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Date added: 25 Oct 2024

IFA Administrator

London

Job DescriptionA Wealth Management firm based in Stansted is seeking an experienced IFA Administrator, paying up to £31,000 plus great benefits, to support their team of advisers and client managers.\nThis is a really great opportunity for a candidate who comes from a financial background to work in...

Date added: 31 Oct 2024

Paraplanner (Wealth Management) Route To Advisor

London

Job DescriptionParaplanner (Wealth Management) Route to Advisor\nCity of London (Hybrid)\n£50,000 to £60,000 DOE + Pension + 23 Holiday Days + Training + Progression\nAre you a Paraplanner, RO4 Qualified, wanting the chance to learn from different advisors, work in a growing firm with the real...

Date added: 12 Nov 2024

Financial Advisor/IFA

London

Are you a natural hunter and business development specialist with the desire to maximise your earnings whilst delivering the best outcomes for your clients? If the answer is yes, we would like to hear from you. In order to achieve their aims and to continue their development, our client is looking...

Date added: Yesterday

Senior Financial Adviser, Surrey Based Chartered IFA, £75K

Surrey

£75k Plus basic salary & Bonus and benefits package Manage existing clients and generate some new business One of our key clients, is seeking a Senior Financial Adviser (preferably Chartered) to oversee a segment of their established client. However, there will be an expectation that you wish to...

Date added: 12 Nov 2024

IFA Administrator

Cobham

Lockhart Capital is a boutique Financial Planning and wealth Management firm that provides financial planning and investment management services to a select group of discerning, high-net-worth bespoke families. Package Details: The successful candidate will receive a Salary of up to £35,000 Per...

Date added: 29 Oct 2024

Ifa Administrator

Cobham

The opportunity for a Financial Planning Administrator to join a well-established Financial Services Practice based near Cobham has arisen. We are looking for someone to provide high-quality technical administration and analytical support to the successful Financial Planners of the business....

Date added: 1 Nov 2024

IFA Administrator

Cobham

The opportunity for a Financial Planning Administrator to join a well-established Financial Services Practice based near Cobham has arisen. We are looking for someone to provide high-quality technical administration and analytical support to the successful Financial Planners of the business....

Date added: 1 Nov 2024

IFA Administrator

London

Job Title: Independent Financial Advisor (IFA) AdministratorLocation: The City, LondonSalary: £28,000 - £30,000 Key Benefits: Work-Life Balance: Flexibility for one day working from home from the get-go, increasing to 3 days post probationProgression pathway: Pathway to Junior Paraplanner upon the...

Date added: 1 Nov 2024

IFA Administrator

London

Flexible working & homeworking available Our client, an award winning and chartered firm of financial planners are looking to recruit an experienced Client Services Administrator to join their city of London based team. This is a first class opportunity to develop your technical skillset within...

Date added: 1 Nov 2024

IFA Administrator

Epsom

IFA Administrator Are you an experienced administrator in the wealth management space? Do you thrive in a high-end, boutique environment where teamwork and culture are everything? If so, we want to hear from you! Our client believes in working collaboratively, where the team can best support each...

Date added: 25 Oct 2024

IFA Administrator

Coulsdon

IFA Administrator Are you an experienced administrator in the wealth management space? Do you thrive in a high-end, boutique environment where teamwork and culture are everything? If so, we want to hear from you! Our client believes in working collaboratively, where the team can best support each...

Date added: 25 Oct 2024

IFA Administrator

Epsom

IFA Administrator Are you an experienced administrator in the wealth management space? Do you thrive in a high-end, boutique environment where teamwork and culture are everything? If so, we want to hear from you! Our client believes in working collaboratively, where the team can best support each...

Date added: 1 Nov 2024

IFA Administrator

Sutton

IFA Administrator Are you an experienced administrator in the wealth management space? Do you thrive in a high-end, boutique environment where teamwork and culture are everything? If so, we want to hear from you! Our client believes in working collaboratively, where the team can best support each...

Date added: 1 Nov 2024

IFA Administrator

Coulsdon

IFA Administrator Are you an experienced administrator in the wealth management space? Do you thrive in a high-end, boutique environment where teamwork and culture are everything? If so, we want to hear from you! Our client believes in working collaboratively, where the team can best support each...

Date added: 1 Nov 2024

Senior Financial Administrator - Up To £45K Basic Salary - Chartered IFA

Esher

Senior IFA Administrator - (Surrey)Chartered IFA Firm - Up to £45kOffices near Esher/KingstonAttractive benefits package on offer My client are a Chartered Independent Financial Advice firm based in Surrey near Esher. I have met the Directors and placed 4 staff into the business, 2 advisers and 2...

Date added: 18 Oct 2024

Financial Administrator - Surrey Chartered IFA - Up To £35K

Leatherhead

Career Financial AdministratorWealth Management Firm working with HNW & UHNW clientsEpsom/Leatherhead (Surrey)Full training and study support£30k - £35k basic salary plus benefitsMy client are a Chartered independent wealth planning firm with offices near Epsom/Leatherhead who I have met and...

Date added: 1 Nov 2024

IFA Administrator

Reigate

We are currently recruiting for a boutique Wealth Management firm nearReigate who are looking to recruit a Financial Planning Administrator. Role is 100% office based in probation period then move on to a hybrid schedule of 2 days per week for full-time employees, to be implemented after their...

Date added: 1 Nov 2024

IFA Practice Manager

London

Company Overview: MBF have partnered with a growing financial planning firm who are committed to delivering modern financial solutions to their clients. Their current requirement is for an IFA Practice Manager to work closely alongside the MD. Their focus is on providing personalised client service...

Date added: 1 Nov 2024

IFA Administrator

Kingston Upon Thames

We are looking for a talented administrator to join an established independent financial advice practice in South West London.You will be an integral part of the team and must be client-focused, organised, and have excellent attention to detail. Our client are passionate about delivering an...

Date added: 7 Nov 2024

Senior IFA Administrator - Teddington

Teddington

We are currently recruiting for a Financial Planning practice based in Teddington who are looking to recruit a Senior IFA Administrator to provide technical administrative support to the Paraplanner and Financial Adviser within the firm. Key Contributions: Maintaining good relationships with all...

Date added: 1 Nov 2024

IFA Administrator/Junior Paraplanner

London

We are recruiting for this well regarded financial planner who are looking for an experienced IFA Sales support administrator to join. The role is a mix between administration with a high level of analytical skills required. Experience required: A minimum of two years of experience working in a...

Date added: 1 Nov 2024

Senior IFA Administrator - (Surrey) - Up To £45K Basic Salary - Chartered IFA Firm

Esher

Senior IFA Administrator - (Surrey)Chartered IFA Firm - Up to £45kOffices near Esher/KingstonAttractive benefits package on offer My client are a Chartered Independent Financial Advice firm based in Surrey near Esher. I have met the Directors and placed 4 staff into the business, 2 advisers and 2...

Date added: 1 Nov 2024

Senior IFA Administrator - Up To £45K - Chartered IFA Firm (Surrey)

Surbiton

Senior IFA Administrator - (Surrey) Chartered IFA Firm - Up to £45k Offices near Esher/Kingston Attractive benefits package on offer My client are a Chartered Independent Financial Advice firm based in Surrey near Surbiton/Esher. I have met the Directors and placed 4 staff into the business, 2...

Date added: 4 Nov 2024

Senior Financial Administrator - Up To £40K - Boutique IFA - Work In A Pod Structure

Leatherhead

Senior Financial AdministratorWealth Management Firm working with HNW & UHNW clientsLeatherhead offices (Surrey)Work in a pod structure £30k - £40k basic salary plus benefitsMy client are a Chartered independent wealth planning firm with offices near Leatherhead who I have met and placed 2...

Date added: 1 Nov 2024

Paraplanner Required, Established IFA Firm , Remote Option

Croydon

NEW to market Our client is a successful IFA business and they are currently looking for an experienced Paraplanner to join their team working mainly in a Remote capacity Thsi is a successful IFA fim with around 100 employees The client will allow remote but you will need to be prepared to vist the...

Date added: 6 Nov 2024

Self Employed Financial Adviser - Partnership Agreement - Uncapped Earning Potential - £150K+

London

***Outstanding opportunity for a driven and entreprenurial Financial Adviser***Chartered IFA Firm - Offices in City of LondonSelf employed role with a financial draw/support for 12 - 18 monthsDo you have a pipeline of business or up to £25m AUM who will follow you now or after covenantsIFA,...

Date added: 1 Nov 2024

Paraplanner Required, Established IFA Firm , HYBRID Option City

Croydon

Our client is a successful and well established National IFA firm and they are currently looking for extra support in their City office The client has the aim of being the largest Chartered IFA firm in the Country and have made excellent strides towards this This is a great opportunity for a...

Date added: 1 Nov 2024

Paraplanner Required, Established IFA Firm , HYBRID Option City

Richmond

Our client is a successful and well established National IFA firm and they are currently looking for extra support in their City office The client has the aim of being the largest Chartered IFA firm in the Country and have made excellent strides towards this This is a great opportunity for a...

Date added: 6 Nov 2024

IFA Administrator / Wealth Planning Administrator

Cobham

IFA Administrator / Wealth Planning AdministratorLocation: CobhamSalary: Up to £35,000 Looking for a role where you can thrive in a collaborative team, gain valuable technical experience, and be supported in your professional development? We’re working with a highly successful, independent wealth...

Date added: 1 Nov 2024

Independent Financial Adviser

London

Financial Advisers – Take Control of Your Future with a Leading IFA Firm Are you ready to embrace self-employment but worried about the challenges of going it alone? Join our growing IFA firm, managing £2.5 billion AUM, and receive unparalleled support as you transition into building your own...

Date added: 1 Nov 2024

CLIENT RELATIONSHIP MANAGER/ SENIOR IFA ADMINISTRATOR - Esher Area -To C £40/45K ...

Esher

CLIENT RELATIONSHIP MANAGER/ SENIOR IFA ADMINISTRATOR (Wealth Management) Excellent benefits package Are you an experienced IFA Administrator who thrives on Client contact and building strong relationships now looking at the next step to attend meetings with the Adviser? My client based in the Esher...

Date added: 1 Nov 2024

Financial Administrator - £30K - £38K Basic Salary Plus Benefits - Surrey Chartered IFA

Leatherhead

Financial AdministratorWealth Management Firm working with HNW & UHNW clientsEpsom/Leatherhead (Surrey)Full training and study support£30k - £38k basic salary plus benefitsMy client are a Chartered independent wealth planning firm with offices near Epsom/Leatherhead who I have met and placed a...

Date added: 1 Nov 2024

Junior Paraplanner Required, Established IFA Firm , HYBRID Option City

Croydon

Our client is a successful and well established National IFA firm and they are currently looking for extra support in their City office The client has the aim of being the largest Chartered IFA firm in the Country and have made excellent strides towards this This is a great opportunity for a...

Date added: 1 Nov 2024

Junior Paraplanner Required, Established IFA Firm , HYBRID Option City

Bromley

Our client is a successful and well established National IFA firm and they are currently looking for extra support in their City office The client has the aim of being the largest Chartered IFA firm in the Country and have made excellent strides towards this This is a great opportunity for a...

Date added: 1 Nov 2024

Junior Paraplanner Required, Established IFA Firm , HYBRID Option City

Epsom

Our client is a successful and well established National IFA firm and they are currently looking for extra support in their City office The client has the aim of being the largest Chartered IFA firm in the Country and have made excellent strides towards this This is a great opportunity for a...

Date added: 13 Nov 2024

IFA Administrator - Near Weybridge (Surrey) - £30K - £38K + Full Benefits Package

Weybridge

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Date added: 1 Nov 2024

IFA Administrator - Boutique Wealth Management Firm - Up To £35,000 - Leatherhead Offices

Leatherhead

Career Financial AdministratorWealth Management Firm working with HNW & UHNW clientsEpsom/Leatherhead (Surrey)Full training and study support£30k - £35k basic salary plus benefitsMy client are a Chartered independent wealth planning firm with offices near Epsom/Leatherhead who I have met and...

Date added: 1 Nov 2024

Trainee Financial Planner

Epsom

Our established client is offering the rare chance to train you to become a fully qualified Adviser. With learning support and on the job experience, you are in control of how quickly you could be working as an Adviser. Working alongside 3 very experienced advisers with a mentor programme in place,...

Date added: 1 Nov 2024

Trainee Financial Planner

Coulsdon

Our established client is offering the rare chance to train you to become a fully qualified Adviser. With learning support and on the job experience, you are in control of how quickly you could be working as an Adviser. Working alongside 3 very experienced advisers with a mentor programme in place,...

Date added: 1 Nov 2024

Trainee Financial Planner

Sutton

Our established client is offering the rare chance to train you to become a fully qualified Adviser. With learning support and on the job experience, you are in control of how quickly you could be working as an Adviser. Working alongside 3 very experienced advisers with a mentor programme in place,...