ifa/financial services administrator - city of london - salary to 38k & study support &... Jobs - 1238

Financial Divisions - London

Employment Type : Full-Time

Career leading to Advisor My client (an independent firm of Financial Advisers) provides a financial planning and discretionary investment management service to both corporate and private clients from their boutique office in London. Due to an increase in Business, they are looking to strengthen their Client Support team by bringing in a new Paraplanner to support both the client administrator team and one of the Financial Advisers. They are loo...

Search - West Sussex

Employment Type : Full-Time

IFA based in Sussex, competitive salary with excellent benefits and clients provided Role & Responsibilities Comply with the Training and Competence Scheme Management of a portfolio of existing clients, ensuring that planning opportunities are identified and, where appropriate, pursued Provide appropriate financial planning advice. Be responsible for the delivery of your part in the growth plans for the specific office. Continuous developmen...


IDEX Consulting Ltd - Barnstaple

Employment Type : Full-Time

My client is seeking an IFA to join their progressive and client-focused, financial planning-led wealth management firm as an employed Adviser. In this role, you will understand your clients current and future financial goals and formulate easy to understand financial strategies, guiding your clients to financial independence. This role offers home based / remote working with access to office locations if preferred. In return: 50,000 - 85,000 ba...

IDEX Consulting Ltd - Taunton

Employment Type : Full-Time

My client is seeking an IFA to join their progressive and client-focused, financial planning-led wealth management firm as an employed Adviser. In this role, you will understand your clients current and future financial goals and formulate easy to understand financial strategies, guiding your clients to financial independence. This role offers home based / remote working with access to office locations if preferred. In return: 50,000 - 85,000 ba...

IDEX Consulting Ltd - Glasgow

Employment Type : Full-Time

Idex have partnered with a boutique wealth management company who are looking for an IFA who will support their growth strategy. The firm offer independent financial planning and investment management services to clients throughout the UK and pride themselves on being true advocates of personal, face-to-face advice, provided by highly qualified, competent and experienced professionals. The firm is chartered and currently has 400m under managemen...

IDEX Consulting Ltd - Truro

Employment Type : Full-Time

My client is currently looking for an experienced Financial Planner to join their office in Truro. On a daily basis, you will build and develop trusted relationships both internally and externally with current and potential clients, providing personal and bespoke financial planning and wealth management advice. You will be passionate about the service you provide, demonstrating personal care and attention to deliver solutions and support the inv...

Vision-FS Recruitment - GU227AE

Employment Type : Full-Time

Our client is a very successful boutique IFA firm based in Woking, Surrey. Due to expansion, the company is looking to hire an experienced IFA Administrator to join the firm's busy Administration Team. Reporting to the Head of Administration, the IFA Administrator's key job duties will include: Dealing with pension, investments, protection and mortgage products Processing new business applications, fund switches, withdrawals and pension benefit ...

Ortus PSR - HD88EP

Employment Type : Full-Time

Are you an experienced and motivated individual looking for a rewarding career opportunity in the financial services industry? We are currently working with a leading IFA Firm who are looking to take on an IFA Administrator you will play a crucial role in supporting their team of financial advisors and Paraplanners. The salary range for an IFA Administrator is 22,000-26,000. Responsibilities: Conduct research and gather information to support th...

Ortus PSR - HD88EP

Employment Type : Full-Time

Are you an experienced and motivated individual looking for a rewarding career opportunity in the financial services industry? We are currently working with a leading IFA Firm who are looking to take on an IFA Administrator you will play a crucial role in supporting their team of financial advisors and Paraplanners. The salary range for an IFA Administrator is 22,000-26,000. Responsibilities: Conduct research and gather information to support th...

Heat Recruitment - N32SZ

Employment Type : Full-Time

IFA Administrator, Finchley North London Fridays from home Up to 35,000 plus company bonuses This is an exciting opportunity for an IFA Administrator to head up the growing Financial division within a multi-disciplinary consultancy group. This consultancy practice is highly successful and will allow the Financial arm access to high net worth clients. You will be a part of an entrepreneurial, forward-thinking company looking to invest in & de...