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Date added: 2 May 2024

IFA

London

Independent Financial Adviser Remote £85,000 - £100,000 + OTE A National Accountancy and Wealth Planning firm is looking to appoint an experienced IFA's across the UK. The Accountancy business has over 400 offices across the UK. The roles are remote / home based with full Administration and...

Date added: 11 Apr 2024

Financial Adviser

London

This remote Financial Adviser job provides opportunity to join one of the fastest growing IFAs aimed at offering holistic wealth management to all. They provide all the services of a traditional IFA firm, plus as a fintech firm they offer an online digital platform to help individuals at the start...

Date added: 19 Apr 2024

Assistant IFA

London

Our client is a leading wealth management business based in the West End of London. They service UHNW clients who typically have in excess of £500kinvestable assets. Services offered to clients include Investment Management, private banking. Due to expansion they are looking for a Paraplanner to...

Date added: 19 Apr 2024

IFA Administrator

London

Senior IFA Administrator Position: IFA Administrator / Team Lead Location: Crosby Salary: £25,000 to £35,000 per annum plus bonus + Benefits (will pay more for the right background!!) Are you an experienced Senior IFA Administrator, or perhaps running the operations of a busy office, and can support...

Date added: 4 May 2024

Financial Advisor

Croydon

Financial Advisor | Independent Financial Advisor £100,000 - £150,000 | Un-Capped Earnings Clients + Leads Provided Nationwide Roles YOUR NEW COMPANY An industry-leading Financial Planning business seeks to expand its network of Diploma Qualified Financial Advisor’s across the UK. A leading provider...

Date added: 4 May 2024

Financial Advisor

London

Financial Advisor | Independent Financial Advisor £100,000 - £150,000 | Un-Capped Earnings Clients + Leads Provided Nationwide Roles YOUR NEW COMPANY An industry-leading Financial Planning business seeks to expand its network of Diploma Qualified Financial Advisor’s across the UK. A leading provider...

Date added: 4 May 2024

Financial Advisor

Bromley

Financial Advisor | Independent Financial Advisor £100,000 - £150,000 | Un-Capped Earnings Clients + Leads Provided Nationwide Roles YOUR NEW COMPANY An industry-leading Financial Planning business seeks to expand its network of Diploma Qualified Financial Advisor’s across the UK. A leading provider...

Date added: 1 May 2024

Chartered Financial Adviser

London

Location: London Office (Hybrid Working TBC), Conveniently situated near Bank / Liverpool St area. Our Client, a prestigious IFA firm, is seeking an experienced and driven Chartered APFS or FPFS Independent Financial Adviser (IFA) to join their dynamic team in London. This is an exceptional...

Date added: 16 Apr 2024

Self-Employed IFA

Bexleyheath

Self-employed IFA required, retiring advisor with a client book of £60k on-going advice fees Our client has a track record of putting customers needs first, the that goes back more than a 30 years. They recognise just how important it is to help their customers make long-term financial plans. Our...

Date added: 16 Apr 2024

Self-Employed IFA

Orpington

Self-employed IFA required, retiring advisor with a client book of £60k on-going advice fees Our client has a track record of putting customers needs first, the that goes back more than a 30 years. They recognise just how important it is to help their customers make long-term financial plans. Our...

Date added: 24 Apr 2024

Financial Advisor

London

YOUR NEW COMPANY A boutique Financial Planning business seeks to expand organically its network of Diploma Qualified Financial Advisor’s across the UK. A regulated, London Based, Independent Financial Adviser and Wealth Management firm, directly authorised, offering a range of services to a wide...

Date added: 25 Apr 2024

Paraplanner / IFA

Orpington

Culverhouse Financial Planning Ltd, Chartered Financial Planners based in Farnborough Village, Orpington, Kent are seeking to fill the above part time position that has arisen due to an increase in workload caused by the demands of our expanding client base. Salary dependent on skills and...

Date added: 4 May 2024

IFA - Self Employed

South East England

Independent Financial Advisor - Self EmployedLocation: Fully remote We are assisting a highly reputable network that has over 150 Advisors , they are looking for experienced IFA's to join them as they continue to grow year on year.Benefits of joining the network include: Low chargesRisk...

Date added: 24 Apr 2024

IFA/Financial Planner

London

My client is a progressive national firm of Independent Financial Planners, providing their clients with Independent Financial Advice and across the UK. They have been established for over 40 years and despite their expanding size and growth. They are looking for multiple Independent Financial...

Date added: 9 Apr 2024

IFA Administrator

London

Senior Administrator (IFA) Our client is a Wealth Management firm which focuses on and specialises in the tax and investment needs of retirees. Many of their clients have retired overseas. They manage portfolios on their behalf to ensure they have enough money to see them through a happy retirement....

Date added: 2 May 2024

IFA Administrator/Junior Paraplanner

London

We are recruiting for this well regarded financial planner who are looking for an experienced IFA Sales support administrator to join. The role is a mix between administration with a high level of analytical skills required. Experience required: A minimum of two years of experience working in a...

Date added: 2 May 2024

Technical IFA Administrator

London

A boutique, and well-renowned independent financial planning practice is looking for a Technical IFA Administrator to directly support a Senior Adviser with the view to move to Paraplanning in the medium term.This would suit an experienced IFA Administrator and ideally someone who has made a start...

Date added: 2 May 2024

Technical IFA Administrator

Farringdon

A boutique, and well-renowned independent financial planning practice is looking for a Technical IFA Administrator to directly support a Senior Adviser with the view to move to Paraplanning in the medium term. This would suit an experienced IFA Administrator and ideally someone who has made a start...

Date added: 24 Apr 2024

Chartered IFA/Chartered Financial Planner

London

My client is a well-established business who offer regulated Financial Advice to their private and corporate clients. They are looking for a Chartered qualified Independent Financial Adviser to look after a book of HNW/UHNW individuals in the Nottinghamshire region so you MUST be a current Level 6...

Date added: 2 May 2024

Financial Adviser/Wealth Manager - With Orphan Client Bank

London

Self-Employed Financial Advisers with Top Advisers are banking £200K - £300k per annum Our client is a reputable and client-focused financial advisory firm committed to providing personalised and holistic financial planning. They specialise in helping individuals and businesses with the complexities...

Date added: 22 Apr 2024

IFA Administrator

Sutton

Position: IFA Administrator Location: Cheam, Surrey Minimum Requirements: At least 2 years' IFA administration experience; Intelligent Office experience; Volume experience ideal but not essential Salary/package: Up to £33,000 YOUR NEW COMPANY Our client is a hugely successful, award-winning boutique...

Date added: 17 Apr 2024

IFA Administrator

London

Job Title: IFA Administrator Industry: Financial Planning Location: Finchley, London Salary: £30,000 - £40,000 Job Reference: 9002 Job Description: Recruit UK are working on an exciting opportunity for an IFA Administrator to join a successful financial planning firm in North London. This company...

Date added: 30 Apr 2024

Junior Financial Adviser

London

JUNIOR FINANCIAL ADVISORThis is an exciting opportunity for Junior Financial Advisor to join a leading financial institutions helping build a strong financial future!  JUNIOR FINANCIAL ADVISOR ROLE: Assisting senior advisors in conducting client meetings to gather financial information,...

Date added: 22 Apr 2024

IFA Administrator

Sutton

Position: IFA Administrator (full time OR 4 days per week, flexible hours available) Location: Sutton, Surrey Minimum Requirements: 2 years+ IFA Administration experience, Intelligent Office experience, excellent communication skills, staff management experience Salary/package: Up to £36,000 +...

Date added: 3 May 2024

IFA Administrator

London

Role: IFA Administrator Location: City of London Salary: Up to £30,000 2-3 days a week in the office This is an award winning financial planning and investment company that has an excellent reputation within the industry. Specialising in proving a wide range of services to private clients,...

Date added: 3 May 2024

IFA Administrator

London

Role: IFA AdministratorLocation: City of LondonSalary: Up to £30,000 2-3 days a week in the officeThis is an award winning financial planning and investment company that has an excellent reputation within the industry. Specialising in proving a wide range of services to private clients,...

Date added: 11 Apr 2024

Paraplanner / Junior Financial Adviser

London

Are you a current Paraplanner with aspirations to become a Financial Adviser within a well regarded wealth management firm? In this Paraplanner role, you will initially spend 4 days per week providing paraplanning support to their Senior Financial Advisers. You will be able to devote the other 1 day...

Date added: 20 Apr 2024

IFA Administrator

London

IFA AdministratorLondon Competitive salary + market leading benefits package, bonus, flexible workingAward winning Financial Planning organisation in London are hiring. I require an enthusiastic and experienced Financial Planning Administrator to join this successful office.Experience in a Financial...

Date added: 17 Apr 2024

Graduate/ Junior IFA Administrator - London - Salary Up To £30K + Study Support

London

My client is a dynamic and forward-thinking Independent IFA Firm in London, who due to expansion are looking to take on a graduate with an internship within Wealth Management and or Financial Services as an IFA Administrator to join their small and friendly team. You will be supporting the Advisers...

Date added: 1 May 2024

Independent Financial Advisor

London

Independent Financial Adviser Location: London Contract: Permanent Salary: £40,000 - £80,000 per annum *Hybrid Working* Contact: Job Description Service Care Solutions are currently recruiting on behalf of a Top 100 Accountancy Firm for Qualified Financial Advisers to join their high-growth...

Date added: 9 Apr 2024

IFA Administrator

London

We are looking for a Financial Planning Administrators to join a wealth firm based in the central London. Ideal candidate will have 2 years experience in financial planning or wealth, supporting advisers in day to day work. Hybrid position paying up to £35,000.00, full study support via CII provided...

Date added: 18 Apr 2024

IFA Administrator

London

Hybrid working - Dorset basedIdeal candidate will have experience of working within an advice environmentExperience of using CRM systems such as Intelligent Office, X-Plan and CURO Fram Search are working on an exciting opportunity for a Financial Planning Administrator to join a Chartered...

Date added: 23 Apr 2024

Financial Administrator To Junior Paraplanner- Boutique IFA Firm - Watford - £30K - £35K Plus..

London

plus Full study support package + Benefits My client is an independent wealth planning firm in Watford, providing whole-of-market financial advice to a diverse clientele with several regional offices in the U.K. Managing over £200m of clients' assets, they specialise in pensions, investments, tax...

Date added: 17 Apr 2024

Financial Administrator/ Junior Paraplanner-Boutique IFA Firm-£35K - £40K - Watford Plus...

London

Full study support package + Benefits My client is an independent wealth planning firm in Southampton, providing whole-of-market financial advice to a diverse clientele spanning Hampshire, Surrey, Sussex, Kent, and London. Managing over £200m of clients' assets, they specialise in pensions,...

Date added: 9 Apr 2024

Paraplanner Vacancy: £40K - £45K, Boutique IFA Firm - Sutton (Surrey)

Sutton

Paraplanner Vacancy: £40k - £45k, Boutique IFA firm - Sutton (Surrey) My client, who I have placed staff with are an independent wealth planning firm in Sutton who offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Surrey, Sussex, Kent...

Date added: 30 Apr 2024

IFA Acquisition Team Leader

Borehamwood

This remote based, IFA Acquisition Team Leader job is ideal for individuals experienced within IFA firms and managing the novation of clients As IFA Acquisition Team Leader, you will lead the operations team focused on integrating and novating their current and future acquisitions. As such your...

Date added: 11 Apr 2024

Senior IFA Administrator

London

Our client, a highly reputable firm of financial planners are looking to recruit an experienced IFA/ Client Services Administrator to join London based team. Supporting a team of experienced paraplanners & financial planners, duties & responsibilities will include: Full job spec is available...

Date added: 11 Apr 2024

Mortgage Adviser

London

This remote Mortgage & Protection Adviser job provides opportunity to join one of the fastest growing IFAs aimed at offering holistic advice to all. They provide all the services of a traditional IFA firm, plus as a fintech firm they offer an online digital platform to help individuals at the...

Date added: 23 Apr 2024

Senior IFA Administrator

London

Senior IFA Administrator Based: Holborn, London Salary: £38,000 + Benefits and bonus This is a brilliant opportunity for a technical and professional individual to take on a new role in the company. The role of Administrator and will be working in a team including Paraplanners and also Financial...

Date added: 23 Apr 2024

Senior IFA Administrator

London

Senior IFA Administrator Based: Holborn, London Salary: £36,000 + Benefits and bonus This is a brilliant opportunity for a technical and professional individual to take on a new role in the company. The role of Administrator and will be working in a team including Paraplanners and also Financial...