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

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Financial Services Administrator Company: Well-established IFA Sector: Wealth management Location: Newark & Sherwood district of Nottinghamshire - local village Salary: c£25,000 Great opportunity for experienced and ambitious Financial Services Administrator to join expanding wealth management business located in a lovely village in the Newark & Sherwood District of Nottinghamshire. As their Finan...
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Clark James are seeking an IFA Administrator for an Independent Financial Planning Firm The main focus of the IFA Administrator role is to build a good, overall knowledge of all areas of financial planning and assist the Paraplanning and Advice teams. ​ Duties of IFA Sales Administrator, will include, but not be limited to: · Process client applications for products, send them to the relevant prod...
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Working on behalf of a successful and progressive, FCA authorised IFA firm in Liverpool, we are seeking a Financial Services Administrator/Trainee Paraplanner to join their team. The role will involve, but not be limited to: · New business processing · Policy issue processing · Fund switch processing · Fees & commission reconciliations · Admin support to Directors · Completion of Factfinds · Asses...
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Working on behalf of a highly reputable Chartered IFA, we are seeking an experienced Financial Services Administrator to join their team as additional support. If you are the IFA Administrator our client are seeking to join their friendly team, you will be enthusiastic, hardworking and good at multitasking with a strong knowledge of financial services. The Company Our client are a second generatio...
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Job Title: IFA Administrator Location: Cheltenham Salary: Competitive Job Ref: LH/20203 Cavendish Maine is delighted to working with an extremely well established wealth management firm based in Cheltenham. They are specialists in their field and this is a great opportunity for someone with some pensions and investment experience who is looking to progress further in their career. You will be work...
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We are currently working with a Chartered Financial Planning practice who are looking to recruit an experienced IFA Administrator to join their team based in Stockport. Enjoying an outstanding reputation for high quality advice with HNW individual clients, this highly regarded firm offers candidates the opportunity to gain invaluable experience of working within a Chartered environment. Responsibi...
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Job Title: IFA Administrator Location: Milton Keynes Salary: Up to £25,000 Job Ref: LH/20210 This firm is a well-respected Wealth Management firm. They are specialists in their field and are very established in the marketplace. This is a great opportunity for someone with some pensions or financial services experience looking for the next step in their career. You will be working in a friendly env...
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Aspect8 - Horsham, South East/Southern, RH12 1RQ(8 hours ago)
Are you self-motivated with great attention to detail? Do you have experience of supporting and working with IFA’s? At Aspect8 – part of the Benchmark Capital Group, we are looking for a self-motivated, team playerwith a good eye for detail to join our team. As a Sales Support / Administrator, you will support the Chartered Financial Advisers by processing applications, servicing clients and gener...
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Clark James are seeking Financial Services Administrators our highly successful clients’ Taunton branch. The Company Our client, founded in 1988, are one of the UK’s top 100 accountancy firms with true core values, are able to offer a wide range of specialisms including Aerospace, Business Start Up, Legal Corporate & Listed Companies, Property & Construction, International Trade and FCA Regulated ...
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Working on behalf of a regional IFA, Clark James are seeking an experienced Administrator/Paraplanner. Established over 15 years’ ago, our client are a regional IFA targeting London & Home Counites, specialising in acquiring small retiring IFA’s and servicing the needs of their clients acquired. We are looking to speak with motivated individuals who will expected to help with back office administr...
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Working on behalf of a highly reputable Chartered IFA, we are seeking an experienced Paraplanner to join their team as additional support. The Company Our client are a second generation family run firm who were the first IFA in Chester to achieve Chartered status. As Paraplanner, you will be responsible for creating suitability reports. Other duties will include, but not be limited to: · Liaise wi...
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Working on behalf of a leading IFA firm that operates throughout the South & South West of England, we are seeking an experienced Mortgage Administrator Established in 1997, our client have an strong extensive history providing sound advice to both families and business, whilst working closely to solicitors, accountants and estate agents. Their team of qualified advisers, offer professional, un-bi...
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The Platform Investment Team Leader will be charged with supporting the Platform Investment Manager and to co-ordinate the Platform Investment Administration Team. You will need to ensure the Team adhere to agreed processes, procedures and timelines to the highest consistent standard. In addition, the Platform Investment Team Leader will take on elements of a Platform Investment Administrator and ...
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Company Confidential- Manchester, M5(8 hours ago)
A leading IFA firm with a national reach is offering an IFA role with a full client bank to a suitably experienced candidate. The company are offering a competitive base salary, 35,000 to 50,000 and very good benefits which include bonus potential. The company offers holistic financial advice to their clients and do so to a large bank of private and corporate clients. They are truly independent an...
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JOB TITLE: Social Worker (Fostering) newly-qualified welcome LOCATION: Covering Worcestershire & Gloucestershire area SALARY & BENEFITS: to include: • Circa £25k-32k DOE, mileage scheme, • Excellent bonuses • Benefits scheme, including pension and healthcare • Fantastic career progression opportunities WORKING HOURS: Full-time, flexibility with working hours is essential Are you newly-qualified or...
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JOB TITLE: Social Worker (Fostering) newly-qualified welcome LOCATION: Covering Birmingham, West Midlands and surrounding areas SALARY & BENEFITS: to include: Circa £25k-32k DOE, mileage scheme, Excellent bonuses Benefits scheme, including pension and healthcare Fantastic career progression opportunities WORKING HOURS: Full-time, flexibility with working hours is essential Are you newly-qualified ...
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Working on behalf of a highly reputable Financial Advisers, we are seeking an experienced Paraplanner to join their team The Company Our client are committed to giving a bespoke, personal service tailored to the specific needs of each individual as in our experience, every client has unique personal concerns, responsibilities and ambitions. Recommendations are made following face-to-face discussio...
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Working on behalf of a highly reputable Financial Advisers, we are seeking a Financial Services Administrator to join their team The Company Our client are committed to giving a bespoke, personal service tailored to the specific needs of each individual as in our experience, every client has unique personal concerns, responsibilities and ambitions. Recommendations are made following face-to-face d...
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Our client, a nationwide wealth management business are seeking a Paraplanner to join their office in Reading. Job responsibilities: Produce client facing reports to support findings Establish a thorough understanding of each client's individual circumstances, objectives, experience and attitude to risk to ensure any advice is appropriate Work closely with the administration team enabling you to f...
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The Role The main purpose of the position is to provide paraplanning support to the founder and sole IFA at the firm. This is a great opportunity for an experienced Paraplanner to join a growing firm, one that embraces modern-day work practices. Responsibilities: - Producing detailed, accurate, technical reports, for clients. - Formulating comprehensive plans for High Net Worth individuals. - Prep...
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Our client, a nationwide wealth management business are seeking a Paraplanner to join their office in Reading. Job responsibilities: Produce client facing reports to support findings Establish a thorough understanding of each client's individual circumstances, objectives, experience and attitude to risk to ensure any advice is appropriate Work closely with the administration team enabling you to f...
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Company Confidential- Cheshire, North West, SK (8 hours ago)
An Investment consultancy with a national presence and loyal client base is adding to their relationship team with an additional Relationship Consultant. The purpose of the role is to be the single point of contact for a panel of existing clients and ultimately be their Account Manager. The base salary for this role is up to 30,000 with 25 days holidays exc bank holidays and additional benefits. T...
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Our client is a global leader in Pension and Employee Benefits consulting and employee engagement strategy. With an enviable client list that includes some of the World’s leading brands, they provide over 1 million employees with access to Pension, health, well-being and reward packages. Due to continued growth, we are seeking a bright and motivated Graduate with 2+ years' experience in Pensions, ...
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LOCATION: Harrogate JOB TITLE: Administrator SALARY & BENEFITS: Dependent on level of experience WORKING HOURS: Part Time – Flexible working hours THE COMPANY: Based in Harrogate and Established 16 years ago, this small, dedicated and well respected company provide a professional, fee based, holistic financial planning and wealth management service to clients. They are ow looking for an Administra...
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