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

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Optima Financial - Independent Financial Advisor(Sutton, Surrey) As a long established firm of Independent Financial Advisors (part of Turpin Barker Armstrong an ACCA Accountancy and Corporate Recovery Practice) we offer a professional financial planning service to private clients and businesses. At Optima Financial we pride ourselves on listening to our clients’ needs, providing bespoke advice in...
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Huntswood - London, London (6 hours ago)
Our client, a well established financial planning business are looking to hire a Client Support Associate to sit in a brand new role supporting one of the most senior Financial Planners in the office. Role responsibilities: Provide pre and post advice support including research, illustrations and the provision of meeting reports Process new business ensuring it meets the standards set by the busin...
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Our client, a leading financial advice business are looking to recruit a Client Service Team Leader to lead a team of 10 on a full time, permanent basis. Job responsibilities: Provide a high level of administrative support to a team of 5 Client Service Associates (administrators and client support) and 5 Paraplanners Day to day running of the office including local recruitment, training, 1-2-1s an...
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Our client, a nationwide wealth management business are seeking a Paraplanner to join their office near Harrogate. Job responsibilities: Conduct research and produce client facing reports to support findings Prepare compliant financial plans that verify recommendations made by the financial advisers, whilst ensuring they are in accordance with the businesses investment philosophy Establish a thoro...
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Our client, a nationwide wealth management business are seeking a Paraplanner to join their office near Harrogate. Job responsibilities: Conduct research and produce client facing reports to support findings Prepare compliant financial plans that verify recommendations made by the financial advisers, whilst ensuring they are in accordance with the businesses investment philosophy Establish a thoro...
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Are you an administration manager that feels undervalued and underpaid? Working for a company that is not open to your ideas for how you can improve what they do? Then this opportunity could be for you. This is a newly created role within an established IFA business meaning it is a position that you can stamp you mark on. Initially managing two members of the team (a paraplanner and an administrat...
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Our client, a nationwide wealth management business are seeking a Paraplanner to join their office near Salisbury. Job responsibilities: Conduct research and produce client facing reports to support findings Prepare compliant financial plans that verify recommendations made by the financial advisers, whilst ensuring they are in accordance with the businesses investment philosophy Establish a thoro...
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Huntswood - London, London (6 days ago)
Our client, a well established financial planning business are looking to hire a Client Support Associate to sit in a brand new role supporting one of the most senior Financial Planners in the office. Role responsibilities: Provide pre and post advice support including research, illustrations and the provision of meeting reports Process new business ensuring it meets the standards set by the busin...
full job description
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