Ifa jobs in Stamford, Lincolnshire

An opportunity has become available for a Financial Planning Administrator in Spalding to join a growing financial planning firm. This organisation offers great support, training and hybrid working. Your role will include but will not be limited to: Handle all incoming...

 ...Mortgage and Protection Advisors from our offices in Northampton. In an ideal world, you will use your previous experience in a Brokerage/IFA/Protection environment to service our clients across many different areas. You will: · Form part of our protection team dealing... 

 ...Insurance & Protection. · Protection Advisor - Protection, Financial Services Demonstrable experience in a similar role for a IFA/Broker/Mortgage consultancy/Wealth Management Business. · We offer a one stop shop for all your mortgage and protection needs. The... 

 ...desire to continue studying through to level 6 Experience in a compliance / paraplanning technical area of a support service, network or IFA business You will need to have wealth management experience to be considered for this Compliance Manager position.  What’s next?... 

 ...associated software, report writing and an understanding of FCA regulations, financial solutions, and their practical application within an IFA environment. You will be Level 4 Diploma (or working towards) and have at least 2 years’ experience with the financial services... 

Financial Planner - Peterborough - up to £60k An award winning East Anglia based IFA are looking for a new Financial Planner to join their growing private client and corporate teams. The firm has a streamlined lead generation and referral process as well as an extensive... 

 ...independent financial advice to clients. They have built a growing client base and due to further expansion have a requirement for an IFA Administrator to join their close knit team. Job Role: In the job you will be providing administrative support to financial advisers... 

 ...us and receive £200 if we assist them in securing a new career. Synonyms: Client Services Administrator, Sales Support, Financial Planning Administrator, IFA, Financial Planning, Wealth Management, Financial Advisory, Financial Advice, Client Support, Adviser Support... 

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