Administrator - Independent Financial Adviser (Ifa)

3 weeks ago

Leicestershire, United Kingdom Recruit UK | Certified B Corp™ Full time €35,000

About the Company - Recruit UK is excited to offer a position as a Financial Planning Administrator at a reputable financial advice firm in South East Leicestershire. This company are part of a national, fully independent Financial Advice firm but each office remains it’s own individual entity and this role sits within a small, bespoke firm.
About the Role - Work alongside a small but supportive team of Financial Planning professionals, helping them manage high net worth clients and foster new relationships. From preparing documentation ahead of clients meetings, welcoming clients into the office and supporting the administration on new and existing business, this role offers a varied and fast paced day. Enjoy a balanced work environment with the option to work in the office or at home.

Competitive salary up to £35,000
~25 days holiday + BH
~ Birthday off work
~ Holiday purchase scheme
~ Pension contribution
~ EAP support
~ Salary sacrifice schemes for health and insurance
~ Qualifications - Ideal candidates will have at least 2 years of experience supporting Financial Advisers with administration. At least 2 years of experience supporting Financial Advisers with administration.
Pay range - competitive salary up to £35,000

At Recruit UK, we connect talented professionals with leading firms, providing you with the opportunity to grow in a supportive environment. If you're ready to make a positive impact in financial planning, we want to hear from you.

  • Independent Financial Adviser

    6 months ago

    Leicestershire, United Kingdom AFH Financial Group Full time

    **Independent Financial Adviser - Rutland** At AFH, as we grow, we’re looking for like-minded financial advisers to join us. Be part of a progressive and client-focused, financial planning-led wealth management firm as a self-employed or employed adviser. In this role, you will understand your clients current and future financial goals and formulate easy...

  • IFA Administrator

    3 weeks ago

    Leicestershire, United Kingdom Recruit UK | Certified B Corp™ Full time €35,000

    About the Company - Recruit UK is excited to offer a position as a Financial Planning Administrator at a reputable financial advice firm in South East Leicestershire. This company are part of a national, fully independent Financial Advice firm but each office remains it’s own individual entity and this role sits within a small, bespoke firm. About the...

  • IFA Administrator

    3 weeks ago

    Leicestershire, United Kingdom Recruit UK | Certified B Corp™ Full time

    Job Description About the Company - Recruit UK is excited to offer a position as a Financial Planning Administrator at a reputable financial advice firm in South East Leicestershire. This company are part of a national, fully independent Financial Advice firm but each office remains it’s own individual entity and this role sits within a small, bespoke...

  • IFA Administrator

    3 weeks ago

    Leicestershire, United Kingdom Recruit UK | Certified B Corp™ Full time

    About the Company - Recruit UK is excited to offer a position as a Financial Planning Administrator at a reputable financial advice firm in South East Leicestershire. This company are part of a national, fully independent Financial Advice firm but each office remains it’s own individual entity and this role sits within a small, bespoke firm.About the Role...

  • IFA Administrator

    1 month ago

    Leicestershire, United Kingdom Recruit UK | Certified B Corp™ Full time

    About the Company - Recruit UK is excited to offer a position as a Financial Planning Administrator at a reputable financial advice firm in South East Leicestershire. This company are part of a national, fully independent Financial Advice firm but each office remains it’s own individual entity and this role sits within a small, bespoke firm.About the Role...

  • IFA Administrator

    1 month ago

    Leicestershire, United Kingdom Recruit UK | Certified B Corp™ Full time

    About the Company - Recruit UK is excited to offer a position as a Financial Planning Administrator at a reputable financial advice firm in South East Leicestershire. This company are part of a national, fully independent Financial Advice firm but each office remains it’s own individual entity and this role sits within a small, bespoke firm.About the Role...

  • IFA Administrator

    4 weeks ago

    Leicestershire, United Kingdom Recruit UK | Certified B Corp™ Full time

    About the Company - Recruit UK is excited to offer a position as a Financial Planning Administrator at a reputable financial advice firm in South East Leicestershire. This company are part of a national, fully independent Financial Advice firm but each office remains it’s own individual entity and this role sits within a small, bespoke firm.About the Role...

  • IFA Administrator

    1 month ago

    Leicestershire, UK, East Midlands, United Kingdom Recruit UK | Certified B Corp™ Full time

    About the Company - Recruit UK is excited to offer a position as a Financial Planning Administrator at a reputable financial advice firm in South East Leicestershire. This company are part of a national, fully independent Financial Advice firm but each office remains it’s own individual entity and this role sits within a small, bespoke firm.About the Role...

  • Compliance Officer

    2 days ago

    Leicestershire, United Kingdom Medlock Partners Full time

    Compliance Officer (Financial Planning Practice )LeicestershireSalary up to to £35,000Death in service Fully funded staff eventsHybrid working We are representing a credible Firm of Independent Financial Planners who have a large presence throughout the Midlands. This is an employed desk-based role, providing Training and Competence supervision and...

  • Compliance Officer

    2 days ago

    Leicestershire, United Kingdom Medlock Partners Full time

    Job Description Compliance Officer (Financial Planning Practice ) Leicestershire Salary up to to £35,000 Death in service Fully funded staff events Hybrid working We are representing a credible Firm of Independent Financial Planners who have a large presence throughout the Midlands. This is an employed desk-based role, providing Training and...

  • Compliance Officer

    2 days ago

    Leicestershire, United Kingdom Medlock Partners Full time

    Compliance Officer (Financial Planning Practice )LeicestershireSalary up to to £35,000Death in service Fully funded staff eventsHybrid working We are representing a credible Firm of Independent Financial Planners who have a large presence throughout the Midlands. This is an employed desk-based role, providing Training and Competence supervision and...

  • Compliance Officer

    2 days ago

    Leicestershire, United Kingdom Medlock Partners Full time

    Compliance Officer (Financial Planning Practice )LeicestershireSalary up to to £35,000Death in service Fully funded staff eventsHybrid working We are representing a credible Firm of Independent Financial Planners who have a large presence throughout the Midlands. This is an employed desk-based role, providing Training and Competence supervision and...

  • IFA Admin/ Trainee Paraplanner

    1 month ago

    Braunstone, Leicestershire, United Kingdom Medlock Partners Ltd Full time €26,000

    IFA Administrator/ Trainee Paraplanner Leicestershire based Salary up to £26,000 (Experience dependant) Exam support and Funding We are proud to be representing a Firm of Independent Financial Planners who have grown year on year and are currently seeking a talented IFA Administrator/ Trainee Paraplanner. Our Client operate a family culture within the...

  • Compliance Officer

    3 days ago

    Leicestershire, UK, East Midlands, United Kingdom Medlock Partners Full time

    Compliance Officer (Financial Planning Practice )LeicestershireSalary up to to £35,000Death in service Fully funded staff eventsHybrid working We are representing a credible Firm of Independent Financial Planners who have a large presence throughout the Midlands. This is an employed desk-based role, providing Training and Competence supervision and...

  • Sales & Marketing Manager (Financial Planning)

    2 weeks ago

    Leicestershire, United Kingdom Medlock Partners Full time

    Sales and Marketing Manager (Financial Planners)Leicestershire BasedSalary up to £60,000 + OTEDeath in ServiceSocial Events Exam Funding Bonus Scheme Free on site paring and Onsight Gym We are proud to be representing a credible and highly successful Firm of Independent Financial Planners who are based in the Leicestershire area. Our Client have grown...

  • Sales & Marketing Manager (Financial Planning)

    2 weeks ago

    Leicestershire, United Kingdom Medlock Partners Full time

    Sales and Marketing Manager (Financial Planners)Leicestershire BasedSalary up to £60,000 + OTEDeath in ServiceSocial Events Exam Funding Bonus Scheme Free on site paring and Onsight Gym We are proud to be representing a credible and highly successful Firm of Independent Financial Planners who are based in the Leicestershire area. Our Client have grown...

  • Sales & Marketing Manager (Financial Planning)

    2 weeks ago

    Leicestershire, United Kingdom Medlock Partners Full time

    Sales and Marketing Manager (Financial Planners)Leicestershire BasedSalary up to £60,000 + OTEDeath in ServiceSocial Events Exam Funding Bonus Scheme Free on site paring and Onsight Gym We are proud to be representing a credible and highly successful Firm of Independent Financial Planners who are based in the Leicestershire area. Our Client have grown...

  • Sales & Marketing Manager (Financial Planning)

    2 days ago

    Leicestershire, United Kingdom Medlock Partners Full time

    Sales and Marketing Manager (Financial Planners)Leicestershire BasedSalary up to £60,000 + OTEDeath in ServiceSocial Events Exam Funding Bonus Scheme Free on site paring and Onsight Gym We are proud to be representing a credible and highly successful Firm of Independent Financial Planners who are based in the Leicestershire area. Our Client have grown...

  • Sales & Marketing Manager (Financial Planning)

    2 weeks ago

    Leicestershire, United Kingdom Medlock Partners Full time

    Job Description Sales and Marketing Manager (Financial Planners) Leicestershire Based Salary up to £60,000 + OTE Death in Service Social Events Exam Funding Bonus Scheme Free on site paring and Onsight Gym We are proud to be representing a credible and highly successful Firm of Independent Financial Planners who are based in the Leicestershire...

  • Senior Financial Planning Coordinator

    2 weeks ago

    Leicestershire, United Kingdom Recruit UK | Certified B Corp™ Full time

    About Recruit UK | Certified B Corp - We are excited to offer a position as a Financial Planning Administrator at a reputable financial advice firm in the South East Leicestershire area, working with a national, fully independent Financial Advice firm.About the Role - Work with a small, supportive team of Financial Planning professionals, helping them...