Independent Financial Advisor jobs

Independent Financial Adviser – Newark, Existing Client Bank, Career Development The Job An exciting opportunity has arisen for an Independent Financial Adviser to join our client in their...

IFA Administrator/Paraplanner (IFA Firm) Manchester £45,000 to £55,000 + Training + Progression + 8% Pension + Supported Study + Company Benefits + Bonus Are you an IFA Administrator/Paraplanner, looking to join a supportive...

Skills & Experience: Previous experience in a client-facing or administrative role, ideally within and IFA admin, financial services or a professional office environment....

This role would suit a Client Services Manager or similar from an IFA / Financial Services background looking for a varied Fixed Term position within a well-established firm offering the chance to play a key role in a successful business....

This opportunity would suit someone with experience within an IFA or wealth management environment who enjoys working in a varied role supporting advisers and clients across the full financial planning process....

Overseeing payment requests Maintaining accurate client records Identifying and implementing process improvements Adhering to internal policies and FCA guidelines Skills and experience: Experience within a Financial Services IFA...

Financial Planning firm who have an excellent working environment where you are well looked after and valued, well look no further… My client based on the outskirts of Norwich, who has been trading since 2010 are looking for an experienced Administrator with a strong background of working in an......

Brook Street Recruitment is working on behalf of our financial services client who are currently looking to recruit a professional and highly organised Financial Services Administrator to join their growing Wealth Management team....

We're working with a respected and well established, growing Financial Planning business in East Anglia looking to recruit an experienced Financial Adviser to join their Wealth Advisory team....

Administrator Looking for a less corporate atmosphere Job Reference: BBBH 23580 Keywords: IFA, Independent, Financial, Advise, Admin, Administrator, Paraplanner, Progression, AAT, Practice, Asset, Bonds, Pension, Finance, Accounting, Services, Bordon, Alton, Haslemere, Kingsley...

Opportunity for career progression within a growing IFA firm....

IFA Administrator Requirements Essential experience as an Administrator within a financial planning or IFA firm Strong understanding of financial planning processes and adviser workflows Confidence dealing directly with clients by phone, email...

Preparation of client reports What you will need in order to succeed: Previous experience working within financial services within pensions / investment or insurance essential A background supporting an IFA...

Preparation of client reports What you will need in order to succeed: Previous experience working within financial services within pensions / investment or insurance essential A background supporting an IFA...

Skills & Experience: Previous experience in a client-facing or administrative role, ideally within and IFA admin, financial services or a professional office environment....

Working across multiple client platforms including Aberdeen, Fidelity, Elevate and Quilter Processing fund withdrawals and coordinating payments to clients The ideal candidate Minimum of 2 years' experience within an IFA...

Financial Services Administrator Requirements • Essential experience in an IFA or Financial Planning administration role • Strong understanding of pensions, investments and protection products • Experience using financial services back office systems • High...

Essential Skills, qualities and Experience required: A minimum 12 month’s IFA administration experience, supporting an advisor Previous regulatory or financial industry experience is desirable Good written and oral communication skills...

Maintaining accurate and compliant client records Ensuring documentation is stored correctly Supporting wider team objectives and service standards Experience required: Previous financial services experience (ideally within an IFA...

This is an excellent opportunity for an individual with strong experience in IFA administration, a solid understanding of financial planning platforms, and a commitment to delivering high‑quality client support....