ifa Jobs - 922

Portman Financial People - SO140AB

Employment Type : Full-Time

Job Title: IFA Administrator Location: Southampton Salary: 25,000 - 32,500 About the Role: We are seeking a detail-oriented and proactive IFA Administrator to support financial advisers in delivering tailored financial planning strategies to clients. This is an excellent opportunity to work within a professional team, contributing to comprehensive financial solutions while developing your industry expertise. Key Responsibilities: Stay updated on...

Octagon Consultancy Ltd - BS82SY

Employment Type : Full-Time

A successful firm of Chartered Financial Planners are seeking an experienced Financial Planning Administrator to work with our Paraplanners & Financial Planners. We’re based in Clifton, close to Whiteladies Road, in recently renovated offices offering a great open-plan team working space, with facilities that include a fully equipped kitchen, a team break-out room, and an outside area to enjoy when the sun shines; also, somewhere to park a b...


Titan Wealth Holdings Limited - BS16DZ

Employment Type : Full-Time

About us The Titan Group provides a broad range of services across the whole wealth value chain - from financial planning, investment management through to platform, trading, settlement and custody services. Its strategy is to be able to offer modular, incremental services to its clients allowing them to adjust their business models as and when they choose to. As part of this Titan is also an active acquirer of UK based asset managers and other ...

Titan Wealth Holdings Limited - HG31RY

Employment Type : Full-Time

About us The Titan Group provides a broad range of services across the whole wealth value chain - from financial planning, investment management through to platform, trading, settlement and custody services. Its strategy is to be able to offer modular, incremental services to its clients allowing them to adjust their business models as and when they choose to. As part of this Titan is also an active acquirer of UK based asset managers and other ...

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...

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...

Pinstripe Personnel - PO160AD

Employment Type : Full-Time

Independent Financial Adviser Fareham or Dorchester or Chiswick (W. London) Hybrid or Office Based OTE 80,000 - 100,000 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...

IDEX Consulting Ltd - London

Employment Type : Full-Time

A highly regarded IFA in London are looking to add strong experience to their existing high performing team of advisors. This is a superb opportunity for the following reasons: High earning potential Hybrid working Full paraplanning, administration and compliance support A broad range of advice dealing with a core high net worth client portfolio Ambitious growth plans that will present various career development opportunities Clients to inherit ...

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...