Job Title: IFA AdministratorLocation: Exeter Salary: £25,000 - £33,000 DOE Hours: Monday to Friday, 9:00am - 5:00pm Full Time, Office BasedKey Benefits days annual leave plus bank holidays.Office closure between Christmas and New Year.Enhanced company sick pay scheme.Death in Service benefit.Cycle to Work scheme.Supportive and collaborative working environment.Long-term career development opportunities. About the exciting opportunity has arisen for an organised and proactive IFA ...
Are you seeking an IFA Administrator job where you can make a real impact within a supportive, forward-thinking team? This boutique chartered financial planning practice is expanding and looking for an IFA Administrator to join their growing operation.As an IFA Administrator, you'll be the vital link between clients and advisers, ensuring seamless service delivery. You'll act as the first point of...JBLK1_UKTJ
My client is an Independent Financial Advisory firm, specialising in Financial Planning and Wealth Management, providing financial solutions that are tailored to the clients needs.We are seeking a Junior / Apprentice Investment / IFA Administrator to join the existing Administrative teams, generally you would be responsible for supporting both the Directors and the Advisers of the company in day-to-day Administrative tasks, which will include direct contact with clients, 3rd parties and internal...
Job title: Registered Manager – Fostering (IFA)Salary: £60,000 – £70,000 + BonusLocation: Warwickshire & West Mids / Home-basedContract: Permanent | Full-time (flexible part time start considered as agency grows)Sector: Social Care / Children's ServicesAbout the rolePioneer Talent is recruiting a Registered Manager for a Good-rated independent fostering agency based in Warwickshire. This is a rare opportunity to take genuine ownership of an Ofsted-registered IFA at a pivotal point in its ...
Job Title: Head of Compliance (SMF16 & SMF17)Location: London (Mayfair)Working Pattern: Part-time - 2 - 3 days per week (office-based)Salary: £120k-£130k Competitive (pro-rata for 2 - 3 days per week)Deerfoot Recruitment is assisting a well-established independent financial planning business to recruit an experienced Head of Compliance to join its senior leadership team based in London.This is an excellent opportunity for a hands-on compliance professional to take ownership of a firm's ...
My client is a Financial Advisory & Investment Management firm, providing high quality Financial Advice to both Individuals and Businesses.We are currently seeking a Trainee Paraplanner to join the Admninistrative teams, you will be responsible for assessing new business submitted based on information provided by the IFA's, recording new cases in the companies internal systems, liaising with the Financial Advisers to obtain information to enable case completion, producing suitability letters...
Practice Administrator* Location: Farnham, Surrey* Salary: Up to £32,000 per annum + benefits* Hours: Full-time / Working in lovely offices in Farnham Town CentreAre you an experienced Administrator looking for your next career move?Are you organised, proactive and confident providing high-quality support in a busy professional environment?This could be an excellent opportunity to join a highly respected St. James’s Place Senior Partner Practice, providing bespoke financial advice and services ...
Paraplanner role - Well established Wealth firmMy client is a well established Wealth management firm, and are looking to augment their successful team with a Paraplanner to be based at their Lytham office.You'll be dealing with aspects of fund research, client letters, suitability reports, working closley with the IFAs, making you a pivotal member of the team.A competitive salary of up to £50,000 (DOE) is on offer with this hybrid role, along with comprehensive benefits.Ideally, you'll have 2 ...
My client is a leading Financial Planning firm based in Central Leeds, providing Financial Planning services to both businesses and individuals throughout the UK, with regards to Pensions & Retirement Planning & Investments.We are urgently seeking a Financial Planning Assistant to join the growing team in the Central Leeds offices. The main purpose of the role is to provide first line administrative and technical support to the Financial Planning Consultants, and be the main point of ...
My client is a leading Investment Management & Financial Planning firm based in Central Leeds, managing clients money and providing sound financial Advice to both businesses and individuals covering Discretionary Investment Management & Financial Planning.We are urgently seeking a Junior Financial Adviser, ideally someone who has recently qualified or very nearly qualified with their Level 4 Diploma in Financial Advice / Planning and looking to take their first step into Advice.Specific ...