📑 Candidate Requirements: Previous experience working as an IFA Administrator, with knowledge of pensions and investments Previous administration experience (trainee) Ability to build relationships with clients and providers Able to work under own initiative and prioritise work Strong and effective communicator A keen eye for detail Team player ...
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📑 Our Client is a highly successful and innovative IFA Practice who are based in the North West region, with a reputation for providing unique financial solutions to High Net Worth individuals and businesses across the whole of the UK. Due to their ongoing growth are now looking to recruit an experienced Financial Adviser to join their team.This is a ...
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📑 HEAD OF FINANCIAL OPERATIONS (Wealth Management)London-hybrid working-C £80k, excellent benefits package and exceptional career opportunity Exceptional opportunity for an established experienced People Manager of a large IFA Administration team with a strong background in ongoing process review and implementation of change gained within an ongoing ...
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📑 Job Title: IFA Administrator (Trainee Financial Adviser)Industry: Wealth Management Location: Bristol (1 day a week in the office)Salary: £28,000 - £30,000Job reference: 9019 Job Description:Are you an IFA Administrator with aspirations to become a Financial Planner?Recruit UK are working with a thriving wealth management firm in Bristol who are lo ...
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📑 Job Title: IFA Administrator (Trainee Financial Adviser)Industry: Wealth Management Location: Bristol (1 day a week in the office)Salary: £28,000 - £30,000Job reference: 9019 Job Description:Are you an IFA Administrator with aspirations to become a Financial Planner?Recruit UK are working with a thriving wealth management firm in Bristol who are lo ...
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📑 HEAD OF FINANCIAL OPERATIONS (Wealth Management)London-hybrid working-C £80k, excellent benefits package and exceptional career opportunity Exceptional opportunity for an established experienced People Manager of a large IFA Administration team with a strong background in ongoing process review and implementation of change gained within an ongoing ...
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📑 Job Description Trainee IFA Salary: to £ 40000 p.a. Location: Southern England, Southern England Type: PERM <span clas ...
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📑 A leading regional IFA firm, a Times Top 100 firm, are looking for a technically proficient paraplanner to join their team. They have an established team of seven paraplanners at present who work with eight advisers and have a dedicated administration team. They are keen for a paraplanner who has experience of working on more complex matters such a ...
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📑 A leading regional IFA firm, a Times Top 100 firm, are looking for a technically proficient paraplanner to join their team. They have an established team of seven paraplanners at present who work with eight advisers and have a dedicated administration team. They are keen for a paraplanner who has experience of working on more complex matters such a ...
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📑 Fram Search are working on an exciting opportunity for a Financial Planning Administrator to join a Chartered financial planning firm in Dorset. Our client is committed to providing holistic financial planning and advice to individuals, households, trustees, and businesses. They are actively seeking someone who is client focused with a high level o ...
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📑 Independent Forgings & Alloys is looking for an experienced NDT Inspector Level 2 to join the team at our facility based in Sheffield. At IFA, our team works with exceptionally close tolerance, an essential requirement of the aerospace industry. In this role, you will be required to have the skills... ...
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📑 Job description Our client is centralising their Administration teams due mergers and acquisitions and are keen to bring a Head of Operations to bring together people, processes and target operating models. Role Responsibilities: Responsible for overseeing the operational activities ensuri ...
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📑 We are proud to provide a high level of service to customers across the UK, and as we continue to grow and evolve, we find ourselves needing our next protection specialist. If you have the desire to earn well above your basic salary, a wealth of regulated advisory experience with a focus on Mortgages, Insurance & Protection, we want to talk to you! ...
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📑 Job Description IFA Administrator/Assistant Salary: to £ 26000 p.a. Location: South East England, South East England Type: ...
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📑 Exclusive: Remote Part Time UK Head of Compliance & MLRO – IFA or Wealth Management Experience Required Ref: 4022G £80K - £100K (pro rata) + Bonus & Benefits Remote (Southern England) We have been appointed by our Client, a Global Wealth Manager, who are looking to hire a UK Head of Compliance & MLRO h ...
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📑 Who we are atJuniper Wealth Management are a small financial planning firm who are looking to grow the team this year. We provide ongoing advice to approximately 300 clients and we are growing steadily.We are committed to providing the training and support to help all our staff reach their full potential.We are a bunch of nice people; even if we do ...
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📑 JOB DESCRIPTIONWhat will you be doing?To provide full administrative support to Financial Planners, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards.Some of your responsibilities will be to:To work closely with the aligned Financial Planners to deliver excelle ...
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📑 Who we are atJuniper Wealth Management are a small financial planning firm who are looking to grow the team this year. We provide ongoing advice to approximately 300 clients and we are growing steadily.We are committed to providing the training and support to help all our staff reach their full potential.We are a bunch of nice people; even if we do ...
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📑 Culverhouse Financial Planning Ltd, Chartered Financial Planners based in Farnborough Village, Orpington, Kent are seeking to fill the above part time position that has arisen due to an increase in workload caused by the demands of our expanding client base. Salary dependent on skills and experience.This is a part time role and hours will be negoti ...
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📑 JOB DESCRIPTIONWhat will you be doing?To provide full administrative support to Financial Planners, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards.Some of your responsibilities will be to:To work closely with the aligned Financial Planners to deliver excelle ...
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📑 Job Description Administrator Salary: to £ 30000 p.a. Location: South East England, South East England Type: PERM <spa ...
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📑 Training & Development Manager MERJE, Home-Based, United Kingdom Our clients are an exciting, forward-thinking brand in financial services. They are looking for a Training & Development Manager to support the growth of the business. The Training & Devlopment Manager will work closely not only with t ...
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📑 Training & Development Manager MERJE, Home-Based, United Kingdom Our clients are an exciting, forward-thinking brand in financial services. They are looking for a Training & Development Manager to support the growth of the business. The Training & Devlopment Manager will work closely not only with t ...
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📑 Location Oxford Salary £28000 - £32000 TypePermanent WorkplaceOn-Site Ref83864 Recruiter Managing This Role During a period of key expansion, an opportunity has opened up on the IFA Administrator team of a company based in Henley. In this IFA Administrator position, you will be supporting the successful Financial Planners of the business an ...
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📑 Location Oxford Salary £28000 - £32000 TypePermanent WorkplaceOn-Site Ref83864 Recruiter Managing This Role During a period of key expansion, an opportunity has opened up on the IFA Administrator team of a company based in Henley. In this IFA Administrator position, you will be supporting the successful Financ ...
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📑 Job description Idex Consulting are recruiting for an experienced Financial Services Administrator to join an IFA practice in Edinburgh. This is a fantastic opportunity for someone who has been working within a support role in an IFA. Your main responsibilities in this role will be: Preparing valuations Processing new business and renewa ...
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📑 Wealth Planning Practice - IFA Administrator roleMy client is an IFA Wealth Management practice with a friendly but professional office environment. They are looking to augment their successful team by recruiting an experienced IFA/Wealth Management Administrator to join their Liverpool office.You'll be supporting the Financial Plan ...
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📑 Wealth Planning Practice - IFA Administrator roleMy client is an IFA Wealth Management practice with a friendly but professional office environment. They are looking to augment their successful team by recruiting an experienced IFA/Wealth Management Administrator to join their Liverpool office.You'll be supporting the Financial Plan ...
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📑 Location Hadleigh Salary £22000 - £28000 TypePermanent WorkplaceOn-Site Ref84542 Recruiter Managing This Role IFA Administrator Hadleigh Salary DOE We are working with a prominent financial advisory firm, renowned for delivering expert financial solutions. The firm are an award winning IFA, as the top advisor in the East of England. ...
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📑 IFA Administrator BCR/WD/11005 Castle Bromwich, Birmingham £25,000-30,000 DOE Bell Cornwall Recruitment is a delighted to be working with a successful Financial Services company with offices in Castle Bromwich. They are looking to grow their client services team due to a company wide expansion and want an IFA administrator to join the ...
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📑 Paraplanner - Hybrid - Up to £38,000 Are you an experienced Paraplanner with a good knowledge of various platforms? Do you have previous experience working as a Paraplanner?If yes, then read on to see what's on offer!What you'll be doing: Preparing recommendation reports and client sign up packs, covering IHT Planning, CGT calculations, VCT/BR pro ...
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📑 Location Macclesfield Salary £25000 - £30000 TypePermanent WorkplaceOn-Site Ref84110 Recruiter Managing This Role Administrator Macclesfield Up to £30,000 based on IFA experience Monday to Friday Do you have prior experience working within a Financial Services or IFA environment? This Admin opportunity is an opportunity to move to a firm w ...
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📑 Location Farnham Salary £25000 - £32000 TypePermanent WorkplaceOn-Site Ref84006 Recruiter Managing This Role We are assisting a client based in Farnham in hiring an IFA Administrator due to team growth. They are looking for someone ambitious and driven to join their reputable Financial Services Practice which provides a financial planning ...
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