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

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Financial Adviser - Berkshire (Pensions & Investments) (Employed, Home Based!) Our client are a highly successful and respected organisation who have enjoyed a 40% growth year on year and are now in the enviable position where expansion is necessary in order to ensure all of its clients are supported moving forward. They are proud to be the beneficiary of a large number of introductions from their...
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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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We are looking for an enthusiastic and dedicated Financial Administrator to join our Financial Advisory business. We are a progressive and growing company that are devoted to helping individuals with their financial needs. We have a successful team of independent financial advisers and dedicated client managers who provide client focused advice in all aspects of financial planning. The successful ...
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Relevant Skills and Knowledge Working knowledge of IO Software and Microsoft Office suite. IFA/Financial Services Experience of products and basic understanding of FCA regulatory framework. Knowledge and understanding of firm’s procedures and requirements for business processing. Understanding of the provision of advice to clients in a compliant manner as detailed in the firm’s compliance manual a...
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IT Sales – New Business Consultant – Financial Software and Services Location: South (M4 corridor) Salary: £50k-60k BASIC, £100k-£120k OTE + Car Allowance + Excellent Benefits Ref: 826603 Role: With a fantastic culture, our client is a very profitable software provider and a leader within its field. They provide software solutions to financial houses across the UK. They are currently seeking an ad...
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Wealth Manager - Gibraltar/UK/Spain Our client is a boutique provider of ethical and tax optimized financial solutions for British nationals in both the expatriate community and UK domestic market. They would like to add to the team by recruiting a self-driven, goal orientated, energetic and level 4 qualified IFA. The successful candidate must have prior managerial experience in a regulated enviro...
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A full-time Accountant is required to join a modern, technology focused accounting and software company. This company has been in business for 10 years and since that time has recruited a client base of more than 7,000. They employ around 35 members of staff and have developed various software products including cloud accounting software. This company is focused on the smaller end of the market, m...
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Paraplanner with DipFA/DipPFS/APFS - London £20,000 - £50,000(depending on experience) + bonus + study support We have been retained by a boutique Chartered IFA dealing with HNW clients who are looking to appoint a Paraplanner to join their highly experienced team on a permanent basis. Working out of their West London based office, you will be an integral part of the firm’s technical function. Wor...
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Independent Financial Adviser - London Our client is a new innovative company who are launching an online platform where UK retail clients will able to get a qualified Financial advice (on Investments, Pensions, Protection, and Mortgages), Legal Advice and Accounting advice. They position themselves as a Fintech company and their aim is to fill the gap between traditional offline advisers and pure...
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Administrator (Financial Services) Tetbury, GL8 Salary depending on experience Flexible working hours Our client is currently recruiting for an experienced Financial Administrator to join their well-established wealth management company based in Tetbury, GL8. So if you are an enthusiastic, experienced team player who is eager to contribute new ideas with a desire to succeed, then read on! Administ...
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