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...

Fram Search has a exciting opportunity to join a reputable Wealth Management firm based in the heart of Bedfordshire. Our Client is committed to providing exceptional financial advice and wealth management services to a diverse client base. The team is dedicated, professional, and passionate about helping clients achieve their financial goals. We are seeking...

Mbf are working with a highly successful, award-winning Financial Planning & Investment Management organisation who are now looking to grow their support team. The business is fully independent and have a fantastic reputation, they have excellent backing and have grown substantially over the past few years.They are now seeking to recruit an experienced IFA...

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...

The Role Asset Management IFA Client Services/ Transfer Agency/ Retail Client OperationsMartis Search are representing a boutique City of London based Asset Management company to hire a permanent “Asset Management IFA Client Services/ Transfer Agency/ Retail Client Operations”.In-our-opinion, they are one of the best boutique Asset Managers to work for...

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...

A rapidly expanding regional IFA firm in Sale are looking to recruit an additional paraplanner. The firm are at the cutting edge of technology, fully embracing AI to smooth the client experience and assist in reports and administration. The role will have a large degree of client contact and interaction and there is a direct path to advice in the firm, in...

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,...

IFA Administrator/ Trainee ParaplannerStourbridgeSalary up to £34,000Xmas office shutdown, no annual leave required + your birthday ofX4 DIS8% Fully funded PensionEarly finish on Friday’sHybrid working after probationExam fundingOur Client are a highly successful and forever growing Firm of Independent FinancialPlanners who are currently going through a...

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...

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: Independent Financial AdvisorsLocation: Global (Remote)We are seeking experienced Independent Financial Advisors (IFAs) and Wealth Managers with a robust client base to join our dynamic team. As an industry professional, you will play a crucial role in providing comprehensive financial advice to our clients, helping them achieve their financial...

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 Title: IFA AdministratorIndustry: Financial PlanningLocation: Market HarboroughSalary: up to £30,000Job reference: 9215Job Description:Recruit UK are working on an excellent opportunity for an IFA Administrator near Market Harborough to join a well-established Independent Financial Advice practice.This company ensures their clients are provided with the...

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...

Fram Search has a exciting opportunity to join a reputable Wealth Management firm based in Dorset. Our Client is committed to providing exceptional financial advice and wealth management services to a diverse client base. The team is dedicated, professional, and passionate about helping clients achieve their financial goals. We are seeking a meticulous and...

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 AdministratorStockton-on-TeesUp to £28,000 based on experienceMonday to FridayAre you working within an admin / back-office department, but looking for more responsibility?Prefer to be client facing and work more closely with the clients in the business?This could be the perfect role for you!An established Wealth Management firm within the...

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...

Job Title: Scheduling Assistant & AdministratorIndustry: Financial ServiceLocation: Elstree, HertfordshireSalary: Up to £31,000Reference Number: 9214Recruit UK are working on an excellent opportunity for aScheduling Assistant & Administrator in Elstree to join an Independent Financial Services Firm.The position is with an IFA company who provide a...

PRIVATE CLIENT ADMINISTRATOR - BASINGSTOKE - HYBRID WORKING Fast paced, varied and demanding. Our private client administration teams work closely with the financial advisers and paraplanners to ensure that we deliver the best possible service to both new and existing clients. Supported by our experienced operations management and learning and development...

Recruit UK are working on an exciting opportunity for an IFA Administrator in Brighton. Our client offers a variety of Wealth Planning for private clients and companies, including Investment management, retirement planning, tax and more. As they continue to grow, expand and merge with other successful IFA firms, they are looking to bring on a Paraplanner to...

Trainee ParaplannerMarlborough, Berkshire£28-£30kHybridWe are pleased to be working with an IFA firm based near Newbury, on their search for a Trainee Paraplanner to join the growing team.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...

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

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...

Paraplanner28K TO 35K Basic, great benefits including 25 days holiday, flexible hours, pension and medical coverBased Preston city centre – free parking Our client is a small but very reputable IFA practice in Preston that have been established for many years and have an exceptional client base. The offices are lovely, and you’d be working with some...

Recruit UK are working on an excellent opportunity for a Paraplanner position in Liverpool to join a leading Independent Financial Advice firm. They offer their high net worth clients a quality advice service. They are particularly focused on providing professional and impartial advice across the North West and Wales.My client is a leading Financial Advice...

ParaplannerLocation: GuildfordDepartment: Financial Planning TeamEmployment Type: Full time, hybrid working.Salary: Competitive with a superb benefits package.We are thrilled to be partnering with one of the Uk’s leading investment management companies with a 200 year legacy for building trusted advice on Wealth Management and Investments.Due to expansion,...

A highly respected, successful IFA practice in the Stoke 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. £150m AUM to manage with most clients across all ages/life phases. Clients are broadly in the c.£300k plus space. Clients are primarily...

Being one of the country’s top independent financial advisers is no mean feat. But, our independence is key to everything we do. We believe that the best financial advice for our clients is independent financial advice.We are looking for a Team Manager that wants to play a crucial part in improving people’s lives. We work at pace but as One Team.THE...