Ifa

Are you an IFA who is open to new opportunities? Are you an IFA who is confident in being able to build and develop relationships with introducers? Are you an IFA who may have some FUM and are seeking a role where you you can build on this by working with Investment Managers? My client is seeking IFA's to join their well established national business...

IFA Administrator Exeter Salary: Up to 32000 per year Job Type: Permanent Full-time Location: Exeter (office-based) Role Overview An excellent opportunity has arisen for an experienced IFA Administrator to join a well-established financial services team in Exeter. This is a full-time office-based role ideal for someone looking to build a long-term and...

An excellent opportunity has arisen for an experienced IFA Administrator to join a well-established financial services team in Exeter. This is a full-time, office-based role, ideal for someone looking to build a long-term and rewarding career within the financial services sector. **Key Responsibilities**: - Providing administrative support to advisers and...

My client is seeking an experienced IFA to join their national business. Working with a established client bank of 151 households across the South West in Exeter, Devon and Cornwall. The role will be comprise of maintaining the existing book of clients, undertaking annual reviews and reviewing suitability of the advice. New business from the client bank can...

**Independent Financial Adviser** **Exeter** **£55,000+ Clients + Bonuses = OT £85,000+** An award winning Wealth Planning firm is looking to appoint an experienced IFA. The role has arisen due to the firm's expansion and is based in the Exeter area. You will be giving holistic Independent Financial Advice to the firm's new and existing clients. In...

**IFA Administrator** Reporting to Head of Administration **Location **Exeter **Summary **Prydis is a multi-discipline professional practice, affording you the opportunity to work alongside other professionals, helping to provide clients with integrated solutions to meet their needs. **Responsibilities, defined but not limited to** - Assistance with...

**Westward Financial Management Ltd is seeking a Junior Administrator to join our team in Tiverton / Exeter** **Duties and responsibilities**: - Day to day administration in a busy IFA Practice - Business located in Exeter and Tiverton - Ideally some experience of Intelligent Office - Working alongside Chartered Financial Planners and Head of...

**Salary £25k-£30k DOE | Excellent Benefits Package** **Are you looking for an exciting opportunity where you can develop your skills as a Financial Services Administrator?** Our client, a forward-thinking and dynamic Wealth Management Firm based in Exeter is seeking a **Financial Services Administration Team Leader** to join their Administration...

**Flexible and Hybrid Working| 25 Days Annual Leave | Buy and Sell Holiday** **Paraplannerresponsibilities include: -** - Research clients’ financial arrangements, analyse investment and client data - Construct financial planning strategies and research financial product marketplace - Produce financial planning reports and letters - Act as a point of...

Reporting to Head of Administration **Location **Exeter **Summary **Prydis is a multi-discipline professional practice, affording you the opportunity to work alongside other professionals, helping to provide clients with integrated solutions to meet their needs. **Responsibilities, defined but not limited to - Assistance with onboarding new advisers -...