As a Financial Adviser, you should actively look to build your client bank through usual methods of referrals, networking, introducers, marketing etc.
This remote Financial Adviser job provides opportunity to join one of the fastest growing IFAs aimed at offering holistic wealth management to all.
They provide all the services of a traditional IFA firm, plus as a fintech firm they offer an online digital platform to help individuals at the start of their financial planning journey alongside established investors.
Posted by O'loughlin Recruitment Ltd • £24K/yr to £30K/yr
My client is a well-known North West based Independent Financial Adviser firm and they are looking for an IFA Administrator to provide support to a team of Independent Financial Advisers from their Cheadle office (hybrid working available).
You will need experience of working within a Financial Advisor firm as an Administrator to be considered.
You will need to be a strong team player with good interpersonal skills and the ability to communicate effectively with both colleagues and clients.
Posted by IDEX Consulting Ltd • £65K/yr to £75K/yr
Due to an upcoming retirement of a long-serving Advisor, the business is now looking for a Financial Advisor to join their team and inherit a large book of clients.
My client is based in Nr Oldham and they are currently looking for an experienced IFA to join their team.
The wider group, largely through acquisition, has and advisory presence across the UK and is on course to continue expansion through 2024 and beyond.
Posted by Ernest Gordon Recruitment Limited • £27K/yr to £31K/yr
IFA Admin (Progression to Advisor)
Are you from an IFA background looking to take the next step within one of the top wealth management firms in the Northwest, who will provide you with ample training and study support to assist in the rapid progression of your career?
£27,000 - £31,000 Training Progression Supported Study Company Benefits
Posted by Page Personnel Secretarial & Business Support • £27K/yr to £28K/yr
Our client is a well-established business within the not-for-profit space and they are looking for a Temporary Customer Service Advisor on a 12 month FTC basis in their Bolton office.
As a Temporary Customer Service Advisor you will be resolving customer queries via multi-channels at the first stage with the aim to resolve these where possible.
Financial Services firm with their UK Head office located in Birmingham are looking to hire an experienced Advice Policy Consultant to take ownership of a number of core advice areas in which the firms Financial Advisers operate.
The role holder will be responsible for developing guidelines, processes and products the Financial Advisers use to engage clients and complete the advice process.
Responsibilities will also include working with both internal developers and external suppliers to ensure systems used to provide financial advice are robust and effective to support advice policy and deliver the advice process efficiently whilst maintaining compliance standards.
The purpose of this Finance Support Assistant role is to work closely as part of the Accounts Payable team to ensure delivery of a high service level whilst working within internal compliance and legislation requirements.
Bring your analytical and customer service skills to our Finance Support Assistant role, where you'll enhance accounts payable operations, drive process improvements, and build strong relationships in a dynamic environment.
You will be an experienced Analyst with accounts payable and/or customer service experience and a track record of delivering a high level of customer care in a fast-paced, changing environment.