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Displaying 1-5 of 5 jobs
The position you are looking for is no longer available, but here are some similar jobs that might interest you
Posted 8 hours ago by North Oak Recruitment
Senior IFA Administrator. South Leicestershire (Our Ref AL1311. Salary dep on experience, ranging £27,000 - £35,000 + benefits. My client is part of an IFA organisation who have offices across the UK. They now have an exciting opportunity for an individual to join their team, … more
Posted 30/08/2024 by Harper Recruitment
Collaborating closely with an experienced Independent Financial Adviser (IFA. Opening and scanning mail. Welcoming clients to the officeSkills and Experience. Ability to meet tight deadlines and adapt to evolving business needs. Experience in processing IFA investment business is … more
Posted 02/09/2024 by North Oak Recruitment
My client is a multi-award-winning IFA and specialises in holistic, goals-lead, financial planning. Their paraplanners work very closely with the financial planners and their clients in forming, and delivering their plans. The Role. Working collaboratively with the financial planners, you … more
Posted 28/08/2024 by North Oak Recruitment
Previous paraplanning experience within an IFA or Wealth Management environment. Familiar with all major research systems (e.g. Analytics, Voyant etc.). Experience of the Pension Transfer market. Whilst a knowledge of Final Salary Pension Transfer market would be desirable, it is not … more
Posted 28/08/2024 by Kinetic Office Recruitment
Previous paraplanning experience within an IFA or Wealth Management environment. Familiar with all major research systems (e.g. Analytics, Voyant etc.). Experience of the Pension Transfer market. Experience of the administration of IHT and/or Investment products. Demonstrates up to date … more
