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 Doncaster 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 Taylor James Professional Recruitment • £28K/yr to £34K/yr
General
Our award winning and chartered Leeds based client are looking to appoint an IFA Administrator to join their team on a permanent basis.
You will be joining a firm with an impressive employee retention rate, which is a direct result of a fantastic working environment, continued personal development and an attractive remuneration package.
Duties & responsibilities will include
Processing new business applications across the key financial products.
Posted by Taylor James Professional Recruitment • £24K/yr to £28K/yr
General
Our award winning Sheffield based client are looking to appoint an IFA Administrator to join their team on a permanent basis.
You will be joining a firm with an impressive employee retention rate, which is a direct result of a fantastic working environment, continued personal development and an attractive remuneration package.
Duties & responsibilities will include
Processing new business applications across the key financial products.
We are currently working with a leading IFA Firm who are looking to take on an IFA Administrator you will play a crucial role in supporting their team of financial advisors and Paraplanners.
The salary range for an IFA Administrator is £22,000-26,000.
Are you an experienced and motivated individual looking for a rewarding career opportunity in the financial services industry?
This company ensures their clients are provided with the advice they deserve, recognizing that each client is different and therefore tailor their services to the client and offering a range of solutions.
Job Description
Recruit UK are working on an excellent opportunity for an Financial Services Administrator in Doncaster to join a well-established Independent Financial Advice practice.
Posted by Lime People Search & Select Ltd • £26K/yr to £30K/yr
We are urgently seeking an experienced IFA Administrator to join an existing team of Administrators, supporting the Financial Advisers within the business ensuring clients are able to plan for a comfortable retirement.
My client is an Independent Financial Advisory firm based in Sheffield providing Financial Advice to both Businesses and individuals mainly within Pensions and Retirement Planning, but also offering holistic Financial Planning services.
You will be responsible for providing a 1st class service to the clients of the business and specifically you'll be responsible for:
Posted by Lime People Search & Select Ltd • £28K/yr to £35K/yr
General
We are urgently seeking an IFA Administration Team Leader, who will sit within the Administration function and primarily manage the companies back-office Administration staff and ensuring smooth efficient running of the office on a daily basis and coordination between Advisers, Paraplanners and Administrative staff.
My client is an Independent Financial Advisory firm based in the Wakefield area, providing individual clients and businesses with Advice across Pensions, Investments, Retirement & Estate Planning.
Specifically you'll be responsible for
Leading the day-to-day activities of the Administration teams, training and motivating the team to achieve objectives and promoting the health, safety and welfare of all team members.
Posted by Capio Recruitment Financial Planning • £25K/yr to £30K/yr
The business provides advice across a diverse range of case types including Pensions, Investments, Mortgages, Protection, IHT, Tax & retirement planning, and some corporate advice as well.
The role would involve supporting the firms paraplanners and financial planners with a variety of clientele.
A financial planning firm with a strong reputation and an emphasis on putting their clients' needs at the very heart of what they do are looking to add to the back-office administration team.
IFA Administrator required by this small and successful firm of Advisors that provides individual advice to a range of HNW Private Clients and has built an excellent reputation for delivering high quality advice.
£24,000 to £29,000 FTE plus benefits
The opportunity is working from home, part-time (probably 15-18 hours) and offers full flexibility.