Ifa

We are working with a successful IFA firm based in Cardiff that is looking to grow its team by taking on an additional Administrator to support its thriving Financial Advisers and Paraplanners. This is a full-time role. However part time could be discussed for the right candidate. IFA Administration experience is needed for this position. If you have a keen...

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...

**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...

A leading UK wide Financial Services and Investment firm has an opportunity for an IFA / Financial Planning Administrator to join their team in Exeter with hybrid work from home and office flexibility. This role will provide back office and client support for financial and wealth planning. Advice areas mainly include investment, estate and retirement...

My client is seeking an IFA to join their progressive and client-focused, financial planning-led wealth management firm as an employed Adviser. In this role, you will understand your clients current and future financial goals and formulate easy to understand financial strategies, guiding your clients to financial independence. This role offers home based /...

A market leading Financial Planning business with multiple offices across the UK currently has a vacancy for an IFA Administrator to join their team in Exeter The company are a true market leader, being one of the largest and most successful Financial Planning organisations in the country. The role will be working alongside an experienced Administration...

Mbf are working with a very well-established Financial Planning & Investment Management organisation; the client has a strong history and a fantastic reputation. They have a national presence but have managed to retain their close-knit, friendly environment - the financial planning division has grown considerably over the past few years with ambitious...

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 -...

Are you looking to take the next step in your career with a well-respected financial services firm in the South West of England? Our client, a leading financial services organization, is committed to helping their clients achieve their financial goals. With a strong emphasis on innovation and client satisfaction, they have fostered a culture that...

We are working with a dynamic and reputable financial planning & investment management organisation to recruit an experienced Paraplanner. Our client is a rapidly growing firm, known for dedication and exceptional service to their HNW & UHNW client book. They offer a unique and integrated approach to financial planning and investment management. Role:...

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...

Sales Account Manager, Full-time, Permanent.  About the Role Are you passionate about building relationships and achieving sales targets? As a Sales Account Manager, you will play a key role in supporting intermediary accounts and driving business growth. Your efforts will directly contribute to our client's success in the financial services...

Sales Account Manager, Full-time, Permanent - Hybrid - Lifre insurance, Annua company bonus scheme - £30 - £33k per annum About the Role Are you passionate about building relationships and achieving sales targets? As a Sales Account Manager, you will play a key role in supporting intermediary accounts and driving business growth. Your efforts will...

Sales Account Manager, Full-time, Permanent. About the RoleAre you passionate about building relationships and achieving sales targets? As a Sales Account Manager, you will play a key role in supporting intermediary accounts and driving business growth. Your efforts will directly contribute to our client's success in the financial services industry.Key...

Do you wish to progress your career as an Independent Financial Advisor? Are you level 4 qualified but your company is not letting you progress? We have a great opportunity to join a growing team across the Southwest as an Independent Financial Advisor on a self-employed basis with uncapped payment opportunities. We will provide training in all areas to...

Sales Account Manager , Full-time, Permanent. About the Role Are you passionate about building relationships and achieving sales targets? As a Sales Account Manager, you will play a key role in supporting intermediary accounts and driving business growth. Your efforts will directly contribute to our client's success in the financial services...

**About the Role** We’re looking for a skilled Life Underwriter to join our fantastic Claims team. You’ll become an integral member of the team, and will work to underwrite claims in a compliant matter, utilising controls to ensure claims are paid to legitimate claimants under LV=’s Protection products. **About You** - Possess excellent communication...

**About the role** **Customer Service Representative** We are currently advertising for 9 Month Fixed Term Contract (Maternity Cover). At LV= Life and Pensions, we’re fully committed to ensuring that our customers trust us to protect their families, finances, and futures - that’s why we keep them at the heart of every decision we make. In fact, doing...

**About the role** **Customer Service Representative** We are currently advertising for 6 & 12 Month Fixed Term Contracts At LV= Life and Pensions, we’re fully committed to ensuring that our customers trust us to protect their families, finances, and futures - that’s why we keep them at the heart of every decision we make. In fact, doing the right...

**About the role** **Customer Service Representative** We are currently advertising for 9 & 12 Month Fixed Term Contracts plus some permanent contracts will be available. At LV= Life and Pensions, we’re fully committed to ensuring that our customers trust us to protect their families, finances, and futures - that’s why we keep them at the heart of...