Ifa Sales Support

We are working with a Chartered Financial Planners who have the requirement for an additional IFA Administrator to join their friendly team based just on the outskirts of Cardiff centre. The business has a fantastic reputation and have grown consistentlyover the past 5 years. They are looking for an experienced Administrator who can provide support to the...

We are working with a Chartered Financial Planners who have the requirement for an additional IFA Administrator to join their friendly team based just on the outskirts of Cardiff centre. The business has a fantastic reputation and have grown consistently over the past 5 years. They are looking for an experienced Administrator who can provide support to the...

Are you an experienced IFA Administrator proficient in using X-Plan? If so this opportunity to join a dynamic and growing financial advisory services group who are based in Cardiff is for you! Our client are an FCA-regulated IFA Network operating since 2002 that supports a network of Independent Financial Advisers (IFAs) and IFA businesses across the...

**Job Title: IFA Administrator** **Location: Cardiff** **Salary: £22,000 - £25,000** **The Company**: The opportunity to join a well-established firm of Independent Financial Advisors based in Cardiff. They provide specialist advice on Investments, Pensions, mortgages and protection, helping clients to manage their finances and making the process easy...

We are working with a successful financial services organisation in Liverpool to recruit for an IFA Administrator to join their growing administration function. Client DetailsThis IFA business has been established for nearly 20 years, with a strong staff count and an ever growing team. They were formed with several clear goals, and continue to build their...

Reed Financial Services are proud to be working with one of the UK's leading independent providers of discretionary wealth management. They have an exciting opportunity for either an IFA Administrator or Senior IFA Administrator to join there Cardiff office to take responsibility for some of the day-to-day administration and general support for the office,...

MB Fitzgerald are currently working with a leading firm of Chartered Financial Planners who are looking to add to their existing support team. This company are well established in the area and focus on providing advice to HWN and UHNW clients. They are keen to add an experienced IFA Administrator who can help them continue to provide a first class service...

MVPR Ltd are working with a highly successful, privately owned boutique Financial Advisory practice to recruit Trainee IFA's. The client works with HNW & UHNW individual and families, and they are an established and growing business. They are now seekingto recruit a Trainee/Junior Financial Adviser who will work directly with the existing IFA's of the...

We are working with a Chartered Financial Planners who have the requirement for an additional IFA Administrator to join their friendly team on the outskirts of Cardiff. The business has a fantastic reputation and have grown consistently over the past 5 years. They are looking for an experienced Administrator who can provide support to the firms Paraplanners,...

We are working with a well-established, boutique firm of Independent Financial Advisers just north of Cardiff to recruit an IFA Administrator. Our client is very successful & growing, they provide fully independent and personalised advice to a portfolio of clients across Wales & the South West. As a business they have a unique approach to advice, knowing...

Mbf recruitment are working with an established and well respected Independent Financial Advisers based in the centre of Cardiff to recruit an additional IFA Administrator. The Financial Planning division is part of a much larger and very successful organisation, the two divisions work closely together which has resulted in excellent growth. They are now...

My client is a thriving National IFA who is seeking a dynamic and experienced Training and Competence Manager, to lead the development and performance management of our Financial Advisers. The successful candidate will ensure the team delivers exceptional service to clients while adhering to regulatory standards and maintaining professional competencies in...

My client is a thriving National IFA who is seeking a dynamic and experienced Training and Competence Manager, to lead the development and performance management of our Financial Advisers. The successful candidate will ensure the team delivers exceptional service to clients while adhering to regulatory standards and maintaining professional competencies in...

An excellent opportunity for an individual looking to join an Independent Financial Advisory Network as a Technical Support Manager The firm has been operating as an FCA-regulated IFA Network since 2002. They have over 20 years experience supporting hundreds of Independent Financial Advisers and thousands of clients across the UK. The firm are looking for...

Card Industry Professionals have built an enviable position as a Trustpilot 5 star rated and Ranked Payment Provider in the UK Join us as a Field Sales Agent and become part of our success The customer is at the heart of our business nearly all business owners have had a poor experience at least once with hidden charges, poor service and tied into long-term...

My client is a high profile IFA who is continuing to grow and has exciting plans for the future. Due to their growth plans they have an opportunity for an additional Administrator to join their Professional Support team. Brief description of role and responsibilities: Duties and Responsibilities: - Send Letters of Authority and Change of Servicing Letters...

File Checker / compliance Up to £50,000 Remote working available Are you an experienced Financial Services Professional who holds the Level 4 Diploma in Financial planning? If so, this opportunity to join a dynamic and growing financial advisory services group who are based in Cardiff is for you! The company are looking to speak to those with a compliance...

**Location: Cardiff** **Salary: Circa £23,000** **Contract: Full-time** Part of EET group, Oprema are the UK’s fastest growing multi-discipline security distributor, and with over 100 market-leading brands, it’s pretty clear why. Not only do we stock from a whole range of partners - Ajax, Apollo, Honeywell, Milestone, and Paxton, to name just a few -...

Harry Harper Sales & Lettings are not like other agents. We embrace change and are constantly challenging tradition because we have a strong desire to improve the way our industry operates. We believe the future is exciting for estate agents who are dynamic and adaptable to changes in the market and the growth of property technology which is changing the...

**Are you an experienced accountant looking for a new challenge or to join a dynamic team and make a positive impact?**This is a fantastic opportunity to join a dynamic and growing financial services group that is at the forefront of technological innovation and the future of financial advice. ValidPath is an FCA-regulated IFA Network operating since 2002...