Average salary: £65,883 /yearly
More stats£25k per annum
...Financial Planning IFA Administrator required for an award-winning and expanding company. Be part of a small team that plays a fundamental part in helping our clients achieve their goals and protect their futures. £25-35,000.
Do you have at least one years experience...
Suggested
Full time
Work at office
£30k per annum
Working in collaboration with Financial Advisers and other colleagues, you will assist the Financial Advisers in preparing recommendations and producing suitability reports in line with company policy. This includes preparing and maintaining client records, data gathering, ...
Suggested
£33k per annum
...We are working with a prominent financial advisory firm, renowned for delivering expert financial solutions. They are seeking an IFA Administrator to join their expanding Cambridgeshire office. Working Arrangements:
~ Hybrid position (2 days at home, mandatory office presence...
Suggested
Permanent employment
Work at office
Home office
Employment trial period
Hybrid work
£33.45k - £39.73k per annum
...to get into Fostering, but finding opportunities are limited in your current role?
We’re currently working with an outstanding rated IFA based in Bedford, for an experienced practitioner to join their established service as a Supervising Social Worker.
As a supervising...
Suggested
Permanent employment
Immediate start
Hybrid work
Flexible hours
£21k - £27k per annumEstimated
..., ,
IFA Administrator - Tring - Artemis Recruitment Consultants Financial Services
Tring
22/12/2023
Type of Position: IFA Administrator - Tring
Pay: £30k
IFA Administrator - Tring
Working in collaboration with Financial Advisers and other colleagues...
Suggested
£21k - £28k per annumEstimated
...HNW Independent Financial Services Broker
Independent IFA is seeking to recruit an IFA Support Administrator/Paraplanner.
Dealing with a variety of administration in respect of client’s requirements. Established HNW client base.
Preparing reports
Liaising with Financial...
Suggested
Permanent employment
Work at office
Work from home
Hybrid work
1 day week
£60k per annum
...to discuss the opportunity with you in detail prior to submitting your CV to the client. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.
Job Synonyms: Financial Advisor, IFA, Wealth Manager, Employed Adviser...
Suggested
Permanent employment
Work at office
£45k per annum
...This is a respected IFA practice that builds long term, trusting relationship with their clients by providing their financial planning services to their clientele both at the outset and as an ongoing service. They embrace the use of new technology and have a well-qualified...
Suggested
Permanent employment
Remote job
Hybrid work
£45k per annum
...Going to be a very key role within the business, as the person chosen will be working closely with the Managing Director and two other IFAs. Within the role, you will get to sit in on numerous client meetings, etc (full 360 processes and role).
~£35,000 - £45,000
~ Exam...
Suggested
Permanent employment
Employment trial period
Hybrid work
£35k per annum
...or equivalent pension transfer qualification. Candidates working towards this qualification will also be considered.
- Background in IFA or network advantageous.
- Strong technical acumen and communication skills.
- Essential experience in reviewing Defined Benefit Pension...
Suggested
Worldwide
Offshore
£21k - £24k per annumEstimated
...Financial Planning IFA Assistant required. Excellent opportunity to take on a newly created role in a growing local company. Whether you are experienced new to financial services or a recent graduate you can take your career to the next level with us with full support and...
Suggested
Traineeship
Local area
Holiday work
Monday to Thursday
£21k - £26k per annumEstimated
...is a requirement. This position is NOT for someone from the accounting / auditing or financial management profession. This is a client facing, sales and targets driven profession for RDR UK qualified IFA’s. Please only apply if you have the relevant industry experience....
Suggested
Permanent employment
Local area
Worldwide
Offshore
£28k - £37k per annumEstimated
...reports using templates
Running and checking Transfer Value Comparators (TVC)
Completing cashflow modelling
Communicating with IFAs schemes and clients to obtain missing information
The ideal candidate will be an experienced Paraplanner or Pension Transfer Specialists...
Suggested
Traineeship
Remote job
Offshore
£23.4k per annum
...result in you achieving a BSc (Hons) in Digital Marketing as well as a Digital Marketer Degree Apprenticeship Certificate issued by the IFA (the Institute for Apprenticeships).
**This is a full-time role which will include one day a week attendance at London South Bank...
Suggested
Full time
Apprenticeship
Seasonal work
1 day week
£45k per annum
...to take the next step in your finance career, we want to hear from you!
What’s next?
Apply today to be considered for this Trainee IFA opportunity. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.
Job Synonyms...
Suggested
Permanent employment
Traineeship
£46k per annum
...environment where progression is strongly supported.
What’s needed to be considered :
Experience as a paraplanner within an IFA Practice
Level 4 Diploma or someone well on the way
Excellent communication skills, both written and verbally
What’s next?...
Permanent employment
£45k per annum
...office is generally closed over the Christmas holidays. What's needed to be considered
Previous experience in a similar role in an IFA, Wealth Management firm, or financial services firm.
Working towards the Level 4 Diploma or not already achieved
Able to prioritise...
Permanent employment
Work at office
Work from home
Holiday work
£55k per annum
...your CV.
Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.
Synonyms: IFA, Financial Planning, Wealth Management, Financial Adviser, Financial Advisor, Wealth Manager, Financial Consultant, CISI, CII, level 4...
Permanent employment
Work at office
Remote job
Employment trial period
Hybrid work
£45k per annum
...We are assisting a Luton based company with an IFA Admin Manager position. You will be working closely, with the Business Manager to align processes, monitor work flow, technical cases and supporting the admin team to grow and develop.
This company has built some fantastic...
Permanent employment
Summer work
Hybrid work
Weekend work
£60k per annum
...vouchers if we assist them in securing a new career.
Synonyms: Financial Planner, Financial Advisor, Financial Consultant, Wealth Manager. Financial adviser, Wealth Planner, IFA, financial planning, wealth management, wealth consultant, DipPFS, DipFA, CII, CISI, LIBF...
Permanent employment
Self employment
Work at office
Flexible hours
£28k per annum
...We are assisting a Milton Keynes based client in welcoming a new IFA Administrator to their established administration team. They offer financial products and investments across the whole market, so your product knowledge will increase.
There is a great company culture...
Permanent employment
£28k - £39k per annumEstimated
...are not an aggregator).
You may have been part of a large Business Protection team, come from an Independent Financial Advisory firm (IFA), or come from another Commercial Insurance Broker. We are offering the chance to join a small team of like-minded people who have a...
Work at office
Work from home
Hybrid work
Holiday work
Flexible hours
£21k - £24k per annumEstimated
...with financial planning that sets us apart from other firms.
We are a leading, purely fee based, Independent Financial Adviser (IFA) and we provide a full range of financial planning services, from cash flow planning / financial health checks to full advice about retirement...
Visa sponsorship
Traineeship
Work at office
Work from home
Home office
Hybrid work