Something went wrong. Please try saving your Job Alert again.
Invalid email address
You can save a maximum of 20 Job Alerts. You will need to delete (or modify) one of your existing Job Alerts.
Job Alert already exists. View Job Alert
Displaying 1-7 of 7 jobs
The position you are looking for is no longer available, but here are some similar jobs that might interest you
Posted today by EFE Personnel
Job Title: Independent Financial Adviser (IFA. Location: North West England, Merseyside, St Helens. Job Type: Permanent, Full-Time. Primary Industry: Banking and Finance. Salary: Circa £50,000 per annum + bonus. Job Duties. Providing financial advice to clients on investments, pensions, … more
Posted today by EFE Personnel
Job Description: IFA Administrator. Location. North West England, Merseyside, St Helens. Salary. £28000 - £28000 per annum. Job Duties. Assist Independent Financial Advisers (IFAs) in administrative tasks. Prepare and process client documentation. Handle client inquiries and … more
Posted 2 days ago by NonStop Consulting
The agency is a family run, child-centred IFA with an Outstanding Ofsted rating. Benefits. Homebased-you have the chance at an incredibly flexible schedule. Outstanding Ofsted. Great flexibility-can fit your life around the job. Career progression. Extensive Training opportunities. Small … more
Posted yesterday by Optima Recruitment
Communicating with clients, IFAs, and Investment Managers to provide prompt, professional service. Processing benefit crystallisation events, calculations, and payroll. Managing HMRC reporting requirements. Keeping database records up to date. Generating standard correspondence with support … more
Posted 2 days ago by Lloyd Recruitment - Epsom
Provide prompt, professional communication with clients, IFAs, and Investment Managers. Process benefit crystallisations, payroll, and HMRC reporting. Maintain database records and prepare standard client correspondence. Complete due diligence checks and manage administrative task schedules … more
Posted yesterday by enable Recruitment
Providing administrative support for our paraplanners and IFAs. Maintaining the back office system with client information. Handling incoming queries from clients and external providers via email and telephone. Ensuring all files are compliant with regulations. Liaising with providers to … more
Posted yesterday by Tate
The company's client proposition is akin to private banks, offering a range of wealth management services that exceed traditional IFA offerings. As part of their ambitious growth plans, they are seeking a Paraplanner/Technical Manager, reporting directly to the Head of Wealth Planning. … more
