Employment Type : Full-Time
We are recruiting for an IFA in London who have a requirement for someone to service an existing client bank. Their typical client up to 500,000 of investable assets and you must have experience of providing pension and investments advice to clients. Your primary responsibilities will be to conduct financial reviews and identify suitable opportunities for new business. You will be expected to work in accordance of the firm and full support will ...
Employment Type : Full-Time
We are recruiting for an IFA in North London who have a requirement for someone to service an existing client bank. They have too many clients and have decided to bring a junio consultant to join the team. They are happy to train and develop the right person up from paraplanning who is looking to develop their career as a financial adviser. Your primary responsibilities will be to conduct financial reviews and identify suitable opportunities for...
Employment Type : Full-Time
NJR Recruitment are pleased to be yet again working in Partnership with an impressive firm of Independent & Chartered Financial Planners based in the Heart of Manchester City Centre. Founded in 2016, Our client typically advises high net worth individuals or families, or high-income professionals across all sectors. They also work with business owners and entrepreneurs in all industries, from start-ups and established SMEs (small to medium e...
Employment Type : Full-Time
Our client, an 'Independent' firm of Chartered Financial Planners now requires an additional Administrator to join their established and friendly team. Working alongside a number of consultants, the successful candidate should have proven experience working in a similar environment with knowledge of processing Pension & Investment applications. Working as part of a highly experienced team, providing support to the advisers and in conjunction...
Employment Type : Full-Time
About the firm We are a growing, well-established, and award-winning financial planning firm bringing a private banking style service, offering a comprehensive range of bespoke solutions, to our predominantly high net worth private clients. The client relationship lies at the heart of everything we do and will play a large part in the everyday duties of our new client administrator. This role would be perfect for someone who is experienced, brig...
Employment Type : Full-Time
A boutique, and well-renowned independent financial planning practice is looking for an IFA Administrator to directly support an experienced Adviser. This would suit an experienced IFA Administrator seeking a technical support role with a progression pathway to becoming a Paraplanner in the medium term, with access to their internal training programme. You will join a team that has been awarded Best Financial Adviser to Work for award. The compa...
Employment Type : Full-Time
This employed Financial Adviser job covering Wolverhampton, Bridgnorth and Birmingham provides the opportunity to inherit a client bank and takeover the ongoing financial planning servicing. You will be provided with clients from one of the Directors of the business and also newly acquired clients. The priority is to provide excellent service to maintain relationships whilst also seeking new business opportunities where available. The firm is fu...
Employment Type : Full-Time
A boutique, and well-renowned independent financial planning practice is looking for a Technical IFA Administrator to directly support an experienced Adviser. This would suit an experienced IFA Administrator seeking a technical support role with a progression pathway to becoming a Paraplanner in the medium term, with access to their internal training programme. You will join a team that has been awarded Best Financial Adviser to Work for award. ...
Employment Type : Full-Time
Senior IFA Administrator Manchester (Ultra High net worth Clients) Salary up to 38,000 (Experience dependant 26 days holiday, You will receive an additional days leave on your Birthday Full exam support Death in service Hybrid working (3 days from home) Our client are a highly progressive and buoyant Firm of Independent Financial Planners who maintain an excellent relationship for providing bespoke...
Employment Type : Full-Time
Trainee Financial Planner - Worcester/Meriden- up to 38,000 A Chartered IFA based in the West-Midlands are looking for a trainee Financial Planner to come in and support one of the Senior IFA's in the company, work towards their CAS and become a signed off competent advisor, and take over a small client bank. The firm are based near Coventry, but there will be regular travel around the Worcester area, as this is where the Director lives. Benefit...