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IFA Support

IFA Support

11 June by Ortus PSR

We are seeking a highly motivated and organised individual to join a team as an Independent Financial Advisor (IFA) Support Associate. In this role, you will play a crucial part in supporting their Independent Financial Advisors in delivering excepti...

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Financial Adviser Sales support Administrator

Financial Adviser Sales support Administrator

5 days ago by Wallace Bates Limited

Our client is an extremely successful office of a national financial services provider. They focus on providing holistic financial advice to HNW private individuals. Following a recent successful expansion program, they are now looking to recruit an ...

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Financial Planning Administrator £25k - £32k - Full study support to level 4 diploma

Financial Planning Administrator £25k - £32k - Full study support to level 4 diploma

Financial Planning Administrator 25k - 32k depending on experience - Full study support to level 4 diploma - Offices in Alton My client is an independent financial advice business who have have built a lasting reputation for providing the highest lev...

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Senior Paraplanner to Advisor - £50k - Support 3 Established Advisers - Boutique IFA - Farnham

Senior Paraplanner to Advisor - £50k - Support 3 Established Advisers - Boutique IFA - Farnham

Our client, a boutique independent wealth planning firm based in Farnham, is seeking a Senior Paraplanner to join their dynamic team. This firm offers comprehensive, whole-of-market financial advice to high-net-worth (HNW) retirees, accumulators, loc...

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Financial Administrator £25k - £32k depending on experience - Full study support - Offices in Alton

Financial Administrator £25k - £32k depending on experience - Full study support - Offices in Alton

Financial Administrator route to Paraplanner - 25k - 32k depending on experience - Full study support to level 4 diploma - Offices in Alton My client is an independent financial advice business who have have built a lasting reputation for providing t...

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3 x Financial Administrators - £23k - £38k depending on experience - Full study support

3 x Financial Administrators - £23k - £38k depending on experience - Full study support

3 x Financial Administrators 23k - 38k depending on experience - Full study support to level 4 diploma - Offices in Alton My client is an independent financial advice business who have have built a lasting reputation for providing the highest levels ...

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Senior Paraplanner Vacancy - £55k, Support 3 established advisers - Boutique IFA - Farnham Surrey

Senior Paraplanner Vacancy - £55k, Support 3 established advisers - Boutique IFA - Farnham Surrey

Senior Paraplanner Vacancy - 50k, Support 3 established advisers - Boutique IFA - Farnham Surrey My client are a boutique independent wealth planning firm in Farnham who offer whole of market financial advice to HNW retirees, accumulators, local fami...

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Financial Administrator £25k - £32k depending on experience - Full study support to level 4 diploma

Financial Administrator £25k - £32k depending on experience - Full study support to level 4 diploma

Financial Administrator 25k - 32k depending on experience - Full study support to level 4 diploma - Offices in Alton My client is an independent financial advice business who have have built a lasting reputation for providing the highest levels of ad...

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Senior Paraplanner Vacancy - £50k, Support 3 established advisers - Boutique IFA - Farnham Surrey

Senior Paraplanner Vacancy - £50k, Support 3 established advisers - Boutique IFA - Farnham Surrey

Yesterday by Financial Divisions

Senior Paraplanner Vacancy - 50k, Support 3 established advisers - Boutique IFA - Farnham Surrey My client are a boutique independent wealth planning firm in Farnham who offer whole of market financial advice to HNW retirees, accumulators, local fami...

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Senior Paraplanner - £45k - £55k, Support 3 established advisers - Boutique IFA - Farnham Surrey

Senior Paraplanner - £45k - £55k, Support 3 established advisers - Boutique IFA - Farnham Surrey

Senior Paraplanner Vacancy - 45k - 55k, Support 3 established advisers - Boutique IFA - Farnham Surrey - lots of flexible working My client are a boutique independent wealth planning firm in Farnham who offer whole of market financial advice to HNW r...

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3 x Financial Administrators - £23k - £38k depending on experience - Full study support to Diploma

3 x Financial Administrators - £23k - £38k depending on experience - Full study support to Diploma

3 x Financial Administrators - 23k - 38k depending on experience - Full study support to level 4 diploma My client is an independent financial advice business who have built a lasting reputation for providing the highest levels of advice on Pensions,...

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Financial Administrator £25k - £32k depending on experience - Full study support to level 4 diploma

Financial Administrator £25k - £32k depending on experience - Full study support to level 4 diploma

1 week ago by Financial Divisions

Financial Administrator 25k - 32k depending on experience - Full study support to level 4 diploma - Offices near Guildford (Surrey) My client is an independent financial advice business who have have built a lasting reputation for providing the highe...

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Technical IFA Administrator (Wealth Management) - Guildford - Salary up to £32 -36k

Technical IFA Administrator (Wealth Management) - Guildford - Salary up to £32 -36k

My client is a Chartered Independent Financial advice firm based in Guildford. They are currently expanding their team of experienced IFA administrators on the back of rapid growth and expansion. They looking to take on an administrator who can demon...

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Wealth Planning Administrator / Client Services Administrator

Wealth Planning Administrator / Client Services Administrator

Wealth Planning Administrator / Client Services Administrator Based Hook, Hampshire 25,000 - 30,000 depending on experience Are you a Wealth Planning Administrator looking for your next role? Would you like to feel valued by working in a boutique wea...

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Employed IFA, Established Wealth Management co, Base £80000 Remote

Employed IFA, Established Wealth Management co, Base £80000 Remote

28 September by Astral Recruitment

Our client is an established IFA firm of around 50 years established and they are looking to build a team of professional IFA's The company is ready to hire self sufficient IFA's on an employed basis and will allow remote working The offer is unique ...

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Enforcement Officer

Enforcement Officer

6 June by MERJE Ltd

Enforcement Officer Monday - Friday, 40 hours p/w, Permanent (Flexitime available) 25,000 Annual Salary Uncapped Commission Realistic OTE 50,000 to 70,000 Location: Guilford FULL DRIVING LICENSE REQUIRED Are you looking to Progress and take your care...

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Financial Adviser - up to £65,000 - Fleet (Hampshire)

Financial Adviser - up to £65,000 - Fleet (Hampshire)

Financial Adviser - up to 65,000 - Manage existing clients from the MD - employed role (up to 65k) or self-employed role - Fleet (Hampshire) - lots of flexibility to work from home My client is a wealth planning firm with its main office near Fleet w...

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Senior Paraplanner - Hybrid

Senior Paraplanner - Hybrid

We are seeking a skilled Paraplanner to join our dynamic financial planning team. The successful candidate will play a crucial role in supporting our financial advisors by providing comprehensive administrative and technical support. This role is 2 d...

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Pensions Administrator

Pensions Administrator

3 days ago by ARC

Job Title/Location: Pensions Administrator, Surrey/Hants borders with WFH Salary: To 32,000 professional study support Office/WFH: Office 2 days p/w 3 days p/w WFH Requirements: DB pensions admin manual calculations experience essential, any project ...

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Compliance Officer

Compliance Officer

25 June by Ortus PSR

Are you an experienced compliance professional with a background in the Financial Planning industry? Are you passionate about making a positive impact on people's lives? If so, we have the perfect role for you As a Compliance Officer, you will play a...

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Financial Adviser - manage existing clients from the MD - Employed or self employed

Financial Adviser - manage existing clients from the MD - Employed or self employed

Financial Adviser - manage existing clients from the MD - employed role (up to 65k) or self employed role - Fleet (Hampshire) - lots of flexibility to work from home My client is a wealth planning firm with its main office near Fleet who I have met a...

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