Experienced IFA AdministratorA stable, long-term role within a small, friendly financial planning firmLocation: NorthamptonHours: Full-time, Monday to Friday, 9:00am-5:00pm (early finish Fridays at 1:00pm)Salary: £25,000 - £29,000 (depending on experience)Contract: PermanentThe OpportunityWe are recruiting an experienced IFA Administrator to join a well-established, close-knit financial planning b...JBLK1_UKTJ
Oakley Recruitment is working in partnership with an expanding organisation based in Bromsgrove. This is an excellent opportunity to join the team as a Client Services Executive on a full-time permanent basisCulture and EnvironmentOur client fosters a dynamic and professional culture that is both welcoming and empowering. They are committed to delivering exceptional service to their clients while cultivating an environment where employees feel valued, supported, and driven to grow. Innovation, ...
Templegate RecruitmentSpecialist Recruiters in Financial ServicesJob Support Administrato (office-based)Salary & salary £28,000 TO £35,000 DOE5% employer pension contribution + NI repayment10x salary death in service coverPrivate medical insurance & cash plan25 days holiday + birthday off + Christmas shutdown + additional discretionary days (e....JBLK1_UKTJ
Compliance Manager/Head of Operations???? Taunton ???? IFA Practice Management ???? £60,000 to £70,000 DOE+ benefitsHybrid - whilst home working can be supported, there is an expectation for a higher level of weekly office attendanceWe're working with a highly regarded Independent Financial Advisory firm with c. £600m AUM, strong links to a well‑known accountancy practice, and a reputation for delivering high‑quality, holistic financial planning. As the business scales up, they're looking to ...
My client is a boutique practice in the centre of Norwich; they are a well-established firm with a strong client following. A vacancy has arisen to support one of their Financial Advisers with their administration and paraplanning tasks.This position involves working closely with one of my clients’ advisers and providing one-to-one support on all aspects of business processing. You will liaise with clients and product providers on existing and new business via telephone, email and letter.Whilst ...
Executive PA to Senior AdvisorFull-time, office-based Leicestershire (our ref AL1401)Salary: Competitive, dependent on experienceIndustry: Independent Financial Advice (IFA)If youre a confident, discreet and highly capable IFA administrator ready to take the next step into a senior PA position, wed love to hear from you.My client is an established yet growing and forward-thinking Independent Weal...JBLK1_UKTJ
This role provides an excellent opportunity to build a long-term career within financial services, offering exposure to all aspects of client servicing and financial planning administration within a highly recognised and awarded IFA firm.Working closely with experienced advisers and support teams, the successful candidate will have the opportunity to develop their technical knowledge, gain industry qualifications, and progress into more senior administrative, paraplanning, or advisory roles over...
Sales Advisor An award-winning house builder have a requirement for a New Homes Sales Advisor for a new build development they have in Shrewsbury. The company are an established builder who operate across the North West delivering high quality new homes for first time buyers to luxury family executive homes.Sales Advisor Sales Executive will be responsible for securing the sale of new homes and to achieve contract exchanges and legal completions in line with company targets. You will utilise ...
Client Services Administrator (Reception & Office Support) Bristol (Office-Based) £25,000 - £30,000 IFA / Wealth Management The roleWe're looking for a Receptionist / Client Experience Coordinator to join a growing Wealth Management office in Bristol. This is a front-of-house, client-facing role at the centre of a financial services practice - where first impressions matter and no two days look the same. You'll be the first point of contact for clients and visitors, helping to shape ...
The Role: I am recruiting an experienced Paraplanner on behalf of Pyrford Financial Planning, a small and ambitious Accredited, Chartered and Certified, independent Financial Planning firm.The Opportunity: This is a fully remote Paraplanning role which benefits from a high degree of autonomy, collaborating with two highly experienced Financial Planners who are also the Directors of the business, to build and implement financial planning solutions, to meet a variety of client needs and personal ...