Administrator - Independent Financial Adviser (Ifa)

Our client, a successful financial planning business, are looking for an IFA Administrator to join the team to assist with the day-to-day administration of financial services, ensuring that the team remains organised and on track throughout. Maintaining records of confidential information on the company software and ensure files are well presented,...

Our client, a successful financial planning business, are looking for an IFA Administrator to join the team to assist with the day-to-day administration of financial services, ensuring that the team remains organised and on track throughout. Maintaining records of confidential information on the company software and ensure files are well presented,...

NEjobsNE1 is representing a prominent financial advisory firm in Brighton, currently seeking an experienced IFA Administrator to join their dynamic team. The core responsibility of this position is to provide comprehensive support to financial advisers and paraplanners. This involves maintaining accurate data in the back office system, facilitating...

Chartered Financial Planner – Salary to be determined (negotiable) - Chartered IFA firm My client are a Chartered independent wealth planning firm with offices across Kent who I have met and placed 6 members of staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Sussex, Kent...

Have you considered building your own Business? James’s Place Financial Adviser Academy can help you. Build long-term relationships. How to become a financial adviser: You don’t need to be great at maths or have knowledge of the financial sector to become a successful financial adviser – if you have an entrepreneurial spirit, the desire to learn...

Our client is a Financial Services business in Hove and they are currently looking for an experienced Financial Services Administrator to join the team In this role you will support the IFA's and deal with processing Investment and Pension cases Ideally you would currently be in an IFA company doing a similar role No qualifications are required...

Cheshire based Annuity desk is looking to hire a qualified Office and Field Based Independent Financial Adviser The At-Retirement market is set for huge growth in the coming years and our client is seeking to recruit an Adviser to work in this exciting market. Working with their team in Knutsford, the role will be to offer suitable pension income solutions...

Our client, based in Northampton require an Experienced IFA Administrator to join their team. The ideal candidate will have a minimum of 3 years’ experience working for an IFA (Financial Planning rather than Mortgages or banking), and ideally have achieved a Financial Services qualification (CII or equivalent). You will be responsible for providing...

Part-Time Financial Administrator to Paraplanner – Career Progression – Dover – £28k Pro Rata Are you ready to be a part of a family-owned Independent Financial Advice practice that prioritises integrity, quality, and outstanding client service? My client is looking for an experienced Financial Administrator to join their team in a role that...

Our client, a successful financial planning business, are looking for an IFA Administrator to join the team to assist with the day-to-day administration of financial services, ensuring that the team remains organised and on track throughout. Key Responsibilities: Maintenance of MS teams folders & version control. Support with maintaining internal...

Our client, a successful financial planning business, are looking for an IFA Administrator to join the team to assist with the day-to-day administration of financial services, ensuring that the team remains organised and on track throughout. Key Responsibilities: Maintenance of MS teams folders & version control. Support with maintaining internal...

** Any applicant must hold a Level 4 Diploma in Financial Advice ** An excellent opportunity for an experienced financial adviser to join an existing Quilter firm on an employed basis. Attractive basic salary with bonus structure, clients provided along with paraplanning and admin support. The ideal candidate will deliver personalized solutions to help...

Our client, a successful financial planning business, are looking for an IFA Administrator to join the team to assist with the day-to-day administration of financial services, ensuring that the team remains organised and on track throughout. Key Responsibilities:Maintenance of MS teams folders & version control. Support with maintaining internal literature,...

Our client, a successful financial planning business, are looking for an IFA Administrator to join the team to assist with the day-to-day administration of financial services, ensuring that the team remains organised and on track throughout. Key Responsibilities:Maintenance of MS teams folders & version control. Support with maintaining internal literature,...

Our client, a successful financial planning business, are looking for an IFA Administrator to join the team to assist with the day-to-day administration of financial services, ensuring that the team remains organised and on track throughout. Key Responsibilities:Maintenance of MS teams folders & version control. Support with maintaining internal literature,...

Our client, a successful financial planning business, are looking for an IFA Administrator to join the team to assist with the day-to-day administration of financial services, ensuring that the team remains organised and on track throughout. Key Responsibilities: Maintenance of MS teams folders & version control. Support with maintaining internal...

Our client is a Financial Services business in Hove and they are currently looking for an experienced Financial Services Administrator to join the team In this role you will support the IFA's and deal with processing Investment and Pension cases Base to GBP30000 with allowance of 2 days from home and 3 days ion the office so please only apply if you...

Recruit UK is working on an excellent opportunity for a financial adviser to join a well-established, independent, wealth management firm based in Chorley. The firm in question is passionate about making financial planning accessible to everyone. They add real value to their clients’ lives, by allowing people to live their authentic lifestyles without...

Financial Advisor / Independent Financial AdvisorLocation: Nationwide RolesMinimum Requirements: Level 4 Diploma in Regulated Financial PlanningSalary: OTE £150k-£200kUn-Capped Earnings PotentialYOUR NEW COMPANYA boutique Financial Planning business seeks to expand organically its network of Diploma Qualified Financial Advisor’s across the UK.A...

Financial Advisor / Independent Financial AdvisorLocation: Nationwide RolesMinimum Requirements: Level 4 Diploma in Regulated Financial PlanningSalary: OTE £150k-£200kUn-Capped Earnings PotentialYOUR NEW COMPANYA boutique Financial Planning business seeks to expand organically its network of Diploma Qualified Financial Advisor’s across the UK.A...