IFA

1 week ago


Merseyside, 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 advisor 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 Independent Financial Advisor opportunity with back office support, top level salary, superb bonus and overall earning potential plus flexible working.


  • IFA Administrator

    4 days ago


    Ellesmere Port, Merseyside, United Kingdom Asset Recruit Full time £18,000 - £25,000 per year

    Job Description Our client is a very well established firm of Independent Financial Planners with their Head Office based in Ellesmere Port.They are currently looking for a IFA Administrator to assist their Financial Planning team;Duties will include;Processing new business applications in a timely and compliant mannerLiaising with product providers, clients...