Ifa

Are you an IFA who is open to new opportunities? Are you an IFA who is confident in being able to build and develop relationships with introducers? Are you an IFA who may have some FUM and are seeking a role where you you can build on this by working with Investment Managers? My client is seeking IFA's to join their well established national business...

**Independent Financial Adviser** **Exeter** **£55,000+ Clients + Bonuses = OT £85,000+** An award winning Wealth Planning firm is looking to appoint an experienced IFA. The role has arisen due to the firm's expansion and is based in the Exeter area. You will be giving holistic Independent Financial Advice to the firm's new and existing clients. In...

Job Title: IFA Administrator Salary: Depending On Experience Location: Exeter The Company: Our client is a financial advisory firm that provide a truly holistic approach to their clients. They specialise in investments, pensions, employee benefits, tax planning and long-term care. They are small firm with a friendly office that prioritize loyalty and...

**Job Title - IFA Administrator** **Location - Exeter** **Salary - £20,000 - £25,000** Capio Recruitment is working with a multiprofessional firm on an exciting opportunity for an IFA Administrator to join a practice in Exeter. They have an excellent level of knowledge in services such as retirement planning, estate planning and investmentmanagement....

Due to retirement. I am working with a client in the South West who are seeking an IFA to join their business. Working alongside a professional services business, the role will provide an existing client bank with a reliable flow of leads. In addition to a very competitive salary and validated bonus scheme, the successful applicant will receive a generous...

Are you an experienced IFA Administrator looking to take the next step in your career? Mbf are working with a successful Financial Planning organisation in Exeter who are seeking to recruit an IFA Administration Team Leader/Supervisor. The business is well established and have grown considerably over the past few years. They are now seeking to recruit an...

**Job Title - Senior IFA Administrator** **Location - Exeter** **Salary - £27,000 - £32,000** Capio Recruitment is working with a growing independent financial planning firm on an exciting opportunity for an Senior IFA Administrator to join a practice in Exeter. The firm prides themselves on providing a high-quality service with a priority of...

A fantastic opportunity to join a well established Financial Planning firm based in Exeter as an IFA Administrator. Due to a period of growth our client is looking for a bright and motivated person who can join their existing client service team. The role willinvolve collaborating with Financial Planners and other colleagues to service existing client...

**IFA Administrator** Reporting to Head of Administration **Location **Exeter **Summary **Prydis is a multi-discipline professional practice, affording you the opportunity to work alongside other professionals, helping to provide clients with integrated solutions to meet their needs. **Responsibilities, defined but not limited to - Assistance with...

**IFA Administrator** Reporting to Head of Administration **Location **Exeter **Summary **Prydis is a multi-discipline professional practice, affording you the opportunity to work alongside other professionals, helping to provide clients with integrated solutions to meet their needs. **Responsibilities, defined but not limited to** - Assistance with...

Mbf recruitment are currently working with a well established, successful Financial Planning business who are looking to recruit an IFA Administrator to their team in Exeter. The company pride themselves on the high-quality service that they deliver to their clients and as such, reward their staff with excellent salaries. The company have a genuinely...

My client is a leading financial organisation, engaged in the provision of independent financial advice to the retail market is looking for an experienced IFA to cover the Devon area. The Company provides financial planning led investment management services and offers independent financial advice on retirement planning and options and funding long term...

**Salary £25k-£30k DOE | Excellent Benefits Package** **Are you looking for an exciting opportunity where you can develop your skills as a Financial Services Administrator?** Our client, a forward-thinking and dynamic Wealth Management Firm based in Exeter is seeking a **Financial Services Administration Team Leader** to join their Administration...

We are currently recruiting for a modern IFA practice who through organic growth are looking to recruit a Paraplanner into their existing team whilst working from home. My client describes it as a great company ethos, relaxed with some great attractions. This is an ideal opportunity for someone who is looking to continue Paraplanning from the comforts of...

Reporting to Head of Administration **Location **Exeter **Summary **Prydis is a multi-discipline professional practice, affording you the opportunity to work alongside other professionals, helping to provide clients with integrated solutions to meet their needs. **Responsibilities, defined but not limited to - Assistance with onboarding new advisers -...

The opportunity for a Financial Planning Administrator to join a well-established Financial Services Practice which provides a highly personalised financial planning and investment management service. **The Opportunity** During a period of growth, our client is looking for someone to provide high-quality technical administration and analytical support to...

**Job Title: Paraplanner Location: Exeter Hours of work: 36.5 hours, 5 days per week (Flexible hours working is available) **Salary**: £30,000 - £40,000** **Key Responsibilities**: - Support the Financial Planning team to meet business targets. - Research clients' financial arrangements, analyse investment and client data. - Construct financial planning...

We are currently working with a leading National Wealth Manager in Exeter who through demand are looking to expand their paraplanning team. They work with some truly great HNW/UHNW clients including company owners/directors, FTSE 100 company execs, family groups, and affluent retirees. They offer a full range of planning services including Investment,...

Team Leader Financial Planning - Base Salary negotiable but c.£80k £85k + with great a overall package. This is an opportunity for an existing Planner who wishes to continue advising a book of clients, but seeking to take their first steps into a management role. The successful applicant will liaise with the Investment management team and Professional...

**FINANCIAL SERVICES ADMINISTRATOR / EXETER - PERMANENT OPPORTUNITY** **Location**: Science Park, EX5 **Assignment**: Permanent contract **Hours**: Monday to Friday 08:45am - 17:30pm **Pay**: £20,000 - £28,000 per annum, dependent on experience Flexible working (working from home up to 2 days per week) is available for this role once deemed fully...