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Displaying 1-19 of 19 jobs
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Posted 21/10/2024 by North Oak Recruitment
IFA Administrator. Nottingham (Our Ref AL1304) Hybrid. Salary benchmark c£25,000 (£21,000 - £28,000 dep on exp) + benefits. My client is an award-winning Nottinghamshire based IFA and they now have an exciting opportunity for an experience IFA Administrator to join their … more
Posted 4 days ago by Medlock Partners Ltd
IFA Administrator, Leicestershire based. Hybrid working. Salary up to £28,000 (Experience dependant. Death in Service. Social Events Exam Funding Bonus Scheme Free on site paring and Onsight Gym. Candidates who offer 2 years and more experience within Administration will also be considered … more
Posted 16/10/2024 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 a week ago by Harris Commercial Ltd
IFA Administrator (Remote. Salary: £30,000. Working Hours: Full-time, 8:30 AM - 4:30 PM. Holiday: 20 days per year. We are currently recruiting on behalf of a well-established financial advisory firm for an experienced IFA Administrator. This is a fully remote position, providing … more
Posted 18/10/2024 by Premier Jobs UK
Our client is seeking an individual with experience and capability of holding SMF3 function as Managing Director of their growing IFA firm. This unique opportunity is available to join an IFA firm led by highly experienced Senior Leadership team at the early stages of their growth … more
Posted a week ago by North Oak Recruitment
My client is an established IFA based in South Leicestershire and they now have an exciting new opportunity for an experienced Paraplanner to join their team. Main Duties. Assist consultants where needed in each stage of the advice process. Analyse existing client holdings including … more
Posted 2 days ago by GCB Recruitment
In this role, you'll benefit from a strong flow of pre-qualified leads provided by the company's IFA team, allowing you to focus on delivering top-notch service and building client relationships. Known for its supportive and collaborative culture, this company is also expanding through … more
Posted 22/10/2024 by Synergy Personnel Services
Are you a detail oriented Paraplanner looking for an exciting opportunity to work with a well established Independent Financial Advisor (IFA) firm in Rutland. We are working with a leading IFA firm in Rutland and they are seeking a skilled and motivated Paraplanner to join their … more
Posted 3 days ago by Premier Jobs UK
IFA Administrator Requirements. You should have 5+ years' experience as an Administrator and enjoy being in a fast paced, data input environment. You should have an organised approach to your work and be able to handle multiple cases simultaneously. You should be confident working … more
Posted 23/10/2024 by North Oak Recruitment
My client is an award-winning IFA and they now have an exciting opportunity for an individual with 4 years + experience within a wealth management organisation to join their team as a Senior Financial Services Administrator. Main responsibilities of the role. To compile basic suitability … more
Posted a week ago 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 23/10/2024 by JSL Solutions Ltd
You will be comfortable working closely with strategic customers and buying group customers (AAG, ECP, GSF, IFA, etc.) to strategically plan visits and effectively manage time when visiting people at the branch, regional, and end-user/garage levels. A key requirement will be developing and … more
Posted 18/10/2024 by Premier Jobs UK
You will be required to support new and existing IFAs on ensuring they adhere to the company and FCA guidelines, through role-plays, 1:1s, observations etc. Plus, you will assist the compliance team in identifying regulatory risks and design internal controls to ensure compliance is … more
Posted 21/10/2024 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 5 days ago by North Oak Recruitment
The role will involve Training and Competence support for a number of Independent Financial Advisers (IFAs) and preparing KPI results to discuss at Training & Competence (T&C) monthly meetings. Experience in financial services is essential, along with enthusiasm and commitment in delivering … more
Posted 5 days ago by North Oak Recruitment
You will lead a team of IFA professionals, cultivate strong client relationships, and drive growth of the client base. Key Responsibilities. Identify and pursue new business opportunities by developing professional connections and fostering relationships with prospective clients. Set the … more
Posted 25/10/2024 by Harron Homes
Maintain contact with purchasers, their IFA, Solicitors to monitor the progress of the sale whist maintaining weekly contact with existing purchasers on all aspect of build progress, keeping records of conversations on plot files. Maintain the marketing Suites and show homes in line with … more
Posted 5 days ago by Wallace Hind Selection LTD
We're looking for a Commercial Lines Account Handler to maintain and enhance the management of our commercial client relationships. This isn't a pressurised sales environment; our client base is led by referrals, and we are fully regulated. We're an established and growing independent insurance … more
Posted a week ago by Adecco
Maintain weekly contact with the purchaser, their IFA & Solicitor to monitor all ongoing sales through to exchange of Contracts within a six week period from date of reservation, completing the weekly sales progression update report & sending in to Head Office. Ensure that all plots are … more
