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.
Chartered is preferred but not required.
The ideal candidate will bring several years of Financial Planner experience and have a good network of clients.
My Client is a truly dynamic forward-thinking independent firm with a very talented and successful team of individuals focussed on providing a first-class service to their 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..
Posted by Financial Divisions • £33K/yr to £38K/yr
Wonderful opportunity for an experienced IFA Administrator looking for an to join a fast-developing wealth management firm where you are valued, highly rewarded for your hard work, and provided with the opportunity to develop your career even further.
Plus excellent benefits package available including generous holidays, exceptional bonus and a lot more
Based in their City Office you will be offered variety in your day-to-day tasks and enjoy supporting 2 dynamic high billing Advisers with all admin tasks.
Posted by Financial Divisions • £28K/yr to £34K/yr
My client is a dynamic and forward-thinking Independent, Chartered IFA Firm in London, who due to expansion are looking to take on an experienced IFA Administrator who has gained at least 12 months experience either in an internship or work placement during university or you have gained experience working as an IFA Administrator in your 1st job and looking for a new and exciting challenge with a Company that can offer support and progression to help you achieve your career goals.
Working for a well-established and dynamic IFA, you will be supporting the Advisers and Paraplanners in the Company with administration across pensions, investments, IHT, tax and estate planning and protection.
The role is varied, and you will be actioning fund switches, dealing with 3rd party providers, illustrations, LOA; s and valuations and preparing client meeting packs.