Independent Financial Adviser (IFA) Experienced Adviser WantedA highly reputable and well-established financial services firm is currently seeking an experienced Independent Financial Adviser (IFA) to join their growing team.This is an exceptional opportunity for a motivated and client-focused adviser looking to add real value within a supportive and forward-thinking environment.The OpportunityTh...JBLK1_UKTJ
Financial Planning Administrator(Apply online only)Manchester / Hybrid (3 days WFH)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 ...
Your new company Hays are recruiting for a Finance Administrator to join a growing start‑up financial services firm based in Wilmslow. This is an exciting opportunity to join a business in an early growth phase, where change is frequent and innovation is encouraged.Your new role Supporting income accuracy and financial control across the wider businessCompleting income reconciliation for adviser and client revenue, ensuring accuracy and completenessInvestigating income discrepancies and liaising...
My Client, a well -respected, independent and established firm of Chartered Financial planning professionals are looking to recruit a Paraplanner.My client has been trading for all most two decades, they are a regional firm currently covering London, East Anglia and the South East advising on a whole of market basis.All levels of experience will be considered, whether you are a partly qualified administrator with exposure to paraplanning duties such as report writing and research or a level four...
Salary: Up to £35,000 per annum (+ strong benefits)Hours: Monday - Thursday (09:00 - 17:00) and Friday (09:00 - 16:00)Experience: Financial Services Administrator, IFA Administrator, Wealth Management, Financial Planning, Client Services, Financial AdvisorsThe OpportunityThompson & Terry Recruitment are proud to be working with a well-established Wealth Management practice who are looking to recruit an experienced and organised Financial Services Administrator to join their team based in ...
Sales Executive - North MidlandsHarron Homes is looking for an ambitious Sales Executive with experience in the New Home Sales Market. This is an excellent opportunity to join a successful and growing housebuilder where you will be at the forefront of delivering exceptional customer experiences and achieving strong sales results.In this role, you will manage the full customer journey, from initial enquiry through to completion. Ensuring every buyer receives a professional, supportive, and ...
Sales Development Representative (SDR) - FintechWapping, London£28,000 Base | £50,000 OTE (Uncapped Commission) + BenefitsWe’re partnered with one of the UK’s fastest-rising fintechs — a VC-backed disruptor taking aim at one of the country’s biggest financial failures: workplace pensions.Backed by top-tier investors including Fuel Ventures and a co-founder of Monzo, this business is attacking a market drowning in inefficiency, outdated providers, and billions sitting in forgotten pension ...
Thrive Trowbridge are delighted to be working with a growing financial planning practice who are looking to recruit a Financial Services Administrator to support to join their vibrant team on a permanent basis.What you will be doing: Supporting the Paraplanners and Advisors, you will collate and organise client policy information. In addition, you will be responsible for :General correspondence with both clients and policy providers Submitting any new business on behalf of clients Facilitating ...
If you are an experienced File Reviewer looking for a job where your technical expertise truly shapes advice quality, this could be the ideal next step in your career.In this File Reviewer job, you will play a crucial role in reviewing financial advice files and ensuring they meet regulatory expectations and internal standards. You will work closely with advisers and paraplanners, offering clear, constructive feedback to maintain a consistently high standard of client outcomes.Key aspects of ...
My client, a well respected, extremely successful property investment advisor, is seeking an Investment Sales Manager to join their dynamic team. Your expertise in sales and your high levels of mentoring skill will help your experienced team to achieve their targets.This is a coaching job, through and through.They are looking for a hands-on Sales Manager who will report to the Managing Director and own the performance of investment sales consultants. On a typical day, you might* Sit on the sales...