📑 Candidate Requirements: Must have current/recent client facing (IFA Firm) experience Have existing knowledge /experience of Discretionary Fund Management & Retail Financial Advisers Have a comprehensive knowledge of FCA Handbook Have a thorough understanding of current market regulatory requirements Knowledge of discretionary investment manageme ...
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📑 Candidate Requirements: Previous experience working as an IFA Administrator, with knowledge of pensions and investments Previous administration experience (trainee) Ability to build relationships with clients and providers Able to work under own initiative and prioritise work Strong and effective communicator A keen eye for detail Team player ...
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📑 Our Client is a highly successful and innovative IFA Practice who are based in the North West region, with a reputation for providing unique financial solutions to High Net Worth individuals and businesses across the whole of the UK. Due to their ongoing growth are now looking to recruit an experienced Financial Adviser to join their team.This is a ...
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📑 West London - Hybrid roleIdeal candidate will have paraplanning experience & must be Level 4Salary range is dependent on experience and qualification level Fram are working with an independent and directly authorised financial planning firm with West London. Due to growth, they are seeking a paraplanner to work in a pod with an advisor and administ ...
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📑 West London - Hybrid roleIdeal candidate will have paraplanning experience & must be Level 4Salary range is dependent on experience and qualification level Fram are working with an independent and directly authorised financial planning firm with West London. Due to growth, they are seeking a paraplanner to work in a pod with an advisor and administ ...
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📑 HEAD OF FINANCIAL OPERATIONS (Wealth Management)London-hybrid working-C £80k, excellent benefits package and exceptional career opportunity Exceptional opportunity for an established experienced People Manager of a large IFA Administration team with a strong background in ongoing process review and implementation of change gained within an ongoing ...
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📑 Job Title: IFA Administrator (Trainee Financial Adviser)Industry: Wealth Management Location: Bristol (1 day a week in the office)Salary: £28,000 - £30,000Job reference: 9019 Job Description:Are you an IFA Administrator with aspirations to become a Financial Planner?Recruit UK are working with a thriving wealth management firm in Bristol who are lo ...
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📑 Job Title: IFA Administrator (Trainee Financial Adviser)Industry: Wealth Management Location: Bristol (1 day a week in the office)Salary: £28,000 - £30,000Job reference: 9019 Job Description:Are you an IFA Administrator with aspirations to become a Financial Planner?Recruit UK are working with a thriving wealth management firm in Bristol who are lo ...
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📑 HEAD OF FINANCIAL OPERATIONS (Wealth Management)London-hybrid working-C £80k, excellent benefits package and exceptional career opportunity Exceptional opportunity for an established experienced People Manager of a large IFA Administration team with a strong background in ongoing process review and implementation of change gained within an ongoing ...
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📑 Job Description Trainee IFA Salary: to £ 40000 p.a. Location: Southern England, Southern England Type: PERM <span clas ...
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📑 Fram Search are working on an exciting opportunity for a Financial Planning Administrator to join a Chartered financial planning firm in Dorset. Our client is committed to providing holistic financial planning and advice to individuals, households, trustees, and businesses. They are actively seeking someone who is client focused with a high level o ...
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📑 A leading regional IFA firm, a Times Top 100 firm, are looking for a technically proficient paraplanner to join their team. They have an established team of seven paraplanners at present who work with eight advisers and have a dedicated administration team. They are keen for a paraplanner who has experience of working on more complex matters such a ...
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📑 A leading regional IFA firm, a Times Top 100 firm, are looking for a technically proficient paraplanner to join their team. They have an established team of seven paraplanners at present who work with eight advisers and have a dedicated administration team. They are keen for a paraplanner who has experience of working on more complex matters such a ...
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📑 Job Description IFA Administrator/Assistant Salary: to £ 26000 p.a. Location: South East England, South East England Type: ...
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📑 Who we are atJuniper Wealth Management are a small financial planning firm who are looking to grow the team this year. We provide ongoing advice to approximately 300 clients and we are growing steadily.We are committed to providing the training and support to help all our staff reach their full potential.We are a bunch of nice people; even if we do ...
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📑 JOB DESCRIPTIONWhat will you be doing?To provide full administrative support to Financial Planners, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards.Some of your responsibilities will be to:To work closely with the aligned Financial Planners to deliver excelle ...
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📑 JOB DESCRIPTIONWhat will you be doing?To provide full administrative support to Financial Planners, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards.Some of your responsibilities will be to:To work closely with the aligned Financial Planners to deliver excelle ...
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📑 Who we are atJuniper Wealth Management are a small financial planning firm who are looking to grow the team this year. We provide ongoing advice to approximately 300 clients and we are growing steadily.We are committed to providing the training and support to help all our staff reach their full potential.We are a bunch of nice people; even if we do ...
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📑 Exclusive: Remote Part Time UK Head of Compliance & MLRO – IFA or Wealth Management Experience Required Ref: 4022G £80K - £100K (pro rata) + Bonus & Benefits Remote (Southern England) We have been appointed by our Client, a Global Wealth Manager, who are looking to hire a UK Head of Compliance & MLRO h ...
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📑 A leading IFA practice in Manchester are looking for an Adviser to join their business. Working closely with a local accountancy practice, you will primarily be responsible for Private Client advice to clients in the £250k to £5m space, but with no upper limits. All paraplanning and administrative support will be provided.Role will include:1. Portf ...
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📑 A leading IFA practice in Manchester are looking for an Adviser to join their business. Working closely with a local accountancy practice, you will primarily be responsible for Private Client advice to clients in the £250k to £5m space, but with no upper limits. All paraplanning and administrative support will be provided.Role will include:1. Portf ...
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📑 Wealth Adviser / Independent Financial AdvisorSalary: £100k-£150k / OTE / Un-Capped EarningsNationwide RolesYOUR NEW COMPANYA 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, directl ...
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📑 Wealth Adviser / Independent Financial AdvisorSalary: £100k-£150k / OTE / Un-Capped EarningsNationwide RolesYOUR NEW COMPANYA 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, directl ...
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📑 Job Description Administrator Salary: to £ 30000 p.a. Location: South East England, South East England Type: PERM <spa ...
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📑 Location Oxford Salary £28000 - £32000 TypePermanent WorkplaceOn-Site Ref83864 Recruiter Managing This Role During a period of key expansion, an opportunity has opened up on the IFA Administrator team of a company based in Henley. In this IFA Administrator position, you will be supporting the successful Financial Planners of the business an ...
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📑 Location Oxford Salary £28000 - £32000 TypePermanent WorkplaceOn-Site Ref83864 Recruiter Managing This Role During a period of key expansion, an opportunity has opened up on the IFA Administrator team of a company based in Henley. In this IFA Administrator position, you will be supporting the successful Financ ...
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📑 Wealth Planning Practice - IFA Administrator roleMy client is an IFA Wealth Management practice with a friendly but professional office environment. They are looking to augment their successful team by recruiting an experienced IFA/Wealth Management Administrator to join their Liverpool office.You'll be supporting the Financial Plan ...
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📑 Training & Development Manager MERJE, Home-Based, United Kingdom Our clients are an exciting, forward-thinking brand in financial services. They are looking for a Training & Development Manager to support the growth of the business. The Training & Devlopment Manager will work closely not only with t ...
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📑 Are you looking for a part-time administration job that will fit around your family’s life? MFP Wealth Management is a progressive, family-run firm of Chartered Financial Planners specialising in helping people retire successfully. We provide pension and retirement planning advice to affluent families approaching retirement. We are looking for an e ...
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📑 Training & Development Manager MERJE, Home-Based, United Kingdom Our clients are an exciting, forward-thinking brand in financial services. They are looking for a Training & Development Manager to support the growth of the business. The Training & Devlopment Manager will work closely not only with t ...
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📑 Location Hadleigh Salary £22000 - £28000 TypePermanent WorkplaceOn-Site Ref84542 Recruiter Managing This Role IFA Administrator Hadleigh Salary DOE We are working with a prominent financial advisory firm, renowned for delivering expert financial solutions. The firm are an award winning IFA, as the top advisor in the East of England. ...
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📑 IFA Administrator BCR/WD/11005 Castle Bromwich, Birmingham £25,000-30,000 DOE Bell Cornwall Recruitment is a delighted to be working with a successful Financial Services company with offices in Castle Bromwich. They are looking to grow their client services team due to a company wide expansion and want an IFA administrator to join the ...
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📑 Location Macclesfield Salary £25000 - £30000 TypePermanent WorkplaceOn-Site Ref84110 Recruiter Managing This Role Administrator Macclesfield Up to £30,000 based on IFA experience Monday to Friday Do you have prior experience working within a Financial Services or IFA environment? This Admin opportunity is an opportunity to move to a firm w ...
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📑 Location Farnham Salary £25000 - £32000 TypePermanent WorkplaceOn-Site Ref84006 Recruiter Managing This Role We are assisting a client based in Farnham in hiring an IFA Administrator due to team growth. They are looking for someone ambitious and driven to join their reputable Financial Services Practice which provides a financial planning ...
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📑 IFA Operations ManagerReports to: Director Our client is seeking an experienced, driven and forward-thinking IFA Operations Manager to oversee the day-to-day operations of their growing financial planning practice. The successful IFA Operations Manager will be responsible for managing and overseeing the day to day operations of the practice and rep ...
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📑 AdministratorMacclesfieldUp to £30,000 based on IFA experienceMonday to FridayDo you have prior experience working within a Financial Services or IFA environment? This Admin opportunity is an opportunity to move to a firm who offer genuine progression.An established Wealth Management firm within the Macclesfield area are ...
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📑 Location CAMBRIDGE Salary £24000 - £33000 TypePermanent WorkplaceHybrid Ref84506 Recruiter Managing This Role We are working with a prominent financial advisory firm, renowned for delivering expert financial solutions. They are seeking an IFA Administrator to join their expanding Cambridgeshire office. Working Arrangements: Hybrid p ...
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📑 Location London Salary £35000 - £35000 TypePermanent WorkplaceHybrid Ref84641 Recruiter Managing This Role IFA Administrator, Finchley North London Fridays from home Up to £35,000 plus company bonuses This is an exciting opportunity for an IFA Administrator to head up the growing Financial division within a multi-disciplinary consultancy ...
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📑 Senior IFA AdministratorPosition:IFA Administrator / Team LeadLocation: CrosbySalary: £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 offi ...
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📑 Location Hadleigh Salary £22000 - £28000 TypePermanent WorkplaceOn-Site Ref84542 Recruiter Managing This Role IFA Administrator Hadleigh Salary DOE We are working with a prominent financial advisory firm, renowned for delivering expert financial solutions. The firm are an award winning IFA, as ...
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📑 Location Luton Salary £38000 - £45000 TypePermanent WorkplaceHybrid Ref84135 Recruiter Managing This Role We are assisting a Luton based company with an IFA Admin Manager position. You will be working closely, with the Business Manager to align processes, monitor work flow, technical cases and supporting the admin team to grow and develop. ...
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📑 Location Luton Salary £38000 - £45000 TypePermanent WorkplaceHybrid Ref84219 Recruiter Managing This Role We are assisting a Luton based company with an IFA Admin Manager position. You will be working closely, with the Business Manager to align processes, monitor work flow, technical cases and supporting the admin team to grow and develop. ...
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📑 Job Description IFA Administrator Salary: to £ 35000 p.a. Location: , Type: PERM Ref: VR/03687 Job Description Our client, a Berkhamsted based IFA, are expanding rapidly and looking to recruit experienced, quality candidates who have a minimum of 2 years IFA experience. The role will include report writing, research ...
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📑 We are working with a prominent financial advisory firm, renowned for delivering expert financial solutions. They are seeking an IFA Administrator to join their expanding Cambridgeshire office.Working Arrangements: * Hybrid position (2 days at home, mandatory office presence on Mondays)Benefits: * 30 days holiday + ...
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📑 Location Macclesfield Salary £25000 - £30000 TypePermanent WorkplaceOn-Site Ref84110 Recruiter Managing This Role Administrator Macclesfield Up to £30,000 based on IFA experience Monday to Friday Do you have prior experience working within a Financial Services or IFA environment? This Ad ...
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📑 Location Farnham Salary £25000 - £32000 TypePermanent WorkplaceOn-Site Ref84006 Recruiter Managing This Role We are assisting a client based in Farnham in hiring an IFA Administrator due to team growth. They are looking for someone ambitious and driven to join their reputable Financial Services Practice which ...
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📑 Location York Salary £21000 - £30000 TypePermanent WorkplaceOn-Site Ref82563 IFA Administrator (Full or Part-Time) York £23-30K dependent on experience OTE £30-38K Monday to Friday (Hybrid working) Are you looking for an opportunity to be part of an established business who support and develop their staff to improve their knowledge, respon ...
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📑 Location TOWCESTER Salary £30000 - £40000 TypePermanent WorkplaceHybrid Ref84485 Recruiter Managing This Role Senior IFA Administrator/Trainee Paraplanner Towcester Salary DOE Are you an experienced IFA Administrator looking for a new challenge? Do you have a strong grasp of new business processes? Are you ready to step into a senior sup ...
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📑 IFA Administrator BCR/WD/11005 Castle Bromwich, Birmingham £25,000-30,000 DOE Bell Cornwall Recruitment is a delighted to be working with a successful Financial Services company with offices in Castle Bromwich. They are looking to grow their client services team due to a compa ...
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📑 Location St Albans Salary £28000 - £32000 TypePermanent WorkplaceHybrid Ref84429 Recruiter Managing This Role An exciting opportunity for an IFA administration has opened at a highly regarded IFA firm that specialises in all aspects of savings, investments and retirement planning for someone to join the team based in St Albans. This compan ...
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