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.
This remote Financial Adviser job provides opportunity to join one of the fastest growing IFAs aimed at offering holistic wealth management to all.
As a Financial Adviser, you should actively look to build your client bank through usual methods of referrals, networking, introducers, marketing etc.
Are you an experienced Finance Officer, looking for a new and exciting challenge?
Baltic Recruitment are currently recruiting for a Permanent Finance Officer, working for a highly reputable client based in Washington.
Reporting to the Finance Manager, responsible for ensuring all sales and purchase ledger deadlines are met and the work completed is checked and accurate.
Talent84 is delighted to once again be supporting our award-winning fintech client with their search for an Onboarding Supervisor to join their Technical Planning team.
This remote based, operational role as IFA Novations Administrator is ideal for individuals experienced within IFA firms and keen to join a growing company which has exciting plans ahead!
In your role as IFA Novations Administrator, you will be focused on supporting the successful integration and novation of businesses as part of their current and future acquisitions.
This is an exciting opportunity to build a career as a Financial Adviser, helping families save, invest and protect their finances.
This employed, fully home based Financial Adviser job is available to individuals experienced in sales, with interest and desire to become a Financial Adviser.
You will be provided with a portfolio of existing policyholders, plus new customer enquiries.
They will be required to build the business and increase Funds under management via client activity.
The Adviser will support the Principal Partner in progressing the business They will be responsible for managing a client base providing advice and high level of client service.
They will provide a high level of technical and advice support to clients and commit to servicing client needs on a regular ongoing basis.