We are delighted to represent a highly successful Independent Financial Planning firm located in Woking.
Our respected client is currently seeking an IFA Administrator to join their friendly team.
As a valued member of the Financial Planning team, you will work alongside accomplished Advisers who provide comprehensive financial advice across the entire market, focusing on high-net-worth private clients.
Our Client, a prestigious Financial Advice firm, is seeking an experienced and driven Chartered APFS or FPFS Independent Financial Adviser (IFA) to join their dynamic team in London.
This is an exceptional opportunity for a motivated individual who is passionate about financial planning and eager to make a significant impact within a reputable organisation.
Key Requirements
Chartered APFS or FPFS Only: Demonstrable expertise and accreditation in financial planning are essential.
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 Central London 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.
My client, a highly-regarded IFA is looking for experienced and qualified Financial Planners to join their team, offering comprehensive financial planning advice to clients, both individual and corporate.
The ideal candidate will bring several years of Financial Planner experience and have a good network of clients.
Posted by Financial Divisions • £40K/yr to £43K/yr
As an experienced IFA or Wealth Management Administrator, your duties will include (but are not limited to):
A superb opportunity to join a successful, expanding IFA practice and take a fundamentally vital and leading role in the development of the practice from an administrative perspective.
Whilst this is a smaller business at this moment in time, you will actively be encouraged to participate in the development of administrative processes to cope with the growth in staffing and incoming business and will have the responsibility and ability to enhance procedures, improving efficiency and ensuring a robust, capable functional process..