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Displaying 1-10 of 10 jobs
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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 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 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 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
