Independent Financial Adviser

About the RoleThe ideal candidate will have a strong background in administration and a passion for working in the financial services sector. Key responsibilities include providing administrative support to independent financial advisers, managing day-to-day operations, and ensuring seamless client experiences.

Holiday - 23 days plus + Statutory public holidays. Pension - Contributory pension scheme. GDIS scheme - 2 x salary Life Assurance. Health cash plan Development and training - Examination and study financial support, internal training and individual development plans Employee assistance programme Flexible working hours Bonus scheme - up to 5% of...

**Summary of Key Responsibilities and Role** We are looking for Legal, Financial, Tax & Trust Technical Advisers to join a small team of advisors. This is a role in which you will provide support and work towards providing advice to High Net Worth clients. Our clients generally have larger and more complex estates and business interests and need advice...

An expanding financial services company in Warwick requires a highly skilled Paraplanner to support their team in delivering exceptional client solutions.Preparing and reviewing pre-approval documentation and reports, ensuring accuracy and compliance with regulatory requirements.Utilising technology to produce tailored client advice and solutions, leveraging...

Company OverviewA leading National Firm of Independent Financial Planners in Nottingham seeks an accomplished Administrator to join their team. This dynamic organization is committed to delivering exceptional client service and requires an experienced professional to provide administrative support to one Adviser.Salary and BenefitsThe successful candidate...

A leading financial services firm is on the hunt for an exceptional IFA Administrator to their growing support team. The salary for an Administrator within the support team is up to £30,000 and offers hybrid working. You will be joining a Client-Centric IFA firm that is dedicated to providing personalised solutions that align with each client’s unique...

Job OverviewThe South Warwickshire NHS Foundation Trust is one of the top-performing organisations within the NHS, recently rated as 'Outstanding' by the Care Quality Commission (CQC). As a Senior Financial Manager, you will play a crucial role in providing a comprehensive financial management service to divisional Management teams. This includes supporting...

Productivity and Costing Finance ManagerWe are seeking a skilled Productivity and Costing Finance Manager to join our team at South Warwickshire University NHS Foundation Trust.This is an exciting opportunity for a qualified accountant to utilise their expertise in managing complex financial data, producing national returns, and analysing sensitive...

We are seeking a Financial Services Lead to join our team at Michael Page. As a key member of our financial services team, you will be responsible for managing and delivering a full audit service to clients.About the Role:In this role, you will work closely with the tax and business services team to provide a full advisory service. You will manage a renowned...

Succeed as a Self-Employed Delivery DriverThis role is perfect for individuals who want to be their own boss, working independently to deliver parcels six days a week. You'll enjoy flexibility, autonomy, and better financial rewards.Yodel's Competitive RatesWe pay £18-£20 per hour for each parcel delivered or collected, giving you the chance to earn more...

Job Title: Financial ManagerWe are seeking a proactive and driven Finance Client Manager to join our team. As a key member of our virtual finance office department, you will manage a diverse portfolio of clients, working closely with them to understand their financial needs and develop tailored solutions.Key Responsibilities:Manage client relationships and...

Key ResponsibilitiesThe ideal candidate will possess strong Excel skills, a solid understanding of NHS finances, and the ability to communicate complex financial analysis effectively.Key responsibilities include:Utilising and providing highly complex data contained in various IT systems.Managing the production of national and system returns with a high...

Job Title: Financial Compliance ExpertWe are seeking a highly skilled Financial Compliance Expert to join our team in Leamington Spa. As a key member of our finance team, you will be responsible for ensuring that all financial operations are carried out in compliance with relevant laws and regulations. The successful candidate will have a strong background...

About the RoleWe are seeking a Senior Financial Analyst to join our team at Cellnex UK. As a key member of our Commercial team, you will be responsible for overseeing invoicing for our largest customers, the Mobile Network Operators (MNOs). Your main objective will be to ensure smooth financial reconciliations and collaborate with the Licensing and Finance...

An independent Financial Planning and Wealth Advisory firm in Leamington Spa has an opportunity for an IFA / Financial Planning Administrator to work on a hybrid basis. This role will provide back office and client support for a director chartered financial planner. who advises clients on investment, estate and retirement planning for private clients and...

Join Our Team as a Part Time Financial Sales RepresentativeWe are seeking a highly skilled and results-driven individual to join our team at Kognitive Sales Solutions. As a Financial Sales Representative, you will be responsible for driving sales and building brand awareness for Canadian Tire's financial services.Key ResponsibilitiesDeliver engaging...

**TEMPLEGATE RECRUITMENT** **Financial Services Specialist Recruiters** **Job Title**: Financial Services Senior Administrator **Location**: Leamington Spa **Benefits**: - Pension scheme - Life assurance - Development & training and educational support - Health Cashplan - Employee Assistance Programme (EAP) - Annual bonus scheme (discretionary bonus of...

Job Description:Axiom Software Solutions Limited is seeking a highly skilled DevOps Financial Analyst to join our team. As a key member of our DevOps team, you will be responsible for analyzing and optimizing our Azure cloud costs to ensure maximum efficiency and cost-effectiveness.The ideal candidate will have 5+ years of experience in cloud cost management...

**The Role**: **Sales & Service Adviser** **Circa £24,000 Salary (dependant on experience)** **Full Time position,** **Permanent Contract** **Location: Boston Spa** **Monday-Friday: 9am-5pm** **Introduction to NFU Mutual** NFU Mutual offers a wide range of products and services, including general insurance, life, pensions and investments and has been...

Job SummaryWe are seeking a highly motivated and charismatic Part Time Financial Sales Representative to join our team at Kognitive Sales Solutions. As a Financial Sales Representative, you will be responsible for creating excitement and connections with consumers in-store by educating and offering financial products on behalf of the Canadian Tire brand.Key...