Financial Planning Coordinator
1 month ago
A progressive role has arisen within our client, a highly regarded IFA and Investment Management practice offering Independent whole of market advice to private clients and their families, as well as to charities and businesses.
About the RoleSupporting a high achieving adviser, we are looking for a talented, ambitious IFA Administrator to provide support and fully develop their career, moving into Paraplanning and then with the support of the business becoming a trusted adviser in the business.
Key Responsibilities- Collating suitability report packs and ensuring all regulatory requirements are met
- Maintaining new business and existing records on the firm's back-office system (Intelliflo Office)
- Ad-hoc tasks and projects for the wider practice team
As an experienced Wealth Management or IFA Administrator, you will have proven experience working in a wealth management or a financial services environment and will have a working knowledge of the sector.
- Experience of liaising with product/investment providers and platforms
- IT skills including MS Office (Outlook, Excel, Word, OneNote, Teams) and the ability to pick up new software/programs quickly
- Good knowledge and recent experience with the Intelliflo (IO) back-office system
This opportunity is one of the most progressive roles that we are currently handling, giving a talented IFA Administrator the opportunity to join a superb employer in the Wealth Management sector and genuinely be supported to develop a career path into advice should this be a desired direction.
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Financial Planning Specialist
2 months ago
London, Greater London, United Kingdom Quilter Financial Planning Full time £50,000About the RoleWe are seeking a highly skilled Financial Adviser to join our team at Quilter Financial Planning. As a Financial Adviser, you will play a key role in providing expert financial advice to our clients, helping them achieve their long-term financial goals.Key ResponsibilitiesDevelop and maintain strong relationships with clients, understanding...
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Financial Planning Specialist
2 months ago
London, Greater London, United Kingdom Quilter Financial Planning Full time £50,000About the RoleWe are seeking a highly skilled Financial Adviser to join our team at Quilter Financial Planning. As a Financial Adviser, you will play a key role in providing expert financial advice to our clients, helping them achieve their long-term financial goals.Key ResponsibilitiesDevelop and maintain strong relationships with clients, understanding...
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Financial Planning Coordinator
1 month ago
London, Greater London, United Kingdom Financial Divisions Full timeFinancial Planning Assistant OpportunityWe are seeking a talented and ambitious Financial Planning Assistant to join our team at Financial Divisions. As a key member of our team, you will provide administrative support to our high-achieving adviser, assisting with the development of complicated financial planning solutions and investment selection/portfolio...
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Financial Planning Coordinator
1 month ago
London, Greater London, United Kingdom Financial Divisions Full timeFinancial Planning Assistant OpportunityWe are seeking a talented and ambitious Financial Planning Assistant to join our team at Financial Divisions. As a key member of our team, you will provide administrative support to our high-achieving adviser, assisting with the development of complicated financial planning solutions and investment selection/portfolio...
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Financial Planning Coordinator
1 month ago
London, Greater London, United Kingdom Financial Divisions Full timeFinancial Planning Assistant OpportunityA progressive role has arisen within our client, a highly regarded IFA and Investment Management practice offering Independent whole of market advice to private clients and their families, as well as to charities and businesses. Supporting a high achieving adviser, they are looking for a talented, ambitious IFA...
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Financial Planning Coordinator
1 month ago
London, Greater London, United Kingdom Financial Divisions Full timeFinancial Planning Assistant OpportunityA progressive role has arisen within our client, a highly regarded IFA and Investment Management practice offering Independent whole of market advice to private clients and their families, as well as to charities and businesses. Supporting a high achieving adviser, they are looking for a talented, ambitious IFA...
-
Financial Planning Coordinator
1 month ago
London, Greater London, United Kingdom Financial Divisions Full timeFinancial Planning Assistant OpportunityA progressive role has arisen within our client, a highly regarded IFA and Investment Management practice offering Independent whole of market advice to private clients and their families, as well as to charities and businesses. Supporting a high achieving adviser, they are looking for a talented, ambitious IFA...
-
Financial Planning Coordinator
1 month ago
London, Greater London, United Kingdom Financial Divisions Full timeFinancial Planning Assistant OpportunityA progressive role has arisen within our client, a highly regarded IFA and Investment Management practice offering Independent whole of market advice to private clients and their families, as well as to charities and businesses. Supporting a high achieving adviser, they are looking for a talented, ambitious IFA...
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Investment Planning Advisor
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London, Greater London, United Kingdom Quilter Financial Planning Full timeJob Opportunity at Quilter Financial PlanningAbout the Role:We are seeking an experienced Financial Advisor to join our team on both an employed and self-employed basis.As a leading financial services business, we operate a strong network of advisors across the UK, offering a fantastic opportunity for growth and development.The Benefits:All leads are...
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Investment Planning Advisor
2 months ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeJob Opportunity at Quilter Financial PlanningAbout the Role:We are seeking an experienced Financial Advisor to join our team on both an employed and self-employed basis.As a leading financial services business, we operate a strong network of advisors across the UK, offering a fantastic opportunity for growth and development.The Benefits:All leads are...
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Financial Planner
1 month ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeAbout the RoleWe are seeking an experienced Financial Advisor to join our team at Quilter Financial Planning. As a Financial Advisor, you will play a key role in helping our clients achieve their financial goals and objectives.Key ResponsibilitiesProvide financial planning and advice to clients to help them achieve their financial goalsConduct financial...
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Financial Planner
1 month ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeAbout the RoleWe are seeking an experienced Financial Advisor to join our team at Quilter Financial Planning. As a Financial Advisor, you will play a key role in helping our clients achieve their financial goals and objectives.Key ResponsibilitiesProvide financial planning and advice to clients to help them achieve their financial goalsConduct financial...
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Financial Planner
1 month ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeUnlock Your Potential as a Financial PlannerAre you looking for a challenging and rewarding career in financial services? Quilter Financial Planning is currently recruiting for its full-time financial adviser programme, offering a unique opportunity to develop your skills and expertise in a dynamic and growing sector.What We OfferFully paid access to an...
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Financial Planner
1 month ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeUnlock Your Potential as a Financial PlannerAre you looking for a challenging and rewarding career in financial services? Quilter Financial Planning is currently recruiting for its full-time financial adviser programme, offering a unique opportunity to develop your skills and expertise in a dynamic and growing sector.What We OfferFully paid access to an...
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Financial Planner
3 weeks ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeAbout the RoleWe are seeking an experienced Financial Advisor to join our team at Quilter Financial Planning. As a leading financial services business, we offer a fantastic opportunity for a Financial Advisor to work on both an Employed and Self-Employed basis.As a Financial Advisor, you will be responsible for ensuring clients make wise and profitable...
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Financial Planner
3 weeks ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeAbout the RoleWe are seeking an experienced Financial Advisor to join our team at Quilter Financial Planning. As a leading financial services business, we offer a fantastic opportunity for a Financial Advisor to work on both an Employed and Self-Employed basis.As a Financial Advisor, you will be responsible for ensuring clients make wise and profitable...
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Financial Planner
3 weeks ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeFinancial Adviser OpportunityWe are seeking two experienced Financial Advisers to join our team at Quilter Financial Planning, with annual salaries starting at £50,000.As a Financial Adviser, you will be responsible for providing expert financial guidance to our clients, helping them achieve their long-term financial goals.Key responsibilities...
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Financial Planner
3 weeks ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeFinancial Adviser OpportunityWe are seeking two experienced Financial Advisers to join our team at Quilter Financial Planning, with annual salaries starting at £50,000.As a Financial Adviser, you will be responsible for providing expert financial guidance to our clients, helping them achieve their long-term financial goals.Key responsibilities...
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Financial Planner
1 month ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeEmployed Financial Adviser OpportunityWe are seeking a driven and ambitious Financial Adviser to join our team at Quilter Financial Planning. As a key member of our team, you will be responsible for providing expert financial guidance to our clients, helping them achieve their long-term financial goals.Key Responsibilities:Develop and implement personalized...
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Financial Planner
1 month ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeEmployed Financial Adviser OpportunityWe are seeking a driven and ambitious Financial Adviser to join our team at Quilter Financial Planning. As a key member of our team, you will be responsible for providing expert financial guidance to our clients, helping them achieve their long-term financial goals.Key Responsibilities:Develop and implement personalized...
