ifa / client support administrator Jobs - 882
IFA Paraplanner
Castle Wealth Ltd - CM31LN
Employment Type : Full-Time
A successful IFA business with a fantastic reputation are looking to add a para - planner to their growing team in Ford End, Chelmsford, Essex. The ideal candidate will be as follows: DipFA Qualified or interested in doing the examinations 2 years experience as a paraplanner in a similar role Highly experienced in writing reports and suitability letters Strong technical knowledge of pensions, life and investment products Experience using platfor...
IFA Administrator
Castle Wealth Ltd - CM31LN
Employment Type : Full-Time
We are a well established IFA practice looking to recruit an experienced administrator to support our growing team. The role will be based from Ford End (Chelmsford) and would suit a full time requirement. Part-time options would also be considered. Key Responsibilities Pre and post new business sales processing Back office administrative support Preparing client valuations & documentation for client meetings Client liaison Diary management ...
Senior IFA Administrator
Berkshire IFA - RG415RD
Employment Type : Full-Time
About Us, Our Clients and Our People Berkshire IFA is an ambitious and growing company committed to our Clients, the outcomes they are seeking, and to our team of people who will help our clients achieve these outcomes. We support all of our team in their own journey both professionally and on a more personal level. We do this by supporting all training and development and offering package of benefits designed to look after our people’s health a...
HYBRID Independent Financial Adviser (IFA) Administrator
Hutt Professional Financial Planning - CV324LY
Employment Type : Full-Time
Location Hybrid Working Minimum 3 days in the Leamington Spa office Benefits: Full Time - 8:30-4:30 Monday to Friday with 1 hour lunch. Salary 25,000 - 35,000 Based on experience 20 days holiday, plus bank holidays. 1 day extra per year of service up to a maximum 28 days Competitive pension contributions Free death in service, subject to qualifying criteria, commencing after three months continuous service. Company Description Established in 196...
IFA
IDEX Consulting Ltd - Dundee
Employment Type : Full-Time
An opportunity has arisen for a Financial Adviser to join a successful IFA practice in Dundee to take over an existing portfolio of good clients. You will provide advice to a wide range of private and corporate clients. You will receive referrals and use existing introducers whilst servicing the existing clients. You will have full back office support and be joining a firm at an amazing growth period. This is a salaried position and a bonus pack...
IFA
Pinstripe Personnel - LE15BJ
Employment Type : Full-Time
Independent Financial Adviser Leicester Hybrid or Office Based Existing client base to service 50,000 Salary plus bonuses OTE 75,000 An customer centric, well established Independent Financial Planning firm based in central Leicester is looking to appoint an experienced financial adviser or IFA. They have an excellent reputation, providing holistic advice to a wide range personal and corporate clients. There is a large existing client base to se...
IFA
IDEX Consulting Ltd - Devon
Employment Type : Full-Time
Are you CAS and seeking an opportunity in Devon? My client is looking for a Planner to join the business to replace a retiring Advisor. The role is situated in North Devon and comes with a client bank of established clients. The successful individual will identify and provide financial planning advice to clients and maintain profitable long terms relationships with those clients in order to achieve their goals and aspirations. The ideal candidat...
IFA
Pinstripe Personnel - BA10AZ
Employment Type : Full-Time
Independent Financial Adviser Bath Negotiable Salary plus bonuses - 85,000 - 100,000 OTE A Bath based Wealth Planning firm is looking to appoint an experienced Financial Planner or IFA. The roles is based in Bath and there is an existing client bank to service and build upon. There is also full Administration and Paraplanning support. In return there is a competitive salary and an achievable and genuine bonus structure which is aimed at rewardin...
IFA Administrator
AFH Wealth Management - B604JE
Employment Type : Full-Time
IFA Administrator A fantastic opportunity to join one of the UK’s leading independent financial advisory and wealth management firms. We have an exciting opportunity to join our existing Administration team. Whilst experience can be a bonus, we are also looking for those of you who have a hunger for learning and wish to grow with us as a business in our Bromsgrove office with remote working. You will join us on a full-time, permanent basis, and ...
IFA Administrator
INTEGRO PARTNERS LTD - G24HG
Employment Type : Full-Time
IFA Administrator Up to 30K Glasgow Central Hybrid working after probation Looking for an opportunity to develop your career a firm that offers internal progression to all areas of their business? Wanting to sit your Diploma and require support to do this? If any of the above are true, then get in touch… A Glasgow based Wealth Management Firm are keen for an IFA Administrator to join their already established team. This...