ifa Jobs - 953

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...

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 ...


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...

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...

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...

Pinstripe Personnel - PO160AD

Employment Type : Full-Time

Independent Financial Adviser Fareham or Dorchester or Chiswick (W. London) Hybrid or Office Based OTE 80,000 An award winning Chartered Independent Financial Planning firm is looking to appoint a financial adviser or IFA. They have been trading for over 20 years and have an excellent reputation, providing holistic advice to a wide range personal and corporate clients. The role can be office based, hybrid or possibly even remote. There are offic...

IDEX Consulting Ltd - Dunfermline

Employment Type : Full-Time

An opportunity has arisen for an experienced Financial Adviser to join a successful IFA practice in Dunfermline to take over an existing large portfolio. You will receive referrals and use existing introducers whilst servicing the existing clients who are all HNW. This is a salaried position and a full bonus package will also be given on top of the generous basic. You will receive full back office support including high quality paraplanning. If ...

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...

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...

Heat Recruitment - RG141JN

Employment Type : Full-Time

Do you only want to go into the office once a week? At this company, they owe their success to their people and processes. The administrator and paraplanners are the supportive force behind both, and they are currently seeking someone exceptional to join. The ideal IFA Administrator for the job will be a problem solver with excellent communication skills and impeccable attention to detail. You will have previous experience within a Financial Pla...