Recruit UK is working on an excellent opportunity for an experienced Financial Administrator to join a friendly, supportive IFA firm.
General
The role will include processing new business, preparing review packs, performing fund switches and withdrawals, and acting as point of contact for their lovely clients.
They are looking to hire for the long-term, so they have an excellent benefits package, treat their staff well, and can offer professional development and career progression opportunities.
Posted by Premier Jobs UK Limited • £40K/yr to £75K/yr
Are you an experienced Financial Advisor near Newbury, seeking an employed job, based from home with quality leads and existing clients provided?
This is a unique opportunity to join a highly respected IFA firm who are continually improving their client proposition and feature in the industry press for their success.
The business typically is able to provide you with an existing client bank to takeover servicing, either from an internal change or a retiring Adviser.
Posted by Robinson Financial Careers • £30K/yr to £100K/yr
General
A new opportunity has been created for a career minded IFA to join one of the UK's largest Chartered Wealth Management Houses at their Cambridge location.
This opportunity comes with a clear developmental path, initial and ongoing clients and a comprehensive succession plan.
Role Overview
Provide professional advice and solutions in accordance with FA regulations, adhering to group standards, processes, and procedures, providing the most suitable research for all clients.
Posted by Premier Jobs UK Limited • £50K/yr to £70K/yr
Are you an experienced Financial Advisor near Swindon, seeking an employed job, based from home with quality leads and existing clients provided?
This is a unique opportunity to join a highly respected IFA firm who are continually improving their client proposition and feature in the industry press for their success.
The business typically is able to provide you with an existing client bank to takeover servicing, either from an internal change or a retiring Adviser.
Posted by Financial Divisions • £30K/yr to £33K/yr
My client is a financial advice business who have been operating for 15 years and have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages and some Protections to clients across Hampshire, Surrey, Berkshire and Wiltshire.
A vacancy has been created within the business for Financial Planning Administrator due to one of the team being promoted internally.
The business has c.20 Advisers and 30 staff overall who work with retirees, City professionals, families with varying levels of assets.
Posted by Premier Jobs UK Limited • £26K/yr to £32K/yr
This hybrid, IFA Administrator job near Reading is ideal for current IFA Administrators keen to join a growing company which has exciting plans ahead!
You would be providing financial planning administration support to their team of Financial Advisors, who provide holistic financial planning to clients.
The business values the role you play and recognises your worth in helping the whole team to deliver a quality service.