IFA

2 weeks ago

Epsom, United Kingdom IDEX Consulting Full time

Job description A highly regarded IFA are looking to add strong experience to their existing high performing team of advisors. This is a superb opportunity for the following reasons:High earning potentialHybrid / office / remote workingFull paraplanning, administration and compliance supportA broad range of advice dealing with a core high net worth client portfolioAmbitious growth plans that will present various career development opportunitiesClients to inheritWhat we are looking for:An experienced, Chartered Financial Advisor (or close to) that can demonstrate long term success in the roleSomeone who can demonstrate skills in new business development and client generationProven history of developing a professional connection network with referrals from accountants, solicitors, mortgage brokers etcEthical, consultative and looking for a long term position where you can make a real difference to this organisationThis is a superb Financial Advisor opportunity with back office support, top level salary, superb bonus and overall earning potential plus flexible working.

  • Corporate Ifa Administrator

    1 week ago

    Epsom, United Kingdom Anthony Alexandra Full time

    A successful IFA practice based near Sutton, Surrey requires an additional Corporate IFA Administrator to compliment their existing team. This role involves looking after an experienced Finanacial Adviser on a one-to-one basis dealing with the full rangeof pensions and other financial planning products. **Duties as follows**: -- Provide an effective link...

  • Ifa Administrator

    2 weeks ago

    Epsom, United Kingdom Cranleigh Personnel Full time

    **Title: Wealth Planning / IFA Administrator** **Epsom - Up to £29,000** **Job Summary**: If you are a Wealth Planning / IFA Administrator seeking your next challenge, we have an exciting opportunity for you. Our client, a boutique independent wealth planning company in Epsom, is looking for a talented and proactive administrator to join their team. As an...

  • Ifa Administrator

    3 days ago

    Epsom, United Kingdom Cranleigh Personnel Full time

    **Title: Wealth Planning / IFA Administrator -** **Epsom - Up to £30,000** **Job Summary**: If you are a Wealth Planning / IFA Administrator seeking your next challenge, we have an exciting opportunity for you. Our client, a boutique independent wealth planning company in Epsom, is looking for a talented and proactive administrator to join their team. As...

  • Ifa Administrator

    3 days ago

    Epsom, United Kingdom Cranleigh Personnel Full time

    **Title: Wealth Planning / IFA Administrator -** **Epsom - Up to £30,000** **Job Summary**: If you are a Wealth Planning / IFA Administrator seeking your next challenge, we have an exciting opportunity for you. Our client, a boutique independent wealth planning company in Epsom, is looking for a talented and proactive administrator to join their team. As...

  • Junior IFA Admin to Paraplanner with Study Support

    4 days ago

    Epsom, United Kingdom Financial Divisions Full time

    A boutique financial planning firm in Epsom seeks a motivated Junior IFA Administrator. The role involves comprehensive training in IFA administration, working with experienced advisers. Candidates will receive full study support towards the Level 4 Diploma (DipPFS) to pave the way to becoming a qualified Paraplanner. This position promotes hands-on...

  • IFA Support Administrator

    3 days ago

    Epsom, United Kingdom KFS Recruitment Full time

    Job Description Well established IFA practice, with an outstanding reputation for giving clear and concise advice to clients making retirement plans is looking for an additional individual to join their team Duties include : Initially the role will be assisting the office manager with the implementation of a new back-office system, this will involve...

  • IFA Support Administrator

    3 days ago

    Epsom, United Kingdom KFS Recruitment Full time

    Well established IFA practice, with an outstanding reputation for giving clear and concise advice to clients making retirement plans is looking for an additional individual to join their teamDuties include:Initially the role will be assisting the office manager with the implementation of a new back-office system, this will involve transferring data and...

  • Junior IFA Administrator

    5 days ago

    Epsom, United Kingdom Financial Divisions Full time

    OverviewProgression: Full study support & clear pathway to ParaplannerAre you looking to break into the wealth management industry with a firm that will genuinely invest in your future? This is an exceptional opportunity to join a highly respected boutique financial planning business based in Epsom, renowned for delivering high-quality, whole-of-market...

  • IFA Support Administrator

    3 days ago

    Epsom, Surrey, United Kingdom KFS Recruitment Full time £25,000 - £35,000 per year

    Well established IFA practice, with an outstanding reputation for giving clear and concise advice to clients making retirement plans is looking for an additional individual to join their teamDuties include:Initially the role will be assisting the office manager with the implementation of a new back-office system, this will involve transferring data and...

  • Financial Planning Assistant

    2 weeks ago

    Epsom, United Kingdom Financial Divisions Full time

    My client is a boutique wealth planning practice based near Sutton/Epsom who have been operating for 25+ years. I have placed staff with this business - they have an excellent reputation providing very solid financial advice to private clients who are Cityprofessionals, families, business owners retirees and accumulators. This business has a team of 3...