Administrator - Independent Financial Adviser (Ifa)

Their main headquarters is based near Chorley, which is a very busy office where you will support the financial advisers and the wider team. Providing an efficient and effective administration service Monitoring and chasing up applications and other transactions across various platforms and providers Previous experience working in an IFA or financial...

Wealth Administrator / IFA Administrator / Financial Planning / Wealth Management / IFA / Financial Advice / Financial Adviser / Financial Planner / Financial Advisor / CII / DipPFS / DipFA / LIBF / AAT / ACCA / Tax / RO3 **Location -** Preston, UK **Salary -** £23,000-£25,000 **Duration -** Permanent, full time A national wealth management firm are...

My Client is a growing chartered financial planning business and they are currently looking for an experienced IFA Administrator to join their firm in Chorley. Ensuring all business is recorded on relevant data bases and stored/scanned to systems in line with the company standards Assist the business as and when required in various tasks upon request,...

My Client is a growing chartered financial planning business and they are currently looking for an experienced IFA Administrator to join their firm in Chorley. Ensuring all business is recorded on relevant data bases and stored/scanned to systems in line with the company standards Assist the business as and when required in various tasks upon request,...

**Overview**:An excellent opportunity for an Administrator has arisen to join a small reputable IFA practice in Preston. **Key Skills**:You will have good communication skills, be organised, happy to take responsibility for your own work and be able to work to deadlines. You will need to be a team player and be happy to help other team members when...

This website uses cookies to ensure you get the best experience on our website. Learn more Got it! , , IFA Administrator - Barnet - Artemis Recruitment Consultants Financial Services Barnet 22/12/2023 Type of Position: IFA Administrator - Barnet Pay: £24k - £30k IFA Administrator - Barnet Working in collaboration with Financial Advisers and...

This is a Financial Planning Administrator role based in Burscough. We are partnering with an IFA business to support them in this recruitment process. This is a really good financial services opportunity for a driven individual, and this employer fully supports employees in their studies. **Client Details** This client is looking for someone who can...

Who we are at Juniper 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...

Who we are at Juniper 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...

**Just because you’re happy doesn’t mean you can’t be happier.** Most people who read job adverts are not desperate for a new job. People like you for example. You're happy enough. Well thought of. Well looked after. And what’s the harm in that? **This is a business where 8 planners are billing on average £475,000 per annum. They're working on...

Job DescriptionWho 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...

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 say so...

**HOT NEW VACANCY** Administrator - Preston (PR2) - Ashton £22k per annum plus opportunity to gain IFA qualification for day 1 Our client, based in the heart of Preston are looking for an experienced Administrator to join a very busy but extremely happy team. This role is working Monday to Friday 8:30am to 5pm I hour lunch - Office based 21 days holiday...

Self Employed Financial Adviser, Chorley (TB-1470) £ - £ with initial financial support / Paraplanning & Admin provided This is a well-established and successful business that delivers comprehensive and holistic advice to clients across Chorley. With a focus on developing and maintaining long-term, trusted relationships with their clients, demonstrating...

, , Financial Adviser (Qualified) - Preston - Artemis Recruitment Consultants Financial Services Preston 26/07/2023 Type of Position: Financial Adviser (Qualified) - Preston Pay: £30k + Bonus Financial Adviser (Qualified) - Preston Our client is looking for a Financial Adviser to act as an intermediary between their company and customers....

, , Financial Adviser (Qualified) - Cumbria - Artemis Recruitment Consultants Financial Services Cumbria 26/07/2023 Type of Position: Financial Adviser (Qualified) - Cumbria Pay: £30k + Bonus Financial Adviser (Qualified) - Cumbria Our client is looking for a Financial Adviser to act as an intermediary between their company and customers....

Self Employed Financial Adviser, Burnley (TB-1473) This is a well-established and successful business that delivers comprehensive and holistic advice to clients across Burnley. With a focus on developing and maintaining long-term, trusted relationships with their clients, demonstrating honesty, integrity, and excellence, to ensure that both private and...

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 say so...

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 say so...

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 say so...