Showing 108 IFA jobs

Job DescriptionAdvice Checker / File Reviewer ???? Location: Birmingham or Barnstaple or Market Harborough (Hybrid) ???? Employment Type: Full-Time (with an early Friday finish!) ???? Salary: Up to £(phone number removed) depending on experienceWe are seeking a diligent and detail-oriented Advice Checker / File Reviewer to join our regulated IFA business. The successful candidate will be responsible for reviewing client files and advice cases to ensure compliance with the standards set by the ...

Due to an internal promotion and growth my client, an established and highly regarded Chartered Financial Planning practice, currently seek an experience Financial Planning Administrator to support a talented Financial Planner on a one to one basis who primarily operates in the HNW field.Key Responsibilities* Coordinate and manage client review processes, including scheduling, documentation gathering, and preparation* Maintain accurate and up-to-date client records and financial information ...

PI Account Executive (Existing business/book to inherit)Bristol£(phone number removed)Take ownership of a high-value existing book and shape your earnings with a 5% renewal bonus and up to 8% matched pension contributions.You’ll step into a £250k commission income book in the PI sector, giving you a strong foundation and immediate earning potential. With hybrid working and a benefits package usually reserved for large national brokers, you’ll enjoy flexibility and security while building on a ...

My client is a successful Independent Financial Advice Practice with offices throughout East Anglia with over a billion, funds under management.My clients are a sizeable group with over seventy employees but remain a small and personable collective of likeminded professionals who really care about the clients they service.I am currently looking to recruit an experienced IFA Administrator to join their well-established Colchester Office.Purpose of the roleTo undertake client related ...

Private Client SolicitorI’m excited to be working with a firm of solicitors based in Chelmsford, who pride themselves on providing a complete service to both business and private clients with a traditional approach. My client has a fabulous opportunity for an experienced Private Client Solicitor to join their highly successful Private Client Team comprising of approximately 17 staff. My client has a strong client base including high net worth clients, the successful candidate will have the ...

Location: Hambledon (PO7)Salary: c.£60,000 per annum (+ strong benefits)Hours: Monday - Thursday (09:00 to 17:00) and Friday (09:00 – 16:00)Experience: Operations Director, Operations Manager, Operations Lead, Practice Manager, Financial Services, Wealth Management, Financial Advisors, IFA, Business GrowthThe OpportunityThompson & Terry Recruitment are working with a growing, client-focused financial planning business with a strong reputation for delivering high-quality advice and long-term ...

Sue Ross Recruitment is proud to be working on behalf of a highly respected, award‑winning Sheffield law firm to recruit an experienced Assistant Conveyancer for its specialist Residential Conveyancing team.This firm is recognised for its forward‑thinking approach, strong client relationships and commitment to excellence. Built on trust, expertise and innovation, the team works collaboratively to deliver clear, practical legal solutions while cutting through unnecessary jargon. Clients are ...

Sue Ross Recruitment is proud to be working on behalf of a highly respected, award‑winning Sheffield law firm to recruit an experienced Assistant Conveyancer for its specialist Residential Conveyancing team.This firm is recognised for its forward‑thinking approach, strong client relationships and commitment to excellence. Built on trust, expertise and innovation, the team works collaboratively to deliver clear, practical legal solutions while cutting through unnecessary jargon. Clients are ...