Join an award-winning Chartered Financial Planning firm that excels in holistic financial planning for clients with complex needs.
This firm is consistently recognized among the Top 100 UK financial planning firms and provides an exceptional opportunity to work in a dynamic and supportive environment.
Key Responsibilities
Process authority letters and gather financial data.
IFA Administrator Join a Dynamic Wealth Management Team!
We have an exciting opportunity for a detail-oriented professional to join a leading wealth management firm dedicated to providing bespoke financial planning solutions.
Are you an experienced IFA Administrator looking for a new challenge in a progressive, client-focused environment?
Posted by Cherry Professional - Relationship Led Recruitment • £1/yr
FP&A Manager Nottingham - Highly Competitive Salary bonus and great benefits
This role is essential for achieving financial objectives; business partnering to ensure alignment between financial goals and overall business strategies.
We are delighted to be working with this well-established company based in Nottingham who are seeking an experienced
In this vital role, you will be instrumental in supporting their financial planners and paraplanners by managing various administrative tasks essential for delivering top-tier financial services to their clients.
We are seeking a meticulous and dedicated Financial Administrative Specialist to join our client's dynamic team.
Posted by Resource Matters Ltd • £55K/yr to £90K/yr
Due to considerable growth and expansion plans this large IFA firm are looking to recruit a Senior Financial Planner to help develop the business in the local region.
Basic Up to £60k Package Paraplanning Clients & Lead Generation
Resource Matters have been retained by this well known national IFA firm to recruit an experienced Senior Financial Planner.
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 Nottingham 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.