Employment Type : Full-Time
A new and really exciting opportunity has arisen for an Investment Analyst within this large IFA practice. Creating bespoke client investment solutions using both long term strategic asset allocation and short term tactical asset allocation to meet/clients aims and objectives. Analysis of client portfolios and providing suitable investment recommendations. Analysis of global markets and funds down to stock level via the Morningstar research syst...
Employment Type : Full-Time
We are working with a highly regarded and fast-growing Financial Planning organisation in the centre of Bristol to recruit a Junior Paraplanner. Our client is dedicated to providing first class financial planning & investment management services to clients across the UK. Their team of professional are committed to delivering personalised and strategic advice, ensuring that their clients achieve their financial goals. They foster a collaborat...
Employment Type : Full-Time
IFA Admin - Leicester 24,000 - 30,000 DOE Study Support and Progression Opportunities Leicester Based (Fully Office Based) 9:00 AM - 4:30 PM Want to work for a friendly and supportive IFA firm in Leicester who are looking to expand their team with a dedicated and organised IFA Admin . If you're passionate about helping clients and enjoy managing your own workload in a relaxed atmosphere, this could be for you. What’s in it for you: Relaxed Atmos...
Employment Type : Full-Time
Our Wealth management / IFA client are seeking an Administrator for thier York office. Role Overview : This role is ideal for an individual with financial services / IFA administration experience seeking to be office based and work with a friendly, professional and well respected team. Also, career opportunities will exit for the right candidate because our client has consistently promoted from within Key Responsibilities: Included in the role w...
Employment Type : Full-Time
IFA Administrator Stoke-on-Trent Office based role Salary Up to 30k This role is for you if you are an IFA Administrator with at least 2 years of experience looking for a new challenge! With this role you will benefit from joining a large team where you will receive support, great benefits, and due to growth plans, there will be opportunities to progress further within the business. Salary up to 30k. Business This is a large Financial Advisory b...
Employment Type : Full-Time
IFA Administrator/Paraplanner Cheltenham area Office based role Up to 30k This role is best suited for candidates who have experience as an IFA Administrator, writing basic annual review reports is desirable but not required. Progression potential to a Paraplanner and Advisor going forward. Salary up to 30k. The Business The business is a directly authorised Independent Financial Advisory firm who have been in operation for over 20 years and off...
Employment Type : Full-Time
Job description Job Title: IFA Administrator Location: Colchester, Essex Salary: Up to 33,000 (Depending on experience) Reference Number: 9499 About The Company: My client is a dynamic and forward-thinking Independent Financial Advisory (IFA) firm offering comprehensive financial services to clients across Essex. They look after HMW clients and provide an Holistic Service. The opportunity has arisen for an experienced IFA Administrator to direct...
Employment Type : Full-Time
Our client is a successful and established IFA firm based in Hove and they are currently looking for an experienced Administrator to join their team This is for the role of IFA Administrator supporting a successful IFA and working within a team of Sales support We are looking for an experienced Administrator and therefore the client is happy to offer a base salary up to 30000 plus benefits. We can also offer Hybrid working with 3 days from home ...
Employment Type : Full-Time
We are currently recruiting for a Financial Planning practice in Chelmsford who are looking for an IFA Administrator to join their team. They are looking for someone who has experience within an IFA practice. Duties: Process business submissions within our service level agreement (SLA); recording all new business where necessary (e.g. Intelligent Office, Business Register, File Tracker etc.) Submitting new business to providers, manage internal ...
Employment Type : Full-Time
NJR are delighted that we are currently working with a regional Independent Financial Advisory Firm, who is seeking a Trainee Paraplanner to join their team based in Sheffield. What's in it for you? Competitive basic salary Great Annual Bonus Free parking Company Pension Generous holiday allowance Full study Support Personalised training and development plan This is a truly fantastic opportunity that would suit someone wanting to join and furthe...