Ifa jobs in Whiteley, Hampshire

We are looking for a client-focused candidate to join a super Chartered financial practice in Romsey. The successful applicant must be team-orientated, organised, have excellent attention to detail and be passionate about helping to deliver an exceptional client experience...

 ...We are working with a successful Chartered IFA based in Christchurch. Due to increased levels of business they are looking for an IFA Administrator to join their thriving team. The firm is known for being a relationship based company, focussing on building long term client... 

 ..., , IFA Administrator - Fareham - Artemis Recruitment Consultants Financial Services Fareham 12/12/2023 Type of Position: IFA Administrator - Fareham Pay: £28k - £32k IFA Administrator - Fareham Working in collaboration with Financial Advisers... 

 ...candidates need to have - Level 4 Diploma qualified, ideally keen to take further exams Previous paraplanning experience within an IFA Practice High level of analytical capability and good communication skills Positive, can-do attitude What's next? Apply... 

 ...development, in line with agreed annual performance objectives ? Level 4 International Finance and Administration Qualification (IFA) or Certificate in Offshore Finance and Administration (COFA) ? Level 5 International Finance and Administration Qualification (IFA)... 

 ...communicator, particularly skilled in questioning, and able to display sound judgement when assessing risks Experience in Network/National and IFA/restricted advice models and QCF Level 4 or equivalent Compliance & Risk qualification What you'll get in return ~ Salary... 

 ...part-time (school hours etc)  You will have the opportunity to work closely with a friendly, very approachable, and highly successful IFA who has been in the company for 20+ years. (She is such a wonderful person to work alongside - you'd meet straightaway at the 1st... 

 ...have post-qualifying experience in fostering or LAC Benefits Permanent contract High salary up to £39,000 +3400 High standards IFA with Outstanding Ofsted Looking for a stable person that wants to grow with the team Hybrid remote working Lovely people... 

 ...skills. Qualifications ~ Fully qualified Accountant with a qualification from an institution such as ICAEW, ICAS, ACA, ACCA, CIMA, IFA or similar is essential. You will need to be quick to learn new systems and great with people, as close working relationships... 

 ..., looking to make the jump into their next career move.  What’s needed for me to be considered? Hold previous experience within an IFA / Financial Planning Practice Must be qualified to a minimum industry standard of Level 4 Diploma Qualified A strong understanding... 

 ...An exciting opportunity for an IFA administration has opened at a highly regarded IFA firm that specialise in all aspects of savings, investments and retirement planning for someone to join the team based near Fareham. This company prides themselves on the amazing culture... 

 ...excellent opportunity has arisen for a financial planning administrator to work in a growing team. Our client is looking for an experienced IFA Administrator who prides themselves on the ability to support our financial advisors, liaise with providers and third parties. You will... 

 ...excellent opportunity has arisen for a financial planning administrator to work in a growing team. Our client is looking for an experienced IFA Administrator who prides themselves on the ability to support our financial advisors, liaise with providers and third parties. You will... 

 ...contributing to the smooth running of cases Non-advice based client reviews Liaise with Paraplanner for report generation Assist IFAs with maintaining compliant client files  The training you will be getting Level 4 Financial Adviser Apprenticeship Standard:...