Jobs: iress

See yourself being part of a large, transformational change? This could be the role for you At Iress, we make things happen We believe technology should help people perform better every day. Since our beginning in 1993, people across financial services have trusted us to take their performance to the next level. More than 10,000 businesses and 500,000...

See yourself being part of a large, transformational change? This could be the role for you Who We Are - At Iress, we believe technology should help people perform better every day. Since our beginning in 1993, people across financial services have trusted us to take their performance to the next level. From the world’s most established financial brands...

**The Company**:Highly regarded regional IFA business based in North Leeds looking to add a Financial Planning Assistant who can take on both basic Paraplanning & Senior Administrator responsibilities in a hybrid role/remit, as part of theirbusiness expansion plans - **Office Location**:Harewood, North Leeds - **Hybrid/Home Working**: Yes - Flexible for...

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...

**An established, successful Independent Financial Planner and Wealth Manager, based in an extremely pleasant location in North London, currently requires an experienced Paraplanner, to join to its friendly and vibrant team** **The position does provide hybrid working** Its clients include private investors, high-net-worth individuals, entrepreneurs, and...

**The Company**:Established, Halifax based IFA firm looking to add an experienced Paraplanner to their technical/report writing team and support 2 very high performing, private wealth focused financial advisers on a consultative basis. - **Office Location**:Halifax - **Hybrid/Home Working**: Yes - Hybrid office/home working **Package**: £35-38k base +...

An established, friendly and profitable financial advisory practice based in the St Albans area is current seeking to recruit a Planner work closely along side one the companies most Senior Financial planners. This is a key role in the Financial Planningprocess and will require a confident and professional individual who is used to dealing with HNW...

Overview Permanent, full-time, hybrid (3 days per week in an office) #LI-Hybrid #LI-MH1 Support trading platforms in the areas of onboarding, administration, functionality and connectivity for futures/options, securities and FX markets. Responsibilities Serve as initial point of contact for trading related questions and issues Onboard,...

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...

OVERALL SUMMARY - The Client Payments & Fees team is responsible for a range of administrative and process driven activity including, but not limited to, the timely and accurate processing of cash movements in and out of client accounts (including investment instructions),in addition to the processing of initial and ongoing fees. - Direct client contact...

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 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...