IFA Support Specialist

Job OpportunityWe are pleased to be working with an IFA firm based in Newbury on their search for a new team member.The role will be split between supporting the Paraplanner and the Administrators, with the view after approx. 18 months, that 80% of the role will be paraplanning.Key Responsibilities:Providing administration services to both existing and...

Job OpportunityWe are pleased to be working with an IFA firm based in Newbury on their search for a new team member.The role will be split between supporting the Paraplanner and the Administrators, with the view after approx. 18 months, that 80% of the role will be paraplanning.Key Responsibilities:Providing administration services to both existing and...

IFA SupportNewbury£28-£32kHybridWe are pleased to be working with an IFA firm based in Newbury on their search for a new team member.Initially, the role will be split between supporting the Paraplanner as well as the Administrators ,with the view after approx. 18 months, that 80% of the role will be paraplanning.Responsibilities:Providing administration...

Job Title: IFA SupportWe are seeking a highly organized and detail-oriented individual to join our team as an IFA Support. The successful candidate will provide administrative support to our IFA team, ensuring the smooth operation of our financial services.Key Responsibilities:Provide administrative support to the IFA team, including data entry, filing, and...

Job Title: IFA SupportWe are seeking a highly organized and detail-oriented individual to join our team as an IFA Support. The successful candidate will provide administrative support to our IFA team, ensuring the smooth operation of our financial services.Key Responsibilities:Provide administrative support to the IFA team, including data entry, filing, and...

Job Title: IFA AdministratorLocation: Hybrid - 1 day in office, 4 days remote (initial training in-office 2/3 days per week)Salary: Up to £35,000 + Bonus and Company BenefitsAbout the CompanyOur client is a boutique, highly successful financial planning practice that prides itself on providing exceptional service to its clients. With ambitious growth plans...

Job Title: IFA AdministratorLocation: Hybrid - 1 day in office, 4 days remote (initial training in-office 2/3 days per week)Salary: Up to £35,000 + Bonus and Company BenefitsAbout the CompanyOur client is a boutique, highly successful financial planning practice that prides itself on providing exceptional service to its clients. With ambitious growth plans...

Unique Opportunity for Experienced Financial AdvisorsThis is a rare chance to join a highly respected IFA firm who are continually improving their client proposition and feature in the industry press for their success.The business typically provides existing clients to take over, allowing you to focus on delivering exceptional service and growing your...

Unique Opportunity for Experienced Financial AdvisorsThis is a rare chance to join a highly respected IFA firm who are continually improving their client proposition and feature in the industry press for their success.The business typically provides existing clients to take over, allowing you to focus on delivering exceptional service and growing your...

Job Title: IFA AdministratorLocation: Hybrid - 1 day in office, 4 days remote (initial training in-office 2/3 days per week)Salary: Up to £35,000 + Bonus and Company BenefitsAbout the Company:Our client is a boutique, highly successful financial planning practice that prides itself on providing exceptional service to its clients. This is a fantastic...

Job Title: IFA AdministratorLocation: Hybrid - 1 day in office, 4 days remote (initial training in-office 2/3 days per week)Salary: Up to £35,000 + Bonus and Company BenefitsAbout the Company:Our client is a boutique, highly successful financial planning practice that prides itself on providing exceptional service to its clients. This is a fantastic...

IFA Support RoleWe are working with a reputable IFA firm in Newbury to find a talented individual to support their team.The role will involve assisting the Paraplanner and Administrators, with a view to taking on more paraplanning responsibilities after 18 months.Key Responsibilities:Providing administrative services to customers, including new business...

IFA Support RoleWe are working with a reputable IFA firm in Newbury to find a talented individual to support their team.The role will involve assisting the Paraplanner and Administrators, with a view to taking on more paraplanning responsibilities after 18 months.Key Responsibilities:Providing administrative services to customers, including new business...

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About the RoleWe are seeking a highly organized and detail-oriented IFA Administrator to join our dynamic team at mbf. As an IFA Administrator, you will play a crucial role in supporting our team of financial planners and their clients.Key ResponsibilitiesProvide administrative support to a team of financial planners, ensuring seamless client relationships...

About the RoleWe are seeking a highly organized and detail-oriented IFA Administrator to join our dynamic team at mbf. As an IFA Administrator, you will play a crucial role in supporting our team of financial planners and their clients.Key ResponsibilitiesProvide administrative support to a team of financial planners, ensuring seamless client relationships...

Job OpportunityAre you a skilled Financial Advisor seeking a new challenge? This is a unique opportunity to join a highly respected IFA firm who are continually improving their client proposition and feature in the industry press for their success.The business typically provides existing clients to take on, allowing you to focus on delivering exceptional...

Job OpportunityAre you a skilled Financial Advisor seeking a new challenge? This is a unique opportunity to join a highly respected IFA firm who are continually improving their client proposition and feature in the industry press for their success.The business typically provides existing clients to take on, allowing you to focus on delivering exceptional...

Join Our Team as an Experienced Independent Financial AdvisorCompetitive Salary and Comprehensive Benefits PackageResource Matters Ltd is seeking an experienced Independent Financial Advisor to join our team. As a key member of our team, you will provide holistic financial planning advice to a large portfolio of clients with substantial on-going advice fees....