Reed Financial Services are working with a well-established IFA business who seek a IFA Client Support for either their Exeter or Bath office.
You would join a team of administrators so a wealth of knowledge in the team and a friendly working environment, my client can offer hybrid working up to 2 days at home after training/onboarding period.
Summary - To provide administration support to the Planner and Technical Support team.
We are working on behalf of our client, a highly successful boutique firm of fully independent financial advisers (IFA), to recruit an experienced and proactive IFA Administrator.
If you're looking for a position in a growing firm where you'll be valued as part of a friendly, close-knit team, this is a fantastic opportunity.
This role is pivotal to the team, supporting the company's Directors and a Senior Financial Planner while having regular contact with clients.
Their current requirement is for an experienced IFA Administrator to join the business to provide comprehensive support to a team of successful financial planners and a portfolio of HNW clients.
Mbf are working with a very well-established Financial Planning & Investment Management organisation; the client has a strong history and a fantastic reputation.
They have a national presence but have managed to retain their close-knit, friendly environment - the financial planning division has grown considerably over the past few years with ambitious growth plans for the short-, medium- and long-term future.
Posted by Premier Jobs UK Limited • £50K/yr to £70K/yr
This is a unique opportunity to join a highly respected IFA firm who are continually improving their client proposition and feature in the industry press for their success.
Are you an experienced Financial Advisor near Barnstaple, seeking an employed job, based from home with quality leads and existing clients provided?
The business typically is able to provide you with an existing client bank to takeover servicing, either from an internal change or a retiring Adviser.
Posted by Premier Jobs UK Limited • £40K/yr to £50K/yr
This employed, Independent Financial Adviser job provides opportunity to join a boutique, IFA firm due to continued growth across the business.
Our client is based on the Devon / Somerset border, so happy to consider Financial Advisers based in Devon or Somerset
Upon joining, you will be provided with approximately 100 clients, generating around £15m - £20m, with view to continue passing over other clients to take the client bank to circa £30m.
Posted by AFH Wealth Management • £50K/yr to £75K/yr
At AFH, as we grow, we're looking for like-minded financial advisers to join us.
Be part of a progressive and client-focused, financial planning-led wealth management firm as a self-employed or employed adviser.
In this role, you will understand your clients current and future financial goals and formulate easy to understand financial strategies, guiding your clients to financial independence.