid understanding of the financial planning process and experience of supporting a Financial Advisor with day to day administration. The role holder will be heavily involved with the production, completion and sending out of client facing reports. To be successful in the role you will need to be able to collat...
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Financial Advisor - Our Client are a truly independent financial advisers based on the outskirts of Norwich. Who are currently looking for an established Financial Advisor to join their team on a self-employed basis. You'll bring your own client bank to the company, they will provide you with dedicated admin support to enable you to complete your job to the highest level, including managing your d...
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POSITION: Junior IFA administrator SALARY: Competitive, DOE BENEFITS: Company Pension, Death In service, Income Protection, Critical Illness and Cash Plan HOURS: Monday to Friday, 9am – 5.30pm LOCATION: Elstree, Herts, WD6 3FG DESCRIPTION: Our client, established in 1982, is a financial services company. The company specialise in Mortgages, Pensions and Investments. Due to ongoing growth the compa...
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Clark James are delighted to be working with a successful independent Financial Planning practice in Hertford, who are seeking a Senior Administrator/Paraplanner. Our client provides unrestricted, holistic financial advice, covering; Investment Planning & Financial Management, Pension Planning (pre and post retirement), Final Salary Pension Transfers, Trusts & IHT Estate Planning and Group Persona...
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About the Company: My client is a close-knit run Chartered Financial Planning practice with an office situated on the outskirts of South Bristol, surrounded by countryside. Their team of 9 provide financial advice on investments, pensions, protection and tax and later life planning. Since opening their doors in 2003, they have established a loyal book of clients who are eager to recommend friends ...
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Call Centre Agent £17,000 + Benefits + Exceptional Training Monday - Friday Nottingham Are you confident on the phone? Would you like to work in a new and buzzing office? Do you want exceptional IFA training, fast tracking you to earning £45,000? If you answered "yes" to any of those questions then I've got the role you want. Working for a company based in Nottingham City Centre you will have achi...
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About the company Our client is a division of the Beaufort Group based in Westerham, Kent. Their service combines the art of nurturing client relationships with the science of identifying the best solutions to meet their financial needs, based on their goals and aspirations. Acting for the client and believe that the quality of what they do sets the success benchmark for the company. Due to signif...
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Vitality, Key Account Manager, Home based, £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 including; - Bon...
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Knock Knock, who's there? A great sales opportunity… We asked some of our Business Development Managers to explain why they enjoy their roles; "As the equity release market continues to grow, Key Partnerships offers a way for those that don't have the tools, permission or the time, to refer their clients, with the addition of a generous commission". "Being the number one in the market and having b...
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Working on behalf of a highly successful national IFA firm who provide holistic financial advice to personal clients and businesses, we are seeking an experienced Paraplanner to join their head office in Reading. Working as Paraplanner, you will be responsible for providing paraplanning support, ensuring the highest possible standard of client service delivery that is consistent, compliant and pro...
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Working on behalf of a leading Hertfordshire IFA practice, we are seeking a Financial Planning Assistant to join their team, responsible for providing administration and technical support to the Financial Planners and Senior Managers, whilst providing a professional experience to all clients. The Company The firm was founded in the 1980’s and has since shown continued and successful growth. Their ...
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Paraplanner Thornbury, near Bristol £35k to £40k + potential bonus Excellent opportunity for career minded Paraplanner with a successful & professional Chartered financial planning firm in Thornbury The Role As a Paraplanner you will work alongside the advisory team which includes the two directors. The role will incorporate traditional paraplanning work as well as being actively involved in clien...
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The client, an established wealth and investment management operation are looking to extend their team by recruiting an Investment Development Manager. Summary: You will be an integral part of the Business Development Team, working to promote the clients products and services. You will be expected to be a well-motivated self-starter used to working with third parties to build a strong reputation m...
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The client, an established wealth and investment management operation are looking to extend their team by recruiting an Investment Development Manager. Summary: You will be an integral part of the Business Development Team, working to promote the client's products and services. You will be expected to be a well-motivated self-starter used to working with third parties to build a strong reputation ...
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Paraplanner The client, a Financial Services Company with more than 40 years experience of providing fully independent advice on pensions, investments, protection, tax and wealth management for individuals and companies. They pride themselves on offering an expert and personal service for their clients. Due to continued growth in this area they are now seeking an experienced Paraplanner to join th...
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Financial Adviser- Protection Products- Retail Banking-up to £70K Perm Location: canary wharf Retail Investment Products including Offshore Bonds, Pensions and Protection. Requirements Manage and drive the Protection and Offshore Bonds Solutions & services in partnership with the existing customer Relationship Managers for High Net-Worth individuals. Holds relevant regulatory qualifications to adv...
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Financial Planning - Client Support Reporting to: Client Support Manager Location: London (City) Employment: Permanent Salary £26K - £31K Main purpose The Client Support role is a key interface between our Financial Planner and Paraplanning teams. Day to day you will provide administrative support to the planning team and their clients. Based in the City, you will be joining a growing company whos...
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Paraplanner £18,000 - £25,000 Basic salary ( Dependent On Experience) Great benefits package Stephenson Johnson Financial Planning are currently recruiting for a Paraplanner to join our IFA Practice based in Hessle. As the Paraplanner you will work closely with 4 Independent Financial Advisors in providing a personable financial advisory service to existing and new cliental. We are looking for som...
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I am on the lookout for a paraplanner that has experience of supporting a team of advisors within an independent Financial Advice environment. Day to day, the paraplanner will be responsible for gathering information and providing analysis to the advisory team, prior to a clients’ annual review. The paraplanner will provide cash flow modelling and write suitability reports based on recommendations...
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Working on behalf of a highly reputable and award-winning Chartered Business who offer centralised, integrated support for financial planners and wealth managers, we are seeking a Quality and Risk Analyst. Our client, now 15 years’ old, offer a bespoke, multi-award-winning service with a tailored blend of products and can help with compliance, regulatory advice and innovative technological solutio...
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We are seeking a Senior Paraplanner for a fantastic IFA Practice about 10 miles outside of High Wycombe. The Company Our client are a progressive firm of Independent Financial Advisers which has established successful business relationships with firms of Accountants and Solicitors. Offering clients strategic financial planning on Investment, Pension, Insurance and IHT, you will be located within a...
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If you are looking to join an innovative and fast-moving, regional IFA Practice, then we could have just the role for you! Our client are a leading provider of financial services and advice to both business and private clients, and have an exciting opportunity for a positive individual to join the Financial Planning Department at their Ipswich office. The role You will be supporting a Financial Co...
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Clark James Recruitment are delighted to be working on behalf of a successful and highly reputable Chartered Financial Adviser firm based near Derby, who are seeking to add to their administration support team. Working as Administrator, you will be working directly with the Financial Planning Consultants and their Technical Support team to deliver a first class service to our clients, the principa...
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Protection Product Specialist -Insurance- retail banking - up to £70k perm Location: canary wharf Retail Investment Products including Offshore Bonds, Pensions and Protection. Requirements Manage and drive the Protection and Offshore Bonds Solutions & services in partnership with the existing customer Relationship Managers for High Net-Worth individuals. Holds relevant regulatory qualifications to...
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