IFA Administrator

IFA Administrator, Leicestershire based Hybrid workingSalary up to £26,000 (Experience dependant)Death in ServiceSocial Events Exam Funding Bonus Scheme Free on site paring and Onsight Gym Our Client are a highly progressive and buoyant Firm of Independent Financial Planners who maintain an excellent relationship for providing bespoke Financial Advice to...

Our wonderful client, a boutique Wealth Management firm near Reigate is looking to recruit a Financial Planning Administrator. Role is 100% office based in probation period then move on to a hybrid schedule of 2 days per week for full-time employees, to be implemented training.Job OverviewTo offer financial planning support to advisers, paraplanners and the...

Chase De Vere are known as experts in our field and we pride ourselves on the reputation we have built over the past 55 years of business. We know we can’t achieve the results we do without the right people.We are currently looking to recruit a Private Client Support Administrator to join our team.WHAT YOU WILL NEEDExperience of working within a financial...

Our client, a very well established and respected firm of Independent Financial Advisers in Devon are currently looking to recruit an Administrator to work closely and to support the Director. The successful candidate will have good interpersonal skills, be a good listener and have a good sense of humour.Working in the office initially, the successful...

Our client was established in 2009, with the aim to provide a unique and modern approach to financial planning for high net worth individuals and the employee benefit market. They now manages over £250m of assets for clients and was awarded Chartered status from the Chartered Insurance Institute in 2013, showing their commitment to high levels of standards...

Position: ParaplannerLocation: Guildford, Surrey (3 days per week working from home)Minimum Requirements: Level 4 qualified; 2 years' paraplanning experience; Intelligent Office experience;Salary/package: Up to £45,000 (depending on experience) + annual bonus + 25 days' annual leave + pension (5%, 5%) + study support + private medical + DIS + free...

My client is a growing and highly reputable, stable wealth management practice. Due to expansion, a new job vacancy has become available for an experienced IFA in their team. A client base with recurring income is available.In the job you will be servicing your book of business along with dealing with new business due to their reputation, ties and referrals....

Job Title: Financial AdviserIndustry: Financial ServicesLocation: Nairn, ScotlandSalary: CompetitiveJob Ref: 9226Job Description: Financial AdviserRecruit UK are working on an excellent opportunity for an experienced Financial Adviser to join a well-established UK Financial Advice company with offices in Nairn, Scotland. Company: This is a UK wide company,...

A highly respected, successful IFA practice in Cannock have been acquired by a leading regional firm. As such, they are looking for an adviser to join them to take over an existing portfolio of HNW clients. There is c. £20m AUM to manage with most clients across all ages/life phases. Clients are broadly in the c.£300k plus space. All paraplanning and...

Job Title: Senior Financial Adviser - ManagerIndustry: Financial ServicesLocation: BuckinghamshireSalary: £75,000Job Ref: 9234Job Description: Senior Financial Adviser - ManagerRecruit UK are working on an excellent opportunity for a Senior Financial Adviser - Manager to join a well-established UK Financial Advice company with offices in Buckinghamshire and...

Secure Mortgages and Protection Ltd. (SMP) is a fully regulated, licensed and directly authorised company and has a strategic partnership in the UK with deVere, the world's largest IFA.SMP are now expanding and have opportunities for experienced, entrepreneurial-thinking, highly sales driven individuals who want to fast-track their career in insurance...

Secure Mortgages and Protection Ltd. (SMP) is a fully regulated, licensed and directly authorised company and has a strategic partnership in the UK with deVere, the world's largest IFA.SMP are now expanding and have opportunities for experienced, entrepreneurial-thinking, highly sales driven individuals who want to fast-track their career in insurance...

Position: Independent Financial AdvisorLocation: Sutton, Surrey (office based position)Minimum Requirements: At least 3 years’ experience as a Financial Advisor, Level 4 qualified, CAS status within the last 12 months ideal.Salary/package: Up to £70,000 salary (OTE £100K year 1) + competitive bonus structure + NO validation + clients provided + leads...

Bond Recruitment is delighted to be recruiting for an experienced Paraplanner, on behalf of our client, a leading IFA practice in Wilmslow, Cheshire.The role of the Paraplanner is to support the Financial Planners and other staff when informing and advising Clients on their financial strategies, plans, products and investments.General accountabilitiesComply...

Job Title: IFA AdministratorIndustry: Financial ServicesLocation: DurhamSalary: up to £32,000Job Ref No: 9261Job Description:IFA AdministratorRecruit UK are working on an excellent opportunity for an IFA Administrator position in Durham to join a leading Independent Financial Advice firm.Well established IFA firmHolistic Financial Planning AdviceOffices in...

Job Description:Recruit UK are working on an excellent opportunity for an IFA Administrator in Burnham-on-Sea to join an Independent Financial Planning practice.This company is a leading Chartered practice specialising in investment and pension advice, with an expanding client base. As an IFA Administrator, you will provide essential administrative support...

IFA Administrator required to join highly regarded Financial Advisory firm.Key responsibilities will include:Providing proactive administrative support for the paraplanners and IFAsPreparing and processing documentation for any new and existing clientsManaging cases utilising CRM portals and provider platformsHandling incoming queries from internal staff,...

Are you a skilled administrator with experience in the wealth management industry? Are you passionate about providing exceptional customer service and making a difference in people's financial lives? If so, we have an exciting opportunity for you!Our client, a leading wealth management firm, is seeking an IFA Administrator to join their dynamic team....

About the Company: Our client in High Wycombe is offering an exciting opportunity to join their team as a Senior IFA Administrator.Why Apply? Career Growth: Join a company that supports your development and offers opportunities for increased responsibility.Flexible Working: Office-based with the option for hybrid work once settled, offering a great work-life...

IFA AdministratorSurreyUp to £40kOur client has been providing expert financial advice since 1995 in Surrey and Berkshire, and while the company has advanced over the years, our ambition remains exactly the same as it was when we opened the doors 24 years ago: to serve our clients to the best of our ability. We take pride in establishing close relationships...

Mbf are working with a very well-established Financial Planning & Investment Management organisation; the client has a strong history and a fantastic reputation. They have a national presence but have managed to retain their close-knit, friendly environment - the financial planning division has grown considerably over the past few years with ambitious growth...

IFA Administrator/ Trainee ParaplannerLeicestershire based Salary up to £26,000 (Experience dependant)Exam support and Funding We are proud to be representing a Firm of Independent Financial Planners who have grown year on year and are currently seeking a talented IFA Administrator/ Trainee Paraplanner. Our Client operate a family culture within the...

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...

Join a progressive and high-performing Independent Financial Adviser (IFA) firm that is making waves in the financial planning industry. Our client is dedicated to providing a modern financial planning experience, combining personalised client service with cutting-edge financial technology. They are expanding rapidly and are seeking a talented individual to...

Finanace / IFA Administrator required to join highly regarded Financial Advisory firm.Key responsibilities will include:Providing proactive administrative support for the paraplanners and IFAsPreparing and processing documentation for any new and existing clientsManaging cases utilising CRM portals and provider platformsHandling incoming queries from...

Are you experienced in Financial Services and eager to advance your career while making a meaningful difference in a growing practice?This is the perfect opportunity if you're looking for a role that offers variety, responsibility, and the potential to grow into a paraplanning and adviser position.OverviewWe’ve partnered with a rapidly expanding IFA...

Company DescriptionLazenby's Financial Services is an independent financial advice team located in Leeds, West Yorkshire. Our team of experienced financial advisers offer unbiased advice and bespoke financial plans to help our clients build a secure financial future. We offer a range of financial planning services, including pension advice, retirement...

A Wealth Management firm based in Stansted is seeking an experienced Financial Services Administrator, paying up to £31,000 plus great benefits, to support their team of advisors and client managers.This is a really great opportunity for a candidate who comes from a financial background to work in a firm that really does set itself apart in the industry....

Client Support Specialist – Independent Financial Adviser (IFA) PracticeAre you humble, driven, and eager to advance in financial services while making a meaningful difference in a growing practice?If you're looking for a role that offers variety, responsibility, and the potential to grow into an adviser position, this could be the perfect...

Senior Client Support Coordinator – Join a Leading UK Financial Services Firm!Location: Reading or Birmingham - with home and agile workingSalary: Up to £38,000 plus bonusesAre you looking for a career-defining opportunity with one of the UK’s most respected Financial Services firms? Our client's Financial Planning division is thriving, and...

Our client was established in 2009, with the aim to provide a unique and modern approach to financial planning for high net worth individuals and the employee benefit market. They has exciting growth plans over the next 5 years and wants to expand its highly valued Client Services team to support its team of client facing advisers.Job purpose:Candidates will...

Position: ParaplannerLocation: Surrey (3 days per week working from home)Minimum Requirements: Level 4 qualified; 2 years' paraplanning experience; Intelligent Office experience; Salary/package: Up to £45,000 (depending on experience) + annual bonus + 25 days' annual leave + pension (5%, 5%) + study support + private medical + DIS + free parkingYOUR...

Financial Services Career Accelerator: Client Support Specialist with Adviser PathwayAre you experienced in Financial Services and eager to advance your career while making a meaningful difference in a growing practice? This is the perfect opportunity for you!The RoleWe’ve partnered with a highly established IFA practice based in Derby that is set for...

Financial Planner vacancy Boutique Chartered IFA firm Servicing role, managing existing HNW clients from CEO £600k - £8m per caseManage 80 - 100 clients £70k - £90k basic salary plus bonuses on new business written My client are a Chartered independent wealth planning firm with offices near Epsom/Leatherhead who I have met and placed a member 2 staff....