Jobs: IRESS

**Job Title : Application Specialist** **Area : Chichester** **Salary : Circa £45k plus benefits** Are you looking for a dynamic, well-established company with opportunity to progress with the business’s exciting growth plans, Do you possess a degree in an IT related discipline, and have some experience working within an Investment / Regulatory...

OVERALL SUMMARYTo support Advisers, and ultimately clients, in the advice giving process with data collection, product research and production of application forms and supporting literature.RESPONSIBILITIESObtain information on existing policies; this will include issuing a letter of authority, chasing up providers regularly and obtaining the information...

**Purpose of role** This new role will support the Central Administration Team in ensuring the efficient and effective use of our back-office system, Intelligent Office (IO). It will include project work relating to data integrity, maintenance and development of admin processes,and technical support for client-facing admin teams in relation to the accurate...

My client is a leading IFA firm that offers true financial planning advice to a diverse range of clients. Due to expansion of the team, they require a financial planning administrator to join their team in central Glasgow. You will be providing support to the team of financial planners, mainly to private clients. You will prepare valuation reports, maintain...

We are recruiting for a well regarded Financial Planning Practice based in Godalming. The vacancy is due to an increase in workload for an experienced Sales support administration to join the existing team and assist the team of Financial Planners. Duties will include: - Providing efficient new business support for advisers, including pre-sales research...

We are currently recruiting for a Financial Planning practice in Milton Keynes who are looking to recruit an IFA Administrator. Key Responsibilities:- New business processing Deal with client enquiries and deliver a high level of customer service to ensure that queries are actioned promptly and correctly Involvement in pension transfer work and...

**Key Responsibilities**: - To comply with FCA rules and guidance and Compliance and T&C procedures. - To act and deliver in accordance with the TCF principles at all times. - Proactively generate new business opportunities using existing clients, leads provided by the company and self generated opportunities. - To prepare full and complete reports to...

**Role: Employed Financial Adviser **Salary**: £45,000 - £50,000** This is a highly reputable IFA practice that offers holistic financial planning and discretionary fund management services to HNW clientele across the UK. The practice has a range of loyal clients that wins business through word-of-mouth, referrals and repeat-clients. Advising on...

We are currently recruiting for a boutique wealth planner, asset manager and employee benefits specialist based in Marlow. They are currently looking to recruit a Senior IFA Administrator to join their team. The ideal candidate should have a good understanding of Intelligent Office. Purpose of role This new role will support the Central Administration...

My client is a Financial Advisory firm providing 1st class Financial Solutions and Financial Planning to both individuals and businesses in the South Yorkshire areas and are part of a larger firm dealing in other areas of Financial Services. We are currently seeking an experienced Office Manager / Paraplanner to oversee a multi-functional team dealing with...

We are currently recruiting for a highly regarded Financial Planning practice based in the Wimbledon area who are looking for a Financial Planning Administrator to join their team. The company is an independent firm providing private clients and institutions with a highly personalised financial planning and investment management service. All forms of...

We are recruiting for a superb client for a Financial Services Administrator and once your training is complete this can be a hybrid role working in the office 2 days in Lincoln and then three from home, my client can offer flexible hours to allow for awork life balance, you will be working 37.5 hours per week around 8.30am - 5pm although as mentioned there...

We are recruiting for a superb client for a Financial Services Administrator and once your training is complete this can be a hybrid role working in the office 2 days in Grantham and then three from home, my client can offer flexible hours to allow for awork life balance, you will be working 37.5 hours per week around 8.30am - 5pm although as mentioned there...

We are currently recruiting for a highly regarded Financial Planning practice based in the Mayfair area who are looking for a Financial Planning Administrator to join their team. The company is an independent firm providing private clients and institutions with a highly personalised financial planning and investment management service. All forms of...

Manchester/London/Remote Fast growing retail financial services organisation with a major transformation agenda involving wholesale changes to their business operations and IT estate require an experienced Project Manager to plan and manage the end to end implementation of the new IRESS Trading System. Encompassing a solid understanding of the life cycle...