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My client is a leading Investment Management & Financial Planning firm based in Central Leeds, managing clients money and providing sound financial Advice to both businesses and individuals covering Discretionary Investment Management & Financial Planning.\n\nWe are urgently seeking a Junior Financial Adviser, ideally someone who has recently qualified or very nearly qualified with their Level 4 Diploma in Financial Advice / Planning and looking to take their first step into Advice.\n\nSpecific duties will include:\n\n * Meet potential new clients to ascertain their current and future financial planning needs\n\n * Provide quality Investment Advice in accordance with current regulations and within the firms standards and procedures\n\n * Introduce clients to the wider support team of the business\n\n * Maintain the existing HNW client book and retain excisting clients\n\n * Building and maintaining a strong network of professional connections\n\n * Identify and make suggestions to the Investment propositions and make recommendations\n\nThe successful candidate will have around 3+ years experience working within the Financial Services sector, ideally within an IFA firm working as a Senior Administrator or as a Paraplanner. You will have recently qualified (or very nearly qualified) with a Level 4 Diploma in Financial Planning / Financial Advice, and will be looking for the next step in your career towards becoming a Financial Adviser.\n\nIdeally you'll have strong knowledge of Pensions, Investments and Retirement Planning. You will be educated to at least A level standard, with good grades.\n\nA great salary package will be offered coupled with a great bonus scheme, which will be dependant upon your skills, previous experience and current qualifications

My client is an Independent Financial Advisory firm, specialising in Financial Planning and Wealth Management, providing financial solutions that are tailored to the clients needs.\nWe are seeking a Junior / Apprentice Investment / IFA Administrator to join the existing Administrative teams, generally you would be responsible for supporting both the Directors and the Advisers of the company in day-to-day Administrative tasks, which will include direct contact with clients, 3rd parties and internal stakeholders.\nSpecifically you will process and monitor all new business applications for both Directors and Financial Advisers liaising with clients and product providers, you will maintain a strict diary system for all cases submitted and provide regular updates on cases and their development, ensure that all files are compliant with regards to AML (Anti-money Laundering) requirements, and provide support to Directors and Advisers with regards to client valuations, key client reviews, collation / completion of all required documentation, meeting preparation, general servicing inquiries including policy and contract alterations, co-ordination of promotions and client mailers, document scanning and taking calls from both product providers and clients.\nYou will ideally have a couple of years of Office Administration experience within any sector. We are ideally seeking someone who would like to start to develop a career within Financial Services and Financial Advice, in this role you'll be working with Investments, Pensions, ISA, OEICS, the successful candidate will be trained and developed within the business. It would be to your advantage if you specifically have a desire to build a career in the longer-term within Financial Advice and Financial Planning. We would ideally be looking for someone with good GCSE and / or A level grades at a minimum, with good English and Maths grades

Senior IFAAdministrator Leeds £30,000to£35,000plusbenefitsandbonus OurclientisanexpandingWealthManagementPracticewhospecialiseinprovideahigh-qualityservicetonewandexistinghighnet worthprivateclients.Theycurrentlyhave opportunitiesavailableforeitherexperiencedornewtotheindustryIFAAdministrators. Dutieswillinclude: • Liaisingwithpolicyproviders., • Updatingandmaintainingclientrecords., • Processingnewbusinessapplications., • Fundswitches., • incomeandwithdrawalrequestsandmonitoringtheprocessthroughtocompletion., • ProvidingdedicatedsupporttooneormoreFinancialPlanner(s)., • Ensuringallcompliancemattersaredealtwithandclientrecordsmaintainedtoregulatorystandards. AMRT1_UKTJ ...

About the job Independent Financial Advisor (IFA) Administrator. Job Description IFA Administrator. Financial Services Experience necessary Specific experience in providing Administration support for an IFA.

A leading recruitment agency in the UK is looking for an Independent Financial Advisor (IFA) Administrator who will support Financial Advisers in processing business activities and managing client communications.

This Senior Technical Administrator to IFA Senior Adviser job offers a rare opportunity for an experienced career administrator to step into a trusted, senior support role working directly with a highly established Independent Financial Adviser with high net worth clients. This position sits at the

Private Client AdministratorBathHybrid workingChase De Vere are known as experts in our field and we pride ourselves on the reputation we have built over the past 55 years of business. We are currently looking to recruit a Private Cl

A reputable financial planning organization in Stockport seeks an IFA Administrator to join their client relations team. Ideal candidates will have prior experience in IFA practice, excellent organizational skills, and attention to detail.

A well-established financial planning firm in the United Kingdom is seeking an experienced IFA Administrator to join their collaborative support team.

A Chartered independent Financial Planning firm in Greater London is seeking an organised IFA Administrator to join their team. The role requires 1 - 2 years of experience within an IFA and a self-motivated attitude.

A rapidly growing and highly ambitious wealth management group is looking to appoint an IFA Administrator to join its expanding Client Support team in Kettering. At least 12 months experience in an IFA administration or Financial Services support role.

Position: Senior IFA Administrator. We are seeking a highly organized and detail‑oriented Financial Services Administrator to join our team on a full‑time basis.

A well-established and family-owned company in Folkestone is seeking an experienced IFA Administrator / Junior Paraplanner. The ideal candidate should have at least two years of experience in an IFA practice and knowledge of back office systems.

A leading recruitment firm is seeking an experienced IFA Administrator to join a highly regarded IFA business. The ideal candidate has prior experience within an IFA firm and possesses strong communication skills.

PSM Recruitment is looking for an experienced IFA Administrator / Junior Paraplanner for our well established and family owned company based in Folkestone. Minimum two years experience working in an IFA practice.

A dedicated employment agency is seeking an IFA Administrator for a temporary position in London. The role involves processing new business, managing client records, and supporting a team of administrators.

Due to growth an exciting opportunity is now available for an IFA Administrator based in Taunton to join their team,.

IFA Administrator Liverpool City Centre (option to work 1 day at home) Monday to Friday, 9am - 5pm (35 hours per week) £24,000 - £30,000 (dependant on experience) Search is partnering with a well-established financial planning business to recruit an experienced IFA Administrator. As an IFA Adminis

Senior Administrator – IFA Experience Essential. If you’re an experienced IFA administrator ready to step into a role with real impact and autonomy, we’d like to hear from you. We’re looking for an experienced Senior Administrator to join a growing existing business team within a Wealth Mana

Due to expansion, our client has a vacancy for an experienced IFA Administrator to join the business. Clark James Recruitment are working with a professional and highly regarded IFA business. Previous experience within an administration role within an IFA firm and have a flexible approach during per

Join Our Team as an IFA Administrator! 🌟. If you're ready to take your career to the next level and make a difference in the lives of clients and advisers alike, we want to hear from you! Apply now to join our client's dedicated team as an IFA Administrator! 🚀. As a Senior Administrator, you w

We are seeking a highly organized and detail‑oriented Financial Services Administrator to join our team on a full‑time basis.

A boutique financial planning firm in Essex is seeking a Graduate IFA Administrator to support its client services team.

Our client is looking for a talented individual to join their.Relevant financial services experience is essential and some knowledge of the Curo (Microsoft Dynamics) back office system is desirable, as are initiative and drive.Acting as the point of contact between advisers, clients and third party

Join a respected financial services firm as a Senior IFA Administrator, where you'll play a vital role in supporting Office Managers and Financial Planners. Minimum 5 years' IFA administration experience.

IFA Administrator, Stockport, 30 - 31K depending on experience + excellent benefits. Working as part of a team of 10 Client Relations Administrators reporting to the Client Relations Team Manager. The ideal candidate will have at least 1 years experience working for an IFA practice or provider, expe

A Wealth Management firm is seeking a Senior Administrator with IFA experience to provide high-level operational support in Bristol.

An award winning and well know IFA is seeking Senior IFA Administrator to join their growing team. Role: Senior IFA Administrator. This is a really great opportunity for a Senior Administrator from an IFA background who is looking for a role that will provide career growth and an opportunity to crea

An exciting new opportunity has arisen for an organised IFA Administrator to join a longstanding Chartered independent Financial Planning firm, on a team of 13. The ideal candidate will bring 1 - 2 years of experience working within an IFA, and be enthusiastic about contributing and progressing with

Join an established Chartered IFA, 15+ years trading. Minimum 2 years’ experience in an IFA or similar regulated environment.

A well-known financial services firm is seeking a Senior IFA Administrator in Taunton. This position requires over 5 years of IFA administration experience and knowledge of FCA regulations, with opportunities for career growth.

A financial planning firm in Liverpool is seeking an Experienced Financial Services Administrator to support Financial Advisors with compliance administration, manage client information, and produce reports. Candidates must have essential experience in Financial Services administration, ideally with

A boutique financial planning firm in London is seeking an experienced IFA Administrator to provide support across client administration.

A local financial planning firm in Maidstone is hiring a Senior IFA Administrator to join their team.

IFA Administrator – Financial Services Salary: £27,000-£35,000 Location: Brighton (hybrid working available) We are looking for a proactive and organised IFA Administrator to join a busy financial services team.

As a Senior Care Assistant at a Barchester care home, you'll look after the different needs of our residents to enable us to deliver quality, person-centred care and support.Your role will involve supervising and inspiring a team of dedicated Care Assistants alongside the Deputy General Manager.You

As a Bank Care Assistant at a Barchester care home, you'll help residents enjoy each day by making sure they get the quality care and support they deserve.You'll assist with daily living, providing support and companionship and sharing great moments and memories too.It's a chance to bring your dedi

Arla Foods Warehouse Operative Arla Foods, Oswestry Dairy, SY10 8NL About the job Arla Foods Oswestry are looking for Warehouse Operatives to join the team on a permanent basis.At our Arla Oswestry site we pack circa 79,000 tonnes or cheese annually, 1620 tonnes per week.This includes supplying

As a Housekeeping Assistant at a Barchester care home, you'll help to create a warm and homely environment that enables us to meet each resident's unique needs.Keeping the home clean and safe is no small task, which is why the role of Housekeeping Assistant is so important.The variety of housekeepin

Superior Healthcare is recruiting a dedicated and compassionate.Children's Complex Care Assistant.Trisomy 13, Tonic-Clonic seizures, and Osteoporosis.Tuesday everyother Saturday and Sunday nights.Three years' continuous referencing.

As a Care Assistant at a Barchester care home, you'll help residents enjoy each day by making sure they get the quality care and support they deserve.You'll assist with daily living, providing support and companionship and sharing great moments and memories too.It's a chance to bring your dedicatio

We are currently recruiting for an FLT Counterbalance Driver / Warehouse Operative to join a busy and fast-paced warehouse in the WF3 area.This is a hybrid role, so you will be required to operate the FLT as well as support with general warehouse duties.Duties will include loading and unloading vehi

We are recruiting for a permanent German & English Bilingual Customer Service Advisor to speak both German and English.Main Purpose of Customer Service Advisor role:.Responding to English and German emails, answering English and German calls,.Dealing with customer quires on our system and translatin

Overview: My client is a world leading, tier 1 civil engineering contractor.They are currently working on some of the largest projects within the UK.The majority of their projects include highways, rail, aviation, tunnelling and heavy infrastructure schemes.You will be based on one of their projec

Reward Recruitment Limited are working closely with probably one of the most highly regarded Financial Planning firm in the UK, based in Leeds City Centre.They specialise in providing UHNW advice to private clients and are currently looking to recruit an industry experienced Technical Paraplanner in

Senior Care Assistant - Care Home.This role is ideal for a Senior Care Assistant with.Provide person-centred elderly care.Lead and support Care Assistants on shift.Complete care plans and risk assessments.Monitor resident wellbeing and escalate concerns.Support medication administration.Ensure CQC c